Barnes Wealth Management Group, Inc
All 13F Filings
- Location
- Bakersfield, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 186,854
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 103.6 K | 55.4% | 3.465 K | 0 | 3.465 K |
| ETFs | 70.48 K | 37.7% | 1.706 K | 0 | 1.706 K |
| Debt | 2.939 K | 1.6% | 43 | 0 | 43 |
| Other | 9.871 K | 5.3% | 32 | 0 | 32 |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
2/24/2026
Total value ($000)
186,854
Holdings
177
QoQ value change ($000)
5,250
(2.9%)
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.