May Barnhard Investments LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, May Barnhard Investments LLC held in its portfolio 76 assets valued at $211,618,136 (i.e. $211.62M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($21.59M), SCHWAB STRATEGIC TR ($14.71M), and SCHWAB STRATEGIC TR ($11.78M).
The chart below shows the top 10 valuable assets, and the table below shows the top 76 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
May Barnhard Investments LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 237705 | 21585752 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 546716 | 14712131 | US LRG CAP ETF |
| SCHWAB STRATEGIC TR | 361234 | 11783480 | US LCAP GR ETF |
| VANGUARD INDEX FDS | 37393 | 10852468 | MID CAP ETF |
| ISHARES TR | 80506 | 9675280 | CORE S&P SCP ETF |
| SCHWAB STRATEGIC TR | 283449 | 8392949 | US LCAP VA ETF |
| ISHARES TR | 70155 | 7978112 | SP SMCP600VL ETF |
| INVESCO QQQ TR | 11105 | 6822201 | UNIT SER 1 |
| VANGUARD INDEX FDS | 38095 | 6757067 | MCAP VL IDXVIP |
| VANGUARD INDEX FDS | 21280 | 6698994 | LARGE CAP ETF |
| VANGUARD INDEX FDS | 33294 | 6358944 | VALUE ETF |
| VANGUARD INDEX FDS | 19849 | 5540825 | MCAP GR IDXVIP |
| VANGUARD INDEX FDS | 17853 | 5393599 | SML CP GRW ETF |
| VANGUARD INDEX FDS | 10999 | 5366085 | GROWTH ETF |
| ISHARES TR | 37179 | 5244151 | RUS MDCP VAL ETF |
| VANGUARD INDEX FDS | 20294 | 5234864 | SMALL CP ETF |
| ISHARES TR | 75223 | 4964774 | CORE S&P MCP ETF |
| ISHARES TR | 36016 | 4932100 | RUS MD CP GR ETF |
| ISHARES TR | 32428 | 4577620 | S&P SML 600 GWT |
| SCHWAB STRATEGIC TR | 153028 | 4358263 | US SML CAP ETF |
| ISHARES TR | 85999 | 3908663 | MSCI INTL QUALTY |
| SCHWAB STRATEGIC TR | 119132 | 3582311 | US MID-CAP ETF |
| VANGUARD INDEX FDS | 16335 | 3459709 | SM CP VAL ETF |
| VANGUARD INDEX FDS | 9018 | 3023503 | TOTAL STK MKT |
| APPLE INC | 10425 | 2834399 | COM |
| ISHARES TR | 28043 | 2699701 | RUS MID CAP ETF |
| ISHARES TR | 11404 | 2418484 | S&P 500 VAL ETF |
| ISHARES TR | 28598 | 2368506 | 1 3 YR TREAS BD |
| ISHARES TR | 15465 | 1459642 | MORNINGSTR US EQ |
| INVESCO EXCH TRADED FD TR II | 13371 | 1412731 | SHORT TERM TREAS |
| PROSHARES TR | 13267 | 1380716 | S&P 500 DV ARIST |
| ISHARES TR | 1753 | 1201262 | CORE S&P500 ETF |
| VANGUARD SPECIALIZED FUNDS | 5163 | 1134823 | DIV APP ETF |
| VANGUARD WORLD FD | 3735 | 1075148 | HEALTH CAR ETF |
| SCHWAB STRATEGIC TR | 37658 | 1024700 | FUNDAMENTAL US L |
| SELECT SECTOR SPDR TR | 23725 | 1012830 | STATE STREET UTI |
| VANGUARD INTL EQUITY INDEX F | 12024 | 1005388 | FTSE EUROPE ETF |
| AMAZON COM INC | 4230 | 976369 | COM |
| SCHWAB STRATEGIC TR | 32180 | 882703 | US DIVIDEND EQ |
| TESLA INC | 1950 | 876954 | COM |
| ISHARES TR | 7074 | 871998 | S&P 500 GRWT ETF |
| NVIDIA CORPORATION | 4533 | 845405 | COM |
| MICROSOFT CORP | 1742 | 842851 | COM |
| VANGUARD WORLD FD | 1087 | 820098 | INF TECH ETF |
| ISHARES TR | 6223 | 802414 | U.S. FINLS ETF |
| ISHARES GOLD TR | 9372 | 760725 | ISHARES NEW |
| ISHARES TR | 13287 | 702653 | ISHS 1-5YR INVS |
| JPMORGAN CHASE & CO. | 2012 | 648333 | COM |
| META PLATFORMS INC | 929 | 613224 | CL A |
| WISDOMTREE TR | 6530 | 584035 | US QTLY DIV GRT |
| ALPHABET INC | 1719 | 539549 | CAP STK CL C |
| BANK NEW YORK MELLON CORP | 4486 | 520833 | COM |
| SPDR S&P 500 ETF TR | 745 | 508030 | TR UNIT |
| ISHARES TR | 4619 | 507782 | TIPS BD ETF |
| DECKERS OUTDOOR CORP | 4860 | 503836 | COM |
| LAM RESEARCH CORP | 2880 | 492998 | COM NEW |
| JOHNSON & JOHNSON | 2245 | 464776 | COM |
| OLD DOMINION FREIGHT LINE IN | 2916 | 457229 | COM |
| ELI LILLY & CO | 400 | 430360 | COM |
| VISA INC | 1207 | 423567 | COM CL A |
| VANGUARD TAX-MANAGED FDS | 5587 | 349022 | VAN FTSE DEV MKT |
| HOME DEPOT INC | 1001 | 344679 | COM |
| COPART INC | 8744 | 342328 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 537 | 324263 | UTSER1 S&PDCRP |
| ABBVIE INC | 1273 | 291017 | COM |
| ISHARES TR | 4003 | 284193 | CORE MSCI EURO |
| TJX COS INC NEW | 1810 | 278034 | COM |
| ALPHABET INC | 827 | 258886 | CAP STK CL A |
| COSTCO WHSL CORP NEW | 298 | 256977 | COM |
| BOOKING HOLDINGS INC | 46 | 246345 | COM |
| SALESFORCE INC | 928 | 245836 | COM |
| BIOCRYST PHARMACEUTICALS INC | 30000 | 234000 | COM |
| MCDONALDS CORP | 723 | 220993 | COM |
| SPDR GOLD TR | 544 | 215593 | GOLD SHS |
| VANGUARD WORLD FD | 1008 | 213079 | CONSUM STP ETF |
| GOLDMAN SACHS GROUP INC | 232 | 203994 | COM |
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