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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 3 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ARKK ARK ETF TR 24,441.0 $2.0M 0.62% +286.0 +1.2% $80.82 +3.2%
42 SGOV ISHARES TR 18,601.0 $1.9M 0.59% +6K +46.1% $100.67 -0.3%
43 RLY SSGA ACTIVE ETF TR 51,623.0 $1.8M 0.56% +4K +9.2% $34.51 +9.2%
44 RF REGIONS FINANCIAL CORP NEW Financial Services 56,583.0 $1.7M 0.54% $30.20 -3.0%
45 SPSB SPDR SER TR 55,883.0 $1.7M 0.53% -455.0 -0.8% $30.01 -0.8%
46 J P MORGAN EXCHANGE TRADED F 35,391.0 $1.7M 0.52% +14K +67.8% $47.15
47 CGIC CAPITAL GROUP INTERNATIONAL 44,471.0 $1.6M 0.51% +10K +29.3% $36.39 +0.5%
48 HD HOME DEPOT INC Consumer Cyclical 4,275.0 $1.5M 0.47% -31.0 -0.7% $352.67 -9.5%
49 MRK MERCK & CO INC Healthcare 11,611.0 $1.5M 0.47% $128.50 +16.5%
50 IWF ISHARES TR 11,808.0 $1.5M 0.46% +9K +299.1% $124.17 -2.4%
51 RSG REPUBLIC SVCS INC Industrials 6,425.0 $1.4M 0.43% $213.08 +4.4%
52 AMAT APPLIED MATLS INC Technology 1,885.0 $1.4M 0.43% $723.00 -38.8%
53 FYC FIRST TR EXCHANGE-TRADED ALP 10,356.0 $1.3M 0.41% +6K +124.5% $127.34 -7.5%
54 CGXU CAPITAL GROUP INTL FOCUS EQT 34,978.0 $1.2M 0.38% $34.62 -0.6%
55 DFAS DIMENSIONAL ETF TRUST 14,508.0 $1.2M 0.37% +1K +8.9% $82.34 -2.0%
56 AMZN AMAZON COM INC Consumer Cyclical 4,881.0 $1.2M 0.36% $238.34 +6.7%
57 ALL ALLSTATE CORP Financial Services 4,839.0 $1.2M 0.36% $237.94 +8.3%
58 VPLS VANGUARD MALVERN FDS 14,838.0 $1.2M 0.36% +7K +89.0% $77.58 -2.2%
59 SPY SPDR S&P 500 ETF TR Financial Services 1,469.0 $1.1M 0.34% $746.78 +1.9%
60 MFS ACTIVE EXCHANGE TRADED F 35,798.0 $1.1M 0.34% +28K +374.8% $30.32
Page 3 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%