BARNES PETTEY FINANCIAL ADVISORS, LLC
All 13F Filings
- Location
- Clarksdale, MS
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 202,254
- Description
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- Website
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- Founded
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- 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 |
|---|---|---|---|---|---|
| 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 | 175.9 K | 87.2% | 17.97 K | 0 | 17.97 K |
| ETFs | 25.94 K | 12.8% | 1.852 K | 0 | 1.852 K |
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Fund Snapshot
Q4 2025
Latest filed
1/30/2026
Total value ($000)
202,254
Holdings
143
QoQ value change ($000)
19,769
(10.8%)
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.