Barry Investment Advisors, LLC

NEW BEDFORD, MA · CIK 1631639 · 13F filing filed 2026-07-09

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyNew Bedford, MA

$478.1m reported value +5.4% vs Q1 2026

102positions

61.2%in top 10

7 new 35 added 47 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDF	FNDF	824,655	$43.5m9.10%	9.10%	Added +25.3k	+25,257 3.2%
2	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	468,582	$42.9m8.98%	8.98%	Added +142.9k	+142,880 43.9%
3	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	425,601	$41.8m8.74%	8.74%	Added +13.3k	+13,317 3.2%
4	VANGUARD SCOTTSDALE FDS LONG TERM TREAS VGLT	VGLT	752,013	$41.5m8.68%	8.68%	Added +24.5k	+24,469 3.4%
5	FLEXSHARES TR MORNSTAR UPSTR GUNR	GUNR	626,000	$30.8m6.45%	6.45%	Added +29.1k	+29,093 4.9%
6	FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY EMLP	EMLP	502,343	$21.9m4.57%	4.57%	Added +28.0k	+27,986 5.9%
7	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	203,927	$19.0m3.98%	3.98%	Added +1.1k	+1,075 0.5%
8	ISHARES TR 1 3 YR TREAS BD SHY	SHY	229,559	$18.8m3.94%	3.94%	Added +74.6k	+74,568 48.1%
9	VANECK ETF TRUST GOLD MINERS ETF GDX	GDX	236,269	$17.8m3.73%	3.73%	Reduced -1.3k	-1,287 -0.5%
10	ISHARES TR LATN AMER 40 ETF ILF	ILF	431,940	$14.6m3.05%	3.05%	Added +13.4k	+13,413 3.2%
11	AMERICAN CENTY ETF TR INTL SMCP VLU AVDV	AVDV	140,363	$14.5m3.03%	3.03%	Added +4.9k	+4,862 3.6%
12	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	236,886	$14.1m2.96%	2.96%	Added +13.7k	+13,701 6.1%
13	VANGUARD MALVERN FDS CORE BD ETF VCRB	VCRB	180,906	$14.0m2.92%	2.92%	Added +40.2k	+40,176 28.6%
14	GLOBAL X FDS GLBL X MLP ETF MLPA	MLPA	205,167	$10.9m2.28%	2.28%	Added +153	+153 0.1%
15	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	326,312	$10.3m2.16%	2.16%	Added +75.1k	+75,082 29.9%
16	WISDOMTREE TR JP SMALLCP DIV DFJ	DFJ	82,114	$8.6m1.81%	1.81%	Reduced -2.8k	-2,848 -3.4%
17	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	175,149	$8.0m1.67%	1.67%	Added +47.0k	+47,024 36.7%
18	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	44,056	$6.9m1.45%	1.45%	Reduced -10.1k	-10,122 -18.7%
19	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	26,032	$6.3m1.32%	1.32%	Added +446	+446 1.7%
20	APPLE INC COM AAPL	AAPL	18,740	$5.4m1.13%	1.13%	Reduced -550	-550 -2.9%
21	ISHARES INC MSCI GBL ETF NEW PICK	PICK	92,743	$5.4m1.13%	1.13%	Reduced -2.3k	-2,306 -2.4%
22	RTX CORPORATION COM RTX	RTX	27,675	$5.3m1.10%	1.10%	Reduced -220	-220 -0.8%
23	TOTALENERGIES SE ACT TTE	TTE	62,487	$4.9m1.02%	1.02%	Reduced -671	-671 -1.1%
24	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	66,214	$4.7m0.99%	0.99%	Reduced -2.7k	-2,680 -3.9%
25	ISHARES TR EUROPE ETF IEV	IEV	59,392	$4.3m0.91%	0.91%	Reduced -2.8k	-2,792 -4.5%
26	FIDELITY COVINGTON TRUST MSCI HLTH CARE I FHLC	FHLC	55,280	$4.3m0.89%	0.89%	Reduced -1.3k	-1,272 -2.2%
27	SPDR GOLD TR GOLD SHS GLD	GLD	10,662	$3.9m0.82%	0.82%	Reduced -83	-83 -0.8%
28	DIMENSIONAL ETF TRUST WORLD EQUITY ETF DFAW	DFAW	35,771	$3.0m0.62%	0.62%	Added +2.9k	+2,945 9.0%
29	PFIZER INC COM PFE	PFE	114,880	$2.8m0.58%	0.58%	Reduced -5.5k	-5,522 -4.6%
