13F Insight
DOSSIER · 13F-HR · Q2 2026

Barry Investment Advisors, LLC

$478M in tracked AUM across 102 positions as of Q2 2026.

BI
CIK 0001631639 · last filed Jun 30, 2026
Total AUM
$478M
as of Q2 2026
Holdings
102
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Barry Investment Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
FNDF
SCHWAB STRATEGIC TR
$44M825K9.1%02
BIL
SPDR SERIES TRUST
$43M469K9.0%03
VYMI
VANGUARD WHITEHALL FDS
$42M426K8.7%04
VGLT
VANGUARD SCOTTSDALE FDS
$41M752K8.7%05
GUNR
FLEXSHARES TR
$31M626K6.5%06
EMLP
FIRST TR EXCHANGE-TRADED FD
$22M502K4.6%07
EWJ
ISHARES INC
$19M204K4.0%08
SHY
ISHARES TR
$19M230K3.9%09
GDX
VANECK ETF TRUST
$18M236K3.7%10
ILF
ISHARES TR
$15M432K3.0%

Filing history

2026Q2Jun 30
$478M▲ 5.4%
102 positionsView →2026Q1Mar 31
$454M▲ 1.0%
99 positionsView →2025Q4Dec 31
$449M▲ 3.3%
102 positionsView →2025Q3Sep 30
$435M▲ 8.2%
107 positionsView →2025Q2Jun 30
$402M▲ 6.7%
104 positionsLocked2025Q1Mar 31
$376M▲ 21.0%
106 positionsLocked2024Q4Dec 31
$311M▼ 5.0%
111 positionsLocked2024Q3Sep 30
$327M▲ 10.2%
114 positionsLocked2024Q2Jun 30
$297M▼ 1.0%
117 positionsLocked2024Q1Mar 31
$300M▲ 1.5%
118 positionsLocked2023Q4Dec 31
$296M▲ 6.4%
108 positionsLocked2023Q3Sep 30
$278M▼ 6.2%
112 positionsLocked
Showing 12 of 44