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Size ($ in 1000's)
At 09/30/2025: $215,688
At 06/30/2025: $214,155May Barnhard Investments LLC AUM history
May Barnhard Investments LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from May Barnhard Investments LLC 13F filings.
Link to 13F filings: SEC filings
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As of 09/30/2025, below is a summary of the May Barnhard Investments LLC top holdings by largest position size, as per the latest 13f filing made by May Barnhard Investments LLC.
In the May Barnhard Investments LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by May Barnhard Investments LLC in that top holding, then the share count change between reporting periods, and finally the May Barnhard Investments LLC top holding position size
for that row.
| Entity | Amount | Change
06/30/2025 to 09/30/2025 |
Position Size
($ in 1000's) |
|---|
| SCHWAB STRATEGIC TR |
582,368 |
-35,453 |
$15,340 | | SCHX | 582,368 | -35,453 | $15,340 | | SCHWAB STRATEGIC TR |
389,243 |
-18,788 |
$12,421 | | SCHG | 389,243 | -18,788 | $12,421 | | VANGUARD INDEX FDS (VO) |
36,978 |
+4,809 |
$10,862 | | VO | 36,978 | +4,809 | $10,862 | | ISHARES TR (IJR) |
85,760 |
-4,740 |
$10,191 | | IJR | 85,760 | -4,740 | $10,191 | | SCHWAB STRATEGIC TR |
306,538 |
-44,338 |
$8,923 | | SCHV | 306,538 | -44,338 | $8,923 | | ISHARES TR (IJS) |
73,380 |
-3,233 |
$8,115 | | IJS | 73,380 | -3,233 | $8,115 | | INVESCO QQQ TR |
11,842 |
-1,038 |
$7,110 | | QQQ | 11,842 | -1,038 | $7,110 | | VANGUARD INDEX FDS (VOE) |
37,722 |
+1,752 |
$6,586 | | VOE | 37,722 | +1,752 | $6,586 | | VANGUARD INDEX FDS (VV) |
20,175 |
+2,478 |
$6,211 | | VV | 20,175 | +2,478 | $6,211 | | SPDR SERIES TRUST (MDYV) |
70,088 |
-846 |
$5,846 | | MDYV | 70,088 | -846 | $5,846 | | VANGUARD INDEX FDS (VOT) |
19,745 |
+1,252 |
$5,801 | | VOT | 19,745 | +1,252 | $5,801 | | ISHARES TR (IWS) |
39,767 |
-3,144 |
$5,554 | | IWS | 39,767 | -3,144 | $5,554 | | ISHARES TR (IJH) |
84,860 |
-5,374 |
$5,538 | | IJH | 84,860 | -5,374 | $5,538 | | SPDR SERIES TRUST (MDYG) |
60,476 |
-851 |
$5,537 | | MDYG | 60,476 | -851 | $5,537 | | VANGUARD INDEX FDS (VBK) |
17,606 |
-760 |
$5,240 | | VBK | 17,606 | -760 | $5,240 | | ISHARES TR (IWP) |
36,701 |
-2,934 |
$5,227 | | IWP | 36,701 | -2,934 | $5,227 | | VANGUARD INDEX FDS (VTV) |
27,574 |
+3,086 |
$5,142 | | VTV | 27,574 | +3,086 | $5,142 | | VANGUARD INDEX FDS (VUG) |
10,699 |
+1,198 |
$5,131 | | VUG | 10,699 | +1,198 | $5,131 | | VANGUARD INDEX FDS (VB) |
20,155 |
+999 |
$5,125 | | VB | 20,155 | +999 | $5,125 | | ISHARES TR (IJT) |
35,052 |
-3,665 |
$4,960 | | IJT | 35,052 | -3,665 | $4,960 | | SPDR SERIES TRUST (SLYV) |
