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Portfolio (Quarterly) Guide ↗

BARNES PETTEY FINANCIAL ADVISORS, LLC

· CIK 0001908288
13F Portfolio $202M AUM 143 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 143 New
Page 2 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTV VANGUARD INDEX FDS 12,518.0 $2.4M 1.18% NEW $190.99 +10.9%
22 NEE NEXTERA ENERGY INC Utilities 27,417.0 $2.2M 1.09% NEW $80.28 +9.6%
23 FMDE FIDELITY COVINGTON TRUST 55,370.0 $2.0M 1.00% NEW $36.38 +9.0%
24 QQQ INVESCO QQQ TR Financial Services 3,228.0 $2.0M 0.98% NEW $614.41 +19.8%
25 JPM JPMORGAN CHASE & CO Financial Services 6,154.0 $2.0M 0.98% NEW $322.23 -8.1%
26 VFMF VANGUARD WELLINGTON FD 12,757.0 $1.9M 0.95% NEW $150.74 +13.9%
27 GOOGL ALPHABET INC Communication Services 6,095.0 $1.9M 0.94% NEW $313.04 +24.8%
28 PUTNAM ETF TRUST 163,090.0 $1.9M 0.93% NEW $11.57
29 ARKK ARK ETF TR 24,108.0 $1.9M 0.92% NEW $76.92 +4.9%
30 CGIE CAPITAL GROUP INTERNATIONAL 50,552.0 $1.8M 0.87% NEW $34.82 +4.9%
31 FENI FIDELITY COVINGTON TRUST 47,997.0 $1.8M 0.87% NEW $36.58 +10.0%
32 VFLO VICTORY PORTFOLIOS II 41,685.0 $1.6M 0.81% NEW $39.38 +14.3%
33 RF REGIONS FINANCIAL CORP NEW Financial Services 57,347.0 $1.6M 0.77% NEW $27.10 +2.7%
34 HD HOME DEPOT INC Consumer Cyclical 4,306.0 $1.5M 0.73% NEW $344.09 -7.0%
35 SPSB SPDR SER TR 46,365.0 $1.4M 0.69% NEW $30.20 -0.5%
36 RSG REPUBLIC SVCS INC Industrials 6,575.0 $1.4M 0.69% NEW $211.93 -3.6%
37 IWF ISHARES TR 2,722.0 $1.3M 0.64% NEW $473.30 -73.2%
38 MRK MERCK & CO INC Healthcare 11,748.0 $1.2M 0.61% NEW $105.26 +13.8%
39 AMZN AMAZON COM INC Consumer Cyclical 5,301.0 $1.2M 0.60% NEW $230.82 +18.1%
40 JMEE J P MORGAN EXCHANGE TRADED F 19,006.0 $1.2M 0.60% NEW $64.38 +15.9%
Page 2 of 8  ·  143 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 25.9%
Technology 24.4%
Consumer Defensive 10.9%
Industrials 8.7%
Consumer Cyclical 8.0%
Communication Services 5.9%
Healthcare 5.3%
Utilities 4.3%
Energy 3.7%
Real Estate 2.7%