May Barnhard Investments LLC — 13F Holdings & Portfolio
CIK 2052759 · latest 13F-HR filed 2026-05-13
May Barnhard Investments LLC manages $206.0M in 13F-reported U.S. long-equity assets across 84 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SCHX (6.55%), VO (5.45%), SCHG (4.82%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 4 new positions, exited 4, added to 14, and trimmed 38.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$206.0M
Long-equity book
84
Distinct positions
2026-03-31
Filed 2026-05-13
+4 / −4 / ↑14 / ↓38
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD INDEX FDS$1.4M +21.7%
- VANGUARD INDEX FDS$1.0M +15.6%
- ISHARES TR$671.8K +17.2%
- VANGUARD INDEX FDS$520.6K +9.9%
- VANGUARD INDEX FDS$484.2K +14.0%
Top Trims
- SCHWAB STRATEGIC TR-$1.8M -15.7%
- SCHWAB STRATEGIC TR-$1.2M -8.2%
- SPDR SERIES TRUST-$739.4K -14.3%
- ISHARES TR-$724.8K -14.7%
- SPDR SERIES TRUST-$611.5K -20.0%
New Positions
- VANGUARD ADMIRAL FDS INC$2.2M
- VANGUARD SCOTTSDALE FDS$1.7M
- VANGUARD ADMIRAL FDS INC$1.4M
- ISHARES TR$272.2K
Exited Positions
- INVESCO QQQ TR$6.8M
- BOOKING HOLDINGS INC$246.3K
- SALESFORCE INC$245.8K
- GOLDMAN SACHS GROUP INC$204.0K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | SCHX | 808524201 | $13.5M | 6.55% | 526,606 | SH |
| 2 | VANGUARD INDEX FDS | VO | 922908629 | $11.2M | 5.45% | 39,088 | SH |
| 3 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $9.9M | 4.82% | 341,072 | SH |
| 4 | ISHARES TR | IJR | 464287804 | $9.9M | 4.79% | 79,424 | SH |
| 5 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $8.4M | 4.07% | 274,605 | SH |
| 6 | ISHARES TR | IJS | 464287879 | $8.0M | 3.88% | 67,429 | SH |
| 7 | VANGUARD INDEX FDS | VV | 922908637 | $7.7M | 3.76% | 25,904 | SH |
| 8 | VANGUARD INDEX FDS | VTV | 922908744 | $7.7M | 3.76% | 39,454 | SH |
| 9 | VANGUARD INDEX FDS | VOE | 922908512 | $7.0M | 3.41% | 38,071 | SH |
| 10 | VANGUARD INDEX FDS | VB | 922908751 | $5.8M | 2.79% | 21,974 | SH |
| 11 | VANGUARD INDEX FDS | VUG | 922908736 | $5.7M | 2.79% | 13,136 | SH |
| 12 | SPDR SERIES TRUST | MDYV | 78464A839 | $5.3M | 2.59% | 62,758 | SH |
| 13 | VANGUARD INDEX FDS | VBK | 922908595 | $5.3M | 2.58% | 17,605 | SH |
| 14 | ISHARES TR | IWS | 464287473 | $5.2M | 2.54% | 35,917 | SH |
| 15 | VANGUARD INDEX FDS | VOT | 922908538 | $5.2M | 2.51% | 20,068 | SH |
| 16 | ISHARES TR | IJH | 464287507 | $5.0M | 2.44% | 74,580 | SH |
| 17 | ISHARES TR | IQLT | 46434V456 | $4.6M | 2.22% | 99,080 | SH |
| 18 | SPDR SERIES TRUST | MDYG | 78464A821 | $4.4M | 2.16% | 46,299 | SH |
| 19 | SCHWAB STRATEGIC TR | SCHA | 808524607 | $4.4M | 2.14% | 151,578 | SH |
