13F Filings History of Barnes Wealth Management Group, Inc

Latest 13F report
Q4 2025 - 24 Feb 2026
Value $
$186,854,073
Signature - Title
Steve Barnes - Chief Compliance Officer
Location
Bakersfield, CA
Summary
This page shows a list of all the recent 13F filings made by Barnes Wealth Management Group, Inc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Barnes Wealth Management Group, Inc reported 177 stock holdings with total value $186,854,073 as of Q4 2025. Top holdings included IUSB, IVV, IVW, IVE, and DYNF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 177 $186,854,073 +$9,637,424 -$6,909,568 +$2,727,856 IUSB, IVV, IVW, IVE, DYNF 13F-HR 24 Feb 2026, 13:40
Q3 2025 172 $181,604,212 +$11,187,367 -$8,836,725 +$2,350,642 IUSB, IVV, IVW, QUAL, DYNF 13F-HR 14 Nov 2025, 14:46
Q2 2025 167 $169,327,087 +$14,626,556 -$10,215,814 +$4,410,742 IUSB, IVV, QUAL, IVW, DYNF 13F-HR 27 Aug 2025, 14:00
Q1 2025 160 $155,825,803 +$18,015,262 -$8,952,214 +$9,063,048 IVV, IUSB, QUAL, IVW, DYNF 13F-HR 14 May 2025, 12:53
Q4 2024 139 $149,128,487 $0 $0 $0 IVV, IUSB, QUAL, IVW, AAPL 13F-HR 12 May 2025, 09:24