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.
May Barnhard Investments LLC (CIK 2052759) reported $206.0M across 84 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHX ($13.5M, 6.55%), VO ($11.2M, 5.45%), SCHG ($9.9M, 4.82%), IJR ($9.9M, 4.79%), SCHV ($8.4M, 4.07%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $13.5M | 6.55% | 526,606 | Trimmed |
| 2 | VO | VANGUARD INDEX FDS | $11.2M | 5.45% | 39,088 | Added |
| 3 | SCHG | SCHWAB STRATEGIC TR | $9.9M | 4.82% | 341,072 | Trimmed |
| 4 | IJR | ISHARES TR | $9.9M | 4.79% | 79,424 | Trimmed |
| 5 | SCHV | SCHWAB STRATEGIC TR | $8.4M | 4.07% | 274,605 | Trimmed |
| 6 | IJS | ISHARES TR | $8.0M | 3.88% | 67,429 | Trimmed |
| 7 | VV | VANGUARD INDEX FDS | $7.7M | 3.76% | 25,904 | Added |
| 8 | VTV | VANGUARD INDEX FDS | $7.7M | 3.76% | 39,454 | Added |
| 9 | VOE | VANGUARD INDEX FDS | $7.0M | 3.41% | 38,071 | Trimmed |
| 10 | VUG | VANGUARD INDEX FDS | $5.7M | 2.79% | 13,136 | Added |
| 11 | VB | VANGUARD INDEX FDS | $5.8M | 2.79% | 21,974 | Added |
| 12 | MDYV | SPDR SERIES TRUST | $5.3M | 2.59% | 62,758 | Trimmed |
| 13 | VBK | VANGUARD INDEX FDS | $5.3M | 2.58% | 17,605 | Trimmed |
| 14 | IWS | ISHARES TR | $5.2M | 2.54% | 35,917 | Trimmed |
| 15 | VOT | VANGUARD INDEX FDS | $5.2M | 2.51% | 20,068 | Added |
| 16 | IJH | ISHARES TR | $5.0M | 2.44% | 74,580 | Trimmed |
| 17 | IQLT | ISHARES TR | $4.6M | 2.22% | 99,080 | Added |
| 18 | MDYG | SPDR SERIES TRUST | $4.4M | 2.16% | 46,299 | Trimmed |
| 19 | SCHA | SCHWAB STRATEGIC TR | $4.4M | 2.14% | 151,578 | Trimmed |
| 20 | IJT | ISHARES TR | $4.4M | 2.13% | 30,384 | Trimmed |
| 21 | IWP | ISHARES TR | $4.2M | 2.04% | 32,838 | Trimmed |
| 22 | SLYV | SPDR SERIES TRUST | $4.1M | 1.98% | 43,229 | Trimmed |
| 23 | VBR | VANGUARD INDEX FDS | $3.9M | 1.91% | 18,153 | Added |
| 24 | SCHM | SCHWAB STRATEGIC TR | $3.7M | 1.78% | 118,399 | Trimmed |
| 25 | VTI | VANGUARD INDEX FDS | $2.9M | 1.40% | 8,958 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31