Barnes Wealth Management Group, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 204 separate positions held by the firm, with the total number of shares held across all positions reaching 22,335,227.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with several funds holding significant share counts. The BlackRock ETF Trust iShares Core S&P 500 ETF leads the list with 15,957,591 shares. Other top holdings include the iShares Core S&P 500 ETF with 7,532,113 shares and the iShares Core S&P 500 Value ETF with 5,314,184 shares.
Among individual equities, Chevron Corporation is the largest holding with 3,500,631 shares. Other notable individual stock positions include Apple Inc. with 7,953,911 shares, Microsoft Corporation with 1,966,332 shares, and NVIDIA Corporation with 1,603,528 shares.
The filing was signed by Steve Barnes, Chief Compliance Officer, on November 9, 2026.
