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May Barnhard Investments LLC Top Holdings and 13F Report (2026)

About May Barnhard Investments LLC

Investment Activity

  • May Barnhard Investments LLC has $242.66 million in total holdings as of September 30, 2026.
  • May Barnhard Investments LLC owns shares of 87 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
  • Approximately 4.13% of the portfolio was purchased this quarter.
  • About 3.45% of the portfolio was sold this quarter.
  • This quarter, May Barnhard Investments LLC has purchased 88 new stocks and bought additional shares in 23 stocks.
  • May Barnhard Investments LLC sold shares of 50 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

808524870 - Schwab U.S. TIPS ETF
$1,899,529 Holding

Largest Purchases this Quarter

Schwab U.S. TIPS ETF
75,588 shares (about $1.90M)
Vanguard Short-Term Treasury ETF
28,890 shares (about $1.66M)
Vanguard Value ETF
2,838 shares (about $613.24K)
Vanguard Growth ETF
4,997 shares (about $450.28K)

Largest Sales this Quarter

Schwab US Large-Cap ETF
28,342 shares (about $850.26K)
SPDR S&P 400 Mid Cap Growth ETF
5,966 shares (about $623.63K)
Schwab U.S. Large-Cap Growth ETF
11,925 shares (about $428.47K)
SPDR S&P 400 Mid Cap Value ETF
4,510 shares (about $399.18K)
iShares MSCI Intl Quality Factor ETF
7,600 shares (about $375.97K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofMay Barnhard Investments LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$14,774,587$850,260 ▼-5.4%492,4866.1%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$12,415,978$158,723 ▼-1.3%158,3265.1%ETF
Schwab U.S. Large-Cap Growth ETF stock logo
SCHG
Schwab U.S. Large-Cap Growth ETF
$11,535,283$428,466 ▼-3.6%321,0484.8%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$10,445,137$264,329 ▼-2.5%76,7794.3%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$9,904,107$97,465 ▲1.0%28,1484.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$9,884,885$613,241 ▲6.6%45,7464.1%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$8,928,082$395,801 ▲4.6%12,0683.7%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$8,518,498$310,750 ▼-3.5%255,7333.5%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$8,307,584$297,450 ▼-3.5%64,8523.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$8,117,236$450,282 ▲5.9%90,0813.3%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$7,505,774$60,811 ▼-0.8%38,3863.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$6,335,468$173,543 ▼-2.7%22,2692.6%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$5,892,597$61,149 ▼-1.0%17,4422.4%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$5,770,033$87,633 ▼-1.5%19,7532.4%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$5,474,172$224,233 ▼-3.9%34,0562.3%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$4,965,031$316,295 ▼-6.0%69,0062.0%ETF
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$4,902,528$399,184 ▼-7.5%55,3892.0%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$4,798,746$375,973 ▼-7.3%97,0032.0%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$4,451,801$289,006 ▼-6.1%136,4321.8%ETF
iShares S&P Small-Cap 600 Growth ETF stock logo
IJT
iShares S&P Small-Cap 600 Growth ETF
$4,261,676$298,221 ▼-6.5%26,5801.8%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$4,214,030$226,349 ▼-5.1%30,6071.7%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$4,188,395$135,616 ▼-3.1%18,1291.7%ETF
SPDR S&P 400 Mid Cap Growth ETF stock logo
MDYG
SPDR S&P 400 Mid Cap Growth ETF
$3,932,318$623,627 ▼-13.7%37,6191.6%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$3,919,610$1,662,910 ▲73.7%68,0961.6%ETF
IDHQ
Invesco S&P International Developed Quality ETF
$3,903,737$3,903,737 ▲New Holding90,5101.6%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$3,887,262$288,373 ▼-6.9%38,0541.6%ETF
Vanguard S&P Mid-Cap 400 ETF stock logo
IVOO
Vanguard S&P Mid-Cap 400 ETF
$3,825,852$374,293 ▲10.8%31,4211.6%ETF
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$3,781,436$134,720 ▼-3.4%111,1531.6%ETF
Apple Inc. stock logo
AAPL
Apple
$3,434,369$111,903 ▼-3.2%10,3121.4%Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,370,822$18,338 ▲0.5%9,0071.4%ETF
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$2,992,4700.0%28,0431.2%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$2,596,855$685 ▲0.0%11,3751.1%ETF
Vanguard S&P Small-Cap 600 ETF stock logo
VIOO
Vanguard S&P Small-Cap 600 ETF
$2,462,940$85,151 ▲3.6%19,4661.0%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$2,217,461$252,030 ▼-10.2%20,7290.9%ETF
Schwab U.S. TIPS ETF stock logo
SCHP
Schwab U.S. TIPS ETF
$1,899,529$1,899,529 ▲New Holding75,5880.8%ETF
iShares 1-3 Year Treasury Bond ETF stock logo
SHY
iShares 1-3 Year Treasury Bond ETF
$1,821,846$63,013 ▼-3.3%22,4360.8%ETF
iShares Morningstar U.S. Equity ETF stock logo
