Barry Investment Advisors, LLC - Portfolio overview

Barry Investment Advisors, LLC has 116 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Healthcare.

Largest reported holdings by portfolio allocation

1. VGLT - VANGUARD SCOTTSDALE FDS, 8.32%
2. FNDF - SCHWAB STRATEGIC TR, 8.08%
3. VYMI - VANGUARD WHITEHALL FDS, 8.02%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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