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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 26.77% of May Barnhard Investments's stock portfolio.
Added to shares of these 10 stocks: VO, VV, VTV, VUG, AAPL, VOT, VOE, GOOGL, VB, GS.
Started 2 new stock positions in GOOGL, GS.
Reduced shares in these 10 stocks: NVDA, BAC, SCHV, SCHA, SCHM, SCHX, TOL, GOOG, QQQ, VBR.
Sold out of its positions in MO, BAC, MDLZ, PM, PG, TOL, UNH, WMB.
May Barnhard Investments was a net seller of stock by $-13M.
May Barnhard Investments has $216M in assets under management (AUM), dropping by 0.71%.
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 September 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)	7.1	$15M	-5%	582k	26.34	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	5.8	$12M	-4%	389k	31.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	5.0	$11M	+14%	37k	293.74	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.7	$10M	-5%	86k	118.83	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	4.1	$8.9M	-12%	307k	29.11	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	3.8	$8.1M	-4%	73k	110.59	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.3	$7.1M	-8%	12k	600.39	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	3.1	$6.6M	+4%	38k	174.58	View chart
Vanguard Index Fds Large Cap Etf (VV)	2.9	$6.2M	+14%	20k	307.86	View chart
Spdr Series Trust S&p 400 Mdcp Val (MDYV)	2.7	$5.8M		70k	83.41	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	2.7	$5.8M	+6%	20k	293.80	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	2.6	$5.6M	-7%	40k	139.67	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.6	$5.5M	-5%	85k	65.26	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	2.6	$5.5M		61k	91.56	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	2.4	$5.2M	-4%	18k	297.62	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	2.4	$5.2M	-7%	37k	142.41	View chart
Vanguard Index Fds Value Etf (VTV)	2.4	$5.1M	+12%	28k	186.49	View chart
Vanguard Index Fds Growth Etf (VUG)	2.4	$5.1M	+12%	11k	479.59	View chart
Vanguard Index Fds Small Cp Etf (VB)	2.4	$5.1M	+5%	20k	254.28	View chart
Ishares Tr S&P SML 600 GWT (IJT)	2.3	$5.0M	-9%	35k	141.50	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	2.1	$4.5M		50k	88.65	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.0	$4.3M	-20%	156k	27.90	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.7	$3.6M	-20%	122k	29.64	View chart
Ishares Tr Msci Intl Qualty (IQLT)	1.6	$3.5M	-5%	79k	44.19	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.6	$3.4M	-15%	16k	208.71	View chart
Spdr Series Trust S&P 600 SMCP GRW (SLYG)	1.6	$3.4M	-7%	36k	94.31	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$3.0M		9.1k	328.18	View chart
Apple (AAPL)	1.3	$2.7M	+15%	11k	254.63	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	1.3	$2.7M	-10%	33k	82.96	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.3	$2.7M		28k	96.55	View chart
Ishares Tr S&p 500 Val Etf (IVE)	1.1	$2.3M		11k	206.51	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.8	$1.8M	+11%	13k	140.05	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.7	$1.5M	-6%	14k	103.07	View chart
Microsoft Corporation (MSFT)	0.7	$1.5M	-17%	2.8k	517.94	View chart
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)	0.7	$1.5M	-17%	14k	105.64	View chart
Ishares Tr Morningstr Us Eq (ILCB)	0.7	$1.4M		16k	92.42	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.6	$1.4M		2.1k	669.40	View chart
Vanguard World Health Car Etf (VHT)	0.6	$1.2M		4.6k	259.62	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.5	$1.1M		14k	79.80	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.5	$1.0M		12k	87.21	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$1.0M	+6%	4.8k	215.80	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.5	$1000k		38k	26.30	View chart
Amazon (AMZN)	0.4	$955k	-32%	4.4k	219.57	View chart
Tesla Motors (TSLA)	0.4	$867k		2.0k	444.72	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$859k		7.1k	120.71	View chart
NVIDIA Corporation (NVDA)	0.4	$846k	-66%	4.5k	186.58	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$812k		1.1k	746.62	View chart
Ishares Tr U.s. Finls Etf (IYF)	0.4	$788k		6.2k	126.63	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$777k		29k	27.30	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.4	$774k	-19%	8.4k	91.75	View chart
Meta Platforms Cl A (META)	0.3	$682k		929.00	734.38	View chart
Ishares Gold Tr Ishares New (IAU)	0.3	$682k		9.4k	72.77	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$680k		13k	53.03	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$667k		1.0k	666.18	View chart
JPMorgan Chase & Co. (JPM)	0.3	$653k		2.1k	315.37	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$613k	-51%	2.5k	243.50	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$579k		6.5k	88.96	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$509k		4.6k	111.21	View chart
Bank of New York Mellon Corporation (BK)	0.2	$497k	-21%	4.6k	108.97	View chart
Deckers Outdoor Corporation (DECK)	0.2	$493k		4.9k	101.37	View chart
Home Depot (HD)	0.2	$450k		1.1k	405.33	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$435k	-2%	5.5k	78.91	View chart
Visa Com Cl A (V)	0.2	$431k	-14%	1.3k	341.26	View chart
Johnson & Johnson (JNJ)	0.2	$425k	-3%	2.3k	185.40	View chart
Old Dominion Freight Line (ODFL)	0.2	$411k		2.9k	140.78	View chart
Copart (CPRT)	0.2	$393k		8.7k	44.97	View chart
Lam Research Corp Com New (LRCX)	0.2	$386k		2.9k	133.90	View chart
Spdr Series Trust Bloomberg 3-12 M (BILS)	0.2	$357k	-12%	3.6k	99.51	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$331k		5.5k	59.92	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$320k		538.00	595.48	View chart
Eli Lilly & Co. (LLY)	0.1	$306k		400.00	763.87	View chart
Abbvie (ABBV)	0.1	$295k		1.3k	231.48	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$291k		6.3k	46.32	View chart
TJX Companies (TJX)	0.1	$280k		1.9k	144.54	View chart
Costco Wholesale Corporation (COST)	0.1	$276k	-46%	298.00	925.63	View chart
Ishares Tr Core Msci Euro (IEUR)	0.1	$273k		4.0k	68.12	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$269k	NEW	1.1k	243.12	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.1	$255k		3.3k	78.35	View chart
Booking Holdings (BKNG)	0.1	$248k		46.00	5399.26	View chart
BioCryst Pharmaceuticals (BCRX)	0.1	$228k		30k	7.59	View chart
McDonald's Corporation (MCD)	0.1	$225k		741.00	303.98	View chart
Goldman Sachs (GS)	0.1	$221k	NEW	277.00	796.54	View chart
salesforce (CRM)	0.1	$220k		928.00	237.00	View chart
Vanguard World Consum Stp Etf (VDC)	0.1	$216k		1.0k	213.67	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 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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