30	VANGUARD MALVERN FDS STRM INFPROIDX VTIP	VTIP	54,547	$2.7m0.57%	0.57%	Added +761	+761 1.4%
31	MERCK & CO INC COM MRK	MRK	19,781	$2.5m0.53%	0.53%	Reduced -71	-71 -0.4%
32	ISHARES INC MSCI SINGPOR ETF EWS	EWS	81,742	$2.4m0.51%	0.51%	Reduced -284	-284 -0.3%
33	ALPS ETF TR ALERIAN MLP AMLP	AMLP	40,376	$2.1m0.44%	0.44%	Added +132	+132 0.3%
34	FIDELITY COVINGTON TRUST HIGH DIVID ETF FDVV	FDVV	34,429	$2.1m0.43%	0.43%	Reduced -7.5k	-7,534 -17.9%
35	DIMENSIONAL ETF TRUST SHORT DURATION F DFSD	DFSD	42,134	$2.0m0.42%	0.42%	Reduced -4.5k	-4,516 -9.7%
36	GLOBAL X FDS GBL X FTSE ETF ASEA	ASEA	86,932	$1.7m0.36%	0.36%	Reduced -1.4k	-1,360 -1.5%
37	VANGUARD WHITEHALL FDS INTL DVD ETF VIGI	VIGI	17,763	$1.7m0.35%	0.35%	Reduced -4.6k	-4,555 -20.4%
38	FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF SDVY	SDVY	35,678	$1.5m0.32%	0.32%	Added +10.0k	+9,963 38.7%
39	SHELL PLC SPON ADS SHEL	SHEL	19,369	$1.5m0.32%	0.32%	Reduced -470	-470 -2.4%
40	ISHARES TR MSCI UK ETF NEW EWU	EWU	30,956	$1.4m0.30%	0.30%	Reduced -173	-173 -0.6%
41	ETF SER SOLUTIONS DISTILLATE US DSTL	DSTL	21,786	$1.3m0.27%	0.27%	Reduced -4.8k	-4,847 -18.2%
42	PHILLIPS 66 COM PSX	PSX	7,127	$1.2m0.25%	0.25%	Reduced -733	-733 -9.3%
43	ISHARES INC MSCI GERMANY ETF EWG	EWG	25,397	$1.1m0.22%	0.22%	Reduced -148	-148 -0.6%
44	VANGUARD INDEX FDS VALUE ETF VTV	VTV	4,494	$979.5k0.20%	0.20%	Reduced -913	-913 -16.9%
45	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	25,468	$948.9k0.20%	0.20%	Added +65	+65 0.3%
46	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	1	$748.9k0.16%	0.16%	Unchanged
47	LIFEMD INC COM LFMD	LFMD	171,894	$709.9k0.15%	0.15%	Unchanged
48	NATIONAL GRID PLC SPONSORED ADR NE NGG	NGG	8,377	$694.2k0.15%	0.15%	Reduced -468	-468 -5.3%
49	JAPAN SMALLER CAPITALIZATION COM JOF	JOF	57,510	$677.5k0.14%	0.14%	Reduced -58.0k	-58,007 -50.2%
50	AMERICAN ELEC PWR CO INC COM AEP	AEP	4,829	$660.7k0.14%	0.14%	Reduced -480	-480 -9.0%
51	DIMENSIONAL ETF TRUST US CORE EQUITY 2 DFAC	DFAC	14,413	$639.4k0.13%	0.13%	Reduced -144	-144 -1.0%
52	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	3,785	$598.2k0.13%	0.13%	Reduced -1.0k	-1,017 -21.2%
53	NVIDIA CORPORATION COM NVDA	NVDA	2,884	$577.1k0.12%	0.12%	Added +10	+10 0.3%
54	PROCTER AND GAMBLE CO COM PG	PG	3,888	$570.1k0.12%	0.12%	Added +18	+18 0.5%
55	CHEVRON CORP NEW COM CVX	CVX	3,323	$550.8k0.12%	0.12%	Reduced -415	-415 -11.1%
56	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,541	$550.6k0.12%	0.12%	Added +1	+1 0.1%
57	SANDISK CORP COM SNDK	SNDK	242	$550.2k0.12%	0.12%	New
58	LABCORP HOLDINGS INC COM SHS LH	LH	1,811	$507.0k0.11%	0.11%	Reduced -6	-6 -0.3%
59	AMGEN INC COM AMGN	AMGN	1,360	$492.5k0.10%	0.10%	Reduced -33	-33 -2.4%
60	SPROTT ETF TRUST GOLD MINERS ETF SGDM	SGDM	7,736	$486.4k0.10%	0.10%	Unchanged
61	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	10,472	$474.8k0.10%	0.10%	Reduced -431	-431 -4.0%
62	ISHARES TR GLOB HLTHCRE ETF IXJ	IXJ	4,582	$450.7k0.09%	0.09%	Reduced -45	-45 -1.0%
63	GSK PLC SPONSORED ADR GSK	GSK	8,022	$420.5k0.09%	0.09%	Reduced -5.5k	-5,521 -40.8%
