Barry Investment Advisors, LLC
All 13F Filings
- Location
- New Bedford, MA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 449,259
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/9/2026 | 102 | 449,259 | 13F-HR | Barry Investment Advisors, LLC |
| Q3 2025 | 10/22/2025 | 107 | 434,726 | 13F-HR | Barry Investment Advisors, LLC |
| Q2 2025 | 7/17/2025 | 104 | 401,678 | 13F-HR | Barry Investment Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 279 K | 62.1% | 21.01 K | 0 | 21.01 K |
| ETFs | 170.2 K | 37.9% | 0 | 6.482 K | -6.482 K |
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Fund Snapshot
Q4 2025
Latest filed
2/9/2026
Total value ($000)
449,259
Holdings
102
QoQ value change ($000)
14,533
(3.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.