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CIK: 0001631639
Total reported value
$478.1M
$478.1M
102 檔
38.7%
In Q4 2025, Barry Investment Advisors, LLC's U.S. equity holdings reached a combined market value of $478.1M, distributed across 102 disclosed stock positions.
In Q4 2025, Barry Investment Advisors, LLC adopted a defensive or profit-taking posture, trimming 20 positions and completely liquidating 10 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GDX | Vaneck Gold Miners ETF | ETF-Commodities | 9.43% | -1.08% | -6.82% | |
| 2 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 8.91% | -0.20% | -0.95% | |
| 3 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 8.18% | +0.17% | -0.96% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 7.99% | +0.48% | -0.02% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 6.73% | +2.40% | +57.70% | |
| 6 | GUNR | Flexshares Global Upstream N | ETF-Other | 5.88% | -0.81% | +25.61% | |
| 7 | EMLP | First Trust North American E | ETF-Other | 3.90% | — | +3.33% | |
| 8 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 3.65% | — | -2.13% | |
| 9 | EWJ | Ishares Msci Japan ETF | ETF-Other | 3.64% | +0.20% | -0.62% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.51% | +0.30% | +3.10% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 2.40% | +1.12% | +347.60% | |
| 12 | CSCO | Cisco Systems Inc | Stock-Tech | 2.27% | — | -9.71% | |
| 13 | MLPA | Global X Mlp ETF | ETF-Other | 2.20% | -0.15% | -0.32% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 2.17% | -0.20% | -1.99% | |
| 15 | VCRB | Vanguard Core Bond ETF | ETF-Other | 2.11% | +0.52% | +23.49% | |
| 16 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.83% | -2.13% | EXIT | |
| 17 | DFJ | Wisdomtree Jpn S/c Dvd Fund | ETF-Other | 1.83% | -0.10% | -1.18% | |
| 18 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.76% | -0.20% | -2.67% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.35% | +0.46% | -2.18% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.19% | +0.09% | +1.06% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.18% | +0.05% | -6.57% | |
| 22 | RTX | Rtx CORP | Stock-Industrials | 1.14% | -0.09% | -0.92% | |
| 23 | PICK | Ishares Msci Global Metals & | ETF-Other | 1.09% | -0.06% | -0.75% | |
| 24 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.08% | +0.38% | +10.15% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.97% | +0.02% | +0.69% | |
| 26 | IEV | Ishares Europe ETF | ETF-Other | 0.95% | -0.03% | -20.89% | |
| 27 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.94% | +0.01% | +0.09% | |
| 28 | MFC | Manulife Financial CORP | Stock-Financials | 0.87% | — | -10.07% | |
| 29 | PFE | Pfizer Inc | Stock-Healthcare | 0.68% | -0.17% | -10.98% | |
| 30 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.60% | +0.09% | +15.14% | |
| 31 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.59% | -0.02% | -15.71% | |
| 32 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.54% | -0.08% | +1.05% | |
| 33 | DFSD | Dimensional Short Duration | ETF-Other | 0.52% | -0.07% | +15.89% | |
| 34 | VIGI | Vanguard Int Div App Indx Fd | ETF-Other | 0.52% | -0.09% | +11.20% | |
| 35 | EWS | Ishares Msci Singapore ETF | ETF-Other | 0.50% | — | -1.30% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.47% | — | +0.92% | |
| 37 | AMLP | Alerian Mlp ETF | ETF-Other | 0.42% | -0.03% | -15.57% | |
| 38 | DSTL | Distillate US Fundamental St | ETF-Other | 0.37% | -0.07% | +4.97% | |
| 39 | ASEA | Global X Ftse Southeast Asia | ETF-Other | 0.37% | -0.02% | -12.10% | |
| 40 | SHEL | Shell Plc-adr | Stock-Energy | 0.33% | -0.09% | -2.17% | |
| 41 | EWU | Ishares Msci United Kingdom | ETF-Other | 0.30% | -0.01% | -4.35% | |
| 42 | JOF | Japan Smaller Capitalization | Stock-Other | 0.28% | -0.14% | -21.53% | |
| 43 | PSX | Phillips 66 | Stock-Energy | 0.23% | -0.07% | +0.33% | |
| 44 | EWG | Ishares Msci Germany ETF | ETF-Other | 0.23% | — | -7.96% | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.23% | -0.03% | -3.14% | |
| 46 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.20% | +0.10% | +7.98% | |
