Barnes Wealth Management Group, Inc
CIK
2066194
City
Bakersfield
State / Country
CA
Top Portfolio Positions
59 positions ·
$39,283,516 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
23,368 | $5,930,564 | 15.10% | |
| CVX |
Chevron Corp
Energy
|
17,400 | $3,600,060 | 9.16% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
5,317 | $3,068,866 | 7.81% | |
| SPY |
Spdr S&P 500 ETF Trust
|
4,524 | $2,942,138 | 7.49% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
16,636 | $1,324,391 | 3.37% | |
| MSFT |
Microsoft Corp
Technology
|
3,558 | $1,317,064 | 3.35% | |
| META |
Meta Platforms, Inc.
Communication Services
|
2,100 | $1,201,473 | 3.06% | |
| NVDA |
Nvidia Corp
Technology
|
6,261 | $1,091,918 | 2.78% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
4,834 | $1,006,777 | 2.56% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
2,492 | $926,401 | 2.36% |
Portfolio Trend
6 quarters · across all stocks
Holdings in NAC
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $174,202 | 14,953 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $176,594 | 14,953 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $171,959 | 14,953 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $167,025 | 14,953 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $168,071 | 14,953 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $168,819 | 14,953 | Shares | Sole | 2025-05-12 | |
| No 13F history on record for this holder in this stock. | ||||||