Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Barry Investment Advisors, LLC (CIK 1631639) reported $453.6M across 99 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VGLT ($40.3M, 8.88%), FNDF ($39.1M, 8.62%), VYMI ($38.9M, 8.57%), GUNR ($32.9M, 7.26%), BIL ($29.8M, 6.58%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGLT | VANGUARD SCOTTSDALE FDS | $40.3M | 8.88% | 727,544 | Added |
| 2 | FNDF | SCHWAB STRATEGIC TR | $39.1M | 8.62% | 799,398 | Added |
| 3 | VYMI | VANGUARD WHITEHALL FDS | $38.9M | 8.57% | 412,284 | Added |
| 4 | GUNR | FLEXSHARES TR | $32.9M | 7.26% | 596,907 | Added |
| 5 | BIL | SPDR SERIES TRUST | $29.8M | 6.58% | 325,702 | Trimmed |
| 6 | GDX | VANECK ETF TRUST | $21.8M | 4.81% | 237,556 | Trimmed |
| 7 | EMLP | FIRST TR EXCHANGE-TRADED FD | $20.7M | 4.57% | 474,357 | Added |
| 8 | EWJ | ISHARES INC | $17.1M | 3.78% | 202,852 | Added |
| 9 | ILF | ISHARES TR | $14.9M | 3.28% | 418,527 | New |
| 10 | AVDV | AMERICAN CENTY ETF TR | $13.5M | 2.98% | 135,501 | New |
| 11 | SHY | ISHARES TR | $12.8M | 2.82% | 154,991 | Added |
| 12 | VWO | VANGUARD INTL EQUITY INDEX F | $12.1M | 2.66% | 223,185 | Added |
| 13 | MLPA | GLOBAL X FDS | $11.0M | 2.43% | 205,014 | Added |
| 14 | VCRB | VANGUARD MALVERN FDS | $10.9M | 2.40% | 140,730 | Added |
| 15 | JNJ | JOHNSON & JOHNSON | $9.7M | 2.13% | 39,554 | Trimmed |
| 16 | DFJ | WISDOMTREE TR | $8.7M | 1.91% | 84,962 | Trimmed |
| 17 | SCHD | SCHWAB STRATEGIC TR | $7.7M | 1.70% | 251,230 | Added |
| 18 | VT | VANGUARD INTL EQUITY INDEX F | $7.5M | 1.65% | 54,178 | Trimmed |
| 19 | FBND | FIDELITY MERRIMACK STR TR | $5.9M | 1.29% | 128,125 | Added |
| 20 | TTFNF | TOTALENERGIES SE | $5.7M | 1.27% | 63,158 | New |
| 21 | VBR | VANGUARD INDEX FDS | $5.6M | 1.23% | 25,586 | Added |
| 22 | RTX | RTX CORPORATION | $5.4M | 1.19% | 27,895 | Added |
| 23 | PICK | ISHARES INC | $5.4M | 1.19% | 95,049 | Trimmed |
| 24 | AAPL | APPLE INC | $4.9M | 1.08% | 19,290 | Trimmed |
| 25 | GLD | SPDR GOLD TR | $4.6M | 1.02% | 10,745 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31