account_balance

Investment manager · 13F filer · SEC CIK 1631639

Barry Investment Advisors, LLC

Reported value$524Mas of Sep 30, 2026
Positions102 3 new, 3 sold out
Top 10 weight61.9%BIL alone is 9%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
BIL SPDR Series Trust 9.2% Added +13%
FNDF Schwab Strategic Tr 8.9% Added +6%
VYMI Vanguard Whitehall FDS 8.8% Added +7%
VGLT Vanguard Scottsdale FDS 7.5% Added +4%
GUNR Flexshares Tr 6.8% Added +8%
SHY iShares Tr 4.6% Added +30%
EMLP First Tr Exchange-Traded Fd 4.4% Added +12%
GDX Vaneck ETF Trust 4.0% Held
VCRB Vanguard Malvern FDS 4.0% Added +58%
EWJ iShares Inc 3.6% Trimmed −4%
VWO Vanguard Intl Equity Index F 3.1% Added +17%
AVDV American Centy ETF Tr 3.1% Added +7%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 9, 2026 filing
add_circleNew
arrow_upwardAdded
  • SDVY +87%
  • FBND +62%
  • VCRB +58%
  • SCHD +36%
arrow_downwardTrimmed
  • DFSD −42%
  • VIGI −27%
  • VT −20%
  • FDVV −17%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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