Barnes Wealth Management Group, Inc

CIK

2066194

Location

Bakersfield, CA

Portfolio Value

Micro $39,283,516

Diversification

Diversified

Filing Date

Global Rank

#6,773 / 8,232 ▲ 274

Top Industry

Consumer Electronics 19.1%

3Y Alpha vs SPY

+0.2%

Period ended 2 months ago

Filed May 18, 2026 · 27d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+23.7%

SPY

+23.4%

Annualised alpha

+0.2%

Max drawdown

−18.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

59 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.1%

+1.6 pts

Top 5

42.9%

+1.2 pts

Top 10

57.0%

−1.4 pts

HHI

527

Diversified+35

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	25.4%	$9,985,902	8
Unclassified	21.1%	$8,292,921	6
Energy	11.2%	$4,408,998	2
Financial Services	10.9%	$4,279,684	12
Healthcare	7.0%	$2,764,241	8
Consumer Cyclical	6.8%	$2,686,485	5
Communication Services	6.6%	$2,581,638	4
Industrials	3.9%	$1,544,340	6
Utilities	3.6%	$1,400,679	5
Consumer Defensive	3.4%	$1,338,628	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
WFC	Wells Fargo & Company/Mn	+14,266	16,636	$1,324,391
AAPL	Apple Inc.	+4,516	23,368	$5,930,564
RCS	Pimco Strategic Income Fund, Inc.	+3,000	20,875	$111,890
PFE	Pfizer Inc	+1,786	14,596	$409,855
WMT	Walmart Inc.	+1,092	6,094	$757,362
BRK-B	Berkshire Hathaway Inc	+317	1,444	$691,964
CVX	Chevron Corp	+282	17,400	$3,600,060
AMZN	Amazon Com Inc	+210	4,834	$1,006,777
PLTR	Palantir Technologies Inc.	+173	2,892	$423,041
AMD	Advanced Micro Devices Inc	+167	1,154	$234,758
TSLA	Tesla, Inc.	+128	2,492	$926,401
MSFT	Microsoft Corp	+116	3,558	$1,317,064
VZ	Verizon Communications Inc	+113	7,477	$375,345
WRB	Berkley W R Corp	+80	3,058	$202,684
ABT	Abbott Laboratories	+57	1,954	$200,617
PG	PROCTER & GAMBLE Co	+47	2,003	$289,313
HD	Home Depot, Inc.	+46	905	$297,645
ED	Consolidated Edison Inc	+39	2,504	$283,402
DUK	Duke Energy CORP	+35	2,645	$346,336
ABBV	AbbVie Inc.	+33	1,370	$297,961
EVRG	Evergy, Inc.	+31	3,082	$252,477
AEP	American Electric Power Co Inc	+26	2,047	$268,320
ALL	Allstate Corp	+24	1,075	$222,890
JPM	Jpmorgan Chase & Co	+20	820	$241,211
V	Visa Inc.	+18	752	$227,284
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IAU	Ishares Gold Trust	−11,023	9,063	$798,994
SLV	iShares Silver Trust	−4,717	4,108	$279,919
TCBK	Trico Bancshares /	−1,000	6,588	$313,193
T	At&T Inc.	−541	14,257	$413,310
GOOGL	Alphabet Inc.	−469	2,057	$591,510
SGOL	abrdn Gold ETF Trust	−246	9,304	$415,144
GILD	Gilead Sciences, Inc.	−199	3,268	$455,461
AVGO	Broadcom Inc.	−181	1,051	$325,295
SPY	Spdr S&P 500 ETF Trust	−134	4,524	$2,942,138
NVDA	Nvidia Corp	−92	6,261	$1,091,918
BMY	Bristol Myers Squibb Co	−80	3,965	$240,477
COST	Costco Wholesale Corp /New	−62	293	$291,953
JNJ	Johnson & Johnson	−55	2,049	$500,857
BNY	Bank of New York Mellon Corp	−51	2,127	$252,326
XOM	Exxon Mobil Corp	−41	4,768	$808,938
CBOE	Cboe Global Markets, Inc.	−38	915	$257,179
NI	Nisource Inc.	−37	5,361	$250,144
CSCO	Cisco Systems, Inc.	−34	4,862	$377,242
LMT	Lockheed Martin Corp	−33	569	$343,897
QQQ	Invesco Qqq Trust, Series 1	−30	5,317	$3,068,866
MRK	Merck & Co., Inc.	−24	2,925	$351,848
PCAR	Paccar Inc	−13	1,920	$221,760
META	Meta Platforms, Inc.	−10	2,100	$1,201,473
AMGN	Amgen Inc	−6	873	$307,165
CAT	Caterpillar Inc	−2	398	$281,967
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
IBM	International Business Machines Corp	1,180	$286,020
TTC	Toro Co	2,514	$234,908
SCI	Service Corp International	2,536	$209,245
WM	Waste Management Inc	885	$203,364
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
ORCL	Oracle Corp	2,102	$409,700
MAR	Marriott International Inc /Md/	737	$228,646
BAC	Bank Of America Corp /De/	3,845	$211,475
F	Ford Motor Co	14,158	$185,752
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

