Barnes Wealth Management Group, Inc
Barnes Wealth Management Group, Inc reported 195 holdings worth US$216M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 24, 2026
Barnes Wealth Management Group, Inc reported 195 holdings worth US$216M as of Jun 30, 2026. Largest: Apple Inc, Chevron Corporation and Alphabet Inc (google) Class C. Filed Jul 24, 2026 (Form 13F).
- Holdings
- 195
- Value as reported
- US$216M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 23,395 | US$6.77M | 3.1% |
| Chevron Corporation | 17,280 | US$2.86M | 1.3% |
| Alphabet Inc (google) Class C | 5,119 | US$1.83M | 0.85% |
| Microsoft Corp. | 3,905 | US$1.46M | 0.67% |
| Nvidia Corporation | 6,887 | US$1.38M | 0.64% |
| Wells Fargo & Company | 16,624 | US$1.37M | 0.64% |
| Meta Platforms, Inc. | 2,103 | US$1.18M | 0.55% |
| Amazon.com, Inc. | 4,680 | US$1.12M | 0.52% |
| Tesla, Inc. | 2,316 | US$974K | 0.45% |
| Berkshire Hathaway Inc. | 1,435 | US$718K | 0.33% |
| Walmart Inc. | 5,994 | US$679K | 0.31% |
| Exxon Mobil Corporation | 4,600 | US$629K | 0.29% |
| Advanced Micro Devices Inc | 1,076 | US$625K | 0.29% |
| Cisco Systems, Inc. | 4,297 | US$505K | 0.23% |
| Johnson & Johnson | 1,784 | US$453K | 0.21% |
| Palantir Technologies Inc. | 3,643 | US$425K | 0.20% |
| Gilead Sciences, Inc. | 3,229 | US$408K | 0.19% |
| At&t Inc. | 18,057 | US$374K | 0.17% |
| Pfizer, Inc. | 15,391 | US$371K | 0.17% |
| Trico Bancshares | 6,588 | US$355K | 0.16% |
| Broadcom Inc. | 924 | US$349K | 0.16% |
| Merck & Company, Inc. | 2,684 | US$345K | 0.16% |
| Abbvie Inc. | 1,355 | US$341K | 0.16% |
| International Business Machines Corporation | 1,185 | US$334K | 0.15% |
| Duke Energy Corporation (holding Company) | 2,632 | US$333K | 0.15% |
| Home Depot, Inc. (the) | 926 | US$327K | 0.15% |
| Amgen Inc. | 867 | US$314K | 0.15% |
| Verizon Communications Inc. | 7,380 | US$312K | 0.14% |
| Procter & Gamble Company (the) | 2,101 | US$308K | 0.14% |
| The Travelers Companies, Inc. | 876 | US$289K | 0.13% |
| American Electric Power Company, Inc. | 2,015 | US$276K | 0.13% |
| Consolidated Edison, Inc. | 2,488 | US$275K | 0.13% |
| Lockheed Martin Corporation | 533 | US$272K | 0.13% |
| General Dynamics Corporation | 744 | US$264K | 0.12% |
| Evergy, Inc. | 3,020 | US$261K | 0.12% |
| Costco Wholesale Corporation | 279 | US$261K | 0.12% |
| Visa Inc. | 756 | US$259K | 0.12% |
| Bank Of America Corporation | 4,504 | US$257K | 0.12% |
| Applied Digital Corporation | 6,784 | US$253K | 0.12% |
| Allstate Corporation (the) | 1,053 | US$251K | 0.12% |
| Nisource Inc | 5,218 | US$248K | 0.11% |
| Toro Company (the) | 2,462 | US$240K | 0.11% |
| Micron Technology, Inc. | 205 | US$237K | 0.11% |
| Jp Morgan Chase & Co. | 702 | US$230K | 0.11% |
| Tjx Companies, Inc. (the) | 1,509 | US$229K | 0.11% |
| Bristol-myers Squibb Company | 3,931 | US$227K | 0.10% |
| Paccar Inc. | 1,884 | US$226K | 0.10% |
| Kimberly-clark Corporation | 2,045 | US$224K | 0.10% |
| W.r. Berkley Corporation | 3,016 | US$213K | 0.10% |
| Cboe Global Markets, Inc. | 862 | US$209K | 0.10% |
| Nextera Energy, Inc. | 2,348 | US$206K | 0.10% |
| T. Rowe Price Group, Inc. | 1,779 | US$202K | 0.09% |
| Caterpillar, Inc. | 0 | US$0 | 0.00% |
| Service Corporation International | 0 | US$0 | 0.00% |
| Waste Management, Inc. | 0 | US$0 | 0.00% |
| The Bank Of New York Mellon Corporation | 0 | US$0 | 0.00% |
| Abbott Laboratories | 0 | US$0 | 0.00% |
Source
View original at SEC
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