13F Insight
DOSSIER · 13F-HR · Q3 2026

Barry Investment Advisors, LLC

$524M in tracked AUM across 102 positions as of Q3 2026.

BI
CIK 0001631639 · last filed Sep 30, 2026
Total AUM
$524M
as of Q3 2026
Holdings
102
—
positions
Whale Score
65
65
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Barry Investment Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
BIL
SPDR SERIES TRUST
$48M528K9.2%02
FNDF
SCHWAB STRATEGIC TR
$47M871K8.9%03
VYMI
VANGUARD WHITEHALL FDS
$46M454K8.8%04
VGLT
VANGUARD SCOTTSDALE FDS
$39M783K7.5%05
GUNR
FLEXSHARES TR
$36M677K6.8%06
SHY
ISHARES TR
$24M298K4.6%07
EMLP
FIRST TR EXCHANGE-TRADED FD
$23M560K4.4%08
GDX
VANECK ETF TRUST
$21M239K4.0%09
VCRB
VANGUARD MALVERN FDS
$21M285K4.0%10
EWJ
ISHARES INC
$19M196K3.6%

Filing history

2026Q3Sep 30
$524M▲ 9.5%
102 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 45