Barry Investment Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 9, 2026, for the 2025 Q4 period, Barry Investment Advisors, LLC held in its portfolio 101 assets valued at $449,259,066 (i.e. $449.26M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($46.63M), VANECK ETF TRUST ($42.37M), and VANGUARD SCOTTSDALE FDS ($40.04M).
The chart below shows the top 10 valuable assets, and the table below shows the top 101 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Barry Investment Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Items per page:
25
0 of 0
| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 710031 | 46625526 | STATE STREET SPD |
| VANECK ETF TRUST | 494029 | 42372866 | GOLD MINERS ETF |
| VANGUARD SCOTTSDALE FDS | 717499 | 40036471 | LONG TERM TREAS |
| VANGUARD WHITEHALL FDS | 408201 | 36738059 | INTL HIGH ETF |
| SCHWAB STRATEGIC TR | 793737 | 35884852 | FUNDAMENTAL INTL |
| FLEXSHARES TR | 575792 | 26400061 | MORNSTAR UPSTR |
| FIRST TR EXCHANGE-TRADED FD | 462367 | 17509856 | NO AMER ENERGY |
| ISHARES INC | 202282 | 16332216 | MSCI JAPAN ETF |
| VANGUARD INTL EQUITY INDEX F | 209349 | 11254611 | FTSE EMR MKT ETF |
| ISHARES TR | 130042 | 10770078 | 1 3 YR TREAS BD |
| CISCO SYS INC | 132209 | 10184058 | COM |
| GLOBAL X FDS | 204424 | 9896183 | GLBL X MLP ETF |
| SPDR GOLD TR | 24631 | 9761630 | GOLD SHS |
| VANGUARD MALVERN FDS | 121431 | 9458888 | CORE BD ETF |
| JOHNSON & JOHNSON | 39627 | 8200858 | COM |
| WISDOMTREE TR | 85115 | 8199940 | JP SMALLCP DIV |
| VANGUARD INTL EQUITY INDEX F | 56089 | 7911919 | TT WRLD ST ETF |
| SCHWAB STRATEGIC TR | 220803 | 6056635 | US DIVIDEND EQ |
| VANGUARD INDEX FDS | 25326 | 5363742 | SM CP VAL ETF |
| APPLE INC | 19422 | 5280138 | COM |
| RTX CORPORATION | 27858 | 5109070 | COM |
| ISHARES INC | 95644 | 4910362 | MSCI GBL ETF NEW |
| FIDELITY MERRIMACK STR TR | 104530 | 4840474 | TOTAL BD ETF |
| VANGUARD TAX-MANAGED FDS | 69540 | 4344148 | VAN FTSE DEV MKT |
| ISHARES TR | 62198 | 4266753 | EUROPE ETF |
| FIDELITY COVINGTON TRUST | 56810 | 4219862 | MSCI HLTH CARE I |
| MANULIFE FINL CORP | 107809 | 3911307 | COM |
| PFIZER INC | 121890 | 3035064 | COM |
| DIMENSIONAL ETF TRUST | 36164 | 2675403 | WORLD EQUITY ETF |
| VANGUARD MALVERN FDS | 53462 | 2644212 | STRM INFPROIDX |
| FIDELITY COVINGTON TRUST | 43146 | 2445973 | HIGH DIVID ETF |
| DIMENSIONAL ETF TRUST | 48882 | 2343890 | SHORT DURATION F |
| VANGUARD WHITEHALL FDS | 25381 | 2321098 | INTL DVD ETF |
| ISHARES INC | 82373 | 2266088 | MSCI SINGPOR ETF |
| MERCK & CO INC | 19854 | 2089835 | COM |
| ALPS ETF TR | 40109 | 1885945 | ALERIAN MLP |
| ETF SER SOLUTIONS | 28393 | 1672368 | DISTILLATE US |
| GLOBAL X FDS | 88166 | 1648674 | GBL X FTSE ETF |
| SHELL PLC | 19873 | 1460264 | SPON ADS |
| ISHARES TR | 31150 | 1369984 | MSCI UK ETF NEW |
| JAPAN SMALLER CAPITALIZATION | 115120 | 1275527 | COM |
| PHILLIPS 66 | 8099 | 1045091 | COM |