59 positions · $39,283,516 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 59 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	23,368	+4,516	$5,930,564	+15.7%	15.10%
CVX	Chevron Corp Energy	Added	17,400	+282	$3,600,060	+38.0%	9.16%
QQQ	Invesco Qqq Trust, Series 1	Reduced	5,317	-30	$3,068,866	−6.6%	7.81%
SPY	Spdr S&P 500 ETF Trust	Reduced	4,524	-134	$2,942,138	−7.4%	7.49%
WFC	Wells Fargo & Company/Mn Financial Services	Added	16,636	+14,266	$1,324,391	+499.6%	3.37%
MSFT	Microsoft Corp Technology	Added	3,558	+116	$1,317,064	−20.9%	3.35%
META	Meta Platforms, Inc. Communication Services	Reduced	2,100	-10	$1,201,473	−13.7%	3.06%
NVDA	Nvidia Corp Technology	Reduced	6,261	-92	$1,091,918	−7.8%	2.78%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,834	+210	$1,006,777	−5.7%	2.56%
TSLA	Tesla, Inc. Consumer Cyclical	Added	2,492	+128	$926,401	−12.9%	2.36%
XOM	Exxon Mobil Corp Energy	Reduced	4,768	-41	$808,938	+39.8%	2.06%
IAU	Ishares Gold Trust	Reduced	9,063	-11,023	$798,994	−51.0%	2.03%
GLD	Spdr Gold Trust	Held	1,831	0	$787,860	+8.6%	2.01%
WMT	Walmart Inc. Consumer Defensive	Added	6,094	+1,092	$757,362	+35.9%	1.93%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,444	+317	$691,964	+22.2%	1.76%
GOOGL	Alphabet Inc. Communication Services	Reduced	2,057	-469	$591,510	−25.2%	1.51%
JNJ	Johnson & Johnson Healthcare	Reduced	2,049	-55	$500,857	+15.0%	1.27%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	3,268	-199	$455,461	+7.0%	1.16%
PLTR	Palantir Technologies Inc. Technology	Added	2,892	+173	$423,041	−12.5%	1.08%
SGOL	abrdn Gold ETF Trust	Reduced	9,304	-246	$415,144	+5.8%	1.06%
T	At&T Inc. Communication Services	Reduced	14,257	-541	$413,310	+12.4%	1.05%
PFE	Pfizer Inc Healthcare	Added	14,596	+1,786	$409,855	+28.5%	1.04%
CSCO	Cisco Systems, Inc. Technology	Reduced	4,862	-34	$377,242	+0.0%	0.96%
VZ	Verizon Communications Inc Communication Services	Added	7,477	+113	$375,345	+25.1%	0.96%
MRK	Merck & Co., Inc. Healthcare	Reduced	2,925	-24	$351,848	+13.3%	0.90%
DUK	Duke Energy CORP Utilities	Added	2,645	+35	$346,336	+13.2%	0.88%
LMT	Lockheed Martin Corp Industrials	Reduced	569	-33	$343,897	+18.1%	0.88%
AVGO	Broadcom Inc. Technology	Reduced	1,051	-181	$325,295	−23.7%	0.83%
TCBK	Trico Bancshares / Financial Services	Reduced	6,588	-1,000	$313,193	−12.9%	0.80%
AMGN	Amgen Inc Healthcare	Reduced	873	-6	$307,165	+6.8%	0.78%
ABBV	AbbVie Inc. Healthcare	Added	1,370	+33	$297,961	−2.5%	0.76%
HD	Home Depot, Inc. Consumer Cyclical	Added	905	+46	$297,645	+0.7%	0.76%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	293	-62	$291,953	−4.6%	0.74%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,003	+47	$289,313	+3.2%	0.74%
IBM	International Business Machines Corp Technology	NEW	1,180	NEW	$286,020	NEW	0.73%
ED	Consolidated Edison Inc Utilities	Added	2,504	+39	$283,402	+15.8%	0.72%
CAT	Caterpillar Inc Industrials	Reduced	398	-2	$281,967	+23.1%	0.72%
SLV	iShares Silver Trust	Reduced	4,108	-4,717	$279,919	−50.8%	0.71%
AEP	American Electric Power Co Inc Utilities	Added	2,047	+26	$268,320	+15.1%	0.68%
TRV	Travelers Companies, Inc. Financial Services	Held	893	0	$260,470	+0.6%	0.66%
GD	General Dynamics Corp Industrials	Added	753	+5	$258,444	+2.6%	0.66%
CBOE	Cboe Global Markets, Inc. Financial Services	Reduced	915	-38	$257,179	+7.5%	0.65%
EVRG	Evergy, Inc. Utilities	Added	3,082	+31	$252,477	+14.2%	0.64%
BNY	Bank of New York Mellon Corp Financial Services	Reduced	2,127	-51	$252,326	−0.2%	0.64%
NI	Nisource Inc. Utilities	Reduced	5,361	-37	$250,144	+11.0%	0.64%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	1,543	+11	$246,417	+4.7%	0.63%
JPM	Jpmorgan Chase & Co Financial Services	Added	820	+20	$241,211	−6.4%	0.61%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	3,965	-80	$240,477	+10.2%	0.61%
TTC	Toro Co Industrials	NEW	2,514	NEW	$234,908	NEW	0.60%
AMD	Advanced Micro Devices Inc Technology	Added	1,154	+167	$234,758	+11.1%	0.60%