BARNES PETTEY FINANCIAL ADVISORS, LLC

BARNES PETTEY FINANCIAL ADVISORS, LLC is a Trust / Endowment institutional filer with the SEC under CIK 1908288, reporting 175 portfolio positions, with 14 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: MS
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-07-28

Top 10 portfolio positions

The largest reported holdings in BARNES PETTEY FINANCIAL ADVISORS, LLC's most recent 13F filing, ranked by reported market value.

1. CAPITAL GROUP GROWTH ETF (CGGR)
2. FIRST TR EXCHANGE-TRADED FD (RDVY)
3. FIDELITY COVINGTON TRUST (FBCG)
4. CAPITAL GROUP DIVIDEND VALUE (CGDV)
5. DIMENSIONAL ETF TRUST (DFIV)
6. J P MORGAN EXCHANGE TRADED F (JMEE)
7. AMPLIFY ETF TR (DIVO)
8. INVESCO QQQ TR (QQQ)
9. SCHWAB STRATEGIC TR (SCHD)
10. HARRIS OAKMARK ETF TRUST (OAKM)