ILCB
iShares Morningstar U.S. Equity ETF
$1,634,0930.0%15,4650.7%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$1,563,242$1,318 ▲0.1%10,6720.6%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,350,374$766 ▲0.1%1,7630.6%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$1,218,358$97,815 ▼-7.4%22,5200.5%ETF
Invesco Short Term Treasury ETF stock logo
TBLL
Invesco Short Term Treasury ETF
$1,185,118$8,129 ▼-0.7%11,2260.5%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$1,181,217$316 ▲0.0%3,7370.5%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,112,472$118,293 ▼-9.6%4,7680.5%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$1,093,7040.0%8,7020.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,073,338$40,113 ▼-3.6%4,3080.4%Consumer Discretionary
Schwab Fundamental U.S. Large Company ETF stock logo
FNDX
Schwab Fundamental U.S. Large Company ETF
$1,027,107$441 ▲0.0%32,6370.4%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,024,284$105,055 ▼-9.3%4,4850.4%Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$971,495$35,138 ▼-3.5%6,8290.4%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$935,786$39 ▲0.0%23,7260.4%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$882,341$79,513 ▼-8.3%1,7200.4%Technology
LAM RESEARCH CORP
$821,2750.0%2,5000.3%COM NEW
iShares U.S. Financials ETF stock logo
IYF
iShares U.S. Financials ETF
$782,409$126 ▲0.0%6,2260.3%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$729,064$3,280 ▼-0.4%9,3350.3%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$718,647$85,415 ▼-10.6%8,2790.3%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$692,736$111,157 ▼-13.8%21,2950.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$691,8800.0%1,9500.3%Consumer Discretionary
Meta Platforms, Inc. stock logo
META
Meta Platforms
$685,295$24,656 ▼-3.5%9450.3%Communication Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$660,790$50,957 ▼-7.2%1,9970.3%Finance
BANK OF NY MELLON CORP
$611,8510.0%4,2300.3%COM
Alphabet Inc. stock logo
GOOG
Alphabet
$574,4170.0%1,6850.2%Communication Services
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$529,858$19,354 ▼-3.5%5,4480.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$519,926$93,761 ▼-15.3%1,9630.2%Healthcare
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$517,751$37,656 ▼-6.8%10,1060.2%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$514,298$13,196 ▼-2.5%5,7290.2%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$511,186$1,283 ▲0.3%5,5780.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$508,674$12,202 ▼-2.3%6670.2%ETF
Old Dominion Freight Line, Inc. stock logo
ODFL
Old Dominion Freight Line
$506,9170.0%2,9160.2%Industrials
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$495,968$7,907 ▲1.6%4,7670.2%ETF
BioCryst Pharmaceuticals, Inc. stock logo
BCRX
BioCryst Pharmaceuticals
$489,587$239,687 ▲95.9%58,7740.2%Healthcare
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$466,828$49,810 ▼-9.6%4030.2%Healthcare
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$407,977$161,228 ▲65.3%5820.2%ETF
Visa Inc. stock logo
V
Visa
$385,677$15,096 ▼-3.8%1,0730.2%Finance
Deckers Outdoor Corporation stock logo
DECK
Deckers Outdoor
$348,5040.0%4,4600.1%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$326,922$57,125 ▼-14.9%9500.1%Communication Services
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$311,281$8,537 ▼-2.7%4740.1%ETF
iShares Core MSCI Europe ETF stock logo
IEUR
iShares Core MSCI Europe ETF
$295,0830.0%4,0030.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$285,566$24,604 ▼-7.9%1,0910.1%Healthcare
iShares U.S. Energy ETF stock logo
IYE
iShares U.S. Energy ETF
$274,591$1,167 ▲0.4%4,2370.1%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$271,624$106 ▲0.0%5,1380.1%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$250,545$29,610 ▼-10.6%8800.1%Consumer Discretionary
SPDR Bloomberg 3-12 Month T-Bill ETF stock logo
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
$249,886$298 ▲0.1%2,5150.1%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$238,509$21,848 ▼-8.4%2620.1%Consumer Staples
Copart, Inc. stock logo
CPRT
Copart
$229,588$8,948 ▼-3.8%8,4160.1%Industrials
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$226,5150.0%1,7120.1%Consumer Discretionary
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$220,1090.0%1,0080.1%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$211,681$52,245 ▼-19.8%2350.1%Finance
Amphenol Corporation stock logo
APH
Amphenol
$205,018$102,509 ▲100.0%2,4320.1%Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$0$288,316 ▼-100.0%00.0%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$0$241,482 ▼-100.0%00.0%Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$0$204,976 ▼-100.0%00.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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