64	SPDR SER TR PRTFLO S&P500 HI SPYD	SPYD	8,751	$417.5k0.09%	0.09%	Added +52	+52 0.6%
65	MICRON TECHNOLOGY INC COM MU	MU	355	$409.8k0.09%	0.09%	New
66	ALTRIA GROUP INC COM MO	MO	5,224	$375.9k0.08%	0.08%	Added +1	+1 0.0%
67	ASTRAZENECA PLC ORD AZN	AZN	1,980	$375.4k0.08%	0.08%	Unchanged
68	GE AEROSPACE COM NEW GE	GE	987	$368.8k0.08%	0.08%	Reduced -53	-53 -5.1%
69	GE VERNOVA INC COM GEV	GEV	289	$339.2k0.07%	0.07%	Reduced -28	-28 -8.8%
70	ALPHABET INC CAP STK CL C GOOG	GOOG	931	$329.1k0.07%	0.07%	Reduced -171	-171 -15.5%
71	AMAZON COM INC COM AMZN	AMZN	1,340	$319.4k0.07%	0.07%	Reduced -206	-206 -13.3%
72	SIMON PPTY GROUP INC NEW COM SPG	SPG	1,399	$312.9k0.07%	0.07%	Reduced -18	-18 -1.3%
73	NOVARTIS AG SPONSORED ADR NVS	NVS	1,962	$307.5k0.06%	0.06%	Unchanged
74	ISHARES TR MSCI JP VALUE EWJV	EWJV	6,940	$305.1k0.06%	0.06%	Unchanged
75	PEPSICO INC COM PEP	PEP	2,166	$293.3k0.06%	0.06%	Added +6	+6 0.3%
76	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	3,357	$287.0k0.06%	0.06%	Added +531	+531 18.8%
77	MICROSOFT CORP COM MSFT	MSFT	769	$286.9k0.06%	0.06%	Reduced -31	-31 -3.9%
78	CHUBB LIMITED COM CB	CB	822	$280.6k0.06%	0.06%	Reduced -8	-8 -1.0%
79	WISDOMTREE TR JAPN HEDGE EQT DXJ	DXJ	1,602	$278.0k0.06%	0.06%	Unchanged
80	CELESTICA INC COM CLS	CLS	754	$275.1k0.06%	0.06%	Unchanged
81	WISDOMTREE TR ARTIFICIAL INTEL WTAI	WTAI	5,601	$265.9k0.06%	0.06%	New
82	ABBVIE INC COM ABBV	ABBV	1,036	$260.8k0.05%	0.05%	Reduced -24	-24 -2.3%
83	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	6,955	$255.7k0.05%	0.05%	Reduced -62	-62 -0.9%
84	GENERAL DYNAMICS CORP COM GD	GD	714	$252.9k0.05%	0.05%	Reduced -14	-14 -1.9%
85	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	505	$252.7k0.05%	0.05%	Added +18	+18 3.7%
86	ELI LILLY & CO COM LLY	LLY	209	$250.5k0.05%	0.05%	New
87	TJX COS INC NEW COM TJX	TJX	1,628	$246.6k0.05%	0.05%	Added +3	+3 0.2%
88	ISHARES TR RUS MID CAP ETF IWR	IWR	2,234	$246.5k0.05%	0.05%	Added +4	+4 0.2%
89	RIO TINTO PLC SPONSORED ADR RIO	RIO	2,586	$245.5k0.05%	0.05%	Added +35	+35 1.4%
90	BANK AMERICA CORP COM BAC	BAC	4,135	$235.6k0.05%	0.05%	Reduced -138	-138 -3.2%
91	LOEWS CORP COM L	L	2,079	$235.3k0.05%	0.05%	Unchanged
92	QUALCOMM INC COM QCOM	QCOM	1,258	$232.4k0.05%	0.05%	New
93	MODERNA INC COM MRNA	MRNA	3,248	$227.5k0.05%	0.05%	New
94	NUVEEN QUALITY MUNCP INCOME COM NAD	NAD	18,214	$222.0k0.05%	0.05%	Unchanged
95	WASHINGTON TR BANCORP INC COM WASH	WASH	6,046	$220.5k0.05%	0.05%	Unchanged
96	GENERAL MLS INC COM GIS	GIS	6,184	$215.2k0.05%	0.05%	Added +82	+82 1.3%
97	JPMORGAN CHASE & CO COM JPM	JPM	632	$206.9k0.04%	0.04%	New
98	FORD MTR CO COM F	F	13,056	$181.5k0.04%	0.04%	Added +15	+15 0.1%
99	MIZUHO FINANCIAL GROUP INC SPONSORED ADR MFG	MFG	17,880	$171.3k0.04%	0.04%	Added +44	+44 0.2%
100	NUVEEN AMT FREE QLTY MUN INC COM XNEAX	XNEAX	13,597	$160.6k0.03%	0.03%	Reduced -2.8k	-2,819 -17.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
JOHNSON & JOHNSON JNJ	JNJ	39,554	$9.7m39.6k shares
EXXON MOBIL CORP XOM	XOM	5,559	$943.2k5.6k shares
MARATHON PETE CORP MPC	MPC	1,136	$277.4k1.1k shares
TAIWAN SEMICONDUCTOR MFG LTD TSM	TSM	591	$200.2k591 shares