13F Insight
DOSSIER · 13F-HR · Q1 2026

Barry Investment Advisors, LLC

Barry Investment's hedge fund based in Boston, MA — $454M in tracked AUM across 99 positions as of Q1 2026.

BI
Barry Investment·Boston, MA·Hedge Fund
CIK 0001631639 · last filed Mar 31, 2026
Total AUM
$454M
▲ 5.8%
vs prior
Holdings
99
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
29% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Barry Investment Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VGLT
VANGUARD SCOTTSDALE FDS
$40M728K8.9%
02
FNDF
SCHWAB STRATEGIC TR
$39M799K8.6%
03
VYMI
VANGUARD WHITEHALL FDS
$39M412K8.6%
04
GUNR
FLEXSHARES TR
$33M597K7.3%
05
BIL
SPDR SERIES TRUST
$30M326K6.6%
06
GDX
VANECK ETF TRUST
$22M238K4.8%
07
EMLP
FIRST TR EXCHANGE-TRADED FD
$21M474K4.6%
08
EWJ
ISHARES INC
$17M203K3.8%
09
ILF
ISHARES TR
$15M419K3.3%
10
AVDV
AMERICAN CENTY ETF TR
$14M136K3.0%

Filing history

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