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Joseph M. Barry, Jr.

Barry Investment Advisors, Llc

Assets Managed
$453.607M
Holdings
99
Last Quarter
2026 - Q1
Filed Date
29d ago
Growth Rate
0.97%(2Q avg: 2.16%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Barry Investment Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 99 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 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 453.607M in assets, with a quarterly growth rate of 0.97% and a 2-quarter average growth rate of 2.16%. The portfolio is managed by Joseph M. Barry, Jr., and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VGLT
Vanguard Long-term Treasury
Recent Activity
Increased 1.41%
8.88%
$40.273M
727,544 shares@ $55.36 avg price
FNDF
Schwab Fndmn Intl Lrg Co Etf
Recent Activity
Increased 0.72%
8.63%
$39.115M
799,398 shares@ $48.94 avg price
VYMI
Vanguard Int High Dvd Yld In
Recent Activity
Increased 1.01%
8.57%
$38.854M
412,284 shares@ $94.25 avg price
GUNR
Flexshares Global Upstream N
Recent Activity
Increased 3.67%
7.26%
$32.925M
596,907 shares@ $55.16 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -1.51%
6.58%
$29.847M
325,702 shares@ $91.65 avg price
GDX
Vaneck Gold Miners Etf
Recent Activity
Decreased -51.91%
4.81%
$21.801M
237,556 shares@ $91.77 avg price
EMLP
First Trust North American E
Recent Activity
Increased 2.6%
4.57%
$20.71M
474,357 shares@ $43.67 avg price
EWJ
Ishares Msci Japan Etf
Recent Activity
Increased 0.29%
3.78%
$17.129M
202,852 shares@ $84.45 avg price
ILF
Ishares Latin America 40 Etf
Recent Activity
New Position
3.28%
$14.866M
418,527 shares@ $35.52 avg price
AVDV
Avantis Intl S C Value Etf
Recent Activity
New Position
2.99%
$13.531M
135,501 shares@ $99.86 avg price

1-10 of 99