Barry Investment Advisors, LLC

Q1 2026 13F Holdings

  • Location
    new bedford, MA
  • Num holdings

    99

  • Value ($000)

    $453,607

  • Date Filed
    04/23/2026
  • Form type
    13F-HR
  • CIK
    0001631639
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

VANGUARD SCOTTSDALE FDS

LONG TERM TREAS
$40.27M
9 %

727,544

FNDF

SCHWAB STRATEGIC TR

FUNDAMENTAL INTL
$39.11M
9 %

799,398

VYMI

VANGUARD WHITEHALL FDS

INTL HIGH ETF
$38.85M
9 %

412,284

GUNR

FLEXSHARES TR

MORNSTAR UPSTR
$32.93M
7 %

596,907

KRE

SPDR SERIES TRUST

STATE STREET SPD
$29.85M
7 %

325,702

GDX

VANECK ETF TRUST

GOLD MINERS ETF
$21.8M
5 %

237,556

EMLP

FIRST TR EXCHANGE-TRADED FD

NO AMER ENERGY
$20.71M
5 %

474,357

EWJ

ISHARES INC

MSCI JAPAN ETF
$17.13M
4 %

202,852

ILF

ISHARES TR

LATN AMER 40 ETF
$14.87M
3 %

418,527

AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
$13.53M
3 %

135,501

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