Q: What stocks does BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC hold in its portfolio?

BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC's top stock holdings include AMAT, BNY, IVV and others. All holdings are disclosed through 13F filings with the SEC and can be viewed in detail on this page.

Question 1

What stocks does BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC hold in its portfolio?

Accepted Answer

BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC is an institutional investor tracked through 13F filings with the SEC. Their most recent filing (Tue, Jun 30, 2026) reported approximately $125M in holdings.

Top holdings: AMAT ($13M), BNY ($6.05M), IVV ($3.68M), MRVL ($6.58M), GOOGL ($5.57M).

Question 2

What are BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC's largest stock holdings?

Accepted Answer

BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC is an institutional investor tracked through 13F filings with the SEC. Their most recent filing (Tue, Jun 30, 2026) reported approximately $125M in holdings.

Top holdings: AMAT ($13M), BNY ($6.05M), IVV ($3.68M), MRVL ($6.58M), GOOGL ($5.57M).

Question 3

When was BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC's last SEC filing?

Accepted Answer

BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC's most recent 13F filing was submitted on 6/30/2026, revealing their latest investment holdings.

Question 4

What stocks has BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC recently bought or sold?

Accepted Answer

BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC's recent buying and selling activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 5

What recent trading activity has BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC reported?

Accepted Answer

BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC's recent trading activity is displayed in the Activity tab, showing position changes reported in their SEC filings.

Question 6

What types of securities does BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC invest in?

Accepted Answer

BARNES DENNIG PRIVATE WEALTH MANAGEMENT LLC's portfolio includes Fund, Share securities. The breakdown of these holdings by type is visualized in the Holdings Breakdown section.