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Portfolio (Quarterly) Guide ↗

BARNES PETTEY FINANCIAL ADVISORS, LLC

· CIK 0001908288
13F Portfolio $319M AUM 175 positions Filed Jul 28, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 76 Added 25 Reduced 2 Exited
Page 2 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTV VANGUARD INDEX FDS 17,004.0 $3.7M 1.16% +4K +26.3% $217.95 +2.6%
22 VFMF VANGUARD WELLINGTON FD 20,336.0 $3.6M 1.13% +5K +35.8% $176.96 +4.2%
23 BERKSHIRE HATHAWAY INC DEL 6,771.0 $3.4M 1.06% +160.0 +2.4% $500.39
24 OUSM ALPS ETF TR 71,173.0 $3.4M 1.06% +805.0 +1.1% $47.52 +1.8%
25 RJF RAYMOND JAMES FINL INC Financial Services 22,095.0 $3.4M 1.05% -307.0 -1.4% $152.03 +13.9%
26 FBND FIDELITY MERRIMACK STR TR 72,384.0 $3.3M 1.03% +3K +3.8% $45.49 -1.9%
27 AIRR FIRST TR EXCHANGE TRADED FD 24,019.0 $3.2M 1.00% +9K +55.3% $133.25 -20.4%
28 AAPL APPLE INC Technology 9,807.0 $2.8M 0.89% $289.34 +12.5%
29 MSFT MICROSOFT CORP Technology 7,003.0 $2.6M 0.82% $373.00 +34.2%
30 FESM FIDELITY COVINGTON TRUST 53,961.0 $2.6M 0.82% +40K +300.6% $48.29 -3.6%
31 PVAL PUTNAM ETF TRUST 50,180.0 $2.6M 0.80% +38K +312.7% $50.95 +5.6%
32 FNY FIRST TR EXCHANGE-TRADED ALP 21,630.0 $2.4M 0.75% +7K +51.8% $110.85 -9.0%
33 NEE NEXTERA ENERGY INC Utilities 27,283.0 $2.4M 0.75% $87.77 -5.9%
34 LRGE LEGG MASON ETF INVT 27,861.0 $2.4M 0.75% -1K -4.8% $85.66 +2.1%
35 CGMU CAPITAL GRP FIXED INCM ETF T 81,293.0 $2.2M 0.70% +36K +79.2% $27.47 -2.3%
36 GOOGL ALPHABET INC Communication Services 6,230.0 $2.2M 0.70% +135.0 +2.2% $357.43 -6.5%
37 FVD FIRST TR EXCHANGE TRADED FD 43,558.0 $2.1M 0.66% -14K -24.1% $48.18 +3.8%
38 VFLO VICTORY PORTFOLIOS II 45,811.0 $2.1M 0.66% +3K +6.7% $45.75 +20.9%
39 JPM JPMORGAN CHASE & CO Financial Services 6,155.0 $2.0M 0.63% $327.35 +8.3%
40 PUTNAM ETF TRUST 169,118.0 $2.0M 0.63% +2K +1.1% $11.88
Page 2 of 9  ·  175 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 30.0%
Technology 23.0%
Consumer Defensive 10.1%
Industrials 9.7%
Consumer Cyclical 7.1%
Communication Services 4.9%
Healthcare 4.7%
Utilities 4.5%
Energy 3.2%
Real Estate 2.7%