May Barnhard Investments LLC 13F Holdings · Q3 2026
May Barnhard Investments LLC reported 87 securities worth $242.66M in its SEC 13F filing for Q3 2026 (period ended 2026-09-30). Top holdings: SCHX (6.09%), VO (5.12%), SCHG (4.75%). Among its top 25 positions this quarter: 1 new, 5 added, 19 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHX | SCHWAB STRATEGIC TR | $14.8M | 6.09% | 492,486 | Trimmed |
| 2 | VO | VANGUARD INDEX FDS | $12.4M | 5.12% | 158,326 | Trimmed |
| 3 | SCHG | SCHWAB STRATEGIC TR | $11.5M | 4.75% | 321,048 | Trimmed |
| 4 | IJR | ISHARES TR | $10.4M | 4.30% | 76,779 | Trimmed |
| 5 | VV | VANGUARD INDEX FDS | $9.9M | 4.08% | 28,148 | Added |
| 6 | VTV | VANGUARD INDEX FDS | $9.9M | 4.07% | 45,746 | Added |
| 7 | QQQ | INVESCO QQQ TR | $8.9M | 3.68% | 12,068 | Added |
| 8 | SCHV | SCHWAB STRATEGIC TR | $8.5M | 3.51% | 255,733 | Trimmed |
| 9 | IJS | ISHARES TR | $8.3M | 3.42% | 64,852 | Trimmed |
| 10 | VUG | VANGUARD INDEX FDS | $8.1M | 3.35% | 90,081 | Added |
| 11 | VOE | VANGUARD INDEX FDS | $7.5M | 3.09% | 38,386 | Trimmed |
| 12 | VB | VANGUARD INDEX FDS | $6.3M | 2.61% | 22,269 | Trimmed |
| 13 | VBK | VANGUARD INDEX FDS | $5.9M | 2.43% | 17,442 | Trimmed |
| 14 | VOT | VANGUARD INDEX FDS | $5.8M | 2.38% | 19,753 | Trimmed |
| 15 | IWS | ISHARES TR | $5.5M | 2.26% | 34,056 | Trimmed |
| 16 | IJH | ISHARES TR | $5.0M | 2.05% | 69,006 | Trimmed |
| 17 | MDYV | SPDR SERIES TRUST | $4.9M | 2.02% | 55,389 | Trimmed |
| 18 | IQLT | ISHARES TR | $4.8M | 1.98% | 97,003 | Trimmed |
| 19 | SCHA | SCHWAB STRATEGIC TR | $4.5M | 1.83% | 136,432 | Trimmed |
| 20 | IJT | ISHARES TR | $4.3M | 1.76% | 26,580 | Trimmed |
| 21 | IWP | ISHARES TR | $4.2M | 1.74% | 30,607 | Trimmed |
| 22 | VBR | VANGUARD INDEX FDS | $4.2M | 1.73% | 18,129 | Trimmed |
| 23 | MDYG | SPDR SERIES TRUST | $3.9M | 1.62% | 37,619 | Trimmed |
| 24 | VGSH | VANGUARD SCOTTSDALE FDS | $3.9M | 1.62% | 68,096 | Added |
| 25 | IDHQ | INVESCO EXCH TRADED FD TR II | $3.9M | 1.61% | 90,510 | New |
Source: SEC Form 13F filings · as of 2026-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR