Barnes Wealth Management Group, Inc

13F filer, CIK 2066194, Bakersfield, CA

Barnes Wealth Management Group, Inc reported $149,128,487 across 139 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-05-12. Its ten largest share positions make up 35.44% of the portfolio.

Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001172661-25-001641

Period: 2024-12-31
Reported value: $149M
Holdings: 139
Top 10 weight: 35.44%
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Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001172661-25-001641, largest first. % of portfolio is the value over $149,128,487, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Timeline
IVVISHARES TR	18,809	$11.1M	7.42%	Timeline
IUSBISHARES TR	179,333	$8.11M	5.44%	Timeline
QUALISHARES TR	33,495	$5.96M	4%	Timeline
IVWISHARES TR	55,506	$5.64M	3.78%	Timeline
AAPLAPPLE INC	18,491	$4.63M	3.1%	Timeline
DYNFBLACKROCK ETF TRUST	84,646	$4.34M	2.91%	Timeline
MINTPIMCO ETF TR	36,859	$3.7M	2.48%	Timeline
EFVISHARES TR	62,247	$3.27M	2.19%	Timeline
QQQINVESCO QQQ TR	6,180	$3.16M	2.12%	Timeline
EFGISHARES TR	30,855	$2.99M	2%	Timeline
IVEISHARES TR	14,989	$2.86M	1.92%	Timeline
BONDPIMCO ETF TR	29,467	$2.66M	1.79%	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	50,454	$2.54M	1.7%	Timeline
SCHGSCHWAB STRATEGIC TR	90,538	$2.52M	1.69%	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	4,231	$2.48M	1.66%	Timeline
CVXCHEVRON CORPORATION	16,632	$2.41M	1.62%	Timeline
LDURPIMCO ETF TR	24,882	$2.36M	1.58%	Timeline
MBBISHARES TR	25,578	$2.34M	1.57%	Timeline
VUGVANGUARD INDEX FDS	5,649	$2.32M	1.55%	Timeline
MTUMISHARES TR	9,695	$2.01M	1.35%	Timeline
GSSTGOLDMAN SACHS ETF TR	38,960	$1.96M	1.31%	Timeline
SCHDSCHWAB STRATEGIC TR	70,792	$1.93M	1.3%	Timeline
MSFTMICROSOFT CORP	4,407	$1.86M	1.25%	Timeline
GSYINVESCO ACTIVELY MANAGED EXC	35,742	$1.79M	1.2%	Timeline
VNLAJANUS DETROIT STR TR	36,006	$1.76M	1.18%	Timeline
IYWISHARES TR	10,690	$1.71M	1.14%	Timeline
EMXCISHARES INC	30,230	$1.68M	1.12%	Timeline
BILSSPDR SERIES TRUST	14,733	$1.46M	0.98%	Timeline
SPYMSPDR SERIES TRUST	20,091	$1.39M	0.93%	Timeline
ULSTSSGA ACTIVE ETF TR	34,169	$1.38M	0.93%	Timeline
SPDWSPDR INDEX SHS FDS	39,048	$1.33M	0.89%	Timeline
SPYGSPDR SERIES TRUST	15,028	$1.32M	0.89%	Timeline
DHSWISDOMTREE TR	14,058	$1.31M	0.88%	Timeline
XTREBONDBLOXX ETF TRUST	26,289	$1.28M	0.86%	Timeline
BILSPDR SERIES TRUST	13,662	$1.25M	0.84%	Timeline
METAMETA PLATFORMS INC	2,107	$1.23M	0.83%	Timeline
QHYWISDOMTREE TR	26,983	$1.22M	0.82%	Timeline
