Institutional Fund
May Barnhard Investments LLC
Bethesda, MDCIK 20527599 filings on record
Portfolio Value
$206.00M
Q1 2026
Holdings
84
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-2.7%
from $211.62M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Schwab Strategic Tr6.6%
- Vanguard Index Fds5.4%
- Schwab Strategic Tr4.8%
- Ishares Tr4.8%
- Schwab Strategic Tr4.1%
- Ishares Tr3.9%
- Other70.4%
Portfolio Holdings
84 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Schwab Strategic Tr | 526.6K | $13.50M | 6.6% | −20.1K | Reduced |
| 2 | Vanguard Index Fds | 39.1K | $11.23M | 5.4% | +1.7K | Added |
| 3 | Schwab Strategic Tr | 341.1K | $9.94M | 4.8% | −20.2K | Reduced |
| 4 | Ishares Tr | 79.4K | $9.87M | 4.8% | −1.1K | Reduced |
| 5 | Schwab Strategic Tr | 274.6K | $8.38M | 4.1% | −8.8K | Reduced |
| 6 | Ishares Tr | 67.4K | $7.99M | 3.9% | −2.7K | Reduced |
| 7 | Vanguard Index Fds | 25.9K | $7.74M | 3.8% | +4.6K | Added |
| 8 | Vanguard Index Fds | 39.5K | $7.74M | 3.8% | +6.2K | Added |
| 9 | Vanguard Index Fds | 38.1K | $7.02M | 3.4% | −24 | Reduced |
| 10 | Vanguard Index Fds | 22.0K | $5.76M | 2.8% | +1.7K | Added |
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