Barnes Wealth Management Group, IncETFConcentrated trader

CIK: 0002066194 | Bakersfield, CA

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q2 2026	13F-HR	195	$216.2M	2026-07-24	SEC ↗
Q1 2026	13F-HR	184	$197.1M	2026-05-18	SEC ↗
Q4 2025	13F-HR	177	$186.9M	2026-02-24	SEC ↗
Q3 2025	13F-HR	172	$181.6M	2025-11-14	SEC ↗
Q2 2025	13F-HR	167	$169.3M	2025-08-27	SEC ↗
Q1 2025	13F-HR	160	$155.8M	2025-05-14	SEC ↗
Q4 2024	13F-HR	139	$149.1M	2025-05-12	SEC ↗