Blue Barn Wealth, LLC
CIK: 0001879206SEC EDGAR →
Portfolio Value
$68.7M
Holdings
46
As of
Q4 2025
New Positions
27
Closed Positions
13
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 566,917 | $13.6M | 19.85% |
| 2 | VANGUARD SCOTTSDALE FDS | 65,558 | $8.0M | 11.62% |
| 3 | SCHWAB STRATEGIC TR | 288,349 | $7.9M | 11.52% |
| 4 | ISHARES TR | 61,088 | $6.1M | 8.89% |
| 5 | VANGUARD CHARLOTTE FDS | 73,647 | $3.6M | 5.18% |
| 6 | SPDR INDEX SHS FDS | 57,638 | $2.7M | 3.93% |
| 7 | SPDR SERIES TRUST | 25,127 | $2.3M | 3.33% |
| 8 | SPDR SERIES TRUST | 23,180 | $2.2M | 3.18% |
| 9 | ISHARES TR | 50,219 | $2.2M | 3.13% |
| 10 | VANGUARD INTL EQUITY INDEX F | 14,990 | $2.1M | 3.13% |
Quarterly Changes
Closed Positions (127)
$4.0M · 193K shares
$3.1M · 15K shares
$3.1M · 22K shares
$2.4M · 122K shares
$2.3M · 99K shares
$2.3M · 12K shares
$2.3M · 11K shares
$2.0M · 5K shares
$1.9M · 93K shares
$1.3M · 17K shares
$1.3M · 4K shares
$1.3M · 68K shares
$1.2M · 47K shares
$1.1M · 12K shares
$909K · 9K shares
$908K · 2K shares
$871K · 38K shares
$843K · 703 shares
$828K · 6K shares
$823K · 3K shares
$810K · 18K shares
$801K · 17K shares
$749K · 6K shares
$739K · 1K shares
$584K · 20K shares
$571K · 6K shares
$570K · 5K shares
$565K · 12K shares
$560K · 8K shares
$558K · 3K shares
$551K · 8K shares
$541K · 19K shares
$534K · 2K shares
$528K · 12K shares
$516K · 6K shares
$509K · 15K shares
$496K · 4K shares
$457K · 8K shares
$447K · 7K shares
$441K · 2K shares
$406K · 1K shares
$404K · 5K shares
$403K · 17K shares
$395K · 7K shares
$390K · 4K shares
$390K · 3K shares
$382K · 2K shares
$381K · 3K shares
$380K · 5K shares
$377K · 4K shares
$376K · 5K shares
$374K · 4K shares
$370K · 1K shares
$356K · 2K shares
$355K · 2K shares
$355K · 5K shares
$349K · 596 shares
$346K · 376 shares
$342K · 16K shares
$335K · 1K shares
$333K · 587 shares
$330K · 21K shares
$330K · 971 shares
$326K · 3K shares
$320K · 4K shares
$315K · 1K shares
$314K · 3K shares
$311K · 7K shares
$311K · 1K shares
$298K · 2K shares
$295K · 389 shares
$292K · 2K shares
$290K · 4K shares
$284K · 1K shares
$284K · 1K shares
$283K · 4K shares
$280K · 5K shares
$279K · 1K shares
$277K · 2K shares
$276K · 2K shares
$271K · 4K shares
$271K · 891 shares
$261K · 3K shares
$255K · 399 shares
$252K · 707 shares
$252K · 1K shares
$251K · 1K shares
$251K · 726 shares
$249K · 2K shares
$249K · 504 shares
$246K · 609 shares
$244K · 703 shares
$243K · 2K shares
$240K · 2K shares
$240K · 3K shares
$239K · 3K shares
$237K · 322 shares
$236K · 17K shares
$233K · 917 shares
$233K · 1K shares
$231K · 721 shares
$230K · 238 shares
$226K · 713 shares
$226K · 3K shares
$225K · 713 shares
$224K · 2K shares
$223K · 1K shares
$221K · 9K shares
$221K · 1K shares
$216K · 2K shares
$216K · 1K shares
$216K · 3K shares
$215K · 2K shares
$214K · 20K shares
$210K · 4K shares
$209K · 7K shares
$209K · 5K shares
$209K · 3K shares
$208K · 4K shares
$206K · 335 shares
$206K · 3K shares
$204K · 3K shares
$204K · 3K shares
$203K · 3K shares
$186K · 14K shares
$168K · 11K shares
$138K · 30K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 26 | $59.1M | 86.2% |
| Technology | 10 | $5.2M | 7.6% |
| Consumer Cyclical | 4 | $1.7M | 2.5% |
| Communication Services | 3 | $1.7M | 2.5% |
| Unknown | 2 | $536K | 0.8% |
| Healthcare | 1 | $259K | 0.4% |