May Barnhard Investments LLC
13F Reported Value
ⓘ$247.2M
Holdings
88
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
May Barnhard Investments LLC disclosed 88 positions worth $247.2M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 6 new positions and exited 2 — including a new stake in $QQQ and a full exit from $GLD. The portfolio is most concentrated in Other (90.6% of disclosed assets). All figures are sourced directly from May Barnhard Investments LLC’s Form 13F-HR filing with the SEC under CIK 2052759.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
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SCHWAB STRATEGIC TR - US LRG CAP ETF
—Quality
$15.3M520,828 shVANGUARD INDEX FDS - MID CAP ETF
—Quality
$12.9M160,350 shISHARES TR - CORE S&P SCP ETF
—Quality
$11.7M78,722 shSCHWAB STRATEGIC TR - US LCAP GR ETF
—Quality
$11.3M332,973 shVANGUARD INDEX FDS - LARGE CAP ETF
—Quality
$9.6M27,871 shVANGUARD INDEX FDS - VALUE ETF
—Quality
$9.4M42,908 shSCHWAB STRATEGIC TR - US LCAP VA ETF
—Quality
$9.2M265,062 shISHARES TR - SP SMCP600VL ETF
—Quality
$9.2M67,174 sh- —
Quality
$8.5M11,533 sh VANGUARD INDEX FDS - MCAP VL IDXVIP
—Quality
$7.6M38,697 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $15.3M | 520,828 |
| VANGUARD INDEX FDS - MID CAP ETF | — | $12.9M | 160,350 |
| ISHARES TR - CORE S&P SCP ETF | — | $11.7M | 78,722 |
| SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $11.3M | 332,973 |
| VANGUARD INDEX FDS - LARGE CAP ETF | — | $9.6M | 27,871 |
| VANGUARD INDEX FDS - VALUE ETF | — | $9.4M | 42,908 |
| SCHWAB STRATEGIC TR - US LCAP VA ETF | — | $9.2M | 265,062 |
| ISHARES TR - SP SMCP600VL ETF | — | $9.2M | 67,174 |
 INVESCO QQQ TRUST, SERIES 1$QQQ | — | $8.5M | 11,533 |
| VANGUARD INDEX FDS - MCAP VL IDXVIP | — | $7.6M | 38,697 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of May Barnhard Investments LLC's 88 positions.
Showing top 10 of 88 holdings.
Sector Allocation
Other
$224.0M
Financials
$9.3M
Technology
$6.8M
Consumer Discretionary
$2.8M
Industrials
$2.5M
Healthcare
$1.7M
Full Holdings — May Barnhard Investments LLC (Q2 2026)
All 88 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $15.3M | 6.2% | -1% | — |
| 2 | — | VANGUARD INDEX FDS - MID CAP ETF | $12.9M | 5.2% | +310% | — |
| 3 | — | ISHARES TR - CORE S&P SCP ETF | $11.7M | 4.7% | -1% | — |
| 4 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $11.3M | 4.6% | -2% | — |
| 5 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $9.6M | 3.9% | +8% | — |
| 6 | — | VANGUARD INDEX FDS - VALUE ETF | $9.4M | 3.8% | +9% | — |
| 7 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $9.2M | 3.7% | -3% | — |
| 8 | — | ISHARES TR - SP SMCP600VL ETF | $9.2M | 3.7% | -0% | — |
| 9 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $8.5M | 3.4% | NEW | — |
| 10 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $7.6M | 3.1% | +2% | — |
