§ 13F · FUND PROFILE
Barnes Wealth Management Group, Inc.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $169.3T (13F)Positions · 167Turnover · — · Q4Filed · Feb 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IUSB | ISHARES TR | 178K | $8.3T | 4.4% | +1% |
| 2 | IVV | ISHARES TR | 12K | $8.3T | 4.4% | +2% |
| 3 | IVW | ISHARES TR | 53K | $6.5T | 3.5% | −3% |
| 4 | IVE | ISHARES TR | 29K | $6.1T | 3.3% | +33% |
| 5 | DYNF | BLACKROCK ETF TRUST | 87K | $5.3T | 2.8% | −1% |
| 6 | AAPL | APPLE INC | 19K | $5.1T | 2.7% | +1% |
| 7 | QUAL | ISHARES TR | 22K | $4.4T | 2.4% | −33% |
| 8 | MINT | PIMCO ETF TR | 43K | $4.3T | 2.3% | +3% |
| 9 | EFV | ISHARES TR | 57K | $4.1T | 2.2% | −18% |
| 10 | OEF | ISHARES TR | 12K | $4.1T | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BARNES SIGNAL
AC read
Barnes Wealth Management Group, Inc is a Other fund managing $169327.1 trillion in assets. The fund runs a portfolio of 167 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed