Barry Investment Advisors

Barry Investment Advisors as of March 31, 2026

Portfolio Holdings for Barry Investment Advisors

Barry Investment Advisors holds 99 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Long Term Treas (VGLT) 8.9 $40M 728k 55.35
Schwab Strategic Tr Fundamental Intl (FNDF) 8.6 $39M 799k 48.93
Vanguard Whitehall Fds Intl High Etf (VYMI) 8.6 $39M 412k 94.24
Flexshares Tr Mornstar Upstr (GUNR) 7.3 $33M 597k 55.16
Spdr Series Trust State Street Spd (BIL) 6.6 $30M 326k 91.64
Vaneck Etf Trust Gold Miners Etf (GDX) 4.8 $22M 238k 91.77
First Tr Exchange-traded No Amer Energy (EMLP) 4.6 $21M 474k 43.66
Ishares Msci Japan Etf (EWJ) 3.8 $17M 203k 84.44
Ishares Tr Latn Amer 40 Etf (ILF) 3.3 $15M 419k 35.52
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.0 $14M 136k 99.86
Ishares Tr 1 3 Yr Treas Bd (SHY) 2.8 $13M 155k 82.57
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.7 $12M 223k 54.05
Global X Fds Glbl X Mlp Etf (MLPA) 2.4 $11M 205k 53.87
Vanguard Malvern Fds Core Bd Etf (VCRB) 2.4 $11M 141k 77.38
Johnson & Johnson (JNJ) 2.1 $9.7M 40k 244.44
Wisdomtree Tr Jp Smallcp Div (DFJ) 1.9 $8.7M 85k 102.06
Schwab Strategic Tr Us Dividend Eq (SCHD) 1.7 $7.7M 251k 30.68
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.7 $7.5M 54k 138.32
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 1.3 $5.9M 128k 45.80
Totalenergies Se Act (TTE) 1.3 $5.7M 63k 90.98
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.2 $5.6M 26k 217.25
Raytheon Technologies Corp (RTX) 1.2 $5.4M 28k 192.90
Ishares Msci Gbl Etf New (PICK) 1.2 $5.4M 95k 56.59
Apple (AAPL) 1.1 $4.9M 19k 253.79
Spdr Gold Tr Gold Shs (GLD) 1.0 $4.6M 11k 430.29
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.0 $4.4M 69k 64.08
Ishares Tr Europe Etf (IEV) 0.9 $4.2M 62k 67.94
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.9 $4.0M 57k 70.36
Pfizer (PFE) 0.7 $3.4M 120k 28.08
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.6 $2.7M 54k 49.95
Dimensional Etf Trust World Equity Etf (DFAW) 0.5 $2.4M 33k 73.78
Merck & Co (MRK) 0.5 $2.4M 20k 121.14
Fidelity Covington Trust High Divid Etf (FDVV) 0.5 $2.3M 42k 55.24
Ishares Msci Singpor Etf (EWS) 0.5 $2.3M 82k 28.22
Dimensional Etf Trust Short Duration F (DFSD) 0.5 $2.2M 47k 47.88
Alps Etf Tr Alerian Mlp (AMLP) 0.5 $2.1M 40k 52.64
Vanguard Whitehall Fds Intl Dvd Etf (VIGI) 0.4 $2.0M 22k 88.46
Shell Spon Ads (SHEL) 0.4 $1.9M 20k 93.45
Global X Fds Gbl X Ftse Etf (ASEA) 0.4 $1.7M 88k 19.43
Etf Ser Solutions Distillate Us (DSTL) 0.3 $1.5M 27k 57.88
Phillips 66 (PSX) 0.3 $1.4M 7.9k 182.19
Ishares Tr Msci Uk Etf New (EWU) 0.3 $1.4M 31k 45.56
Japan Smaller Capitalizaion Fund (JOF) 0.3 $1.3M 116k 10.90
Vanguard Index Fds Value Etf (VTV) 0.2 $1.1M 5.4k 196.18
First Tr Exchange Traded Smid Risng Etf (SDVY) 0.2 $1.0M 26k 39.43
Ishares Msci Germany Etf (EWG) 0.2 $1.0M 26k 39.67
Exxon Mobil Corporation (XOM) 0.2 $943k 5.6k 169.67
Dimensional Etf Trust Intl Core Equity (DFIC) 0.2 $903k 25k 35.53
Chevron Corporation (CVX) 0.2 $773k 3.7k 206.88
GSK Sponsored Adr (GSK) 0.2 $754k 14k 55.67
National Grid Sponsored Adr Ne (NGG) 0.2 $748k 8.8k 84.60
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $718k 1.00 718140.00
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $711k 4.8k 148.10
American Electric Power Company (AEP) 0.2 $696k 5.3k 131.08
Lifemd (LFMD) 0.1 $621k 172k 3.61
Sprott Etf Trust Gold Miners Etf (SGDM) 0.1 $584k 7.7k 75.49
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.1 $566k 15k 38.86
Procter & Gamble Company (PG) 0.1 $559k 3.9k 144.46
NVIDIA Corporation (NVDA) 0.1 $501k 2.9k 174.39
Select Sector Spdr Tr State Street Uti (XLU) 0.1 $500k 11k 45.89
Amgen (AMGN) 0.1 $490k 1.4k 351.91
Labcorp Holdings Com Shs (LH) 0.1 $485k 1.8k 266.83
Alphabet Cap Stk Cl A (GOOGL) 0.1 $443k 1.5k 287.62
Ishares Tr Glob Hlthcre Etf (IXJ) 0.1 $433k 4.6k 93.55
Spdr Series Trust State Street Spd (SPYD) 0.1 $396k 8.7k 45.52
Astrazeneca Ord (AZN) 0.1 $391k 2.0k 197.22
Altria (MO) 0.1 $345k 5.2k 65.98
Pepsi (PEP) 0.1 $335k 2.2k 155.30
Amazon (AMZN) 0.1 $322k 1.5k 208.27
Alphabet Cap Stk Cl C (GOOG) 0.1 $316k 1.1k 286.92
Novartis Sponsored Adr (NVS) 0.1 $300k 2.0k 152.75
Ishares Tr Msci Jp Value (EWJV) 0.1 $296k 6.9k 42.67
Microsoft Corporation (MSFT) 0.1 $296k 800.00 369.94
Ge Aerospace Com New (GE) 0.1 $295k 1.0k 283.68
Marathon Petroleum Corp (MPC) 0.1 $277k 1.1k 244.22
Ge Vernova (GEV) 0.1 $276k 317.00 871.81
Chubb (CB) 0.1 $271k 830.00 326.94
Enterprise Products Partners (EPD) 0.1 $266k 7.0k 37.84
Simon Property (SPG) 0.1 $264k 1.4k 186.58
TJX Companies (TJX) 0.1 $260k 1.6k 159.69
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.1 $254k 1.6k 158.59
General Dynamics Corporation (GD) 0.1 $250k 728.00 343.32
Rio Tinto Sponsored Adr (RIO) 0.1 $238k 2.6k 93.30
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $233k 487.00 479.20
Abbvie (ABBV) 0.1 $231k 1.1k 217.52
General Mills (GIS) 0.1 $227k 6.1k 37.22
Loews Corporation (L) 0.0 $222k 2.1k 106.72
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $218k 2.8k 77.12
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $217k 2.2k 97.23
Celestica (CLS) 0.0 $212k 754.00 281.68
Nuveen Div. Advantage Muni. Fund (NAD) 0.0 $211k 18k 11.57
Bank of America Corporation (BAC) 0.0 $208k 4.3k 48.75
Washington Trust Ban (WASH) 0.0 $202k 6.0k 33.46
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.0 $200k 591.00 338.83
Nuveen Insured Tax-Free Adv Munici (NEA) 0.0 $186k 16k 11.30
Ford Motor Company (F) 0.0 $151k 13k 11.54
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $142k 18k 7.94
Ring Energy (REI) 0.0 $46k 30k 1.53
Cognition Therapeutics (CGTX) 0.0 $7.6k 10k 0.76