StockDriftsStockDriftsTop 50 Barry Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | 9.1% | 824.7K | $43.5M | +3.16%(+25.26K) | $30.10(+83.70%) | 2026-06-30 | |
| BIL | SPDR SERIES TRUST | 8.98% | 468.6K | $42.9M | +43.87%(+142.88K) | $91.69(-0.22%) | 2026-06-30 | |
| VYMI | VANGUARD WHITEHALL FDS | 8.74% | 425.6K | $41.8M | +3.23%(+13.32K) | $62.83(+66.86%) | 2026-06-30 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 8.68% | 752.0K | $41.5M | +3.36%(+24.47K) | $56.50(-6.36%) | 2026-06-30 | |
| GUNR | FLEXSHARES TR | 6.45% | 626.0K | $30.8M | +4.87%(+29.09K) | $42.21(+27.94%) | 2026-06-30 | |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 4.57% | 502.3K | $21.9M | +5.90%(+27.99K) | $26.91(+62.11%) | 2026-06-30 | |
| EWJ | ISHARES INC | 3.98% | 203.9K | $19.0M | +0.53%(+1.07K) | $68.10(+41.93%) | 2026-06-30 | |
| SHY | ISHARES TR | 3.94% | 229.6K | $18.8M | +48.11%(+74.57K) | $82.67(-0.94%) | 2026-06-30 | |
| GDX | VANECK ETF TRUST | 3.73% | 236.3K | $17.8M | -0.54%(-1.29K) | $30.08(+201.56%) | 2026-06-30 | |
| ILF | ISHARES TR | 3.05% | 431.9K | $14.6M | +3.20%(+13.41K) | $33.01(+4.57%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.40% | +49.70% | +6.77% | +38.76% |
| Top 20 Holdings Unweighted | +13.25% | +45.23% | +6.79% | +38.87% |
Barry Investment Advisors, LLC reports $478.07M in US-listed equity holdings across 102 positions in its most recent 13F filing. Its largest disclosed positions are FNDF (9.1%), BIL (9.0%) and VYMI (8.7%). The top 20 holdings account for 81.95% of reported assets. Its disclosed equity book has returned +49.70% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Barry Investment Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1631639). View Barry Investment Advisors, LLC’s 13F filings on SEC