Fund HoldingsBarnes Wealth Management Group, Inc

Total Portfolio Value
$216.24B
Total Bought
$58.16B
Total Sold
$50.54B
Net Transaction
+$7.62B
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR12,36920,486+8,1178,080,53415,342,1347.10%+7,261,600
BLACKROCK ETF TRUST
ISHA IN CTRY ETF
0183,754+183,75406,725,3963.11%+6,725,396
BLACKROCK ETF TRUST
ISHA I IN TE ETF
054,289+54,28902,862,1161.32%+2,862,116
SPDR SERIES TRUST
ST STR P500ETF
028,303+28,30302,487,2821.15%+2,487,282
GOLDMAN SACHS ETF TR047,801+47,80102,417,5381.12%+2,417,538
SPDR INDEX SHS FDS
ST STR PO EX ETF
040,578+40,57802,044,7460.95%+2,044,746
SSGA ACTIVE ETF TR
ST STR UL BD ETF
047,687+47,68701,927,7470.89%+1,927,747
SPDR SERIES TRUST
ST STR P500GRW
015,949+15,94901,897,7870.88%+1,897,787
BLACKROCK ETF TRUST
ISHA LA CORE ETF
035,384+35,38401,782,2920.82%+1,782,292
BLACKROCK ETF TRUST
ISHA US THEM ETF
037,639+37,63901,622,6170.75%+1,622,617
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
041,139+41,13901,506,0380.70%+1,506,038
FIDELITY COVINGTON TRUST022,491+22,49101,324,9770.61%+1,324,977
BLACKROCK ETF TRUST
ISHA SYST AL ETF
045,633+45,63301,280,0060.59%+1,280,006
ISHARES TR54,01853,517-5016,109,9767,360,1933.40%+1,250,217
BLACKROCK ETF TRUST II022,387+22,38701,171,7360.54%+1,171,736
SPDR SERIES TRUST
ST STR BL 12 ETF
011,789+11,78901,171,6680.54%+1,171,668
ISHARES TR08,333+8,33301,036,8540.48%+1,036,854
SPDR SERIES TRUST
ST INTER ETF
034,458+34,4580978,2630.45%+978,263
SPDR SERIES TRUST
ST STR PR SP1500
09,710+9,7100881,6010.41%+881,601
SPDR SERIES TRUST
ST STR P500VAL
014,038+14,0380853,4080.39%+853,408
APPLE INC(AAPL)23,36823,395+275,931,3796,769,7463.13%+838,367
INVESCO QQQ TR5,3175,235-823,069,8643,855,6451.78%+785,781
SELECT SECTOR SPDR TR
ST STR SVC ETF
06,532+6,5320699,7810.32%+699,781
BLACKROCK ETF TRUST
ISHARES US EQUIT
85,09282,855-2,2374,950,6535,634,9692.61%+684,316
SPDR SERIES TRUST
ST STR R1K LOWV
03,746+3,7460679,7490.31%+679,749
SPDR SERIES TRUST
ST STR BLO 1 ETF
06,913+6,9130633,5070.29%+633,507
DOUBLELINE ETF TRUST
OPPO CORE BD ETF
013,670+13,6700623,2220.29%+623,222
ISHARES TR
MSCI USA MIN ETF
05,946+5,9460573,5990.27%+573,599
SPDR SERIES TRUST
ST STR AGGRE ETF
021,863+21,8630557,9630.26%+557,963
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
013,192+13,1920520,6880.24%+520,688
ISHARES TR
MSCI USA MMENTM
12,80410,393-2,4113,072,8323,563,0321.65%+490,200
PIMCO ETF TR
MULTISECTOR BD
38,75454,431+15,6771,015,3801,443,5180.67%+428,138
STATE STR SPDR S&P 500 ETF T(SPY)4,5244,511-132,943,6953,368,8981.56%+425,203
SCHWAB STRATEGIC TR88,61188,729+1182,581,2513,002,6161.39%+421,365
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
125,025133,274+8,2496,327,6236,739,6713.12%+412,048
ISHARES TR
BROAD USD HIGH
27,83438,703+10,8691,025,4071,432,8000.66%+407,393
ADVANCED MICRO DEVICES INC(AMD)1,1541,076-78234,758625,0590.29%+390,301
VANGUARD INDEX FDS4,75528,487+23,7322,076,9362,453,8701.13%+376,934
SPDR INDEX SHS FDS
ST PORT MARK ETF
06,624+6,6240342,9910.16%+342,991
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
6,6318,202+1,571415,636736,9570.34%+321,321
SPDR SERIES TRUST
ST STR TIPS ETF
012,262+12,2620314,8880.15%+314,888
SELECT SECTOR SPDR TR
ST STR INDL ETF
01,646+1,6460305,0280.14%+305,028
WISDOMTREE TR(WT)05,102+5,1020301,2760.14%+301,276
WISDOMTREE TR(WT)010,448+10,4480299,8580.14%+299,858
NVIDIA CORPORATION(NVDA)6,2616,887+6261,091,9321,378,0830.64%+286,151
ISHARES TR
CORE UNIVRSL USD
188,532194,573+6,0418,708,3398,979,5444.15%+271,205
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
2,4332,777+344578,190841,4760.39%+263,286
BANK OF AMER CORP04,504+4,5040256,6380.12%+256,638
APPLIED DIGITAL CORP06,784+6,7840253,0430.12%+253,043
