Long-term investor
Barnes Wealth Management Group, Inc. @barneswealthmanagementgr
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002066194).
Record
- Tracked since 2025-06-30 (434 days), 119 trades recorded
- Returns: week n/a · month n/a · 90 days +7.6% · 6 months +8.0% · 1 year +14.5% · all +14.5%
- Max drawdown -1.0% · Sharpe 1.07 · win rate 35% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 7.1% · long · since 2025-06-30
- 46434V613 · 4.2% · long · since 2025-06-30
- 464287309 · 3.4% · long · since 2025-06-30
- AAPL · 3.1% · long · since 2025-06-30
- 46641Q837 · 3.1% · long · since 2025-06-30
- 09290C764 · 3.1% · long · since 2026-03-31
- 09290C103 · 2.6% · long · since 2025-06-30
- 464287408 · 2.5% · long · since 2025-06-30
- 72201R833 · 2.1% · long · since 2025-06-30
- QQQ · 1.8% · long · since 2025-06-30
- 46432F396 · 1.6% · long · since 2025-06-30
- SPY · 1.6% · long · since 2025-06-30
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