StockDriftsStockDriftsTop 50 Barnes Wealth Management Group, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 7.1% | 20.5K | $15.3M | +65.62%(+8.12K) | $629.37(+23.51%) | 2026-06-30 | |
| IUSB | ISHARES TR | 4.15% | 194.6K | $9.0M | +3.20%(+6.04K) | $46.12(-1.46%) | 2026-06-30 | |
| IVW | ISHARES TR | 3.4% | 53.5K | $7.4M | -0.93%(-501) | $99.04(+43.13%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.13% | 23.4K | $6.8M | +0.12%(+27) | $238.32(+28.68%) | 2026-06-30 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 3.12% | 133.3K | $6.7M | +6.60%(+8.25K) | $50.59(-0.27%) | 2026-06-30 | |
| CORO | BLACKROCK ETF TRUST | 3.11% | 183.8K | $6.7M | +1.86%(+3.36K) | $31.66(+16.70%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 2.61% | 82.9K | $5.6M | -2.63%(-2.24K) | $50.37(+39.01%) | 2026-06-30 | |
| IVE | ISHARES TR | 2.46% | 23.5K | $5.3M | -18.90%(-5.47K) | $197.17(+20.06%) | 2026-06-30 | |
| MINT | PIMCO ETF TR | 2.07% | 44.4K | $4.5M | +1.44%(+631) | $100.52(+0.06%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 1.78% | 5.2K | $3.9M | -1.54%(-82) | $501.45(+43.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +19.99% |
| Top 20 Holdings Unweighted | — | — | — | — | +21.37% |
Barnes Wealth Management Group, Inc reports $216.24M in US-listed equity holdings across 195 positions in its most recent 13F filing. Its largest disclosed positions are IVV (7.1%), IUSB (4.2%) and IVW (3.4%). The top 20 holdings account for 46.29% of reported assets. Its disclosed equity book has returned +19.99% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Barnes Wealth Management Group, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2066194). View Barnes Wealth Management Group, Inc’s 13F filings on SEC