Institutions / Barry Investment Advisors, LLC
Barry Investment Advisors, LLC
CIK 1631639 · Institution · as of Dec 31, 2025
Portfolio value
$449.26M
Positions
102
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 102 →
| Company | Value | % of portfolio |
|---|---|---|
| VanEck ETF Trust | $42.37M | 9.4% |
| Vanguard Scottsdale Fds | $40.04M | 8.9% |
| Vanguard Whitehall Fds | $36.74M | 8.2% |
| Schwab Strategic Tr | $35.88M | 8.0% |
| SPDR Series Trust | $30.22M | 6.7% |
| Flexshares Tr | $26.40M | 5.9% |
| First Tr Exchange-Traded Fd | $17.51M | 3.9% |
| SPDR Series Trust | $16.41M | 3.7% |
| iShares Inc | $16.33M | 3.6% |
| Vanguard Intl Equity Index F | $11.25M | 2.5% |
| iShares Tr | $10.77M | 2.4% |
| Cisco Systems, Inc. | $10.18M | 2.3% |
| Global X Fds | $9.90M | 2.2% |
| SPDR Gold Tr | $9.76M | 2.2% |
| Vanguard Malvern Fds | $9.46M | 2.1% |
| Johnson & Johnson | $8.20M | 1.8% |
| WisdomTree Tr | $8.20M | 1.8% |
| Vanguard Intl Equity Index F | $7.91M | 1.8% |
| Schwab Strategic Tr | $6.06M | 1.3% |
| Vanguard Index Fds | $5.36M | 1.2% |
| Apple Inc. | $5.28M | 1.2% |
| RTX Corp | $5.11M | 1.1% |
| iShares Inc | $4.91M | 1.1% |
| Fidelity Merrimack Str Tr | $4.84M | 1.1% |
| Vanguard Tax-Managed Fds | $4.34M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.