BINCBLACKROCK ETF TRUST II	22,813	$1.19M	0.8%	Timeline
VIGVANGUARD SPECIALIZED FUNDS	5,704	$1.12M	0.75%	Timeline
CORPPIMCO ETF TR	11,219	$1.07M	0.72%	Timeline
TSLATESLA INC	2,535	$1.02M	0.69%	Timeline
AMZNAMAZON COM INC	4,553	$999K	0.67%	Timeline
SPYVSPDR SERIES TRUST	18,977	$970K	0.65%	Timeline
SPABSPDR SERIES TRUST	35,836	$896K	0.6%	Timeline
SPMDSPDR SERIES TRUST	16,070	$879K	0.59%	Timeline
VYMIVANGUARD WHITEHALL FDS	12,345	$838K	0.56%	Timeline
NVDANVIDIA CORPORATION	5,996	$805K	0.54%	Timeline
VTEBVANGUARD MUN BD FDS	15,793	$792K	0.53%	Timeline
IEMGISHARES INC	14,506	$757K	0.51%	Timeline
IAUISHARES GOLD TR	15,157	$750K	0.5%	Timeline
QYLDGLOBAL X FDS	40,579	$739K	0.5%	Timeline
MUNIPIMCO ETF TR	14,008	$725K	0.49%	Timeline
AGGYWISDOMTREE TR	16,459	$706K	0.47%	Timeline
TLTISHARES TR	8,033	$702K	0.47%	Timeline
USHYISHARES TR	18,962	$698K	0.47%	Timeline
SPSMSPDR SERIES TRUST	15,110	$679K	0.46%	Timeline
FAPRFIRST TR EXCHNG TRADED FD VI	16,414	$678K	0.45%	Timeline
MUBISHARES TR	6,130	$653K	0.44%	Timeline
JGROJ P MORGAN EXCHANGE TRADED F	7,690	$623K	0.42%	Timeline
BSVVANGUARD BD INDEX FDS	8,043	$621K	0.42%	Timeline
EMBISHARES TR	6,914	$616K	0.41%	Timeline
IUSVISHARES TR	6,517	$603K	0.4%	Timeline
SPTISPDR SERIES TRUST	20,984	$585K	0.39%	Timeline
PVALPUTNAM ETF TRUST	15,237	$566K	0.38%	Timeline
SPTMSPDR SERIES TRUST	7,701	$550K	0.37%	Timeline
GOOGLALPHABET INC	2,881	$545K	0.37%	Timeline
HEGDLISTED FDS TR	24,119	$540K	0.36%	Timeline
VTVVANGUARD INDEX FDS	3,070	$520K	0.35%	Timeline
GLDSPDR GOLD TR	2,143	$519K	0.35%	Timeline
DEMWISDOMTREE TR	12,342	$500K	0.34%	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	1,097	$497K	0.33%	Timeline
GOOGALPHABET INC	2,562	$488K	0.33%	Timeline
IWYISHARES TR	2,055	$483K	0.32%	Timeline
WMTWALMART INC	5,169	$467K	0.31%	Timeline
IJHISHARES TR	7,220	$450K	0.3%	Timeline
STPZPIMCO ETF TR	8,263	$432K	0.29%	Timeline
DAPRFIRST TR EXCHNG TRADED FD VI	11,566	$430K	0.29%	Timeline
VEUVANGUARD INTL EQUITY INDEX F	7,424	$426K	0.29%	Timeline
PFFDGLOBAL X FDS	21,811	$426K	0.29%	Timeline
USMVISHARES TR	4,728	$420K	0.28%	Timeline
IFRAISHARES TR	8,925	$413K	0.28%	Timeline
SPIBSPDR SERIES TRUST	12,392	$406K	0.27%	Timeline
FBNDFIDELITY MERRIMACK STR TR	8,919	$400K	0.27%	Timeline
USFRWISDOMTREE TR	7,917	$398K	0.27%	Timeline
MINOPIMCO ETF TR	8,584	$387K	0.26%	Timeline
XLCSELECT SECTOR SPDR TR	3,980	$385K	0.26%	Timeline
GTOINVESCO ACTIVELY MANAGED EXC	8,183	$380K	0.25%	Timeline
PFEPFIZER INC	14,290	$379K	0.25%	Timeline
XOMEXXON MOBIL CORP	3,475	$374K	0.25%	Timeline
ESGUISHARES TR	2,877	$371K	0.25%	Timeline
