May Barnhard Investments LLC

RIA/Wealth

May Barnhard Investments LLC is a RIA/Wealth led by William Michael May, managing $215.0M across 83 long positions as of Q3 2025 with 90% ETF concentration.

OwnerWilliam Michael May

Portfolio Value: $215.0M
Positions: 83
Top Holding: SCHX at 7.13%
Last Reported: Q3 2025

Address

Top Holdings

Largest long holdings in May Barnhard Investments LLC's portfolio (42.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$15.3M	7.13%	-$933.8K Sold	— 582.4K shares	Q4 2023 Held for 1y 11m
2 Schwab U.S. Large-Cap Growth SCHG	ETF ETF	$12.4M	5.78%	-$599.5K Sold	— 389.2K shares	Q4 2023 Held for 1y 11m
3 Vanguard Mid-Cap Fund VO	ETF ETF	$10.9M	5.05%	+$1.4M Bought	— 37.0K shares	Q4 2023 Held for 1y 11m
4 iShares Core S&P Small-Cap ETF IJR	ETF ETF	$10.2M	4.74%	-$563.3K Sold	— 85.8K shares	Q4 2023 Held for 1y 11m
5 Schwab U.S. Large-Cap Value SCHV	ETF ETF	$8.9M	4.15%	-$1.3M Sold	— 306.5K shares	Q4 2023 Held for 1y 11m
6 iShares S&P Small-Cap 600 Value IJS	ETF ETF	$8.1M	3.77%	-$357.5K Sold	— 73.4K shares	Q4 2023 Held for 1y 11m
7 Invesco QQQ Trust QQQ	ETF ETF	$7.1M	3.31%	-$623.2K Sold	— 11.8K shares	Q4 2023 Held for 1y 11m
8 Vanguard Mid-Cap Value VOE	ETF ETF	$6.6M	3.06%	+$305.9K Bought	— 37.7K shares	Q4 2023 Held for 1y 11m
9 Vanguard Large-Cap VV	ETF ETF	$6.2M	2.89%	+$762.9K Bought	— 20.2K shares	Q4 2023 Held for 1y 11m
10 SPDR S&P 400 Mid Cap Value ETF MDYV	ETF ETF	$5.8M	2.72%	-$70.6K Sold	— 70.1K shares	Q4 2023 Held for 1y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in May Barnhard Investments LLC's latest filing

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Market Value

$215.0M

Prior: $214.2M

Q/Q Change

+0.395%

+$847.0K

Net Flows % of MV

-6.05%

Turnover Ratio

5.53%

New Purchases

2 stocks

$489.8K

Added To

31 stocks

+$4.9M

Sold Out Of

8 stocks

$4.2M

Reduced Holdings

37 stocks

-$14.2M

Increased Positions

Position	Shares Δ	Change
1 Alphabet Inc. GOOGL	New	0 → 1.1K +$269.1K
2 Goldman Sachs Group GS	New	0 → 277.0 +$220.6K
3 Apple AAPL	+15.73%	9.2K → 10.7K +$370.0K
4 Vanguard Mid-Cap Fund VO	+14.95%	32.2K → 37.0K +$1.4M
5 Vanguard Large-Cap VV	+14.0%	17.7K → 20.2K +$762.9K

Decreased Positions

Position	Shares Δ	Change
1 Bank of America BAC	Sold	35.2K → 0 −$1.7M
2 Toll Brothers TOL	Sold	6.3K → 0 −$716.5K
3 Philip Morris International PM	Sold	2.6K → 0 −$472.5K
4 Altria Group MO	Sold	5.8K → 0 −$341.2K
5 Williams Companies WMB	Sold	4.6K → 0 −$291.9K