SEC Form 13F

BARRETT & COMPANY, INC. 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$357,177,661
Positions707

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVTITOTAL STK MKT$38,404,270103,784
ISHARES TRIVWS&P 500 GRWT ETF$22,734,683165,307
ISHARES TRUSMVMSCI USA MIN ETF$18,499,215191,781
NVIDIA CORPORATIONNVDACOM$16,380,11081,864
ISHARES TRILCVMORNINGSTAR VALU$9,932,27398,106
ISHARES TRIVVCORE S&P500 ETF$9,674,98112,919
APPLE INCAAPLCOM$9,177,80231,718
VANGUARD INTL EQUITY INDEX FVEUALLWRLD EX US$8,871,123105,924
AMAZON COM INCAMZNCOM$8,769,69636,795
ISHARES TRXTFUTU EXPO TE ETF$8,488,299102,727

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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