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Home > Institutional Investor > Barnes Wealth Management Group, Inc > 13F Holdings

Instuitional Investor - Barnes Wealth Management Group, Inc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
 177,979 $8,283,143 4.43%
2.
Ishares Trust
 IEF 12,051 $8,253,869 4.42%
3.
Ishares Trust
 IEF 52,821 $6,510,718 3.48%
4.
Ishares Trust
 IEF 28,810 $6,109,737 3.27%
5.
Blackrock Etf Trust
 87,445 $5,317,531 2.85%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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