May Barnhard Investments Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 21, 2026, May Barnhard Investments Llc disclosed 88 stock positions valued at approximately $247.17M as of quarter-end June 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, VANGUARD INDEX FDS, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 88
- Portfolio Value
- $247.17M
Holdings by Sector
May Barnhard Investments Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | Other | 6.20% | 520,828 | -5,778 | -1.10% | $15,327,971 |
| VANGUARD INDEX FDS | VO | Other | 5.23% | 160,350 | +121,262 | +310.23% | $12,919,412 |
| ISHARES TR | IJR | Other | 4.72% | 78,722 | -702 | -0.88% | $11,675,270 |
| SCHWAB STRATEGIC TR | SCHG | Other | 4.56% | 332,973 | -8,099 | -2.37% | $11,267,813 |
| VANGUARD INDEX FDS | VV | Other | 3.88% | 27,871 | +1,967 | +7.59% | $9,585,196 |
| VANGUARD INDEX FDS | VTV | Other | 3.78% | 42,908 | +3,454 | +8.75% | $9,351,101 |
| SCHWAB STRATEGIC TR | SCHV | Other | 3.73% | 265,062 | -9,543 | -3.48% | $9,226,818 |
| ISHARES TR | IJS | Other | 3.71% | 67,174 | -255 | -0.38% | $9,181,426 |
| INVESCO QQQ TR | QQQ | Other | 3.44% | 11,533 | +428 | +3.85% | $8,493,395 |
| VANGUARD INDEX FDS | VOE | Other | 3.09% | 38,697 | +626 | +1.64% | $7,646,549 |
| VANGUARD INDEX FDS | VUG | Other | 2.97% | 85,084 | +71,948 | +547.72% | $7,329,207 |
| VANGUARD INDEX FDS | VB | Other | 2.81% | 22,879 | +905 | +4.12% | $6,935,248 |
| VANGUARD INDEX FDS | VBK | Other | 2.61% | 17,623 | +18 | +0.10% | $6,444,892 |
| VANGUARD INDEX FDS | VOT | Other | 2.49% | 20,053 | -15 | -0.07% | $6,142,333 |
| ISHARES TR | IWS | Other | 2.36% | 35,451 | -466 | -1.30% | $5,835,322 |
| SPDR SERIES TRUST | MDYV | Other | 2.30% | 59,899 | -2,859 | -4.56% | $5,681,498 |
| ISHARES TR | IJH | Other | 2.29% | 73,402 | -1,178 | -1.58% | $5,660,080 |
| SCHWAB STRATEGIC TR | SCHA | Other | 2.12% | 145,289 | -6,289 | -4.15% | $5,249,318 |
| ISHARES TR | IQLT | Other | 2.10% | 104,603 | +5,523 | +5.57% | $5,183,117 |
| ISHARES TR | IJT | Other | 2.06% | 28,440 | -1,944 | -6.40% | $5,079,409 |
| SPDR SERIES TRUST | MDYG | Other | 1.98% | 43,585 | -2,714 | -5.86% | $4,885,481 |
| ISHARES TR | IWP | Other | 1.91% | 32,251 | -587 | -1.79% | $4,721,909 |
| VANGUARD INDEX FDS | VBR | Other | 1.84% | 18,716 | +563 | +3.10% | $4,547,843 |
| SPDR SERIES TRUST | SLYV | Other | 1.80% | 40,877 | -2,352 | -5.44% | $4,460,194 |
| SCHWAB STRATEGIC TR | SCHM | Other | 1.72% | 115,113 | -3,286 | -2.78% | $4,244,241 |
| VANGUARD ADMIRAL FDS INC | IVOO | Other | 1.50% | 28,347 | +8,953 | +46.16% | $3,696,449 |
| VANGUARD INDEX FDS | VTI | Other | 1.34% | 8,958 | - | - | $3,314,860 |
| ISHARES TR | IWR | Other | 1.25% | 28,043 | - | - | $3,093,705 |
| APPLE INC | AAPL | Technology | 1.25% | 10,648 | +449 | +4.40% | $3,081,268 |
| SPDR SERIES TRUST | SLYG | Other | 1.11% | 23,085 | -2,256 | -8.90% | $2,750,122 |
Showing 30 of 88 holdings in the latest reporting period.