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Barry Investment Advisors, LLC
Barry Investment Advisors, LLC is an SEC-registered investment adviser providing personalized investment advisory services to individuals (including high net worth and other), pension and profit sharing plans, and charitable organizations. The firm does not provide legal, accounting, or tax advice, nor does it guarantee investment performance.
Latest 13F Filing Activity
Barry Investment Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 107 equity positions with a total 13F market value of $435M. The fund increased holdings in SPDR Series Trust, Vaneck Etf Trust, Flexshares TR among other positions. Barry Investment Advisors, LLC reduced exposure to Invesco Exchange Traded FD T, RTX Corporation, SPDR Series Trust among others.
Top Holdings
Equity Positions (107)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VGLT | VANGUARD SCOTTSDALE FDS | 9.47% | $41.2M | 724,352 | $57.33 | $56.86 | +$1.3M |
G GDX | VANECK ETF TRUST | 9.31% | $40.5M | 530,168 | $29.94 | $76.40 | +$10.4M |
V VYMI | VANGUARD WHITEHALL FDS | 8.03% | $34.9M | 412,170 | $60.85 | $84.68 | +$2.5M |
F FNDF | SCHWAB STRATEGIC TR | 7.85% | $34.1M | 793,911 | $30.73 | $42.96 | +$2.7M |
G GUNR | FLEXSHARES TR | 4.62% | $20.1M | 458,382 | $41.20 | $43.78 | +$4.2M |
Industry Allocation
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