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May Barnhard Investments

Latest statistics and disclosures from May Barnhard Investments's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, SCHG, VO, IJR, SCHV, and represent 26.19% of May Barnhard Investments's stock portfolio.
Added to shares of these 10 stocks: VTV, XLU, VV, IQLT, GLD, SPYM, VUG, VO, SCHD, VIG.
Started 1 new stock position in GLD.
Reduced shares in these 10 stocks: SCHX, SCHG, SCHV, IJH, IJR, MSFT, QQQ, BSV, MDYG, IJT.
Sold out of its position in BSV.
May Barnhard Investments was a net seller of stock by $-6.7M.
May Barnhard Investments has $212M in assets under management (AUM), dropping by -1.89%.
Central Index Key (CIK): 0002052759

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Portfolio Holdings for May Barnhard Investments

May Barnhard Investments holds 84 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	7.0	$15M	-6%	547k	26.91	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	5.6	$12M	-7%	361k	32.62	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.1	$11M		37k	290.23	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.6	$9.7M	-6%	81k	120.18	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	4.0	$8.4M	-7%	283k	29.61	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	3.8	$8.0M	-4%	70k	113.72	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.2	$6.8M	-6%	11k	614.34	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.2	$6.8M		38k	177.37	View chart
Vanguard Index Fds Large Cap Etf (VV)	3.2	$6.7M	+5%	21k	314.80	View chart
Vanguard Index Fds Value Etf (VTV)	3.0	$6.4M	+20%	33k	190.99	View chart
Spdr Series Trust State Street Spd (MDYV)	2.7	$5.7M	-3%	68k	84.65	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.6	$5.5M		20k	279.15	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.5	$5.4M		18k	302.11	View chart
Vanguard Index Fds Growth Etf (VUG)	2.5	$5.4M	+2%	11k	487.87	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.5	$5.2M	-6%	37k	141.05	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.5	$5.2M		20k	257.95	View chart
Spdr Series Trust State Street Spd (MDYG)	2.4	$5.2M	-7%	56k	92.43	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.3	$5.0M	-11%	75k	66.00	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	2.3	$4.9M		36k	136.94	View chart
Ishares Tr S&P SML 600 GWT (IJT)	2.2	$4.6M	-7%	32k	141.16	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.1	$4.4M		153k	28.48	View chart
Spdr Series Trust State Street Spd (SLYV)	2.1	$4.3M	-5%	48k	90.97	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.8	$3.9M	+9%	86k	45.45	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.7	$3.6M	-2%	119k	30.07	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.6	$3.5M		16k	211.80	View chart
Spdr Series Trust State Street Spd (SLYG)	1.4	$3.1M	-9%	33k	94.19	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$3.0M		9.0k	335.27	View chart
Apple (AAPL)	1.3	$2.8M	-2%	10k	271.88	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.3	$2.7M		28k	96.27	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.1	$2.4M		11k	212.07	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.1	$2.4M	-12%	29k	82.82	View chart
Spdr Series Trust State Street Spd (SDY)	0.7	$1.5M	-18%	11k	139.16	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.7	$1.5M		16k	94.38	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.7	$1.4M	-2%	13k	105.66	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.7	$1.4M	-6%	13k	104.07	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.2M	-15%	1.8k	685.26	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$1.1M	+8%	5.2k	219.80	View chart
Vanguard World Health Car Etf (VHT)	0.5	$1.1M	-19%	3.7k	287.86	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.5	$1.0M		38k	27.21	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.5	$1.0M	+100%	24k	42.69	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.5	$1.0M	-16%	12k	83.62	View chart
Amazon (AMZN)	0.5	$976k	-2%	4.2k	230.82	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$883k	+13%	32k	27.43	View chart
Tesla Motors (TSLA)	0.4	$877k		2.0k	449.72	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$872k		7.1k	123.27	View chart
NVIDIA Corporation (NVDA)	0.4	$845k		4.5k	186.50	View chart
Microsoft Corporation (MSFT)	0.4	$843k	-37%	1.7k	483.84	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$820k		1.1k	754.46	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.4	$802k		6.2k	128.94	View chart
Ishares Gold Tr Ishares New (IAU)	0.4	$761k		9.4k	81.17	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$703k	+3%	13k	52.88	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$667k	-13%	7.3k	91.39	View chart
JPMorgan Chase & Co. (JPM)	0.3	$648k	-2%	2.0k	322.23	View chart
Meta Platforms Cl A (META)	0.3	$613k		929.00	660.09	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$584k		6.5k	89.44	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$540k	-31%	1.7k	313.87	View chart
Bank of New York Mellon Corporation (BK)	0.2	$521k		4.5k	116.10	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$508k	-25%	745.00	681.92	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$508k		4.6k	109.93	View chart
Deckers Outdoor Corporation (DECK)	0.2	$504k		4.9k	103.67	View chart
Lam Research Corp Com New (LRCX)	0.2	$493k		2.9k	171.18	View chart
Spdr Series Trust State Street Spd (SPYM)	0.2	$471k	+80%	5.9k	80.23	View chart
Johnson & Johnson (JNJ)	0.2	$465k		2.2k	207.03	View chart
Old Dominion Freight Line (ODFL)	0.2	$457k		2.9k	156.80	View chart
Eli Lilly & Co. (LLY)	0.2	$430k		400.00	1075.90	View chart
Visa Com Cl A (V)	0.2	$424k	-4%	1.2k	350.93	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$349k		5.6k	62.47	View chart
Spdr Series Trust State Street Spd (BILS)	0.2	$345k	-3%	3.5k	99.22	View chart
Home Depot (HD)	0.2	$345k	-9%	1.0k	344.33	View chart
Copart (CPRT)	0.2	$342k		8.7k	39.15	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$324k		537.00	603.84	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$296k		6.3k	46.86	View chart
Abbvie (ABBV)	0.1	$291k		1.3k	228.61	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$284k		4.0k	71.00	View chart
TJX Companies (TJX)	0.1	$278k	-6%	1.8k	153.61	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$259k	-25%	827.00	313.04	View chart
Costco Wholesale Corporation (COST)	0.1	$257k		298.00	862.34	View chart
Booking Holdings (BKNG)	0.1	$246k		46.00	5355.33	View chart
salesforce (CRM)	0.1	$246k		928.00	264.91	View chart
BioCryst Pharmaceuticals (BCRX)	0.1	$234k		30k	7.80	View chart
McDonald's Corporation (MCD)	0.1	$221k	-2%	723.00	305.66	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$216k	NEW	544.00	396.31	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$213k		1.0k	211.39	View chart
Goldman Sachs (GS)	0.1	$204k	-16%	232.00	879.28	View chart

Past Filings by May Barnhard Investments

SEC 13F filings are viewable for May Barnhard Investments going back to 2024

May Barnhard Investments 2025 Q4 filed Jan. 28, 2026
May Barnhard Investments 2025 Q3 filed Nov. 6, 2025
May Barnhard Investments 2025 Q2 filed July 29, 2025
May Barnhard Investments 2025 Q1 filed April 16, 2025
May Barnhard Investments 2023 Q4 filed April 8, 2025
May Barnhard Investments 2024 Q1 filed April 8, 2025
May Barnhard Investments 2024 Q2 filed April 8, 2025
May Barnhard Investments 2024 Q3 filed April 8, 2025
May Barnhard Investments 2024 Q4 filed Feb. 10, 2025

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