| ISHARES INC | 24321 | 1033638 | MSCI GERMANY ETF |
| VANGUARD INDEX FDS | 5397 | 1030823 | VALUE ETF |
| FIRST TR EXCHANGE-TRADED FD | 23169 | 887818 | SMID RISNG ETF |
| DIMENSIONAL ETF TRUST | 25367 | 874162 | INTL CORE EQUITY |
| EXXON MOBIL CORP | 6410 | 771354 | COM |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| VANGUARD WHITEHALL FDS | 4797 | 688456 | HIGH DIV YLD |
| NATIONAL GRID PLC | 8872 | 686282 | SPONSORED ADR NE |
| GSK PLC | 13749 | 674243 | SPONSORED ADR |
| PROCTER AND GAMBLE CO | 4659 | 667702 | COM |
| NVIDIA CORPORATION | 3424 | 638512 | COM |
| AMERICAN ELEC PWR CO INC | 5341 | 615847 | COM |
| LIFEMD INC | 171894 | 586159 | COM |
| CHEVRON CORP NEW | 3814 | 581317 | COM |
| DIMENSIONAL ETF TRUST | 14528 | 575166 | US CORE EQUITY 2 |
| SPROTT ETF TRUST | 7900 | 550077 | GOLD MINERS ETF |
| ALPHABET INC | 1540 | 482044 | CAP STK CL A |
| LABCORP HOLDINGS INC | 1899 | 476368 | COM SHS |
| SELECT SECTOR SPDR TR | 10936 | 466840 | STATE STREET UTI |
| AMGEN INC | 1394 | 456107 | COM |
| ISHARES TR | 4627 | 450716 | GLOB HLTHCRE ETF |
| ALPHABET INC | 1345 | 422075 | CAP STK CL C |
| AMERICAN EXPRESS CO | 1081 | 400000 | COM |
| MICROSOFT CORP | 797 | 385375 | COM |
| ASTRAZENECA PLC | 3962 | 364229 | SPONSORED ADR |
| AMAZON COM INC | 1546 | 356848 | COM |
| ELI LILLY & CO | 303 | 325437 | COM |
| GE AEROSPACE | 1039 | 320007 | COM NEW |
| PEPSICO INC | 2150 | 311598 | COM |
| BANK AMERICA CORP | 5547 | 305097 | COM |
| ALTRIA GROUP INC | 5221 | 301026 | COM |
| GENERAL MLS INC | 6051 | 281364 | COM |
| ISHARES TR | 6940 | 275658 | MSCI JP VALUE |
| NOVARTIS AG | 1940 | 267413 | SPONSORED ADR |
| SIMON PPTY GROUP INC NEW | 1417 | 262320 | COM |
| CHUBB LIMITED | 821 | 256998 | COM |
| NEWMONT CORP | 2548 | 254416 | COM |
| QUALCOMM INC | 1465 | 250647 | COM |
| TJX COS INC NEW | 1622 | 249199 | COM |
| BERKSHIRE HATHAWAY INC DEL | 493 | 247806 | CL B NEW |
| GENERAL DYNAMICS CORP | 727 | 244617 | COM |
| ABBVIE INC | 1060 | 242196 | COM |
| WISDOMTREE TR | 1602 | 230954 | JAPN HEDGE EQT |
| META PLATFORMS INC | 348 | 229481 | CL A |
| ENTERPRISE PRODS PARTNERS L | 7016 | 224933 | COM |
| CELESTICA INC | 754 | 222890 | COM |
| NUVEEN QUALITY MUNCP INCOME | 18214 | 218932 | COM |
| LOEWS CORP | 2079 | 218890 | COM |
| ABBOTT LABS | 1712 | 214483 | COM |
| ISHARES TR | 2226 | 214283 | RUS MID CAP ETF |
| GE VERNOVA INC | 316 | 206850 | COM |
| RIO TINTO PLC | 2551 | 204174 | SPONSORED ADR |
| JPMORGAN CHASE & CO. | 629 | 202602 | COM |
| NUVEEN AMT FREE QLTY MUN INC | 16416 | 190917 | COM |
| FORD MTR CO | 13023 | 170857 | COM |
| MIZUHO FINANCIAL GROUP INC | 17836 | 130560 | SPONSORED ADR |
| GAMCO GLOBAL GOLD NAT RES & | 11429 | 58974 | COM SH BEN INT |
| COGNITION THERAPEUTICS INC | 10000 | 13500 | COM |
| RING ENERGY INC | 15000 | 13050 | COM |
Popular Topics:
Find us
Copyright © Beautify Data LLC. All Rights Reserved.