INVESCO EXCHANGE TRADED FD T
S&P SMLCP MOMENT
02,702+2,7020252,9880.12%+252,988
ISHARES TR
0-5 YR TIPS ETF
02,428+2,4280248,0440.11%+248,044
TIDAL TRUST II
RETURN STCKD US
07,331+7,3310239,6500.11%+239,650
MICRON TECHNOLOGY INC(MU)0205+2050236,6290.11%+236,629
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,220+1,2200232,4340.11%+232,434
PROSHARES TR
ULTRAPRO QQQ
02,849+2,8490230,8460.11%+230,846
LISTED FDS TR
SWAN HEDGED EQTY
53,44858,135+4,6871,320,1861,549,9010.72%+229,715
KIMBERLY-CLARK CORP(KMB)02,045+2,0450224,4800.10%+224,480
ARK ETF TR
AUTNMUS TECHNLGY
01,677+1,6770221,8280.10%+221,828
J P MORGAN EXCHANGE TRADED F
SHORT DURA CORE
04,626+4,6260218,0930.10%+218,093
ISHARES TR
INVT GRAD SY ETF
04,775+4,7750215,4000.10%+215,400
NEXTERA ENERGY INC(NEE)02,348+2,3480206,0840.10%+206,084
SPDR SERIES TRUST
ST LON TREAS ETF
07,828+7,8280205,3280.09%+205,328
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
02,969+2,9690205,0990.09%+205,099
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
03,500+3,5000204,7150.09%+204,715
VANGUARD ADMIRAL FDS INC01,738+1,7380203,9200.09%+203,920
PRICE T ROWE GROUP INC(TROW)01,779+1,7790202,2550.09%+202,255
ISHARES TR
INTL EQTY FACTOR
18,96522,320+3,355738,876914,2660.42%+175,390
J P MORGAN EXCHANGE TRADED F
US VALUE FACTR
23,90922,791-1,1181,168,1941,336,4640.62%+168,270
ISHARES TR2,5192,881+362251,841416,2720.19%+164,431
ALPHABET INC(GOOG)2,0572,072+15591,511740,4710.34%+148,960
ALPHABET INC(GOOG)3,3023,082-220947,2121,088,9630.50%+141,751
MICROSOFT CORP(MSFT)3,5583,905+3471,317,4251,456,7940.67%+139,369
ISHARES TR
MSCI USA VALUE
2,4502,427-23348,366484,9390.22%+136,573
FIDELITY COVINGTON TRUST12,22312,022-201612,617746,6860.35%+134,069
PIMCO ETF TR
INTER MUN BD ACT
20,13922,434+2,2951,051,0971,180,0750.55%+128,978
CISCO SYS INC(CSCO)4,8624,297-565377,243504,7260.23%+127,483
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
23,92228,081+4,159651,414767,4740.35%+116,060
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
9,7279,507-220822,126937,2950.43%+115,169
ISHARES TR2,0732,171+98515,848630,9400.29%+115,092
VANGUARD SPECIALIZED FUNDS3,8213,952+131821,830935,2160.43%+113,386
AMAZON COM INC(AMZN)4,8344,680-1541,006,7771,115,4310.52%+108,654
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
3,3533,570+217371,445475,7030.22%+104,258
FRANKLIN TEMPLETON ETF TR
US LRG CP MLTFCT
4,6175,319+702312,304416,3830.19%+104,079
ISHARES TR8333,655+2,822355,221453,8710.21%+98,650
PIMCO ETF TR
SHTRM MUN BD ACT
9,87311,645+1,772498,093588,0730.27%+89,980
T ROWE PRICE EXCHANGE-TRADED
PRICE BLUE CHIP
13,12313,309+186579,774666,6480.31%+86,874
PIMCO ETF TR
MTG BKD SECS ACT
19,41421,180+1,766962,9341,045,8680.48%+82,934
PGIM ETF TR
PGIM ULTRA SH BD
10,05511,718+1,663497,723580,6270.27%+82,904
PIMCO ETF TR
ENHAN SHRT MA AC
43,78344,414+6314,403,2564,477,3752.07%+74,119
INVESCO ACTIVELY MANAGED EXC
TOTAL RETURN
13,28014,756+1,476621,902691,6140.32%+69,712
GLOBAL X FDS
NASDAQ 100 COVER
51,40251,364-38881,552946,6420.44%+65,090
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
5,1175,264+147241,346304,7130.14%+63,367
ISHARES TR
ESG AWR MSCI USA
2,8192,8190398,663461,3860.21%+62,723
ISHARES INC
EMNG MKTS EQT
5,8045,630-174350,736412,4540.19%+61,718
SCHWAB STRATEGIC TR15,82215,8220397,139458,2320.21%+61,093
FIDELITY MERRIMACK STR TR17,28118,636+1,355788,359847,7520.39%+59,393
VANGUARD INTL EQUITY INDEX F6,7896,767-22509,929566,7790.26%+56,850
WISDOMTREE TR(WT)15,65515,487-1681,709,8951,760,7200.81%+50,825
WELLS FARGO & CO(WFC)16,63616,624-121,324,3921,373,8070.64%+49,415
VANGUARD INDEX FDS3,2853,184-101644,517693,8890.32%+49,372
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