Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Barnes Wealth Management Group, Inc (CIK 2066194) reported $197.1M across 184 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IUSB ($8.7M, 4.42%), IVV ($8.1M, 4.10%), JPST ($6.3M, 3.21%), IVW ($6.1M, 3.10%), IVE ($6.1M, 3.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IUSB | ISHARES TR | $8.7M | 4.42% | 188,532 | Added |
| 2 | IVV | ISHARES TR | $8.1M | 4.10% | 12,369 | Added |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | $6.3M | 3.21% | 125,025 | Added |
| 4 | IVW | ISHARES TR | $6.1M | 3.10% | 54,018 | Added |
| 5 | IVE | ISHARES TR | $6.1M | 3.10% | 28,929 | Added |
| 6 | AAPL | APPLE INC | $5.9M | 3.01% | 23,368 | Added |
| 7 | CORO | BLACKROCK ETF TRUST | $5.8M | 2.94% | 180,394 | New |
| 8 | DYNF | BLACKROCK ETF TRUST | $5.0M | 2.51% | 85,092 | Trimmed |
| 9 | MINT | PIMCO ETF TR | $4.4M | 2.23% | 43,783 | Added |
| 10 | QUAL | ISHARES TR | $3.8M | 1.94% | 19,903 | Trimmed |
| 11 | CVX | CHEVRON CORPORATION | $3.6M | 1.83% | 17,400 | Added |
| 12 | MTUM | ISHARES TR | $3.1M | 1.56% | 12,804 | Added |
| 13 | QQQ | INVESCO QQQ TR | $3.1M | 1.56% | 5,317 | Trimmed |
| 14 | BOND | PIMCO ETF TR | $3.0M | 1.53% | 32,702 | Trimmed |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $2.9M | 1.49% | 4,524 | Trimmed |
| 16 | LDUR | PIMCO ETF TR | $2.8M | 1.41% | 29,017 | Added |
| 17 | SCHG | SCHWAB STRATEGIC TR | $2.6M | 1.31% | 88,611 | Added |
| 18 | MBB | ISHARES TR | $2.5M | 1.29% | 26,833 | Added |
| 19 | GSST | GOLDMAN SACHS ETF TR | $2.5M | 1.24% | 48,531 | Trimmed |
| 20 | IEMG | ISHARES INC | $2.3M | 1.18% | 33,428 | Trimmed |
| 21 | EFV | ISHARES TR | $2.3M | 1.16% | 30,852 | Trimmed |
| 22 | GOVT | ISHARES TR | $2.2M | 1.10% | 94,657 | Added |
| 23 | VUG | VANGUARD INDEX FDS | $2.1M | 1.05% | 4,755 | Added |
| 24 | BAI | BLACKROCK ETF TRUST | $2.1M | 1.05% | 62,836 | Added |
| 25 | SPLG | SPDR SERIES TRUST | $2.0M | 1.03% | 26,641 | Added |
Source: SEC Form 13F filings · as of 2026-03-31