Barry Investment Advisors
$524M 13F equity value
105 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Barry Investment Advisors covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 527,775 | $48M | 9.2% |
| FNDF | SCHWAB STRATEGIC TR | 870,697 | $47M | 8.9% |
| VYMI | VANGUARD WHITEHALL FDS | 453,804 | $46M | 8.8% |
| VGLT | VANGUARD SCOTTSDALE FDS | 782,577 | $39M | 7.5% |
| GUNR | FLEXSHARES TR | 676,522 | $36M | 6.8% |
| SHY | ISHARES TR | 298,068 | $24M | 4.6% |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 560,385 | $23M | 4.4% |
| GDX | VANECK ETF TRUST | 239,058 | $21M | 4.0% |
| VCRB | VANGUARD MALVERN FDS | 284,932 | $21M | 4.0% |
| EWJ | ISHARES INC | 195,743 | $19M | 3.6% |
Track Barry Investment Advisors's 13F portfolio: $524M in reported holdings, 105 positions. Top holdings and quarterly changes on SentiSense.
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