What does BARNES PETTEY FINANCIAL ADVISORS, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

BARNES PETTEY FINANCIAL ADVISORS, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

CAPITAL GROUP GROWTH ETF

$33M825K14.4%

FIRST TR EXCHANGE-TRADED FD

$12M170K5.1%

CAPITAL GROUP DIVIDEND VALUE

$10M238K4.4%

AMPLIFY ETF TR

$7M150K2.9%

DIMENSIONAL ETF TRUST

$7M124K2.8%

WALMART INC

$6M45K2.4%

SCHWAB STRATEGIC TR

$5M175K2.3%

VANGUARD INDEX FDS

$4M7K1.9%

FIDELITY COVINGTON TRUST

$4M83K1.8%

VANGUARD INDEX FDS

$4M9K1.7%

Filing history loading…