May Barnhard Investments LLC

Est. AUM

$206.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	US LRG CAP ETF	$13.5M	526606	6.55%	SOLE
2	VANGUARD INDEX FDS	MID CAP ETF	$11.2M	39088	5.45%	SOLE
3	SCHWAB STRATEGIC TR	US LCAP GR ETF	$9.9M	341072	4.82%	SOLE
4	ISHARES TR	CORE S&P SCP ETF	$9.9M	79424	4.79%	SOLE
5	SCHWAB STRATEGIC TR	US LCAP VA ETF	$8.4M	274605	4.07%	SOLE
6	ISHARES TR	SP SMCP600VL ETF	$8.0M	67429	3.88%	SOLE
7	VANGUARD INDEX FDS	VALUE ETF	$7.7M	39454	3.76%	SOLE
8	VANGUARD INDEX FDS	LARGE CAP ETF	$7.7M	25904	3.76%	SOLE
9	VANGUARD INDEX FDS	MCAP VL IDXVIP	$7.0M	38071	3.41%	SOLE
10	VANGUARD INDEX FDS	SMALL CP ETF	$5.8M	21974	2.79%	SOLE
11	VANGUARD INDEX FDS	GROWTH ETF	$5.7M	13136	2.79%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$5.3M	62758	2.59%	SOLE
13	VANGUARD INDEX FDS	SML CP GRW ETF	$5.3M	17605	2.58%	SOLE
14	ISHARES TR	RUS MDCP VAL ETF	$5.2M	35917	2.54%	SOLE
15	VANGUARD INDEX FDS	MCAP GR IDXVIP	$5.2M	20068	2.51%	SOLE
16	ISHARES TR	CORE S&P MCP ETF	$5.0M	74580	2.44%	SOLE
17	ISHARES TR	MSCI INTL QUALTY	$4.6M	99080	2.22%	SOLE
18	SPDR SERIES TRUST	STATE STREET SPD	$4.4M	46299	2.16%	SOLE
19	SCHWAB STRATEGIC TR	US SML CAP ETF	$4.4M	151578	2.14%	SOLE
20	ISHARES TR	S&P SML 600 GWT	$4.4M	30384	2.13%	SOLE
21	ISHARES TR	RUS MD CP GR ETF	$4.2M	32838	2.04%	SOLE
22	SPDR SERIES TRUST	STATE STREET SPD	$4.1M	43229	1.99%	SOLE
23	VANGUARD INDEX FDS	SM CP VAL ETF	$3.9M	18153	1.91%	SOLE
24	SCHWAB STRATEGIC TR	US MID-CAP ETF	$3.7M	118399	1.78%	SOLE
25	VANGUARD INDEX FDS	TOTAL STK MKT	$2.9M	8958	1.40%	SOLE
26	ISHARES TR	RUS MID CAP ETF	$2.7M	28043	1.32%	SOLE
27	APPLE INC	COM	$2.6M	10199	1.26%	SOLE
28	SPDR SERIES TRUST	STATE STREET SPD	$2.4M	25341	1.19%	SOLE
29	ISHARES TR	S&P 500 VAL ETF	$2.4M	11368	1.17%	SOLE
30	VANGUARD ADMIRAL FDS INC	MIDCP 400 IDX	$2.2M	19394	1.08%	SOLE
31	ISHARES TR	1 3 YR TREAS BD	$2.0M	24602	0.99%	SOLE
32	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.7M	29429	0.84%	SOLE
33	SPDR SERIES TRUST	STATE STREET SPD	$1.6M	10653	0.75%	SOLE
34	VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$1.4M	12289	0.68%	SOLE
35	ISHARES TR	MORNINGSTR US EQ	$1.4M	15465	0.67%	SOLE
36	PROSHARES TR	S&P 500 DV ARIST	$1.4M	12856	0.66%	SOLE
37	INVESCO EXCH TRADED FD TR II	SHORT TERM TREAS	$1.2M	10940	0.56%	SOLE
38	ISHARES TR	CORE S&P500 ETF	$1.1M	1761	0.56%	SOLE
39	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.1M	5313	0.55%	SOLE
40	SELECT SECTOR SPDR TR	STATE STREET UTI	$1.1M	23600	0.53%	SOLE
41	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$1.0M	36597	0.49%	SOLE
42	VANGUARD WORLD FD	HEALTH CAR ETF	$1.0M	3735	0.49%	SOLE
43	AMAZON COM INC	COM	$874K	4196	0.42%	SOLE
44	ISHARES GOLD TR	ISHARES NEW	$833K	9452	0.40%	SOLE
45	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$820K	26717	0.40%	SOLE
46	ISHARES TR	S&P 500 GRWT ETF	$800K	7075	0.39%	SOLE
47	VANGUARD INTL EQUITY INDEX F	FTSE EUROPE ETF	$787K	9553	0.38%	SOLE
48	NVIDIA CORPORATION	COM	$767K	4399	0.37%	SOLE
49	VANGUARD WORLD FD	INF TECH ETF	$759K	1087	0.37%	SOLE
50	ISHARES TR	U.S. FINLS ETF	$732K	6224	0.36%	SOLE

1–50 of 84

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.