BARNES PETTEY FINANCIAL ADVISORS, LLC
All 13F Filings
- Location
- Clarksdale, MS
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 319,187
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 175 | 319,187 | 13F-HR | BARNES PETTEY FINANCIAL ADVISORS, LLC |
| Q1 2026 | 4/24/2026 | 156 | 229,447 | 13F-HR | BARNES PETTEY FINANCIAL ADVISORS, LLC |
| Q4 2025 | 1/30/2026 | 143 | 202,254 | 13F-HR | BARNES PETTEY FINANCIAL ADVISORS, LLC |
| Q3 2025 | 11/12/2025 | 126 | 182,485 | 13F-HR | BARNES PETTEY FINANCIAL ADVISORS, LLC |
| Q2 2025 | 8/12/2025 | 110 | 149,669 | 13F-HR | BARNES PETTEY FINANCIAL ADVISORS, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 144.8 K | 45.4% | 38.63 K | 0 | 38.63 K |
| ETFs | 173.9 K | 54.6% | 51.09 K | 0 | 51.09 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
319,187
Holdings
175
QoQ value change ($000)
89,740
(39.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.