50,316 |
-516 |
$4,461 | | SLYV | 50,316 | -516 | $4,461 | | SCHWAB STRATEGIC TR |
155,747 |
-40,670 |
$4,345 | | SCHA | 155,747 | -40,670 | $4,345 | | SCHWAB STRATEGIC TR |
121,566 |
-31,774 |
$3,603 | | SCHM | 121,566 | -31,774 | $3,603 | | ISHARES TR (IQLT) |
78,798 |
-4,449 |
$3,482 | | IQLT | 78,798 | -4,449 | $3,482 | | VANGUARD INDEX FDS (VBR) |
16,276 |
-2,896 |
$3,397 | | VBR | 16,276 | -2,896 | $3,397 | | SPDR SERIES TRUST (SLYG) |
35,706 |
-2,794 |
$3,367 | | SLYG | 35,706 | -2,794 | $3,367 | | VANGUARD INDEX FDS (VTI) |
9,116 |
-54 |
$2,992 | | VTI | 9,116 | -54 | $2,992 | | APPLE INC |
10,688 |
+1,453 |
$2,721 | | AAPL | 10,688 | +1,453 | $2,721 | | ISHARES TR (SHY) |
32,765 |
-3,964 |
$2,718 | | SHY | 32,765 | -3,964 | $2,718 | | ISHARES TR (IWR) |
28,043 |
UNCH |
$2,708 | | IWR | 28,043 | UNCH | $2,708 | | ISHARES TR (IVE) |
11,377 |
+25 |
$2,349 | | IVE | 11,377 | +25 | $2,349 | | SPDR SERIES TRUST (SDY) |
13,030 |
+1,304 |
$1,825 | | SDY | 13,030 | +1,304 | $1,825 | | PROSHARES TR (NOBL) |
14,193 |
-968 |
$1,463 | | NOBL | 14,193 | -968 | $1,463 | | MICROSOFT CORP |
2,801 |
-607 |
$1,451 | | MSFT | 2,801 | -607 | $1,451 | | INVESCO EXCH TRADED FD TR II (TBLL) |
13,732 |
-2,950 |
$1,451 | | TBLL | 13,732 | -2,950 | $1,451 | | ISHARES TR (ILCB) |
15,466 |
+1 |
$1,429 | | ILCB | 15,466 | +1 | $1,429 | | ISHARES TR (IVV) |
2,069 |
-14 |
$1,385 | | IVV | 2,069 | -14 | $1,385 | | VANGUARD WORLD FD (VHT) |
4,631 |
+5 |
$1,202 | | VHT | 4,631 | +5 | $1,202 | | VANGUARD INTL EQUITY INDEX F (VGK) |
14,351 |
+35 |
$1,145 | | VGK | 14,351 | +35 | $1,145 | | SELECT SECTOR SPDR TR (XLU) |
11,862 |
-13 |
$1,035 | | XLU | 11,862 | -13 | $1,035 | | VANGUARD SPECIALIZED FUNDS (VIG) |
4,753 |
+306 |
$1,026 | | VIG | 4,753 | +306 | $1,026 | | SCHWAB STRATEGIC TR |
38,012 |
-526 |
$1,000 | | FNDX | 38,012 | -526 | $1,000 | | AMAZON COM INC |
4,350 |
-2,063 |
$955 | | AMZN | 4,350 | -2,063 | $955 | | TESLA INC |
1,950 |
UNCH |
$867 | | TSLA | 1,950 | UNCH | $867 | | ISHARES TR (IVW) |
7,113 |
+4 |
$859 | | IVW | 7,113 | +4 | $859 | | NVIDIA CORPORATION |
4,533 |
-8,931 |
$846 | | NVDA | 4,533 | -8,931 | $846 | | VANGUARD WORLD FD (VGT) |
1,088 |
+1 |
$812 | | VGT | 1,088 | +1 | $812 | | ISHARES TR (IYF) |
6,223 |
+2 |
$788 | | IYF | 6,223 | +2 | $788 | | SCHWAB STRATEGIC TR |
28,457 |
+337 |
$777 | | SCHD | 28,457 | +337 | $777 | | SPDR SERIES TRUST (BIL) |
8,430 |
-2,049 |
$773 | | BIL | 8,430 | -2,049 | $773 |
See Full List: All Stocks Held By May Barnhard Investments LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By May Barnhard Investments LLC
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