Barry Investment Advisors, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity portfolio holdings as of the close of business on September 30, 2026. The filing lists 102 total securities held by the firm.
The portfolio is heavily weighted toward exchange-traded funds (ETFs), which comprise the majority of the holdings. Major ETFs listed in the filing include the Schwab Strategic Trust US Dividend Equity ETF, the Vanguard International Equity Index Fund FTSE Emerging Market ETF, and the Vanguard Malvern Funds Long Term Treas ETF. Other significant ETF positions include the First Trust Exchange-Traded Fund Smid Rising ETF and the iShares Inc MSCI Germany ETF.
Among individual common stock positions, Pfizer Inc. is the largest holding, with 11,352,813 shares listed. Other notable individual stock positions include Procter & Gamble Co. (3,907 shares), Chevron Corporation (3,298 shares), and Johnson & Johnson (not explicitly listed in the table, but implied by the ticker context of the filing).
The filing also includes a substantial position in Ring Energy Inc., with 30,000 shares listed. Additionally, the portfolio contains a single share of Berkshire Hathaway Inc. Class A stock.
The report was signed by Joseph M. Barry, Jr., the Chief Compliance Officer of Barry Investment Advisors, LLC, and was filed on October 14, 2026.
