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 51–100 of 143
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| COWZ | PACER FDS TR | 15K | $500K+ | SH |
| BIL | SPDR SER TR | 10K | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 7K | $500K+ | SH |
| ORCL | ORACLE CORP | 4K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 6K | $500K+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 11K | $500K+ | SH |
| FDX | FEDEX CORP | 3K | $500K+ | SH |
| TAFM | AB ACTIVE ETS INC | 32K | $500K+ | SH |
| FBCG | FIDELITY COVINGTON TRUST | 15K | $500K+ | SH |
| JSCP | J P MORGAN EXCHANGE TRADED F | 16K | $500K+ | SH |
| CGMS | CAPITAL GRP FIXED INCM ETF T | 27K | $500K+ | SH |
| BIV | VANGUARD BD INDEX FDS | 9K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| AFL | AFLAC INC | 6K | $500K+ | SH |
| DFAS | DIMENSIONAL ETF TRUST | 9K | $500K+ | SH |
| SDVY | FIRST TR EXCHANGE TRADED FD | 17K | $500K+ | SH |
| LLY | ELI LILLY & CO | 549 | $500K+ | SH |
| SPSM | SPDR SER TR | 12K | $500K+ | SH |
| MUNI | PIMCO ETF TR | 10K | $500K+ | SH |
| HMOP | HARTFORD FDS EXCHANGE TRADED | 14K | $500K+ | SH |
| GDX | VANECK ETF TRUST | 6K | $500K+ | SH |
| CVX | CHEVRON CORP NEW | 3K | $500K+ | SH |
| EPD | ENTERPRISE PRODUCTS PARTNERS L | 16K | $500K+ | SH |
| CGIC | CAPITAL GROUP INTERNATIONAL | 15K | $500K+ | SH |
| JPEM | J P MORGAN EXCHANGE TRADED F | 8K | $500K+ | SH |
| UNP | UNION PAC CORP | 2K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| CGHM | CAPITAL GRP FIXED INCM ETF T | 19K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 567 | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 2K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 6K | $100K–$500K | SH |
| FHN | FIRST HORIZON CORPORATION | 20K | $100K–$500K | SH |
| CRM | SALESFORCE INC | 2K | $100K–$500K | SH |
| TRMK | TRUSTMARK CORP | 11K | $100K–$500K | SH |
| TSLA | TESLA INC | 968 | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| ROK | ROCKWELL AUTOMATION INC | 1K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| WELL | WELLTOWER INC | 2K | $100K–$500K | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 4K | $100K–$500K | SH |
| IFV | FIRST TR EXCHANGE TRADED FD | 16K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $100K–$500K | SH |
| IVW | ISHARES TR | 3K | $100K–$500K | SH |
| ITOT | ISHARES TR | 3K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FDS | 516 | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 670 | $100K–$500K | SH |
| HWC | HANCOCK WHITNEY CORPORATION | 6K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR COMPANY INC | 3K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 2K | $100K–$500K | SH |
| DAL | DELTA AIR LINES INC DEL | 5K | $100K–$500K | SH |