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May Barnhard Investments LLC
May Barnhard Investments LLC (MBI) is an independent, fee-only investment advisor and financial planning firm based in Bethesda, Maryland. Founded as a subsidiary of Councilor, Buchanan & Mitchell (CBM), a prominent accounting and advisory firm, MBI integrates tax, financial, and investment planning under one roof, collaborating with in-house professionals to create tax-efficient, holistic strategies for individuals, families, and businesses. MBI specializes in personalized wealth management and planning services and is recognized for its low client-to-advisor ratio and expertise in financial planning, tax, and investment management.
Investment Strategy
MBI employs a holistic, client-centric investment approach that emphasizes integrating investment management with financial and tax planning. Leveraging the strength of its CPA affiliation, the firm focuses on tax-efficient investment strategies, comprehensive wealth management, and long-term financial goal achievement. MBI provides independent, fee-only services and prioritizes tailored solutions developed through active collaboration between advisors and clients.
Latest 13F Filing Activity
May Barnhard Investments LLC filed their most recent 13F report on Jun 30, 2025 disclosing 90 equity positions with a total 13F market value of $214M. The fund increased holdings in Vanguard Index FDS, Schwab Strategic TR, Schwab Strategic TR among other positions. May Barnhard Investments LLC reduced exposure to Schwab Strategic TR, Unitedhealth Group Inc., Fiserv Inc. among others.
Top Holdings
Equity Positions (90)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 7.05% | $15.1M | 617,821 | $33.30 | $24.44 | +$1.4M |
S SCHG | SCHWAB STRATEGIC TR | 5.57% | $11.9M | 408,031 | $20.79 | $29.21 | +$1.6M |
I IJR | ISHARES TR | 4.62% | $9.9M | 90,500 | $108.30 | $109.29 | +$395.6K |
S SCHV | SCHWAB STRATEGIC TR | 4.53% | $9.7M | 350,876 | $40.37 | $27.67 | +$368.8K |
V VO | VANGUARD INDEX FDS | 4.20% | $9.0M | 32,169 | $251.09 | $279.83 | +$3.0M |
Industry Allocation
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