Universe · entity
Barry Investment Advisors, LLC
Institutional manager (13F) · CIK 1631639
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $437M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD SCOTTSDALE FDS | $40M | 727,544 |
| 2 | SCHWAB STRATEGIC TR | $39M | 799,398 |
| 3 | VANGUARD WHITEHALL FDS | $39M | 412,284 |
| 4 | FLEXSHARES TR | $33M | 596,907 |
| 5 | SPDR SERIES TRUST | $30M | 325,702 |
| 6 | VANECK ETF TRUST | $22M | 237,556 |
| 7 | FIRST TR EXCHANGE-TRADED FD | $21M | 474,357 |
| 8 | ISHARES INC | $17M | 202,852 |
| 9 | ISHARES TR | $15M | 418,527 |
| 10 | AMERICAN CENTY ETF TR | $14M | 135,501 |
| 11 | ISHARES TR | $13M | 154,991 |
| 12 | VANGUARD INTL EQUITY INDEX F | $12M | 223,185 |
| 13 | GLOBAL X FDS | $11M | 205,014 |
| 14 | VANGUARD MALVERN FDS | $11M | 140,730 |
| 15 | JOHNSON & JOHNSON | $10M | 39,554 |
| 16 | WISDOMTREE TR | $9M | 84,962 |
| 17 | SCHWAB STRATEGIC TR | $8M | 251,230 |
| 18 | VANGUARD INTL EQUITY INDEX F | $7M | 54,178 |
| 19 | FIDELITY MERRIMACK STR TR | $6M | 128,125 |
| 20 | TOTALENERGIES SE | $6M | 63,158 |
| 21 | VANGUARD INDEX FDS | $6M | 25,586 |
| 22 | RTX CORPORATION | $5M | 27,895 |
| 23 | ISHARES INC | $5M | 95,049 |
| 24 | APPLE INC | $5M | 19,290 |
| 25 | SPDR GOLD TR | $5M | 10,745 |
| 26 | VANGUARD TAX-MANAGED FDS | $4M | 68,894 |
| 27 | ISHARES TR | $4M | 62,184 |
| 28 | FIDELITY COVINGTON TRUST | $4M | 56,552 |
| 29 | PFIZER INC | $3M | 120,402 |
| 30 | VANGUARD MALVERN FDS | $3M | 53,786 |
| 31 | DIMENSIONAL ETF TRUST | $2M | 32,826 |
| 32 | MERCK & CO INC | $2M | 19,852 |
| 33 | FIDELITY COVINGTON TRUST | $2M | 41,963 |
| 34 | ISHARES INC | $2M | 82,026 |
| 35 | DIMENSIONAL ETF TRUST | $2M | 46,650 |
| 36 | ALPS ETF TR | $2M | 40,244 |
| 37 | VANGUARD WHITEHALL FDS | $2M | 22,318 |
| 38 | SHELL PLC | $2M | 19,839 |
| 39 | GLOBAL X FDS | $2M | 88,292 |
| 40 | ETF SER SOLUTIONS | $2M | 26,633 |
| 41 | PHILLIPS 66 | $1M | 7,860 |
| 42 | ISHARES TR | $1M | 31,129 |
| 43 | JAPAN SMALLER CAPITALIZATION | $1M | 115,517 |
| 44 | VANGUARD INDEX FDS | $1M | 5,407 |
| 45 | FIRST TR EXCHANGE TRADED FD | $1M | 25,715 |
| 46 | ISHARES INC | $1M | 25,545 |
| 47 | EXXON MOBIL CORP | $943k | 5,559 |
| 48 | DIMENSIONAL ETF TRUST | $903k | 25,403 |
| 49 | CHEVRON CORPORATION | $773k | 3,738 |
| 50 | GSK PLC | $754k | 13,543 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.