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Barnes Wealth Management Group, Inc.
Barnes Wealth Management Group, Inc is an investment advisory firm headquartered in Bakersfield, California. The firm specializes in wealth management, financial planning, retirement and tax planning, and estate planning services, primarily serving individuals, high-net-worth clients, and pension/profit sharing plans. Founded in California, the firm employs approximately 10-11 employees, with a strong focus on personalized and comprehensive financial solutions for clients across the lifecycle of wealth.
Investment Strategy
Barnes Wealth Management Group provides disciplined, time-tested investment strategies tailored to each client's unique financial goals and risk tolerance. The firm emphasizes proactive, personalized portfolio management and comprehensive financial planning, including retirement, tax, and estate planning, aiming to help clients achieve and maintain 'true wealth.' Investments are allocated across diversified portfolios based on careful evaluation of each client's circumstances, employing a goal-based approach to financial security and growth.
Latest 13F Filing Activity
Barnes Wealth Management Group, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 166 equity positions with a total 13F market value of $169M. The fund increased holdings in Ishares TR, Ishares Inc., Blackrock Etf Trust among other positions. Barnes Wealth Management Group, Inc. reduced exposure to Ishares TR, Ishares Inc., Ishares TR among others.
Top Holdings
Equity Positions (166)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IUSB | ISHARES TR | 4.96% | $8.4M | 181,594 | $45.23 | $46.23 | -$134.4K |
I IVV | ISHARES TR | 4.22% | $7.1M | 11,510 | $588.68 | $620.90 | -$2.9M |
Q QUAL | ISHARES TR | 3.83% | $6.5M | 35,496 | $178.39 | $182.82 | +$815.3K |
I IVW | ISHARES TR | 3.83% | $6.5M | 58,867 | $101.25 | $110.10 | +$1.1M |
D DYNF | BLACKROCK ETF TRUST | 2.89% | $4.9M | 89,757 | $51.23 | $54.46 | +$601.9K |
Industry Allocation
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