May Barnhard Investments Llc Portfolio Stock Holdings
May Barnhard Investments Llc disclosed 84 stock positions valued at approximately $206.0 million in its latest SEC 13F filing. The largest holdings include SCHWAB STRATEGIC TR, VANGUARD INDEX FDS, and SCHWAB STRATEGIC TR. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 84
- Portfolio Value
- $206.0M
Holdings by Sector
May Barnhard Investments Llc Portfolio Holdings in Q1 2026
84 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | SCHX | Other | 6.55% | 526,606 | -20,110 | -3.68% | $13,502,197 |
| VANGUARD INDEX FDS | VO | Other | 5.45% | 39,088 | +1,695 | +4.53% | $11,225,499 |
| SCHWAB STRATEGIC TR | SCHG | Other | 4.82% | 341,072 | -20,162 | -5.58% | $9,935,428 |
| ISHARES TR | IJR | Other | 4.79% | 79,424 | -1,082 | -1.34% | $9,873,319 |
| SCHWAB STRATEGIC TR | SCHV | Other | 4.07% | 274,605 | -8,844 | -3.12% | $8,375,478 |
| ISHARES TR | IJS | Other | 3.88% | 67,429 | -2,726 | -3.89% | $7,987,003 |
| VANGUARD INDEX FDS | VV | Other | 3.76% | 25,904 | +4,624 | +21.73% | $7,741,410 |
| VANGUARD INDEX FDS | VTV | Other | 3.76% | 39,454 | +6,160 | +18.50% | $7,740,909 |
| VANGUARD INDEX FDS | VOE | Other | 3.41% | 38,071 | -24 | -0.06% | $7,015,845 |
| VANGUARD INDEX FDS | VB | Other | 2.79% | 21,974 | +1,680 | +8.28% | $5,755,487 |
| VANGUARD INDEX FDS | VUG | Other | 2.79% | 13,136 | +2,137 | +19.43% | $5,738,060 |
| SPDR SERIES TRUST | MDYV | Other | 2.59% | 62,758 | -5,054 | -7.45% | $5,343,908 |
| VANGUARD INDEX FDS | VBK | Other | 2.58% | 17,605 | -248 | -1.39% | $5,321,271 |
| ISHARES TR | IWS | Other | 2.54% | 35,917 | -1,262 | -3.39% | $5,234,633 |
| VANGUARD INDEX FDS | VOT | Other | 2.51% | 20,068 | +219 | +1.10% | $5,164,717 |
| ISHARES TR | IJH | Other | 2.44% | 74,580 | -643 | -0.85% | $5,036,445 |
| ISHARES TR | IQLT | Other | 2.22% | 99,080 | +13,081 | +15.21% | $4,580,499 |
| SPDR SERIES TRUST | MDYG | Other | 2.16% | 46,299 | -9,768 | -17.42% | $4,442,947 |
| SCHWAB STRATEGIC TR | SCHA | Other | 2.14% | 151,578 | -1,450 | -0.95% | $4,407,898 |
| ISHARES TR | IJT | Other | 2.13% | 30,384 | -2,044 | -6.30% | $4,396,972 |
| ISHARES TR | IWP | Other | 2.04% | 32,838 | -3,178 | -8.82% | $4,207,292 |
| SPDR SERIES TRUST | SLYV | Other | 1.98% | 43,229 | -4,516 | -9.46% | $4,088,665 |
| VANGUARD INDEX FDS | VBR | Other | 1.91% | 18,153 | +1,818 | +11.13% | $3,943,863 |
| SCHWAB STRATEGIC TR | SCHM | Other | 1.78% | 118,399 | -733 | -0.62% | $3,665,660 |
| VANGUARD INDEX FDS | VTI | Other | 1.40% | 8,958 | -60 | -0.67% | $2,873,852 |
| ISHARES TR | IWR | Other | 1.32% | 28,043 | - | - | $2,726,622 |
| APPLE INC | AAPL | Technology | 1.26% | 10,199 | -226 | -2.17% | $2,588,480 |
| SPDR SERIES TRUST | SLYG | Other | 1.19% | 25,341 | -7,146 | -22.00% | $2,448,520 |
| ISHARES TR | IVE | Other | 1.17% | 11,368 | -36 | -0.32% | $2,400,467 |
| VANGUARD ADMIRAL FDS INC | IVOO | Other | 1.08% | 19,394 | +19,394 | +100.00% | $2,217,122 |
| ISHARES TR | SHY | Other | 0.99% | 24,602 | -3,996 | -13.97% | $2,031,423 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 0.84% | 29,429 | +29,429 | +100.00% | $1,722,789 |
| SPDR SERIES TRUST | SDY | Other | 0.75% | 10,653 | +8 | +0.08% | $1,554,816 |
| VANGUARD ADMIRAL FDS INC | VIOO | Other | 0.69% | 12,289 | +12,289 | +100.00% | $1,411,179 |
| ISHARES TR | ILCB | Other | 0.67% | 15,465 | - | - | $1,389,737 |
| PROSHARES TR | NOBL | Other | 0.66% | 12,856 | -411 | -3.10% | $1,362,948 |
| INVESCO EXCH TRADED FD TR II | TBLL | Other | 0.56% | 10,940 | -2,431 | -18.18% | $1,154,762 |
