Barnes Dennig Private Wealth Management LLC has filed its quarterly 13F-HR report, revealing a total of $118.68 million in assets under management as of September 30, 2026. This filing is significant as it provides insights into the firm’s investment strategies and the types of securities it has chosen to hold.

The filing shows that Barnes Dennig has a diverse range of investments, which may indicate a strategic approach to asset management. The report includes a total of 363 entries, showcasing a broad selection of securities across various sectors.

Background

Barnes Dennig Private Wealth Management LLC is a wealth management firm based in Cincinnati, Ohio. The company specializes in providing financial planning and investment management services. According to its recent filings, it has been active in reporting its holdings, with the latest 13F-HR filed on October 30, 2026. The firm has also submitted several other filings in 2026, including N-PX reports.

What the Filing Says

The 13F-HR filing indicates that as of the end of September 2026, Barnes Dennig managed a total of $118,681,334 in assets. The report reflects the firm’s investment discretion, with all holdings reported as solely managed without any shared authority.

Impact

This filing may have implications for various stakeholders, including clients of Barnes Dennig who rely on the firm for investment management services. Additionally, competitors in the wealth management industry may analyze this report to assess their own strategies in comparison to Barnes Dennig’s holdings.

What's Next

The filing does not say what happens next, but it is expected that Barnes Dennig will continue to monitor its investments and report on its holdings in future filings.