StockDriftsStockDriftsTop 50 Barnes Wealth Management Group INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSB | ISHARES TR | 4.42% | 188.5K | $8.7M | +5.93%(+10.55K) | $46.12(-0.92%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.1% | 12.4K | $8.1M | +2.64%(+318) | $588.33(+26.20%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.21% | 125.0K | $6.3M | +63.02%(+48.33K) | $50.60(-0.19%) | 2026-03-31 | |
| IVW | ISHARES TR | 3.1% | 54.0K | $6.1M | +2.27%(+1.20K) | $99.04(+38.04%) | 2026-03-31 | |
| IVE | ISHARES TR | 3.1% | 28.9K | $6.1M | +0.41%(+119) | $197.17(+13.33%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.01% | 23.4K | $5.9M | +23.96%(+4.52K) | $238.29(+26.00%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 2.94% | 180.4K | $5.8M | new | $31.61(+11.22%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 2.51% | 85.1K | $5.0M | -2.69%(-2.35K) | $50.37(+31.59%) | 2026-03-31 | |
| MINT | PIMCO ETF TR | 2.23% | 43.8K | $4.4M | +1.54%(+662) | $100.52(+0.05%) | 2026-03-31 | |
| QUAL | ISHARES TR | 1.94% | 19.9K | $3.8M | -9.97%(-2.21K) | $178.53(+17.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.35% | +23.70% |
| Top 20 Holdings Unweighted | +8.09% | +26.28% |
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