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CIK: 0001631639
Total reported value
$523.5M
$523.5M
107 檔
32.6%
According to the latest 13F quarterly dataset, Barry Investment Advisors, LLC managed an equity portfolio of $523.5M at the end of Q3 2025, spanning 107 distinct U.S. exchange-listed positions.
Barry Investment Advisors, LLC executed strategic sector rebalancing during Q3 2025, establishing 13 new positions while fully exiting 12 holdings and trimming 42 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 9.47% | -1.18% | +1.91% | |
| 2 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 9.31% | +0.28% | -8.03% | |
| 3 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 8.03% | +0.03% | +2.06% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 7.85% | -0.16% | +1.20% | |
| 5 | GUNR | Flexshares Global Upstream N | ETF-Other | 4.62% | +0.37% | +15.80% | |
| 6 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 4.43% | +0.26% | — | |
| 7 | EMLP | First Trust North American E | ETF-Other | 3.94% | -0.18% | +5.32% | |
| 8 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 3.92% | -0.01% | +3.10% | |
| 9 | EWJ | Ishares Msci Japan ETF | ETF-Other | 3.76% | -0.34% | +0.71% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.53% | +0.19% | +0.80% | |
| 11 | CSCO | Cisco Systems Inc | Stock-Tech | 2.30% | — | -1.75% | |
| 12 | MLPA | Global X Mlp ETF | ETF-Other | 2.28% | -0.18% | +5.34% | |
| 13 | GLD | Spdr Gold Shares | ETF-Commodities | 2.06% | -0.06% | -1.92% | |
| 14 | DFJ | Wisdomtree Jpn S/c Dvd Fund | ETF-Other | 1.88% | -0.26% | +1.30% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.87% | — | -4.60% | |
| 16 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.83% | -0.39% | -1.12% | |
| 17 | VCRB | Vanguard Core Bond ETF | ETF-Other | 1.77% | +1.09% | +34.28% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.42% | +0.60% | +8.81% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 1.22% | -0.11% | -4.17% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.21% | -0.16% | +2.16% | |
| 21 | IEV | Ishares Europe ETF | ETF-Other | 1.18% | -0.15% | -6.62% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 1.08% | -0.13% | -48.27% | |
| 23 | MOO | Vaneck Agribusiness ETF | ETF-Other | 1.03% | — | -2.19% | |
| 24 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.01% | +0.69% | +24.62% | |
| 25 | PICK | Ishares Msci Global Metals & | ETF-Other | 0.99% | -0.09% | +0.05% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.95% | -0.16% | -0.53% | |
| 27 | TTEN | Totalenergies Se -spon Adr | Stock-Other | 0.89% | — | -0.36% | |
| 28 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.87% | -0.06% | -0.16% | |
| 29 | MFC | Manulife Financial CORP | Stock-Financials | 0.86% | — | -7.64% | |
| 30 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 0.85% | — | -24.34% | |
| 31 | PFE | Pfizer Inc | Stock-Healthcare | 0.80% | +0.04% | -11.72% | |
| 32 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.74% | -0.10% | +100.75% | |
| 33 | REM | Ishares Mortgage Real Estate | ETF-Other | 0.72% | — | -1.72% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.55% | +0.68% | +48.52% | |
| 35 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.55% | -0.10% | +1.88% | |
| 36 | EWS | Ishares Msci Singapore ETF | ETF-Other | 0.54% | +0.01% | -3.41% | |
| 37 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.52% | +0.11% | +8.46% | |
| 38 | AMLP | Alerian Mlp ETF | ETF-Other | 0.51% | -0.04% | -0.47% | |
| 39 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.47% | -0.12% | +15.92% | |
| 40 | DFSD | Dimensional Short Duration | ETF-Other | 0.47% | -0.20% | +24.31% | |
| 41 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-Other | 0.43% | — | -46.05% | |
| 42 | ASEA | Global X Ftse Southeast Asia | ETF-Other | 0.39% | -0.01% | +0.72% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.38% | +0.02% | +4.80% | |
| 44 | DSTL | Distillate US Fundamental St | ETF-Other | 0.36% | -0.10% | +6.17% | |
| 45 | JOF | Japan Smaller Capitalization | Stock-Other | 0.35% | +0.04% | -2.23% | |
| 46 | SHEL | Shell Plc-adr | Stock-Energy | 0.33% | +0.02% | -0.70% | |
| 47 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.31% | -0.02% | -1.41% | |
| 48 | LFMD | Lifemd Inc | Stock-Other | 0.27% | -0.05% | — | |
| 49 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.25% | -0.02% | -3.20% | |
| 50 | PSX | Phillips 66 | Stock-Energy | 0.25% | +0.07% | -1.25% |
According to official SEC Form 13F filings, Barry Investment Advisors, LLC reported a total U.S. public equity portfolio value of $523.5M across 107 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VGLT, GDX, VYMI) accounted for 32.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
BIL
市值: $19.2M
Top Position Liquidated / Trimmed
FPE
前期市值: $757.6K
During Q3 2025, Barry Investment Advisors, LLC's top holdings by market value included VGLT (9.5%)、GDX (9.3%)、VYMI (8.0%). The largest single position, VGLT, represented 9.5% of total portfolio value.
In Q3 2025, Barry Investment Advisors, LLC made 116 total portfolio adjustments, initiating 13 new buys, adding to 49 positions, trimming 42 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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