13F Insight
DOSSIER · 13F-HR · Q1 2026

BARNES PETTEY FINANCIAL ADVISORS, LLC

$229M in tracked AUM across 156 positions as of Q1 2026.

BP
CIK 0001908288 · last filed Mar 31, 2026
Total AUM
$229M
as of Q1 2026
Holdings
156
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
CGGR
CAPITAL GROUP GROWTH ETF
$33M825K14.4%02
RDVY
FIRST TR EXCHANGE-TRADED FD
$12M170K5.1%03
CGDV
CAPITAL GROUP DIVIDEND VALUE
$10M238K4.4%04
DIVO
AMPLIFY ETF TR
$7M150K2.9%05
DFIV
DIMENSIONAL ETF TRUST
$7M124K2.8%06
WMT
WALMART INC
$6M45K2.4%07
SCHD
SCHWAB STRATEGIC TR
$5M175K2.3%08
VOO
VANGUARD INDEX FDS
$4M7K1.9%09
FBCG
FIDELITY COVINGTON TRUST
$4M83K1.8%10
VUG
VANGUARD INDEX FDS
$4M9K1.7%

Filing history

2026Q1Mar 31
$229M▲ 13.4%
156 positionsView →2025Q4Dec 31
$202M▲ 10.8%
143 positionsView →2025Q3Sep 30
$182M▲ 21.9%
126 positionsView →2025Q2Jun 30
$150M▲ 16.5%
110 positionsLocked2025Q1Mar 31
$129M▼ 1.9%
99 positionsLocked2024Q4Dec 31
$131M▲ 4.5%
100 positionsLocked2024Q3Sep 30
$125M▲ 7.8%
100 positionsLocked2024Q2Jun 30
$116M▲ 0.4%
96 positionsLocked2024Q1Mar 31
$116M▼ 6.0%
94 positionsLocked2023Q4Dec 31
$123M▲ 13.1%
96 positionsLocked2023Q3Sep 30
$109M▼ 5.8%
94 positionsLocked2023Q2Jun 30
$116M▲ 10.5%
101 positionsLocked
Showing 12 of 18