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Joseph M. Barry, Jr.

Barry Investment Advisors, Llc

Assets Managed
$478.073M
Holdings
102
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
5.4%(2Q avg: 3.19%)
Sustained Growth
6 quarters

Portfolio positions

This chart displays the top 10 holdings in Barry Investment Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 102 positions.

Assets under management

The assets under management (AUM) of Barry Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 6 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 478.073M in assets, with a quarterly growth rate of 5.4% and a 2-quarter average growth rate of 3.19%. The portfolio is managed by Joseph M. Barry, Jr., and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 3.16%
9.11%
$43.509M
824,655 shares@ $52.76 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Increased 43.87%
8.99%
$42.941M
468,582 shares@ $91.64 avg price
VYMI
Vanguard Int High Dvd Yld In
Recent Activity
Increased 3.24%
8.75%
$41.794M
425,601 shares@ $98.2 avg price
VGLT
Vanguard Long-term Treasury
Recent Activity
Increased 3.37%
8.68%
$41.496M
752,013 shares@ $55.19 avg price
GUNR
Flexshares Global Upstream N
Recent Activity
Increased 4.88%
6.46%
$30.849M
626,000 shares@ $49.29 avg price
EMLP
First Trust North American E
Recent Activity
Increased 5.9%
4.58%
$21.852M
502,343 shares@ $43.51 avg price
EWJ
Ishares Msci Japan Etf
Recent Activity
Increased 0.53%
3.98%
$19.02M
203,927 shares@ $93.27 avg price
SHY
Ishares 1-3 Year Treasury Bo
Recent Activity
Increased 48.12%
3.95%
$18.849M
229,559 shares@ $82.12 avg price
GDX
Vaneck Gold Miners Etf
Recent Activity
Decreased -0.54%
3.73%
$17.826M
236,269 shares@ $75.45 avg price
ILF
Ishares Latin America 40 Etf
Recent Activity
Increased 3.21%
3.05%
$14.578M
431,940 shares@ $33.75 avg price

1-10 of 102