StockDriftsStockDriftsTop 50 Barry Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | 9.24% | 527.8K | $48.4M | +12.63%(+59.19K) | $91.68(-0.12%) | 2026-09-30 | |
| FNDF | SCHWAB STRATEGIC TR | 8.94% | 870.7K | $46.8M | +5.58%(+46.04K) | $31.32(+71.41%) | 2026-09-30 | |
| VYMI | VANGUARD WHITEHALL FDS | 8.77% | 453.8K | $45.9M | +6.63%(+28.20K) | $65.12(+55.70%) | 2026-09-30 | |
| VGLT | VANGUARD SCOTTSDALE FDS | 7.5% | 782.6K | $39.2M | +4.06%(+30.56K) | $56.35(-9.39%) | 2026-09-30 | |
| GUNR | FLEXSHARES TR | 6.82% | 676.5K | $35.7M | +8.07%(+50.52K) | $42.86(+26.59%) | 2026-09-30 | |
| SHY | ISHARES TR | 4.62% | 298.1K | $24.2M | +29.84%(+68.51K) | $82.44(-1.37%) | 2026-09-30 | |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 4.39% | 560.4K | $23.0M | +11.55%(+58.04K) | $28.50(+49.69%) | 2026-09-30 | |
| GDX | VANECK ETF TRUST | 4.01% | 239.1K | $21.0M | +1.18%(+2.79K) | $30.68(+181.86%) | 2026-09-30 | |
| VCRB | VANGUARD MALVERN FDS | 4.01% | 284.9K | $21.0M | +57.50%(+104.03K) | $76.78(-3.60%) | 2026-09-30 | |
| EWJ | ISHARES INC | 3.64% | 195.7K | $19.1M | -4.01%(-8.18K) | $68.10(+39.49%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.65% | +58.75% | +7.24% | +41.82% |
| Top 20 Holdings Unweighted | +16.25% | +57.10% | +7.49% | +43.50% |
Barry Investment Advisors LLC reports $523.52M in US-listed equity holdings across 102 positions in its most recent 13F filing. Its largest disclosed positions are BIL (9.2%), FNDF (8.9%) and VYMI (8.8%). The top 20 holdings account for 83.3% of reported assets. Its disclosed equity book has returned +58.75% on a three-year cumulative basis. Figures reflect the Q3 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