Barry Investment Advisors, LLC - Portfolio Stock Holdings

Barry Investment Advisors, LLC disclosed 106 stock positions in a recent SEC 13F filing. $478,031,872 of stock holdings were filed, with the largest holdings including FNDF, BIL, and VYMI. This filing represented positions held on June 30, 2026, and was filed today.

We estimate the fund has a total AUM of $846,769,663 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.