| 11 | — | VANGUARD INDEX FDS - GROWTH ETF | $7.3M | 3.0% | +548% | — |
| 12 | — | VANGUARD INDEX FDS - SMALL CP ETF | $6.9M | 2.8% | +4% | — |
| 13 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $6.4M | 2.6% | +0% | — |
| 14 | — | VANGUARD INDEX FDS - MCAP GR IDXVIP | $6.1M | 2.5% | -0% | — |
| 15 | — | ISHARES TR - RUS MDCP VAL ETF | $5.8M | 2.4% | -1% | — |
| 16 | — | SPDR SERIES TRUST - ST STR SP400VAL | $5.7M | 2.3% | -5% | — |
| 17 | — | ISHARES TR - CORE S&P MCP ETF | $5.7M | 2.3% | -2% | — |
| 18 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $5.2M | 2.1% | -4% | — |
| 19 | — | ISHARES TR - MSCI INTL QUALTY | $5.2M | 2.1% | +6% | — |
| 20 | — | ISHARES TR - S&P SML 600 GWT | $5.1M | 2.1% | -6% | — |
| 21 |  $STT | STATE STREET CORP | $4.9M | 2.0% | -6% | 71.5 |
| 22 | — | ISHARES TR - RUS MD CP GR ETF | $4.7M | 1.9% | -2% | — |
| 23 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $4.5M | 1.8% | +3% | — |
| 24 | — | SPDR SERIES TRUST - ST STR SP600SM C | $4.5M | 1.8% | -5% | — |
| 25 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $4.2M | 1.7% | -3% | — |
| 26 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX | $3.7M | 1.5% | +46% | — |
| 27 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $3.3M | 1.3% | +0% | — |
| 28 | — | ISHARES TR - RUS MID CAP ETF | $3.1M | 1.3% | +0% | — |
| 29 |  $AAPL | Apple Inc. | $3.1M | 1.3% | +4% | 76.4 |
| 30 | — | SPDR SERIES TRUST - ST STR SP600GRWO | $2.8M | 1.1% | -9% | — |
| 31 | — | VANGUARD ADMIRAL FDS INC - SMLLCP 600 IDX | $2.6M | 1.1% | +53% | — |
| 32 | — | ISHARES TR - S&P 500 VAL ETF | $2.6M | 1.0% | +0% | — |
| 33 | — | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $2.3M | 0.9% | +33% | — |
| 34 | — | ISHARES TR - 1 3 YR TREAS BD | $1.9M | 0.8% | -6% | — |
| 35 | — | SPDR SERIES TRUST - ST STR SP DIV | $1.6M | 0.7% | +0% | — |
| 36 | — | ISHARES TR - MORNINGSTR US EQ | $1.6M | 0.7% | +0% | — |
| 37 | — | PROSHARES TR - S&P 500 DV ARIST | $1.4M | 0.6% | +89% | — |
| 38 | — | ISHARES TR - CORE S&P500 ETF | $1.3M | 0.5% | +0% | — |
| 39 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.2M | 0.5% | -1% | — |
| 40 |  $IVZ | Invesco Ltd. | $1.2M | 0.5% | +3% | — |
| 41 | — | VANGUARD WORLD FD - HEALTH CAR ETF | $1.1M | 0.5% | +0% | — |
| 42 |  $LRCX | LAM RESEARCH CORP | $1.1M | 0.4% | -13% | 79.4 |
| 43 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $1.1M | 0.4% | +1% | — |
| 44 |  $AMZN | AMAZON COM INC | $1.1M | 0.4% | +7% | 68.7 |
| 45 | — | VANGUARD WORLD FD - INF TECH ETF | $1.0M | 0.4% | +701% | — |
| 46 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $1.0M | 0.4% | -11% | — |
| 47 |  $NVDA | NVIDIA CORP | $989,445 | 0.4% | +12% | 85.9 |
| 48 | — | ISHARES TR - S&P 500 GRWT ETF | $973,182 | 0.4% | +0% | — |
| 49 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $820,215 | 0.3% | -3% | — |
