May Barnhard Investments Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$206.0M
Q ending 2026-03-31
Prior quarter
$211.6M
Q ending 2025-12-31
Change
-2.7% QoQ · +2.8% YoY
Positions
84
reported holdings
Largest positions
All 84 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Schwab Strategic Tr | SCHX | Shares | $13.5M | 527K |
| Vanguard Index Fds | VO | Shares | $11.2M | 39K |
| Schwab Strategic Tr | SCHG | Shares | $9.9M | 341K |
| Ishares Tr | IJR | Shares | $9.9M | 79K |
| Schwab Strategic Tr | SCHV | Shares | $8.4M | 275K |
| Ishares Tr | IJS | Shares | $8.0M | 67K |
| Vanguard Index Fds | VV | Shares | $7.7M | 26K |
| Vanguard Index Fds | VTV | Shares | $7.7M | 39K |
| Vanguard Index Fds | VOE | Shares | $7.0M | 38K |
| Vanguard Index Fds | VB | Shares | $5.8M | 22K |
| Vanguard Index Fds | VUG | Shares | $5.7M | 13K |
| Spdr Series Trust | MDYV | Shares | $5.3M | 63K |
| Vanguard Index Fds | VBK | Shares | $5.3M | 18K |
| Ishares Tr | IWS | Shares | $5.2M | 36K |
| Vanguard Index Fds | VOT | Shares | $5.2M | 20K |
| Ishares Tr | IJH | Shares | $5.0M | 75K |
| Ishares Tr | IQLT | Shares | $4.6M | 99K |
| Spdr Series Trust | MDYG | Shares | $4.4M | 46K |
| Schwab Strategic Tr | SCHA | Shares | $4.4M | 152K |
| Ishares Tr | IJT | Shares | $4.4M | 30K |
| Ishares Tr | IWP | Shares | $4.2M | 33K |
| Spdr Series Trust | SLYV | Shares | $4.1M | 43K |
| Vanguard Index Fds | VBR | Shares | $3.9M | 18K |
| Schwab Strategic Tr | SCHM | Shares | $3.7M | 118K |
| Vanguard Index Fds | VTI | Shares | $2.9M | 9K |
| Ishares Tr | IWR | Shares | $2.7M | 28K |
| Apple Inc | AAPL | Shares | $2.6M | 10K |
| Spdr Series Trust | SLYG | Shares | $2.4M | 25K |
| Ishares Tr | IVE | Shares | $2.4M | 11K |
| Vanguard Admiral Fds Inc | IVOO | Shares | $2.2M | 19K |
| Ishares Tr | SHY | Shares | $2.0M | 25K |
| Vanguard Scottsdale Fds | VGSH | Shares | $1.7M | 29K |
| Spdr Series Trust | SDY | Shares | $1.6M | 11K |
| Vanguard Admiral Fds Inc | VIOO | Shares | $1.4M | 12K |
| Ishares Tr | ILCB | Shares | $1.4M | 15K |
| Proshares Tr | NOBL | Shares | $1.4M | 13K |
| Invesco Exch Traded Fd Tr Ii | TBLL | Shares | $1.2M | 11K |
| Ishares Tr | IVV | Shares | $1.2M | 2K |
| Vanguard Specialized Funds | VIG | Shares | $1.1M | 5K |
| Select Sector Spdr Tr | XLU | Shares | $1.1M | 24K |
| Schwab Strategic Tr | FNDX | Shares | $1.0M | 37K |
| Vanguard World Fd | VHT | Shares | $1.0M | 4K |
| Amazon Com Inc | AMZN | Shares | $874K | 4K |
| Ishares Gold Tr | IAU | Shares | $833K | 9K |
| Schwab Strategic Tr | SCHD | Shares | $820K | 27K |
| Ishares Tr | IVW | Shares | $800K | 7K |
| Vanguard Intl Equity Index F | VGK | Shares | $787K | 10K |
| Nvidia Corporation | NVDA | Shares | $767K | 4K |
| Vanguard World Fd | VGT | Shares | $759K | 1K |
| Ishares Tr | IYF | Shares | $732K | 6K |
| Tesla Inc | TSLA | Shares | $725K | 2K |
| Lam Research Corp | LRCX | Shares | $615K | 3K |
| Microsoft Corp | MSFT | Shares | $614K | 2K |
| Ishares Tr | IGSB | Shares | $599K | 11K |
| Jpmorgan Chase & Co | JPM | Shares | $592K | 2K |
| Spdr Series Trust | BIL | Shares | $575K | 6K |
| Old Dominion Freight Line In | ODFL | Shares | $570K | 3K |
| Johnson & Johnson | JNJ | Shares | $549K | 2K |
| Meta Platforms Inc | META | Shares | $526K | 920 |
| Ishares Tr | TIP | Shares | $510K | 5K |
| Bank New York Mellon Corp | BNY | Shares | $502K | 4K |
| Wisdomtree Tr | DGRW | Shares | $496K | 6K |
| Alphabet Inc | GOOG | Shares | $493K | 2K |
| Spdr Series Trust | SPYM | Shares | $449K | 6K |
| Deckers Outdoor Corp | DECK | Shares | $446K | 4K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $444K | 683 |
| Eli Lilly & Co | LLY | Shares | $368K | 400 |
| Visa Inc | V | Shares | $322K | 1K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $300K | 487 |
| Home Depot Inc | HD | Shares | $297K | 901 |
| Copart Inc | CPRT | Shares | $290K | 9K |
| Biocryst Pharmaceuticals Inc | BCRX | Shares | $286K | 30K |
| Ishares Tr | IEUR | Shares | $281K | 4K |
| Abbvie Inc | ABBV | Shares | $277K | 1K |
| Tjx Cos Inc New | TJX | Shares | $273K | 2K |
| Ishares Tr | IYE | Shares | $272K | 4K |
| Costco Wholesale Corporation | COST | Shares | $261K | 262 |
| Vanguard Tax-Managed Fds | VEA | Shares | $259K | 4K |
| Spdr Series Trust | SPSM | Shares | $254K | 5K |
| Spdr Series Trust | BILS | Shares | $249K | 3K |
| Spdr Gold Tr | GLD | Shares | $229K | 532 |
| Vanguard World Fd | VDC | Shares | $227K | 1K |
| Mcdonalds Corp | MCD | Shares | $225K | 723 |
| Alphabet Inc | GOOGL | Shares | $225K | 781 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.