Barry Investment Advisors, LLC
CIK 1631639
13F filing for Q2 2026・No. 4,006
- Holdings
- US$478.07M
- Quarter change
- +US$24.47M
- Entries
- 102
- Net bought (estimate)
- +US$20.9M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 4
- Cut 47
- Added 35
- Corporate actions 0
- Unchanged 13
Largest holdings
102 stocks worth US$478.07M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SCHWAB STRATEGIC TRFUNDAMENTAL INTL | Added | 824,655 | US$43.51M | 9.10% |
| SPDR SERIES TRUSTST STR BLO 1 ETF | Added | 468,582 | US$42.94M | 8.98% |
| VANGUARD WHITEHALL FDSINTL HIGH ETF | Added | 425,601 | US$41.79M | 8.74% |
| VANGUARD SCOTTSDALE FDSLONG TERM TREAS | Added | 752,013 | US$41.5M | 8.68% |
| FLEXSHARES TRMORNSTAR UPSTR | Added | 626,000 | US$30.85M | 6.45% |
| FIRST TR EXCHANGE-TRADED FDNO AMER ENERGY | Added | 502,343 | US$21.85M | 4.57% |
| ISHARES INCMSCI JAPAN ETF | Added | 203,927 | US$19.02M | 3.98% |
| ISHARES TR1 3 YR TREAS BD | Added | 229,559 | US$18.85M | 3.94% |
| GDXVANECK ETF TRUSTGOLD MINERS ETF | Cut | 236,269 | US$17.83M | 3.73% |
| ISHARES TRLATN AMER 40 ETF | Added | 431,940 | US$14.58M | 3.05% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 9, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.