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Manager record

Barnes Wealth Management Group, Inc

Bakersfield, CA · CIK 2066194 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$216.24MReported 13F valueQ2 2026 · as filed
195Holdings listed
+9.7%vs prior quartervalue change includes market moves
5Quarters on record
Jul 24Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $169.3M$169.3MQ2 2025167 holdingsQ3 2025: $181.6M$181.6MQ3 2025172 holdingsQ4 2025: $186.9M$186.9MQ4 2025177 holdingsQ1 2026: $197.1M$197.1MQ1 2026184 holdingsQ2 2026: $216.2M$216.2MQ2 2026195 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 24 2026 13F-HR · period Q2 2026

$216.24M · 195 holdings listed · View original SEC filing ↗
May 18 2026 13F-HR · period Q1 2026

$197.09M · 184 holdings listed · View original SEC filing ↗
Feb 24 2026 13F-HR · period Q4 2025

$186.85M · 177 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$181.60M · 172 holdings listed · View original SEC filing ↗
Aug 27 2025 13F-HR · period Q2 2025

$169.33M · 167 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 24, 2026 · Change methodology