| 47 | DFIC | Dimensional International Co | ETF-Other | 0.19% | — | +0.39% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.21% | EXIT | |
| 49 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.17% | — | — | |
| 50 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.15% | -0.03% | +0.06% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +2.3% | +57.70% | Add |
| 2 | SHY | Ishares 1-3 Year Treasury Bo | +1.9% | +347.60% | Add |
| 3 | GUNR | Flexshares Global Upstream N | +1.3% | +25.61% | Add |
| 4 | VCRB | Vanguard Core Bond ETF | +0.3% | +23.49% | Add |
| 5 | VYMI | Vanguard Int High Dvd Yld In | +0.2% | -0.96% | Trim |
| 6 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.1% | -0.02% | Trim |
| 7 | GDX | Vaneck Gold Miners ETF | +0.1% | -6.82% | Trim |
| 8 | GLD | Spdr Gold Shares | +0.1% | -1.99% | Trim |
| 9 | PICK | Ishares Msci Global Metals & | +0.1% | -0.75% | Trim |
| 10 | MRK | Merck & Co. Inc. | +0.1% | +0.92% | Add |
| 11 | DFAW | Dimensional World Eqty ETF | +0.1% | +15.14% | Add |
| 12 | FBND | Fidelity Total Bond ETF | +0.1% | +10.15% | Add |
| 13 | FHLC | Fidelity Msci Health Care | +0.1% | +0.09% | Add |
| 14 | RTX | Rtx CORP | +0.1% | -0.92% | Trim |
| 15 | DFSD | Dimensional Short Duration | +0.1% | +15.89% | Add |
| 16 | VIGI | Vanguard Int Div App Indx Fd | +0.1% | +11.20% | Add |
| 17 | VEA | Vanguard Ftse Developed ETF | 0% | +0.69% | Add |
| 18 | MFC | Manulife Financial CORP | 0% | -10.07% | Trim |
| 19 | VWO | Vanguard Ftse Emerging Marke | 0% | +3.10% | Add |
| 20 | VBR | Vanguard Small-cap Value ETF | 0% | +1.06% | Add |
| 21 | CSCO | Cisco Systems Inc | 0% | -9.71% | Trim |
| 22 | GIS | General Mills Inc | 0% | -25.92% | Trim |
| 23 | PG | Procter & Gamble Co/the | 0% | -9.45% | Trim |
| 24 | EMLP | First Trust North American E | 0% | +3.33% | Add |
| 25 | JPM | Jpmorgan Chase & Co | 0% | -49.84% | Trim |
| 26 | QCOM | Qualcomm Inc | -0.1% | -56.28% | Trim |
| 27 | MSFT | Microsoft CORP | -0.1% | -44.46% | Trim |
| 28 | JOF | Japan Smaller Capitalization | -0.1% | -21.53% | Trim |
| 29 | AMLP | Alerian Mlp ETF | -0.1% | -15.57% | Trim |
| 30 | PFE | Pfizer Inc | -0.1% | -10.98% | Trim |
| 31 | LFMD | Lifemd Inc | -0.1% | — | Unchanged |
| 32 | VTIP | Vanguard Short-term Tips | -0.2% | -15.71% | Trim |
| 33 | IEV | Ishares Europe ETF | -0.2% | -20.89% | Trim |
| 34 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | -0.3% | -2.13% | Trim |
| 35 | VGLT | Vanguard Long-term Treasury | -0.6% | -0.95% | Trim |
| 36 | MOO | Vaneck Agribusiness ETF | — | EXIT | Sold out |
| 37 | TTEN | Totalenergies Se -spon Adr | — | EXIT | Sold out |
| 38 | TOTL | Ss Doubleline Tr Tact ETF | — | EXIT | Sold out |
| 39 | REM | Ishares Mortgage Real Estate | — | EXIT | Sold out |
| 40 | PSK | Ss Spdr Ice Pref Sec ETF | — | EXIT | Sold out |
| 41 | VZ | Verizon Communications Inc | — | EXIT | Sold out |
| 42 | CSX | Csx CORP | — | EXIT | Sold out |
| 43 | DJD | Invesco Dow Jones Industrial | — | EXIT | Sold out |
| 44 | AXP | American Express Co | — | NEW | New buy |
| 45 | HD | Home Depot Inc | — | EXIT | Sold out |
| 46 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 47 | CLS | Celestica Inc | — | NEW | New buy |
| 48 | CAT | Caterpillar Inc | — | EXIT | Sold out |
| 49 | GEV | GE Vernova Inc | — | NEW | New buy |
| 50 | RIO | Rio Tinto Plc-spon Adr | — | NEW | New buy |
According to official SEC Form 13F filings, Barry Investment Advisors, LLC reported a total U.S. public equity portfolio value of $478.1M across 102 disclosed positions in Q4 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 GDX, VGLT, VYMI) accounted for 38.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
AXP
市值: $400.0K
Top Position Liquidated / Trimmed
MOO
前期市值: $4.5M
During Q4 2025, Barry Investment Advisors, LLC's top holdings by market value included GDX (9.4%)、VGLT (8.9%)、VYMI (8.2%). The largest single position, GDX, represented 9.4% of total portfolio value.
In Q4 2025, Barry Investment Advisors, LLC made 49 total portfolio adjustments, initiating 5 new buys, adding to 14 positions, trimming 20 holdings, and fully liquidating 10 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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