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Steve Barnes

Barnes Wealth Management Group, Inc

Assets Managed
$216.238M
Holdings
195
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
9.72%(2Q avg: 7.6%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Barnes Wealth Management Group, Inc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 195 positions.

Assets under management

The assets under management (AUM) of Barnes Wealth Management Group, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 216.238M in assets, with a quarterly growth rate of 9.72% and a 2-quarter average growth rate of 7.6%. The portfolio is managed by Steve Barnes, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 65.63%
7.1%
$15.342M
20,486 shares@ $748.91 avg price
IUSB
Ishares Core Total Bond Etf
Recent Activity
Increased 3.21%
4.16%
$8.98M
194,573 shares@ $46.16 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
Decreased -0.92%
3.41%
$7.36M
53,517 shares@ $137.53 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.12%
3.14%
$6.77M
23,395 shares@ $289.37 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 6.6%
3.12%
$6.74M
133,274 shares@ $50.58 avg price
CORO
Ish Intl Ctry Rot Act Etf
Recent Activity
Increased 1.87%
3.12%
$6.725M
183,754 shares@ $36.6 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -2.62%
2.61%
$5.635M
82,855 shares@ $68.02 avg price
IVE
Ishares S&p 500 Value Etf
Recent Activity
Decreased -18.9%
2.47%
$5.327M
23,460 shares@ $227.07 avg price
MINT
Pimco Enhanced Short Maturit
Recent Activity
Increased 1.45%
2.08%
$4.477M
44,414 shares@ $100.81 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -1.54%
1.79%
$3.856M
5,235 shares@ $736.52 avg price

1-10 of 195