Barry Investment Advisors, LLC Top Holdings and 13F Report (2026) About Barry Investment Advisors, LLCInvestment ActivityBarry Investment Advisors, LLC has $478.07 million in total holdings as of June 30, 2026.Barry Investment Advisors, LLC owns shares of 102 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 8.03% of the portfolio was purchased this quarter.About 3.66% of the portfolio was sold this quarter.This quarter, Barry Investment Advisors, LLC has purchased 99 new stocks and bought additional shares in 35 stocks.Barry Investment Advisors, LLC sold shares of 47 stocks and completely divested from 4 stocks this quarter.Largest Holdings Schwab Fundamental International Equity ETF $43,508,778SPDR Bloomberg 1-3 Month T-Bill ETF $42,940,820Vanguard International High Dividend Yield ETF $41,794,003Vanguard Long-Term Treasury ETF $41,496,087FlexShares Morningstar Global Upstream Natural Resources Index Fund $30,849,291 Largest New Holdings this Quarter 80004C200 - SANDISK CORP $550,243 Holding595112103 - Micron Technology $409,759 Holding97717Y543 - WisdomTree Artificial Intelligence and Innovation Fund $265,879 Holding532457108 - Eli Lilly and Company $250,483 Holding747525103 - Qualcomm $232,449 Holding Largest Purchases this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 142,880 shares (about $13.09M)iShares 1-3 Year Treasury Bond ETF 74,568 shares (about $6.12M)VANGUARD MALVERN FDS 40,176 shares (about $3.10M)Schwab US Dividend Equity ETF 75,082 shares (about $2.38M)Fidelity Total Bond ETF 47,024 shares (about $2.15M) Largest Sales this Quarter Vanguard Total World Stock ETF 10,122 shares (about $1.59M)Japan Smaller Capitalization Fund 58,007 shares (about $683.33K)Fidelity High Dividend ETF 7,534 shares (about $454.23K)Vanguard International Dividend Appreciation ETF 4,555 shares (about $425.34K)WisdomTree Japan SmallCap Dividend Fund 2,848 shares (about $299.91K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBarry Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFNDFSchwab Fundamental International Equity ETF$43,508,778$1,332,559 â–²3.2%824,6559.1%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$42,940,820$13,093,513 â–²43.9%468,5829.0%ETFVYMIVanguard International High Dividend Yield ETF$41,794,003$1,307,729 â–²3.2%425,6018.7%ETFVGLTVanguard Long-Term Treasury ETF$41,496,087$1,350,200 â–²3.4%752,0138.7%ETFGUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund$30,849,291$1,433,704 â–²4.9%626,0006.5%ETFEMLPFirst Trust North American Energy Infrastructure Fund$21,851,932$1,217,392 â–²5.9%502,3434.6%ETFEWJiShares MSCI Japan ETF$19,020,243$100,265 â–²0.5%203,9274.