| 20 | ISHARES TR | IJT | 464287887 | $4.4M | 2.13% | 30,384 | SH |
| 21 | ISHARES TR | IWP | 464287481 | $4.2M | 2.04% | 32,838 | SH |
| 22 | SPDR SERIES TRUST | SLYV | 78464A300 | $4.1M | 1.98% | 43,229 | SH |
| 23 | VANGUARD INDEX FDS | VBR | 922908611 | $3.9M | 1.91% | 18,153 | SH |
| 24 | SCHWAB STRATEGIC TR | SCHM | 808524508 | $3.7M | 1.78% | 118,399 | SH |
| 25 | VANGUARD INDEX FDS | VTI | 922908769 | $2.9M | 1.40% | 8,958 | SH |
| 26 | ISHARES TR | IWR | 464287499 | $2.7M | 1.32% | 28,043 | SH |
| 27 | APPLE INC | AAPL | 037833100 | $2.6M | 1.26% | 10,199 | SH |
| 28 | SPDR SERIES TRUST | SLYG | 78464A201 | $2.4M | 1.19% | 25,341 | SH |
| 29 | ISHARES TR | IVE | 464287408 | $2.4M | 1.17% | 11,368 | SH |
| 30 | VANGUARD ADMIRAL FDS INC | IVOO | 921932885 | $2.2M | 1.08% | 19,394 | SH |
| 31 | ISHARES TR | SHY | 464287457 | $2.0M | 0.99% | 24,602 | SH |
| 32 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $1.7M | 0.84% | 29,429 | SH |
| 33 | SPDR SERIES TRUST | SDY | 78464A763 | $1.6M | 0.75% | 10,653 | SH |
| 34 | VANGUARD ADMIRAL FDS INC | VIOO | 921932828 | $1.4M | 0.69% | 12,289 | SH |
| 35 | ISHARES TR | ILCB | 464287127 | $1.4M | 0.67% | 15,465 | SH |
| 36 | PROSHARES TR | NOBL | 74348A467 | $1.4M | 0.66% | 12,856 | SH |
| 37 | INVESCO EXCH TRADED FD TR II | TBLL | 46138G888 | $1.2M | 0.56% | 10,940 | SH |
| 38 | ISHARES TR | IVV | 464287200 | $1.2M | 0.56% | 1,761 | SH |
| 39 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $1.1M | 0.55% | 5,313 | SH |
| 40 | SELECT SECTOR SPDR TR | XLU | 81369Y886 | $1.1M | 0.53% | 23,600 | SH |
| 41 | SCHWAB STRATEGIC TR | FNDX | 808524771 | $1.0M | 0.49% | 36,597 | SH |
| 42 | VANGUARD WORLD FD | VHT | 92204A504 | $1.0M | 0.49% | 3,735 | SH |
| 43 | AMAZON COM INC | AMZN | 023135106 | $873.9K | 0.42% | 4,196 | SH |
| 44 | ISHARES GOLD TR | IAU | 464285204 | $833.3K | 0.40% | 9,452 | SH |
| 45 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $819.7K | 0.40% | 26,717 | SH |
| 46 | ISHARES TR | IVW | 464287309 | $800.3K | 0.39% | 7,075 | SH |
| 47 | VANGUARD INTL EQUITY INDEX F | VGK | 922042874 | $787.5K | 0.38% | 9,553 | SH |
| 48 | NVIDIA CORPORATION | NVDA | 67066G104 | $767.2K | 0.37% | 4,399 | SH |
| 49 | VANGUARD WORLD FD | VGT | 92204A702 | $759.1K | 0.37% | 1,087 | SH |
| 50 | ISHARES TR | IYF | 464287788 | $732.4K | 0.36% | 6,224 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $206.0M | 84 | 0001172661-26-001795 |
| 2025-12-31 | 2026-01-28 | $211.6M | 84 | 0001172661-26-000354 |
| 2025-09-30 | 2025-11-06 | $215.7M | 84 | 0001172661-25-004615 |