Barry Investment Advisors, LLC Portfolio Holdings

Barry Investment Advisors, LLC

  • $423 Million
  • Q3 2025

Barry Investment Advisors, LLC has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $423 Million distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Long Term Treasury Et with a value of $41.2M, Vaneck ETF Tr Gold Miners ETF with a value of $40.5M, Vanguard Whitehall Fds Intl Hi with a value of $34.9M, Schwab Fundamental Intl Large with a value of $34.1M, and Flexshares Tr Morningstar Glob with a value of $20.1M.

Examining the 13F form we can see an increase of $31.6M in the current position value, from $392M to 423M.

Below you can find more details about Barry Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $423 Million
ETFs: $361 Million
Technology: $17.3 Million
Healthcare: $15.9 Million
Energy: $8.57 Million
Financial Services: $8.12 Million
Industrials: $5.92 Million
Consumer Defensive: $1.87 Million
Communication Services: $1.77 Million
Other: $2.89 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$41.2 Million 9.73% of portfolio
724,352
Q3 2025 Added 1.91%
$0
$40.5 Million 9.57% of portfolio
530,168
Q3 2025 Reduced 8.03%
$0
$34.9 Million 8.25% of portfolio
412,170
Q3 2025 Added 2.06%
$0
$34.1 Million 8.06% of portfolio
793,911
Q3 2025 Added 1.2%
$0
$20.1 Million 4.74% of portfolio
458,382
Q3 2025 Added 15.8%
$0
$19.2 Million 4.55% of portfolio
209,707
Q3 2025 New
$0
$17.1 Million 4.05% of portfolio
447,457
Q3 2025 Added 5.32%
$0
$17.1 Million 4.03% of portfolio
387,602
Q3 2025 Added 3.1%
$0
$16.3 Million 3.86% of portfolio
203,539
Q3 2025 Added 0.71%
$0
$11 Million 2.6% of portfolio
203,062
Q3 2025 Added 0.8%
$319B
$10 Million 2.37% of portfolio
146,433
Q3 2025 Reduced 1.75%
$0
$9.93 Million 2.35% of portfolio
205,082
Q3 2025 Added 5.34%
$130B
$8.93 Million 2.11% of portfolio
25,132
Q3 2025 Reduced 1.92%
$0
$8.17 Million 1.93% of portfolio
86,134
Q3 2025 Added 1.3%
$522B
$8.11 Million 1.92% of portfolio
43,765
Q3 2025 Reduced 4.6%
$0
$7.94 Million 1.88% of portfolio
57,625
Q3 2025 Reduced 1.12%
$4.3T
$5.29 Million 1.25% of portfolio
20,788
Q3 2025 Reduced 4.17%
$0
$5.23 Million 1.24% of portfolio
25,060
Q3 2025 Added 2.16%
$0
$5.15 Million 1.22% of portfolio
78,619
Q3 2025 Reduced 6.62%
$258B
$4.7 Million 1.11% of portfolio
28,116
Q3 2025 Reduced 48.27%
$0
$4.47 Million 1.06% of portfolio
60,901
Q3 2025 Reduced 2.19%
$173B
$4.45 Million 1.05% of portfolio
64,805
Q3 2025 Reduced 0.36%
$0
$4.39 Million 1.04% of portfolio
94,901
Q3 2025 Added 24.62%
$0
$4.29 Million 1.01% of portfolio
96,367
Q3 2025 Added 0.05%
$0
$4.14 Million 0.98% of portfolio
69,061
Q3 2025 Reduced 0.53%
$0
$3.8 Million 0.9% of portfolio
56,760
Q3 2025 Reduced 0.16%
$64.9B
$3.73 Million 0.88% of portfolio
119,877
Q3 2025 Reduced 7.64%
$0
$3.7 Million 0.87% of portfolio
91,087
Q3 2025 Reduced 24.34%
$141B
$3.49 Million 0.82% of portfolio
136,919
Q3 2025 Reduced 11.72%
$0
$3.21 Million 0.76% of portfolio
63,423
Q3 2025 Added 100.75%
$0
$3.13 Million 0.74% of portfolio
142,355
Q3 2025 Reduced 1.72%
$0
$2.41 Million 0.57% of portfolio
29,053
Q3 2025 Added 48.52%
$0
$2.37 Million 0.56% of portfolio
83,456
Q3 2025 Reduced 3.41%
$0
$2.38 Million 0.56% of portfolio
42,696
Q3 2025 Added 1.88%
$0
$2.23 Million 0.53% of portfolio
47,507
Q3 2025 Reduced 0.47%
$0
$2.04 Million 0.48% of portfolio
22,824
Q3 2025 Added 15.92%
$0
$2.03 Million 0.48% of portfolio
42,178
Q3 2025 Added 24.31%
$0
$1.86 Million 0.44% of portfolio
56,296
Q3 2025 Reduced 46.05%
$0
$1.71 Million 0.41% of portfolio
100,298
Q3 2025 Added 0.72%
$235B
$1.65 Million 0.39% of portfolio
19,673
Q3 2025 Added 4.8%
$0
$1.57 Million 0.37% of portfolio
27,049
Q3 2025 Added 6.17%
$0
$1.55 Million 0.37% of portfolio
146,710
Q3 2025 Reduced 2.23%
$270B
$1.45 Million 0.34% of portfolio
20,314
Q3 2025 Reduced 0.7%
$0
$1.37 Million 0.32% of portfolio
32,566
Q3 2025 Reduced 1.41%
$146M
$1.17 Million 0.28% of portfolio
171,894
Q2 2025 Reduced 3.63%
$68.5B
$1.1 Million 0.26% of portfolio
8,072
Q3 2025 Reduced 1.25%
$0
$1.1 Million 0.26% of portfolio
26,423
Q3 2025 Reduced 3.2%
$0
$1.04 Million 0.25% of portfolio
5,572
Q3 2025 Reduced 0.25%
$0
$828,000 0.2% of portfolio
25,268
Q3 2025 Added 0.28%

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $423 Million
  • Prior Value $392 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 22, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 11 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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