| 50 |  $TSLA | Tesla, Inc. | $820,170 | 0.3% | +0% | 53.9 |
| 51 | — | ISHARES TR - U.S. FINLS ETF | $793,826 | 0.3% | +0% | — |
| 52 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $783,644 | 0.3% | -8% | — |
| 53 |  $IAU | ISHARES GOLD TRUST | $708,057 | 0.3% | -1% | — |
| 54 |  $JPM | JPMORGAN CHASE & CO | $704,179 | 0.3% | +7% | 70.7 |
| 55 |  $MSFT | MICROSOFT CORP | $699,740 | 0.3% | +13% | 79.8 |
| 56 |  $ODFL | OLD DOMINION FREIGHT LINE, INC. | $631,606 | 0.3% | +0% | 61.3 |
| 57 |  $BNY | Bank of New York Mellon Corp | $611,766 | 0.3% | +0% | 74.1 |
| 58 |  $GOOGL | Alphabet Inc. | $595,598 | 0.2% | -2% | 78.2 |
| 59 |  $JNJ | JOHNSON & JOHNSON | $588,562 | 0.2% | +3% | 69 |
| 60 | — | ISHARES TR - ISHS 1-5YR INVS | $568,184 | 0.2% | -5% | — |
| 61 |  $META | Meta Platforms, Inc. | $551,461 | 0.2% | +6% | 79.6 |
| 62 |  $WT | WisdomTree, Inc. | $540,036 | 0.2% | +0% | 59.9 |
| 63 |  $LLY | ELI LILLY & Co | $535,490 | 0.2% | +12% | 87.5 |
| 64 | — | SPDR SERIES TRUST - ST STR P500ETF | $516,438 | 0.2% | +0% | — |
| 65 | — | ISHARES TR - TIPS BD ETF | $513,440 | 0.2% | +2% | — |
| 66 |  $SPY | SPDR S&P 500 ETF TRUST | $510,044 | 0.2% | +0% | — |
| 67 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $509,967 | 0.2% | -11% | — |
| 68 |  $DECK | DECKERS OUTDOOR CORP | $442,833 | 0.2% | +0% | 70 |
| 69 |  $GOOG | Alphabet Inc. | $398,870 | 0.2% | +43% | 78.2 |
| 70 |  $V | VISA INC. | $382,597 | 0.1% | +5% | 82.9 |
| 71 |  $HD | HOME DEPOT, INC. | $347,277 | 0.1% | +9% | 60.3 |
| 72 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $342,527 | 0.1% | +0% | — |
| 73 | — | ISHARES TR - CORE MSCI EURO | $300,969 | 0.1% | +0% | — |
| 74 |  $BCRX | BIOCRYST PHARMACEUTICALS INC | $300,000 | 0.1% | +0% | 53.2 |
| 75 |  $ABBV | AbbVie Inc. | $298,358 | 0.1% | -7% | 72.6 |
| 76 |  $GS | GOLDMAN SACHS GROUP INC | $296,428 | 0.1% | NEW | 73.5 |
| 77 | — | SPDR SERIES TRUST - ST STR SP600 SML | $296,232 | 0.1% | -2% | — |
| 78 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $288,316 | 0.1% | +0% | — |
| 79 |  $COST | COSTCO WHOLESALE CORP /NEW | $267,544 | 0.1% | +9% | 66.2 |
| 80 |  $TJX | TJX COMPANIES INC /DE/ | $259,368 | 0.1% | +0% | 68.7 |
| 81 | — | SPDR SERIES TRUST - ST STR BL 12 ETF | $249,650 | 0.1% | +0% | — |
| 82 |  $CPRT | COPART INC | $246,493 | 0.1% | +0% | 69.1 |
| 83 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $242,365 | 0.1% | NEW | — |
| 84 |  $AMAT | APPLIED MATERIALS INC /DE | $241,482 | 0.1% | NEW | 72.3 |
| 85 | — | ISHARES TR - U.S. ENERGY ETF | $238,766 | 0.1% | +0% | — |
| 86 | — | VANGUARD WORLD FD - CONSUM STP ETF | $227,453 | 0.1% | +0% | — |
| 87 |  $APH | AMPHENOL CORP /DE/ | $214,405 | 0.1% | NEW | 79.3 |
| 88 |  $BKNG | Booking Holdings Inc. | $204,976 | 0.1% | NEW | 58.5 |
New Positions (6)
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