IJRISHARES TR	3,215	$370K	0.25%	Timeline
AVGOBROADCOM INC	1,571	$364K	0.24%	Timeline
PGPROCTER & GAMBLE CO	2,142	$359K	0.24%	Timeline
SMMUPIMCO ETF TR	7,155	$357K	0.24%	Timeline
DBNDDOUBLELINE ETF TRUST	7,821	$354K	0.24%	Timeline
JVALJ P MORGAN EXCHANGE TRADED F	8,098	$350K	0.23%	Timeline
GILDGILEAD SCIENCES INC	3,651	$337K	0.23%	Timeline
VCSHVANGUARD SCOTTSDALE FDS	4,302	$336K	0.23%	Timeline
TAT&T INC	14,647	$334K	0.22%	Timeline
TOTLSSGA ACTIVE ETF TR	8,382	$330K	0.22%	Timeline
ORCLORACLE CORP	1,979	$330K	0.22%	Timeline
COSTCOSTCO WHOLESALE CORPORATION	355	$325K	0.22%	Timeline
SGOLETFS GOLD TR	12,686	$318K	0.21%	Timeline
HDHOME DEPOT INC	807	$314K	0.21%	Timeline
PLTRPALANTIR TECHNOLOGIES INC	4,022	$304K	0.2%	Timeline
SCHBSCHWAB STRATEGIC TR	13,293	$302K	0.2%	Timeline
LGLVSPDR SERIES TRUST	1,700	$281K	0.19%	Timeline
VVISA INC	880	$278K	0.19%	Timeline
VZVERIZON COMMUNICATIONS INC	6,947	$278K	0.19%	Timeline
BMYBRISTOL-MYERS SQUIBB CO	4,816	$272K	0.18%	Timeline
DIVOAMPLIFY ETF TR	6,714	$272K	0.18%	Timeline
XLKSELECT SECTOR SPDR TR	1,167	$271K	0.18%	Timeline
JNJJOHNSON & JOHNSON	1,860	$269K	0.18%	Timeline
ICVTISHARES TR	3,149	$268K	0.18%	Timeline
GOVTISHARES TR	11,624	$267K	0.18%	Timeline
CSCOCISCO SYS INC	4,358	$258K	0.17%	Timeline
FTHIFIRST TR EXCHANGE TRADED FD	10,767	$251K	0.17%	Timeline
INTFISHARES TR	8,569	$246K	0.17%	Timeline
EMGFISHARES INC	5,380	$243K	0.16%	Timeline
CSBVICTORY PORTFOLIOS II	4,046	$240K	0.16%	Timeline
OEFISHARES TR	813	$235K	0.16%	Timeline
MARMARRIOTT INTL INC NEW	831	$232K	0.16%	Timeline
MRKMERCK & CO INC	2,324	$231K	0.16%	Timeline
LMTLOCKHEED MARTIN CORP	475	$231K	0.15%	Timeline
XSVMINVESCO EXCHANGE TRADED FD T	4,142	$226K	0.15%	Timeline
NTSXWISDOMTREE TR	4,813	$225K	0.15%	Timeline
ABBVABBVIE INC	1,261	$224K	0.15%	Timeline
SLVISHARES SILVER TR	8,427	$222K	0.15%	Timeline
SPEMSPDR INDEX SHS FDS	5,671	$218K	0.15%	Timeline
SPTLSPDR SERIES TRUST	8,285	$217K	0.15%	Timeline
JPMJPMORGAN CHASE & CO	899	$215K	0.14%	Timeline
DIVIFRANKLIN TEMPLETON ETF TR	7,098	$213K	0.14%	Timeline
PAVEGLOBAL X FDS	5,175	$209K	0.14%	Timeline
VBVANGUARD INDEX FDS	855	$205K	0.14%	Timeline
CMCSACOMCAST CORP NEW	5,468	$205K	0.14%	Timeline
CATHGLOBAL X FDS	2,893	$205K	0.14%	Timeline
AMGNAMGEN INC	772	$201K	0.13%	Timeline
NACNUVEEN CA DIVI ADV MUN	14,953	$169K	0.11%	Timeline
RCSPIMCO STRATEGIC INCOME FD	10,425	$79.4K	0.05%	Timeline

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001172661-25-001641	base		2025-05-12	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC