SEC Form 13F · Q1 2026

Barnes Wealth Management Group, Inc

Institutional Holdings Report

13F-HRCA
$197.1M
Portfolio Value
184
Holdings
Q1 2026
Reporting Period
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Filing Details

Manager
Barnes Wealth Management Group, Inc
CIK
2066194
Accession No.
0001172661-26-002405
Location
Bakersfield, CA
Form Type
13F-HR
Portfolio Value
$197.1M
Holdings Reported
184
Reporting Period
Q1 2026
Filed
May 18, 2026

About this Filing

Barnes Wealth Management Group, Inc is an institutional investment manager based in Bakersfield, CA reporting approximately $197.1M in 13(f) securities across 184 positions as of Q1 2026. Form 13F is filed quarterly by managers exercising investment discretion over $100 million or more in covered securities; the portfolio value above reflects long positions in exchange-traded equities and related instruments, not total assets under management. This data is sourced from the manager's SEC Form 13F-HR filing on EDGAR.