Barry Investment Advisors, LLC Top Holdings and 13F Report (2026) About Barry Investment Advisors, LLCInvestment ActivityBarry Investment Advisors, LLC has $453.61 million in total holdings as of March 31, 2026.Barry Investment Advisors, LLC owns shares of 99 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 9.92% of the portfolio was purchased this quarter.About 14.35% of the portfolio was sold this quarter.This quarter, Barry Investment Advisors, LLC has purchased 102 new stocks and bought additional shares in 38 stocks.Barry Investment Advisors, LLC sold shares of 37 stocks and completely divested from 11 stocks this quarter.Largest Holdings Vanguard Long-Term Treasury ETF $40,273,175Schwab Fundamental International Equity ETF $39,114,547Vanguard International High Dividend Yield ETF $38,853,659FlexShares Morningstar Global Upstream Natural Resources Index Fund $32,925,369SPDR Bloomberg 1-3 Month T-Bill ETF $29,847,337 Largest New Holdings this Quarter 464287390 - iShares Latin America 40 ETF $14,866,079 Holding025072802 - Avantis International Small Cap Value ETF $13,531,082 HoldingF92124100 - TOTALENERGIES SE $5,746,132 HoldingG0593M107 - AstraZeneca $390,499 Holding56585A102 - Marathon Petroleum $277,429 Holding Largest Purchases this Quarter iShares Latin America 40 ETF 418,527 shares (about $14.87M)Avantis International Small Cap Value ETF 135,501 shares (about $13.53M)TOTALENERGIES SE 63,158 shares (about $5.75M)iShares 1-3 Year Treasury Bond ETF 24,949 shares (about $2.06M)VANGUARD MALVERN FDS 19,299 shares (about $1.49M) Largest Sales this Quarter VanEck Gold Miners ETF 256,473 shares (about $23.54M)SPDR Portfolio S&P 500 High Dividend ETF 370,630 shares (about $16.87M)SPDR Gold Shares 13,886 shares (about $5.98M)SPDR Bloomberg 1-3 Month T-Bill ETF 5,000 shares (about $458.20K)Vanguard International Dividend Appreciation ETF 3,063 shares (about $270.95K) 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 PortfolioSectorVGLTVanguard Long-Term Treasury ETF$40,273,175$556,041 ▲1.4%727,5448.9%ETFFNDFSchwab Fundamental International Equity ETF$39,114,547$276,993 ▲0.7%799,3988.6%ETFVYMIVanguard International High Dividend Yield ETF$38,853,659$384,782 ▲1.0%412,2848.6%ETFGUNRFlexShares Morningstar Global Upstream Natural Resources Index Fund$32,925,369$1,164,703 ▲3.7%596,9077.3%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$29,847,337$458,200 ▼-1.5%325,7026.6%ETFGDXVanEck Gold Miners ETF$21,800,503$23,536,515 ▼-51.9%237,5564.8%ETFEMLPFirst Trust North American Energy Infrastructure Fund$20,710,437$523,484 ▲2.6%474,3574.6%ETFEWJiShares MSCI Japan ETF$17,128,834$48,131 ▲0.3%202,8523.8%ETFILFiShares Latin America 40 ETF$14,866,079$14,866,079 ▲New Holding418,5273.3%ETFAVDVAvantis International Small Cap Value ETF$13,531,082$13,531,082 ▲New Holding135,5013.0%ETFSHYiShares 1-3 Year Treasury Bond