2026 Q1 Portfolio Activity
In 2026 Q1, May Barnhard Investments LLC maintained a portfolio of 88 distinct positions. The most significant new addition was VANGUARD ADMIRAL FDS INC, now representing 1.08% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing the position by 18.5%. Conversely, May Barnhard Investments LLC completely exited their position in INVESCO QQQ TR.
Position History
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Total Positions
88
Quarter
2026 Q1
Top Holding
SCHX (6.6%)
Top 10 Concentration
43.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 88
May Barnhard Investments LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SCHX
SCHWAB STRATEGI...
|
ETF | 6.55% | 6.95% |
#1
Prev: #1
|
5.1 |
—
|
-20,110 | -3.7% |
P
S
|
526,606 | $13,502,197 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 5.45% | 5.13% |
#2
1
Prev: #3
|
4.2 |
—
|
1,695 | 4.5% |
P
S
|
39,088 | $11,225,499 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SCHG
SCHWAB STRATEGI...
|
ETF | 4.82% | 5.57% |
#3
1
Prev: #2
|
3.4 |
—
|
-20,162 | -5.6% |
P
S
|
341,072 | $9,935,428 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IJR
ISHARES TR
|
ETF | 4.79% | 4.57% |
#4
Prev: #4
|
2.9 |
—
|
-1,082 | -1.3% |
P
S
|
79,424 | $9,873,319 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SCHV
SCHWAB STRATEGI...
|
ETF | 4.07% | 3.97% |
#5
Prev: #5
|
2.6 |
—
|
-8,844 | -3.1% |
P
S
|
274,605 | $8,375,478 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IJS
ISHARES TR
|
ETF | 3.88% | 3.77% |
#6
Prev: #6
|
2.1 |
—
|
-2,726 | -3.9% |
P
S
|
67,429 | $7,987,003 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 3.76% | 3.17% |
#7
2
Prev: #9
|
4.0 |
—
|
4,624 | 21.7% |
P
S
|
25,904 | $7,741,410 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VTV
VANGUARD INDEX ...
|
ETF | 3.76% | 3.00% |
#8
2
Prev: #10
|
3.5 |
—
|
6,160 | 18.5% |
P
S
|
39,454 | $7,740,909 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VOE
VANGUARD INDEX ...
|
ETF | 3.41% | 3.19% |
#9
1
Prev: #8
|
1.9 |
—
|
-24 | -0.1% |
P
S
|
38,071 | $7,015,845 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 2.79% | 2.47% |
#10
6
Prev: #16
|
3.1 |
—
|
1,680 | 8.3% |
P
S
|
21,974 | $5,755,487 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 2.79% | 2.54% |
#11
3
Prev: #14
|
3.1 |
—
|
2,137 | 19.4% |
P
S
|
13,136 | $5,738,060 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MDYV
SPDR SERIES TRU...
|
ETF | 2.59% | 2.71% |
#12
1
Prev: #11
|
1.5 |
—
|
-5,054 | -7.5% |
P
S
|
62,758 | $5,343,908 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VBK
VANGUARD INDEX ...
|
ETF | 2.58% | 2.55% |
#13
Prev: #13
|
1.5 |
—
|
-248 | -1.4% |
P
S
|
17,605 | $5,321,271 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IWS
ISHARES TR
|
ETF | 2.54% | 2.48% |
#14
1
Prev: #15
|
1.5 |
—
|
-1,262 | -3.4% |
P
S
|
35,917 | $5,234,633 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VOT
VANGUARD INDEX ...
|
ETF | 2.51% | 2.62% |
#15
3
Prev: #12
|
1.5 |
—
|
219 | 1.1% |
P
S
|
20,068 | $5,164,717 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IJH
ISHARES TR
|
ETF | 2.44% | 2.35% |
#16
2
Prev: #18
|
1.5 |
—
|
-643 | -0.9% |
P
S
|
74,580 | $5,036,445 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IQLT
ISHARES TR
|
Bond/Debt | 2.22% | 1.85% |
#17
6
Prev: #23
|
2.9 |
—
|
13,081 | 15.2% |
P
S
|
99,080 | $4,580,499 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MDYG
SPDR SERIES TRU...
|
ETF | 2.16% | 2.45% |
#18
1
Prev: #17
|
1.4 |
—
|
-9,768 | -17.4% |
P
S
|
46,299 | $4,442,947 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SCHA
SCHWAB STRATEGI...
|
ETF | 2.14% | 2.06% |
#19
2
Prev: #21
|
1.4 |
—
|
-1,450 | -0.9% |
P
S
|
151,578 | $4,407,898 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IJT
ISHARES TR
|
Warrant | 2.13% | 2.16% |
#20
Prev: #20
|
1.4 |
—
|
-2,044 | -6.3% |
P
S
|
30,384 | $4,396,972 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IWP
ISHARES TR
|
ETF | 2.04% | 2.33% |
#21
2
Prev: #19
|
1.3 |
—
|
-3,178 | -8.8% |
P
S
|
32,838 | $4,207,292 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SLYV
SPDR SERIES TRU...
|
Unknown | 1.98% | 2.05% |
#22
Prev: #22
|
1.3 |
—
|
-4,516 | -9.5% |
P
S
|
43,229 | $4,088,665 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 1.91% | 1.63% |
#23
2
Prev: #25
|
2.8 |
—
|
1,818 | 11.1% |
P
S
|
18,153 | $3,943,863 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SCHM
SCHWAB STRATEGI...
