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Barry Investment Advisors, LLC

Portfolio Manager
Barry Investment Advisors, LLC
Performance
+6.05% (2026 Q1)
AUM (13F)
$453.61M
# of Holdings
99
Performance Rank
Allocation (Top 20)
79.59%

Barry Investment Advisors, LLC Holdings Map

Top 50 Barry Investment Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VGLT
VANGUARD SCOTTSDALE FDS
8.88%727.5K$40.3M
+1.40%(+10.04K)
2025-Q1: 609.5K shares2025-Q2: 710.8K shares2025-Q3: 724.4K shares2025-Q4: 717.5K shares2026-Q1: 727.5K shares
$56.54(-4.00%)
2026-03-31
FNDF
SCHWAB STRATEGIC TR
8.62%799.4K$39.1M
+0.71%(+5.66K)
2025-Q1: 765.0K shares2025-Q2: 784.5K shares2025-Q3: 793.9K shares2025-Q4: 793.7K shares2026-Q1: 799.4K shares
$29.46(+81.78%)
2026-03-31
VYMI
VANGUARD WHITEHALL FDS
8.57%412.3K$38.9M
+1.00%(+4.08K)
2025-Q1: 395.8K shares2025-Q2: 403.8K shares2025-Q3: 412.2K shares2025-Q4: 408.2K shares2026-Q1: 412.3K shares
$61.80(+61.16%)
2026-03-31
GUNR
FLEXSHARES TR
7.26%596.9K$32.9M
+3.67%(+21.11K)
2025-Q1: 339.4K shares2025-Q2: 395.9K shares2025-Q3: 458.4K shares2025-Q4: 575.8K shares2026-Q1: 596.9K shares
$41.74(+33.82%)
2026-03-31
BIL
SPDR SERIES TRUST
6.58%325.7K$29.8M
-1.51%(-5.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 209.7K shares2025-Q4: 330.7K shares2026-Q1: 325.7K shares
$91.71(-0.24%)
2026-03-31
GDX
VANECK ETF TRUST
4.81%237.6K$21.8M
-51.91%(-256.47K)
2025-Q1: 576.2K shares2025-Q2: 576.5K shares2025-Q3: 530.2K shares2025-Q4: 494.0K shares2026-Q1: 237.6K shares
$30.08(+219.94%)
2026-03-31
EMLP
FIRST TR EXCHANGE-TRADED FD
4.57%474.4K$20.7M
+2.59%(+11.99K)
2025-Q1: 418.8K shares2025-Q2: 424.9K shares2025-Q3: 447.5K shares2025-Q4: 462.4K shares2026-Q1: 474.4K shares
$25.92(+68.36%)
2026-03-31
EWJ
ISHARES INC
3.78%202.9K$17.1M
+0.28%(+570)
2025-Q1: 191.9K shares2025-Q2: 202.1K shares2025-Q3: 203.5K shares2025-Q4: 202.3K shares2026-Q1: 202.9K shares
$67.99(+36.91%)
2026-03-31
ILF
ISHARES TR
3.28%418.5K$14.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 418.5K shares
$32.99(+6.99%)
2026-03-31
AVDV
AMERICAN CENTY ETF TR
2.98%135.5K$13.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 135.5K shares
$96.92(+13.57%)
2026-03-31

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