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Barnes Dennig Private Wealth Management LLC
RIA/Wealth
Barnes Dennig Private Wealth Management LLC is a RIA/Wealth led by Deon Maryann Blaney, reporting $107.3M in AUM as of Q3 2025 with BK as the largest holding (6% allocation).
Managing PartnerDeon Maryann Blaney
- Portfolio Value
- $93.1M
- Positions
- 298
- Top Holding
- BK at 5.78%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Barnes Dennig Private Wealth Management LLC's portfolio (42.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Asset Management Financial Services | $5.4M | 5.78% | -$633.2K Sold | 0.01% 49.4K shares | |
Consumer Electronics Technology | $4.4M | 4.77% | +$60.9K Bought | 0.00% 17.4K shares | |
Semiconductors Technology | $4.3M | 4.58% | -$210.3K Sold | 0.00% 20.8K shares | |
Financial - Capital Markets Financial Services | $4.2M | 4.50% | -$342.4K Sold | 0.00% 43.9K shares | |
Auto - Parts Consumer Cyclical | $4.2M | 4.47% | -$341.1K Sold | 0.04% 94.6K shares | |
Internet Content & Information Communication Services | $4.0M | 4.34% | -$120.6K Sold | 0.00% 16.6K shares | |
Medical - Devices Healthcare | $3.9M | 4.23% | -$274.0K Sold | 0.00% 41.3K shares | |
Drug Manufacturers - General Healthcare | $3.7M | 4.00% | -$87.5K Sold | 0.00% 13.2K shares | |
Unknown Unknown | $3.2M | 3.38% | -$608.4K Sold | — 74.4K shares | |
ETF ETF | $2.6M | 2.76% | +$346.7K Bought | — 3.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Barnes Dennig Private Wealth Management LLC's latest filing
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Net Flows % of MV
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New Purchases
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Barnes Dennig Private Wealth Management LLC
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