Barnes Wealth Management Group, Inc
All 13F Filings
- Location
- Bakersfield, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 216,238
- Description
- —
- 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 | 7/24/2026 | 195 | 216,238 | 13F-HR | Barnes Wealth Management Group, Inc |
| Q1 2026 | 5/15/2026 | 184 | 197,088 | 13F-HR | Barnes Wealth Management Group, Inc |
| Q4 2025 | 2/24/2026 | 177 | 186,854 | 13F-HR | Barnes Wealth Management Group, Inc |
| Q3 2025 | 11/14/2025 | 172 | 181,604 | 13F-HR | Barnes Wealth Management Group, Inc |
| Q2 2025 | 8/27/2025 | 167 | 169,327 | 13F-HR | Barnes Wealth Management Group, Inc |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 44.79 K | 20.7% | 466 | 0 | 466 |
| ETFs | 170.6 K | 78.9% | 20.86 K | 0 | 20.86 K |
| Debt | 820 | 0.4% | 0 | 2.166 K | -2.166 K |
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Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
216,238
Holdings
195
QoQ value change ($000)
19,150
(9.7%)
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.