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Showing Q3 2025 data
Barnes Wealth Management Group, Inc's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Barnes Wealth Management Group, Inc
•CIK: 2066194•Filing: Q3 2025
**Barnes Wealth Management Group, Inc.** manages $182M across a diversified portfolio of 172 positions. The fund exhibits notable concentration in core market indices and technology leaders, with top holdings including IUSB at $8.3M and IVV at $7.9M. Significant allocations are also directed toward broad market exposure via IVW ($6.5M) and QUAL ($6.4M). This structure suggests a strategy emphasizing established, liquid market benchmarks alongside select growth names.
Total AUM
$181.6M
QoQ Performance
+7.3%
Positions
93
Top 10 Concentration
31.2%
Latest Filing
Q3 2025
Top Holdings Allocation
IUSB4.6%
IVV4.4%
IVW3.6%
QUAL3.5%
DYNF2.9%
AAPL2.6%
EFV2.6%
IVE2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other82.4%
Technology6.6%
ETF6.1%
Consumer2.0%
Healthcare1.2%
Financial0.9%
Utilities0.3%
Communication0.2%
🚪 Exited Positionssold since Q2 2025
+2 more exited positions
Changes from Q2 2025
NEW12 new positions
↑94 increased
↓59 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025