| ISHARES TR | IVV | Other | 0.56% | 1,761 | +8 | +0.46% | $1,150,370 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.55% | 5,313 | +150 | +2.91% | $1,142,726 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.53% | 23,600 | -125 | -0.53% | $1,083,016 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.49% | 36,597 | -1,061 | -2.82% | $1,019,244 |
| VANGUARD WORLD FD | VHT | Other | 0.49% | 3,735 | - | - | $1,017,376 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.42% | 4,196 | -34 | -0.80% | $873,901 |
| ISHARES GOLD TR | IAU | Other | 0.40% | 9,452 | +80 | +0.85% | $833,288 |
| SCHWAB STRATEGIC TR | SCHD | Other | 0.40% | 26,717 | -5,463 | -16.98% | $819,694 |
| ISHARES TR | IVW | Other | 0.39% | 7,075 | +1 | +0.01% | $800,285 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 0.38% | 9,553 | -2,471 | -20.55% | $787,489 |
| NVIDIA CORPORATION | NVDA | Technology | 0.37% | 4,399 | -134 | -2.96% | $767,186 |
| VANGUARD WORLD FD | VGT | Other | 0.37% | 1,087 | - | - | $759,106 |
| ISHARES TR | IYF | Other | 0.36% | 6,224 | +1 | +0.02% | $732,418 |
| TESLA INC | TSLA | Consumer Cyclical | 0.35% | 1,950 | - | - | $724,913 |
| LAM RESEARCH CORP | LRCX | Other | 0.30% | 2,880 | - | - | $615,341 |
| MICROSOFT CORP | MSFT | Technology | 0.30% | 1,659 | -83 | -4.76% | $614,234 |
| ISHARES TR | IGSB | Other | 0.29% | 11,392 | -1,895 | -14.26% | $598,807 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.29% | 2,012 | - | - | $591,903 |
| SPDR SERIES TRUST | BIL | Other | 0.28% | 6,269 | -1,028 | -14.09% | $574,555 |
| OLD DOMINION FREIGHT LINE IN | ODFL | Industrials | 0.28% | 2,916 | - | - | $569,786 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.27% | 2,246 | +1 | +0.04% | $549,044 |
| META PLATFORMS INC | META | Communication Services | 0.26% | 920 | -9 | -0.97% | $526,360 |
| ISHARES TR | TIP | Other | 0.25% | 4,619 | - | - | $509,861 |
| BANK NEW YORK MELLON CORP | BK | Financial Services | 0.24% | 4,230 | -256 | -5.71% | $501,859 |
| WISDOMTREE TR | DGRW | Other | 0.24% | 5,647 | -883 | -13.52% | $496,076 |
| ALPHABET INC | GOOG | Communication Services | 0.24% | 1,719 | - | - | $493,272 |
| SPDR SERIES TRUST | SPLG | Other | 0.22% | 5,872 | +4 | +0.07% | $449,484 |
| DECKERS OUTDOOR CORP | DECK | Consumer Cyclical | 0.22% | 4,460 | -400 | -8.23% | $446,401 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.22% | 683 | -62 | -8.32% | $444,182 |
| ELI LILLY & CO | LLY | Healthcare | 0.18% | 400 | - | - | $368,325 |
| VISA INC | V | Financial Services | 0.16% | 1,064 | -143 | -11.85% | $321,870 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.15% | 487 | -50 | -9.31% | $300,362 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.14% | 901 | -100 | -9.99% | $296,554 |
| COPART INC | CPRT | Industrials | 0.14% | 8,744 | - | - | $290,301 |
| BIOCRYST PHARMACEUTICALS INC | BCRX | Healthcare | 0.14% | 30,000 | - | - | $285,600 |
| ISHARES TR | IEUR | Other | 0.14% | 4,003 | - | - | $281,350 |
| ABBVIE INC | ABBV | Healthcare | 0.13% | 1,273 | - | - | $277,007 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.13% | 1,712 | -98 | -5.41% | $273,406 |
| ISHARES TR | IYE | Other | 0.13% | 4,202 | +4,202 | +100.00% | $272,175 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.13% | 262 | -36 | -12.08% | $261,065 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.13% | 4,046 | -1,541 | -27.58% | $259,302 |
| SPDR SERIES TRUST | SPSM | Other | 0.12% | 5,248 | -1,058 | -16.78% | $253,610 |
| SPDR SERIES TRUST | BILS | Other | 0.12% | 2,508 | -970 | -27.89% | $249,479 |
| SPDR GOLD TR | GLD | Other | 0.11% | 532 | -12 | -2.21% | $228,914 |
| VANGUARD WORLD FD | VDC | Other | 0.11% | 1,008 | - | - | $226,545 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.11% | 723 | - | - | $224,724 |
| ALPHABET INC | GOOGL | Communication Services | 0.11% | 781 | -46 | -5.56% | $224,619 |