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$18,849,123$6,122,789 â–²48.1%229,5593.9%ManufacturingGDXVanEck Gold Miners ETF$17,826,496$97,104 â–¼-0.5%236,2693.7%ETFILFiShares Latin America 40 ETF$14,577,970$452,689 â–²3.2%431,9403.0%ETFAVDVAvantis International Small Cap Value ETF$14,464,407$501,029 â–²3.6%140,3633.0%ETFVWOVanguard FTSE Emerging Markets ETF$14,139,696$817,811 â–²6.1%236,8863.0%ETFVANGUARD MALVERN FDS$13,971,881$3,102,906 â–²28.5%180,9062.9%CORE BD ETFMLPAGlobal X MLP ETF$10,890,283$8,121 â–²0.1%205,1672.3%ETFSCHDSchwab US Dividend Equity ETF$10,347,351$2,380,850 â–²29.9%326,3122.2%ETFDFJWisdomTree Japan SmallCap Dividend Fund$8,647,044$299,910 â–¼-3.4%82,1141.8%FinanceFBNDFidelity Total Bond ETF$7,997,010$2,147,037 â–²36.7%175,1491.7%ETFVTVanguard Total World Stock ETF$6,914,636$1,588,659 â–¼-18.7%44,0561.4%ETFVBRVanguard Small-Cap Value ETF$6,325,438$108,372 â–²1.7%26,0321.3%ETFAAPLApple$5,422,686$159,150 â–¼-2.9%18,7401.1%Computer and TechnologyPICKiShares MSCI Global Metals & Mining Producers ETF$5,393,005$134,094 â–¼-2.4%92,7431.1%ETFRTXRTX$5,250,808$41,741 â–¼-0.8%27,6751.1%AerospaceTOTALENERGIES SE$4,859,004$52,177 â–¼-1.1%62,4871.0%ACTVEAVanguard FTSE Developed Markets ETF$4,717,728$190,949 â–¼-3.9%66,2141.0%ETFIEViShares Europe ETF$4,326,739$203,399 â–¼-4.5%59,3920.9%ETFFHLCFidelity MSCI Health Care Index ETF$4,270,350$98,261 â–¼-2.2%55,2800.9%ETFGLDSPDR Gold Shares$3,927,722$30,576 â–¼-0.8%10,6620.8%FinanceDIMENSIONAL ETF TRUST$2,961,475$243,816 â–²9.0%35,7710.6%WORLD EQUITY ETFPFEPfizer$2,766,317$132,970 â–¼-4.6%114,8800.6%MedicalVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,739,879$38,225 â–²1.4%54,5470.6%ManufacturingMRKMerck & Co., Inc.$2,541,891$9,124 â–¼-0.4%19,7810.5%MedicalEWSiShares MSCI Singapore ETF$2,420,367$8,409 â–¼-0.3%81,7420.5%ETFAMLPAlerian MLP ETF$2,093,502$6,844 â–²0.3%40,3760.4%ETFFDVVFidelity High Dividend ETF$2,075,751$454,231 â–¼-18.0%34,4290.4%ETFDFSDDimensional Short-Duration Fixed Income ETF$2,011,917$215,641 â–¼-9.7%42,1340.4%ETFASEAGlobal X FTSE Southeast Asia ETF$1,704,737$26,670 â–¼-1.5%86,9320.4%ETFVIGIVanguard International Dividend Appreciation ETF$1,658,696$425,343 â–¼-20.4%17,7630.3%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,539,140$429,801 â–²38.7%35,6780.3%ETFSHELShell$1,511,042$36,666 â–¼-2.4%19,3690.3%EnergyEWUiShares MSCI United Kingdom ETF$1,428,313$7,982 â–¼-0.6%30,9560.3%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$1,304,988$290,337 â–¼-18.2%21,7860.3%ETFPSXPhillips 66$1,204,830$123,915 â–¼-9.3%7,1270.3%EnergyEWGiShares MSCI Germany ETF$1,050,684$6,123 â–¼-0.6%25,3970.2%ETFVTVVanguard Value ETF$979,464$198,988 â–¼-16.9%4,4940.2%ETFDFICDimensional International Core Equity 2 ETF$948,931$2,422 â–²0.3%25,4680.2%ETFBRK.ABerkshire Hathaway$748,8500.0%10.2%FinanceLFMDLifeMD$709,9220.0%171,8940.1%MedicalNGGNational Grid Transco$694,242$38,785 â–¼-5.3%8,3770.1%UtilitiesJOFJapan Smaller Capitalization Fund$677,473$683,328 â–¼-50.2%57,5100.1%FinanceAEPAmerican Electric Power$660,706$65,674 â–¼-9.0%4,8290.1%UtilitiesDFACDimensional U.S. Core Equity 2 ETF$639,368$6,388 â–¼-1.0%14,4130.1%ETFVYMVanguard High Dividend Yield ETF$598,199$160,731 â–¼-21.2%3,7850.1%Financial ServicesNVDANVIDIA$577,094$2,001 â–²0.3%2,8840.1%Computer and TechnologyPGProcter & Gamble$570,082$2,639 â–²0.5%3,8880.1%Consumer StaplesCVXChevron$550,835$68,792 â–¼-11.1%3,3230.1%EnergyGOOGLAlphabet$550,565$357 â–²0.1%1,5410.1%Computer and TechnologySANDISK CORP$550,243$550,243 â–²New Holding2420.1%COMLABCORP HOLDINGS INC$507,033$1,680 â–¼-0.3%1,8110.1%COM SHSAMGNAmgen$492,501$11,950 â–¼-2.4%1,3600.1%MedicalSGDMSprott Gold Miners ETF$486,3620.0%7,7360.1%ETFXLUUtilities Select Sector SPDR Fund$474,788$19,541 â–¼-4.0%10,4720.1%ETFIXJiShares Global Healthcare ETF$450,737$4,427 â–¼-1.0%4,5820.1%ETFGSKGSK$420,515$289,412 â–¼-40.8%8,0220.1%MedicalSPYDSPDR Portfolio S&P 500 High Dividend ETF$417,523$2,481 â–²0.6%8,7510.1%ETFMUMicron Technology$409,759$409,759 â–²New Holding3550.1%Computer and TechnologyMOAltria Group$375,875$72 â–²0.0%5,2240.1%Consumer StaplesAZNCFAstraZeneca$375,4500.0%1,9800.1%MedicalGEGE Aerospace$368,777$19,803 â–¼-5.1%9870.1%AerospaceGE VERNOVA INC$339,164$32,860 â–¼-8.8%2890.1%COMGOOGAlphabet$329,086$60,444 â–¼-15.5%9310.1%Computer and TechnologyAMZNAmazon.com$319,376$49,098 â–¼-13.3%1,3400.1%Retail/WholesaleSPGSimon Property Group$312,860$4,025 â–¼-1.3%1,3990.1%FinanceNVSNovartis$307,4780.0%1,9620.1%MedicalEWJViShares MSCI Japan Value ETF$305,0770.0%6,9400.1%ManufacturingPEPPepsiCo$293,257$812 â–²0.3%2,1660.1%Consumer StaplesVXUSVanguard Total International Stock ETF$287,003$45,397 â–²18.8%3,3570.1%ETFMSFTMicrosoft$286,906$11,566 â–¼-3.9%7690.1%Computer and TechnologyCBChubb$280,592$2,731 â–¼-1.0%8220.1%FinanceDXJWisdomTree Japan Hedged Equity Fund$277,9910.0%1,6020.1%FinanceCELESTICA INC$275,0590.0%7540.1%COMWTAIWisdomTree Artificial Intelligence and Innovation Fund$265,879$265,879 â–²New Holding5,6010.1%FinanceABBVAbbVie$260,779$6,041 â–¼-2.3%1,0360.1%MedicalEPDEnterprise Products Partners$255,666$2,279 â–¼-0.9%6,9550.1%EnergyGDGeneral Dynamics$252,916$4,959 â–¼-1.9%7140.1%AerospaceBRK.BBerkshire Hathaway$252,697$9,007 â–²3.7%5050.1%FinanceLLYEli Lilly and Company$250,483$250,483 â–²New Holding2090.1%MedicalTJXTJX Companies$246,622$454 â–²0.2%1,6280.1%Retail/WholesaleIWRiShares Russell Mid-Cap ETF$246,466$441 â–²0.2%2,2340.1%ETFRIORio Tinto$245,473$3,322 â–²1.4%2,5860.1%Basic MaterialsBACBank of America$235,593$7,863 â–¼-3.2%4,1350.0%FinanceLLoews$235,3100.0%2,0790.0%FinanceQCOMQualcomm$232,449$232,449 â–²New Holding1,2580.0%Computer and TechnologyMRNAModerna$227,457$227,457 â–²New Holding3,2480.0%MedicalNADNuveen Quality Municipal Income Fund$222,0380.0%18,2140.0%Financial ServicesWASHWashington Trust Bancorp$220,5470.0%6,0460.0%FinanceGISGeneral Mills$215,203$2,854 â–²1.3%6,1840.0%Consumer StaplesJPMJPMorgan Chase & Co.$206,868$206,868 â–²New Holding6320.0%FinanceFFord Motor$181,478$208 â–²0.1%13,0560.0%Auto/Tires/TrucksMFGMizuho Financial Group$171,291$422 â–²0.2%17,8800.0%FinanceNEANuveen AMT-Free Quality Municipal Income Fund$160,556$33,287 â–¼-17.2%13,5970.0%Financial ServicesShowing largest 100 holdings. 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