|
ETF | 1.78% | 1.69% |
#24
Prev: #24
|
1.2 |
—
|
-733 | -0.6% |
P
S
|
118,399 | $3,665,660 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 1.40% | 1.43% |
#25
2
Prev: #27
|
1.1 |
—
|
-60 | -0.7% |
P
S
|
8,958 | $2,873,852 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IWR
ISHARES TR
|
ETF | 1.32% | 1.28% |
#26
3
Prev: #29
|
1.5 |
—
|
no change | no change |
P
S
|
28,043 | $2,726,622 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AAPL
APPLE INC
|
Technology | 1.26% | 1.34% |
#27
1
Prev: #28
|
1.0 |
—
|
-226 | -2.2% |
P
S
|
10,199 | $2,588,480 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SLYG
SPDR SERIES TRU...
|
ETF | 1.19% | 1.45% |
#28
2
Prev: #26
|
0.5 |
—
|
-7,146 | -22.0% |
P
S
|
25,341 | $2,448,520 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IVE
ISHARES TR
|
ETF | 1.17% | 1.14% |
#29
1
Prev: #30
|
1.0 |
—
|
-36 | -0.3% |
P
S
|
11,368 | $2,400,467 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IVOO
VANGUARD ADMIRA...
|
ETF | 1.08% | — |
#30
Prev: #—
|
3.9 |
—
|
19,394 | — |
NEW
|
19,394 | $2,217,122 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SHY
ISHARES TR
|
ETF | 0.99% | 1.12% |
#31
Prev: #31
|
0.9 |
—
|
-3,996 | -14.0% |
P
S
|
24,602 | $2,031,423 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VGSH
VANGUARD SCOTTS...
|
ETF | 0.84% | — |
#32
Prev: #—
|
3.8 |
—
|
29,429 | — |
NEW
|
29,429 | $1,722,789 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SDY
SPDR SERIES TRU...
|
Unknown | 0.75% | 0.70% |
#33
1
Prev: #32
|
0.8 |
—
|
8 | 0.1% |
P
S
|
10,653 | $1,554,816 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VIOO
VANGUARD ADMIRA...
|
ETF | 0.69% | — |
#34
Prev: #—
|
3.8 |
—
|
12,289 | — |
NEW
|
12,289 | $1,411,179 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ILCB
ISHARES TR
|
ETF | 0.67% | 0.69% |
#35
2
Prev: #33
|
1.3 |
—
|
no change | no change |
P
S
|
15,465 | $1,389,737 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NOBL
PROSHARES TR
|
ETF | 0.66% | 0.65% |
#36
1
Prev: #35
|
0.8 |
—
|
-411 | -3.1% |
P
S
|
12,856 | $1,362,948 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TBLL
INVESCO EXCH TR...
|
Unknown | 0.56% | 0.67% |
#37
3
Prev: #34
|
0.7 |
—
|
-2,431 | -18.2% |
P
S
|
10,940 | $1,154,762 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IVV
ISHARES TR
|
ETF | 0.56% | 0.57% |
#38
2
Prev: #36
|
0.7 |
—
|
8 | 0.5% |
P
S
|
1,761 | $1,150,370 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.55% | 0.54% |
#39
2
Prev: #37
|
0.7 |
—
|
150 | 2.9% |
P
S
|
5,313 | $1,142,726 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
XLU
SELECT SECTOR S...
|
Unknown | 0.53% | 0.48% |
#40
Prev: #40
|
0.7 |
—
|
-125 | -0.5% |
P
S
|
23,600 | $1,083,016 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
FNDX
SCHWAB STRATEGI...
|
Bond/Debt | 0.49% | 0.48% |
#41
2
Prev: #39
|
0.7 |
—
|
-1,061 | -2.8% |
P
S
|
36,597 | $1,019,244 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VHT
VANGUARD WORLD ...
|
ETF | 0.49% | 0.51% |
#42
4
Prev: #38
|
1.2 |
—
|
no change | no change |
P
S
|
3,735 | $1,017,376 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.42% | 0.46% |
#43
1
Prev: #42
|
0.7 |
—
|
-34 | -0.8% |
P
S
|
4,196 | $873,901 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IAU
ISHARES GOLD TR
|
ETF | 0.40% | 0.36% |
#44
6
Prev: #50
|
0.7 |
—
|
80 | 0.9% |
P
S
|
9,452 | $833,288 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.40% | 0.42% |
#45
2
Prev: #43
|
0.7 |
—
|
-5,463 | -17.0% |
P
S
|
26,717 | $819,694 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IVW
ISHARES TR
|
Warrant | 0.39% | 0.41% |
#46
1
Prev: #45
|
0.7 |
—
|
1 | 0.0% |
P
S
|
7,075 | $800,285 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VGK
VANGUARD INTL E...
|
ETF | 0.38% | 0.48% |
#47
6
Prev: #41
|
0.2 |
—
|
-2,471 | -20.6% |
P
S
|
9,553 | $787,489 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.37% | 0.40% |
#48
2
Prev: #46
|
0.6 |
—
|
-134 | -3.0% |
P
S
|
4,399 | $767,186 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 0.37% | 0.39% |
#49
1
Prev: #48
|
1.1 |
—
|
no change | no change |
P
S
|
1,087 | $759,106 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IYF
ISHARES TR
|
ETF | 0.36% | 0.38% |
#50
1
Prev: #49
|
0.6 |
—
|
1 | 0.0% |
P
S
|
6,224 | $732,418 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-50 of 88 holdings