本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Barnes Wealth Management Group, Inc (CIK 2066194) reported $216.2M across 195 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($15.3M, 7.10%), IUSB ($9.0M, 4.15%), IVW ($7.4M, 3.40%), AAPL ($6.8M, 3.13%), JPST ($6.7M, 3.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $15.3M | 7.10% | 20,486 | Added |
| 2 | IUSB | ISHARES TR | $9.0M | 4.15% | 194,573 | Added |
| 3 | IVW | ISHARES TR | $7.4M | 3.40% | 53,517 | Trimmed |
| 4 | AAPL | APPLE INC | $6.8M | 3.13% | 23,395 | Added |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | $6.7M | 3.12% | 133,274 | Added |
| 6 | CORO | BLACKROCK ETF TRUST | $6.7M | 3.11% | 183,754 | Added |
| 7 | DYNF | BLACKROCK ETF TRUST | $5.6M | 2.61% | 82,855 | Trimmed |
| 8 | IVE | ISHARES TR | $5.3M | 2.46% | 23,460 | Trimmed |
| 9 | MINT | PIMCO ETF TR | $4.5M | 2.07% | 44,414 | Added |
| 10 | QQQ | INVESCO QQQ TR | $3.9M | 1.78% | 5,235 | Trimmed |
| 11 | MTUM | ISHARES TR | $3.6M | 1.65% | 10,393 | Trimmed |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $3.4M | 1.56% | 4,511 | Trimmed |
| 13 | SCHG | SCHWAB STRATEGIC TR | $3.0M | 1.39% | 88,729 | Added |
| 14 | BOND | PIMCO ETF TR | $3.0M | 1.38% | 32,298 | Trimmed |
| 15 | BAI | BLACKROCK ETF TRUST | $2.9M | 1.32% | 54,289 | Trimmed |
| 16 | CVX | CHEVRON CORPORATION | $2.9M | 1.32% | 17,280 | Trimmed |
| 17 | LDUR | PIMCO ETF TR | $2.8M | 1.28% | 28,953 | Trimmed |
| 18 | MBB | ISHARES TR | $2.6M | 1.18% | 26,995 | Added |
| 19 | SPYM | SPDR SERIES TRUST | $2.5M | 1.15% | 28,303 | Added |
| 20 | VUG | VANGUARD INDEX FDS | $2.5M | 1.13% | 28,487 | Added |
| 21 | GSST | GOLDMAN SACHS ETF TR | $2.4M | 1.12% | 47,801 | Trimmed |
| 22 | GOVT | ISHARES TR | $2.2M | 1.00% | 95,275 | Added |
| 23 | SPDW | SPDR INDEX SHS FDS | $2.0M | 0.95% | 40,578 | Trimmed |
| 24 | GSY | INVESCO ACTIVELY MANAGED EXC | $2.0M | 0.94% | 40,376 | Added |
| 25 | VNLA | JANUS DETROIT STR TR | $2.0M | 0.93% | 41,255 | Added |
来源：SEC 13F 申报文件 · 截至 2026-06-30