Allen Mooney & Barnes Investment Advisors LLC ETF holdings
Thomasville, GA
Reported $73.4M in 28 ETFs in its Form 13F for June 30, 2026.
ETF value
$73.4M
ETFs held
28
Change from prior quarter
+47.9%
With price moves
ETFs as a share of its 13F
11.2%
of $657.6M
Top 10 of 28 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SOXX | iShares Semiconductor ETF | $17.5M | 27,349 | New position |
| SPY | State Street SPDR S&P 500 ETF Trust | $16.3M | 21,777 | +16 shares |
| EFA | iShares MSCI EAFE ETF | $8.0M | 77,190 | −1,621 shares |
| VOO | Vanguard S&P 500 ETF | $5.6M | 8,105 | +187 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $5.1M | 16,912 | −743 shares |
| VO | Vanguard Morningstar Mid-Cap ETF | $4.3M | 53,583 | +39,757 shares |
| EEM | iShares MSCI Emerging Markets ETF | $4.1M | 60,422 | No change |
| QQQ | Invesco QQQ Trust | $2.6M | 3,581 | +18 shares |
| BNDX | Vanguard Total International Bond ETF | $933K | 19,265 | +2 shares |
| GLD | SPDR Gold Shares | $794K | 2,156 | +30 shares |
18 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002001461. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Allen Mooney & Barnes Investment Advisors LLC own?
Allen Mooney & Barnes Investment Advisors LLC reported 28 ETF positions worth $73.4M in its Form 13F for June 30, 2026. The largest was SOXX, at $17.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.