ETF$12,797,566$2,060,032 ▲19.2%154,9912.8%ManufacturingVWOVanguard FTSE Emerging Markets ETF$12,063,150$747,836 ▲6.6%223,1852.7%ETFMLPAGlobal X MLP ETF$11,044,086$31,783 ▲0.3%205,0142.4%ETFVANGUARD MALVERN FDS$10,889,679$1,493,355 ▲15.9%140,7302.4%CORE BD ETFJNJJohnson & Johnson$9,668,666$17,844 ▼-0.2%39,5542.1%MedicalDFJWisdomTree Japan SmallCap Dividend Fund$8,671,229$15,615 ▼-0.2%84,9621.9%FinanceSCHDSchwab US Dividend Equity ETF$7,707,741$933,501 ▲13.8%251,2301.7%ETFVTVanguard Total World Stock ETF$7,493,834$264,327 ▼-3.4%54,1781.7%ETFFBNDFidelity Total Bond ETF$5,867,671$1,080,567 ▲22.6%128,1251.3%ETFTOTALENERGIES SE$5,746,132$5,746,132 ▲New Holding63,1581.3%ACTVBRVanguard Small-Cap Value ETF$5,558,632$56,486 ▲1.0%25,5861.2%ETFRTXRTX$5,380,893$7,137 ▲0.1%27,8951.2%AerospacePICKiShares MSCI Global Metals & Mining Producers ETF$5,378,811$33,671 ▼-0.6%95,0491.2%ETFAAPLApple$4,895,593$33,500 ▼-0.7%19,2901.1%Computer and TechnologyGLDSPDR Gold Shares$4,623,466$5,975,007 ▼-56.4%10,7451.0%FinanceVEAVanguard FTSE Developed Markets ETF$4,414,750$41,396 ▼-0.9%68,8941.0%ETFIEViShares Europe ETF$4,224,751$951 ▼0.0%62,1840.9%ETFFHLCFidelity MSCI Health Care Index ETF$3,978,989$18,153 ▼-0.5%56,5520.9%ETFPFEPfizer$3,380,897$41,783 ▼-1.2%120,4020.7%MedicalVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,686,592$16,184 ▲0.6%53,7860.6%ManufacturingDIMENSIONAL ETF TRUST$2,421,927$246,280 ▼-9.2%32,8260.5%WORLD EQUITY ETFMRKMerck & Co., Inc.$2,404,821$242 ▼0.0%19,8520.5%MedicalFDVVFidelity High Dividend ETF$2,318,026$65,349 ▼-2.7%41,9630.5%ETFEWSiShares MSCI Singapore ETF$2,314,780$9,792 ▼-0.4%82,0260.5%ETFDFSDDimensional Short-Duration Fixed Income ETF$2,233,617$106,869 ▼-4.6%46,6500.5%ETFAMLPAlerian MLP ETF$2,118,440$7,106 ▲0.3%40,2440.5%ETFVIGIVanguard International Dividend Appreciation ETF$1,974,240$270,952 ▼-12.1%22,3180.4%ETFSHELShell$1,854,001$3,177 ▼-0.2%19,8390.4%EnergyASEAGlobal X FTSE Southeast Asia ETF$1,715,514$2,448 ▲0.1%88,2920.4%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$1,541,527$101,869 ▼-6.2%26,6330.3%ETFPSXPhillips 66$1,431,999$43,543 ▼-3.0%7,8600.3%EnergyEWUiShares MSCI United Kingdom ETF$1,418,245$957 ▼-0.1%31,1290.3%ETFJOFJapan Smaller Capitalization Fund$1,259,132$4,327 ▲0.3%115,5170.3%FinanceVTVVanguard Value ETF$1,060,769$1,962 ▲0.2%5,4070.2%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$1,013,938$100,388 ▲11.0%25,7150.2%ETFEWGiShares MSCI Germany ETF$1,013,366$48,556 ▲5.0%25,5450.2%ETFXOMExxonMobil$943,192$144,389 ▼-13.3%5,5590.2%EnergyDFICDimensional International Core Equity 2 ETF$902,566$1,279 ▲0.1%25,4030.2%ETFCVXChevron$773,328$15,723 ▼-2.0%3,7380.2%EnergyGSKGSK$753,921$11,468 ▼-1.5%13,5430.2%MedicalNGGNational Grid Transco$748,296$2,284 ▼-0.3%8,8450.2%UtilitiesBRK.ABerkshire Hathaway$718,1400.0%10.2%FinanceVYMVanguard High Dividend Yield ETF$711,198$741 ▲0.1%4,8020.2%ETFAEPAmerican Electric Power$695,885$4,194 ▼-0.6%5,3090.2%UtilitiesLFMDLifeMD$620,5370.0%171,8940.1%MedicalSGDMSprott Gold Miners ETF$583,991$12,380 ▼-2.1%7,7360.1%ETFDFACDimensional U.S. Core Equity 2 ETF$565,672$1,127 ▲0.2%14,5570.1%ETFPGProcter & Gamble$559,042$113,975 ▼-16.9%3,8700.1%Consumer StaplesNVDANVIDIA$501,195$95,914 ▼-16.1%2,8740.1%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$500,339$1,514 ▼-0.3%10,9030.1%ETFAMGNAmgen$490,217$352 ▼-0.1%1,3930.1%MedicalLABCORP HOLDINGS INC$484,825$21,880 ▼-4.3%1,8170.1%COM SHSGOOGLAlphabet$442,9310.0%1,5400.1%Computer and TechnologyIXJiShares Global Healthcare ETF$432,8540.0%4,6270.1%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$395,966$16,870,546 ▼-97.7%8,6990.1%ETFAZNCFAstraZeneca$390,499$390,499 ▲New Holding1,9800.1%MedicalMOAltria Group$344,637$132 ▲0.0%5,2230.1%Consumer StaplesPEPPepsiCo$335,440$1,553 ▲0.5%2,1600.1%Consumer StaplesAMZNAmazon.com$321,9850.0%1,5460.1%Retail/WholesaleGOOGAlphabet$316,190$69,722 ▼-18.1%1,1020.1%Computer and TechnologyNVSNovartis$299,689$3,360 ▲1.1%1,9620.1%MedicalEWJViShares MSCI Japan Value ETF$296,1150.0%6,9400.1%ManufacturingMSFTMicrosoft$295,951$1,110 ▲0.4%8000.1%Computer and TechnologyGEGE Aerospace$295,028$284 ▲0.1%1,0400.1%AerospaceMPCMarathon Petroleum$277,429$277,429 ▲New Holding1,1360.1%EnergyGE VERNOVA INC$276,363$872 ▲0.3%3170.1%COMCBChubb$271,364$2,943 ▲1.1%8300.1%FinanceEPDEnterprise Products Partners$265,521$38 ▲0.0%7,0170.1%EnergySPGSimon Property Group$264,3880.0%1,4170.1%FinanceTJXTJX Companies$259,491$479 ▲0.2%1,6250.1%Retail/WholesaleDXJWisdomTree Japan Hedged Equity Fund$254,0560.0%1,6020.1%FinanceGDGeneral Dynamics$249,938$343 ▲0.1%7280.1%AerospaceRIORio Tinto$238,0040.0%2,5510.1%Basic MaterialsBRK.BBerkshire Hathaway$233,370$2,875 ▼-1.2%4870.1%FinanceABBVAbbVie$230,5700.0%1,0600.1%MedicalGISGeneral Mills$227,100$1,898 ▲0.8%6,1020.1%Consumer StaplesLLoews$221,8620.0%2,0790.0%FinanceVXUSVanguard Total International Stock ETF$217,948$217,948 ▲New Holding2,8260.0%ETFIWRiShares Russell Mid-Cap ETF$216,823$389 ▲0.2%2,2300.0%ETFCELESTICA INC$212,3870.0%7540.0%COMNADNuveen Quality Municipal Income Fund$210,7450.0%18,2140.0%Financial ServicesBACBank of America$208,294$62,103 ▼-23.0%4,2730.0%FinanceWASHWashington Trust Bancorp$202,289$202,289 ▲New Holding6,0460.0%FinanceTSMTaiwan Semiconductor Manufacturing$200,246$200,246 ▲New Holding5910.0%Computer and TechnologyNEANuveen AMT-Free Quality Municipal Income Fund$185,4680.0%16,4160.0%Financial ServicesFFord Motor$150,492$208 ▲0.1%13,0410.0%Auto/Tires/TrucksMFGMizuho Financial Group$141,6180.0%17,8360.0%FinanceREIRing Energy$45,900$22,950 ▲100.0%30,0000.0%EnergyCGTXCognition Therapeutics$7,5950.0%10,0000.0%MedicalCSCOCisco Systems$0$10,184,058 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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