May Barnhard Investments LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $216 Billion distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $15.3B, Schwab Strategic Tr Us Large C with a value of $12.4B, Vanguard Mid Cap ETF with a value of $10.9B, Ishares Core S&P Sm Cap ETF with a value of $10.2B, and Schwab Strategic Tr Us Large C with a value of $8.92B.

Examining the 13F form we can see an increase of $1.53B in the current position value, from $214B to 216B.

May Barnhard Investments LLC is based out at Bethesda, MD

Below you can find more details about May Barnhard Investments LLC portfolio as well as his latest detailed transactions.

Portfolio value $216 Billion
ETFs: $201 Billion
Technology: $5.24 Billion
Consumer Cyclical: $3.91 Billion
Financial Services: $1.8 Billion
Communication Services: $1.56 Billion
Healthcare: $1.25 Billion
Industrials: $411 Million
Consumer Defensive: $276 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $216 Billion
  • Prior Value $214 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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