Institutional Fund
Barry Investment Advisors, LLC
New Bedford, MACIK 16316395 filings on record
Portfolio Value
$453.61M
Q1 2026
Holdings
99
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+1.0%
from $449.26M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Scottsdale Fds8.9%
- Schwab Strategic Tr8.6%
- Vanguard Whitehall Fds8.6%
- Flexshares Tr7.3%
- Spdr Series Trust6.6%
- Vaneck ETF Trust4.8%
- Other55.3%
Portfolio Holdings
99 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Scottsdale Fds | 727.5K | $40.27M | 8.9% | +10.0K | Added |
| 2 | Schwab Strategic Tr | 799.4K | $39.11M | 8.6% | +5.7K | Added |
| 3 | Vanguard Whitehall Fds | 412.3K | $38.85M | 8.6% | +4.1K | Added |
| 4 | Flexshares Tr | 596.9K | $32.93M | 7.3% | +21.1K | Added |
| 5 | Spdr Series Trust | 325.7K | $29.85M | 6.6% | −5.0K | Reduced |
| 6 | Vaneck ETF Trust | 237.6K | $21.80M | 4.8% | −256.5K | Reduced |
| 7 | First Tr Exchange-Traded Fd | 474.4K | $20.71M | 4.6% | +12.0K | Added |
| 8 | Ishares Inc | 202.9K | $17.13M | 3.8% | +570 | Added |
| 9 | Ishares Tr | 418.5K | $14.87M | 3.3% | +418.5K | New |
| 10 | American Centy ETF Tr | 135.5K | $13.53M | 3.0% | +135.5K | New |
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