May Barnhard Investments Llc Portfolio Stock Holdings
According to the SEC 13F filed on October 9, 2026, May Barnhard Investments Llc disclosed 87 stock positions valued at approximately $242.66M as of quarter-end September 30, 2026. The largest holdings include SCHWAB STRATEGIC TR, VANGUARD INDEX FDS, and SCHWAB STRATEGIC TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 87
- Portfolio Value
- $242.66M
Holdings by Sector
May Barnhard Investments Llc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | Other | 6.09% | 492,486 | -28,342 | -5.44% | $14,774,587 |
| VANGUARD INDEX FDS | VO | Other | 5.12% | 158,326 | -2,024 | -1.26% | $12,415,978 |
| SCHWAB STRATEGIC TR | SCHG | Other | 4.75% | 321,048 | -11,925 | -3.58% | $11,535,283 |
| ISHARES TR | IJR | Other | 4.30% | 76,779 | -1,943 | -2.47% | $10,445,137 |
| VANGUARD INDEX FDS | VV | Other | 4.08% | 28,148 | +277 | +0.99% | $9,904,107 |
| VANGUARD INDEX FDS | VTV | Other | 4.07% | 45,746 | +2,838 | +6.61% | $9,884,885 |
| INVESCO QQQ TR | QQQ | Other | 3.68% | 12,068 | +535 | +4.64% | $8,928,082 |
| SCHWAB STRATEGIC TR | SCHV | Other | 3.51% | 255,733 | -9,329 | -3.52% | $8,518,498 |
| ISHARES TR | IJS | Other | 3.42% | 64,852 | -2,322 | -3.46% | $8,307,584 |
| VANGUARD INDEX FDS | VUG | Other | 3.35% | 90,081 | +4,997 | +5.87% | $8,117,236 |
| VANGUARD INDEX FDS | VOE | Other | 3.09% | 38,386 | -311 | -0.80% | $7,505,774 |
| VANGUARD INDEX FDS | VB | Other | 2.61% | 22,269 | -610 | -2.67% | $6,335,468 |
| VANGUARD INDEX FDS | VBK | Other | 2.43% | 17,442 | -181 | -1.03% | $5,892,597 |
| VANGUARD INDEX FDS | VOT | Other | 2.38% | 19,753 | -300 | -1.50% | $5,770,033 |
| ISHARES TR | IWS | Other | 2.26% | 34,056 | -1,395 | -3.94% | $5,474,172 |
| ISHARES TR | IJH | Other | 2.05% | 69,006 | -4,396 | -5.99% | $4,965,031 |
| SPDR SERIES TRUST | MDYV | Other | 2.02% | 55,389 | -4,510 | -7.53% | $4,902,528 |
| ISHARES TR | IQLT | Other | 1.98% | 97,003 | -7,600 | -7.27% | $4,798,746 |
| SCHWAB STRATEGIC TR | SCHA | Other | 1.83% | 136,432 | -8,857 | -6.10% | $4,451,801 |
| ISHARES TR | IJT | Other | 1.76% | 26,580 | -1,860 | -6.54% | $4,261,676 |
| ISHARES TR | IWP | Other | 1.74% | 30,607 | -1,644 | -5.10% | $4,214,030 |
| VANGUARD INDEX FDS | VBR | Other | 1.73% | 18,129 | -587 | -3.14% | $4,188,395 |
| SPDR SERIES TRUST | MDYG | Other | 1.62% | 37,619 | -5,966 | -13.69% | $3,932,318 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 1.62% | 68,096 | +28,890 | +73.69% | $3,919,610 |
| INVESCO EXCH TRADED FD TR II | IDHQ | Other | 1.61% | 90,510 | +90,510 | +100.00% | $3,903,737 |
| SPDR SERIES TRUST | SLYV | Other | 1.60% | 38,054 | -2,823 | -6.91% | $3,887,262 |
| VANGUARD ADMIRAL FDS INC | IVOO | Other | 1.58% | 31,421 | +3,074 | +10.84% | $3,825,852 |
| SCHWAB STRATEGIC TR | SCHM | Other | 1.56% | 111,153 | -3,960 | -3.44% | $3,781,436 |
| APPLE INC | AAPL | Technology | 1.42% | 10,312 | -336 | -3.16% | $3,434,369 |
| VANGUARD INDEX FDS | VTI | Other | 1.39% | 9,007 | +49 | +0.55% | $3,370,822 |
Showing 30 of 87 holdings in the latest reporting period.