CIK 1908288
BARNES PETTEY FINANCIAL ADVISORS, LLC
Institutional 13F holdings & portfolio
Holdings
143
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 143
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CGGR | CAPITAL GROUP GROWTH ETF | 809K | $1M+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 220K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE-TRADED FD | 124K | $1M+ | SH |
| DIVO | AMPLIFY ETF TR | 134K | $1M+ | SH |
| WMT | WALMART INC | 46K | $1M+ | SH |
| DFIV | DIMENSIONAL ETF TRUST | 103K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 25K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 161K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 96K | $1M+ | SH |
| RJF | RAYMOND JAMES FINL INC | 23K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 7K | $1M+ | SH |
| IVV | ISHARES TR | 5K | $1M+ | SH |
| OUSM | ALPS ETF TR | 69K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6K | $1M+ | SH |
| FVD | FIRST TR EXCHANGE TRADED FD | 60K | $1M+ | SH |
| AAPL | APPLE INC | 10K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 56K | $1M+ | SH |
| LRGE | LEGG MASON ETF INVT | 30K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 13K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 27K | $1M+ | SH |
| FMDE | FIDELITY COVINGTON TRUST | 55K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 3K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO | 6K | $1M+ | SH |
| VFMF | VANGUARD WELLINGTON FD | 13K | $1M+ | SH |
| GOOGL | ALPHABET INC | 6K | $1M+ | SH |
| FTMH | PUTNAM ETF TRUST | 163K | $1M+ | SH |
| ARKK | ARK ETF TR | 24K | $1M+ | SH |
| CGIE | CAPITAL GROUP INTERNATIONAL | 51K | $1M+ | SH |
| FENI | FIDELITY COVINGTON TRUST | 48K | $1M+ | SH |
| VFLO | VICTORY PORTFOLIOS II | 42K | $1M+ | SH |
| RF | REGIONS FINANCIAL CORP NEW | 57K | $1M+ | SH |
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| SPSB | SPDR SER TR | 46K | $1M+ | SH |
| RSG | REPUBLIC SVCS INC | 7K | $1M+ | SH |
| IWF | ISHARES TR | 3K | $1M+ | SH |
| MRK | MERCK & CO INC | 12K | $1M+ | SH |
| AMZN | AMAZON COM INC | 5K | $1M+ | SH |
| JMEE | J P MORGAN EXCHANGE TRADED F | 19K | $1M+ | SH |
| RLY | SSGA ACTIVE ETF TR | 37K | $1M+ | SH |
| EMBX | VANECK FDS | 21K | $1M+ | SH |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 35K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 1K | $1M+ | SH |
| AZO | AUTOZONE INC | 297 | $1M+ | SH |
| ALL | ALLSTATE CORP | 5K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $500K+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 36K | $500K+ | SH |
| MAA | MID-AMER APT CMNTYS INC | 7K | $500K+ | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 9K | $500K+ | SH |