Blue Barn Wealth, LLC
CIK: 0001879206SEC EDGAR →
Portfolio Value
$68.7B
Holdings
46
As of
Q4 2025
New Positions
27
Closed Positions
13
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SCHWAB STRATEGIC TR | 566,917 | $13.6B | 19.85% |
| 2 | VANGUARD SCOTTSDALE FDS | 65,558 | $8.0B | 11.62% |
| 3 | SCHWAB STRATEGIC TR | 288,349 | $7.9B | 11.52% |
| 4 | ISHARES TR | 61,088 | $6.1B | 8.89% |
| 5 | VANGUARD CHARLOTTE FDS | 73,647 | $3.6B | 5.18% |
| 6 | SPDR INDEX SHS FDS | 57,638 | $2.7B | 3.93% |
| 7 | SPDR SERIES TRUST | 25,127 | $2.3B | 3.33% |
| 8 | SPDR SERIES TRUST | 23,180 | $2.2B | 3.18% |
| 9 | ISHARES TR | 50,219 | $2.2B | 3.13% |
| 10 | VANGUARD INTL EQUITY INDEX F | 14,990 | $2.1B | 3.13% |
Quarterly Changes
Closed Positions (127)
$4.0B · 193K shares
$3.1B · 15K shares
$3.1B · 22K shares
$2.4B · 122K shares
$2.3B · 99K shares
$2.3B · 12K shares
$2.3B · 11K shares
$2.0B · 5K shares
$1.9B · 93K shares
$1.3B · 17K shares
$1.3B · 4K shares
$1.3B · 68K shares
$1.2B · 47K shares
$1.1B · 12K shares
$909.4M · 9K shares
$908.2M · 2K shares
$870.6M · 38K shares
$842.8M · 703 shares
$828.4M · 6K shares
$823.4M · 3K shares
$810.4M · 18K shares
$800.5M · 17K shares
$749.3M · 6K shares
$738.7M · 1K shares
$584.3M · 20K shares
$571.4M · 6K shares
$570.3M · 5K shares
$564.7M · 12K shares
$560.1M · 8K shares
$558.1M · 3K shares
$551.5M · 8K shares
$540.5M · 19K shares
$533.8M · 2K shares
$527.7M · 12K shares
$515.9M · 6K shares
$508.7M · 15K shares
$496.4M · 4K shares
$457.0M · 8K shares
$446.6M · 7K shares
$441.1M · 2K shares
$406.4M · 1K shares
$404.2M · 5K shares
$402.6M · 17K shares
$395.0M · 7K shares
$390.2M · 4K shares
$390.0M · 3K shares
$382.0M · 2K shares
$381.5M · 3K shares
$380.3M · 5K shares
$376.9M · 4K shares
$376.2M · 5K shares
$374.2M · 4K shares
$369.6M · 1K shares
$355.8M · 2K shares
$355.3M · 2K shares
$354.8M · 5K shares
$349.3M · 596 shares
$346.0M · 376 shares
$341.6M · 16K shares
$335.2M · 1K shares
$333.1M · 587 shares
$330.4M · 21K shares
$329.8M · 971 shares
$325.9M · 3K shares
$320.1M · 4K shares
$315.3M · 1K shares
$313.7M · 3K shares
$311.3M · 7K shares
$311.1M · 1K shares
$298.1M · 2K shares
$295.0M · 389 shares
$292.0M · 2K shares
$289.6M · 4K shares
$284.0M · 1K shares
$283.9M · 1K shares
$283.1M · 4K shares
$279.8M · 5K shares
$279.3M · 1K shares
$277.4M · 2K shares
$276.0M · 2K shares
$271.1M · 4K shares
$270.8M · 891 shares
$260.5M · 3K shares
$254.9M · 399 shares
$252.1M · 707 shares
$252.1M · 1K shares
$250.8M · 1K shares
$250.6M · 726 shares
$249.2M · 2K shares
$248.7M · 504 shares
$246.2M · 609 shares
$243.6M · 703 shares
$242.9M · 2K shares
$239.7M · 2K shares
$239.5M · 3K shares
$238.5M · 3K shares
$237.5M · 322 shares
$235.6M · 17K shares
$233.0M · 917 shares
$233.0M · 1K shares
$230.7M · 721 shares
$230.4M · 238 shares
$226.5M · 713 shares
$225.8M · 3K shares
$224.5M · 713 shares
$224.0M · 2K shares
$223.2M · 1K shares
$221.4M · 9K shares
$221.2M · 1K shares
$216.4M · 2K shares
$215.9M · 1K shares
$215.7M · 3K shares
$214.8M · 2K shares
$214.3M · 20K shares
$210.0M · 4K shares
$208.9M · 7K shares
$208.9M · 5K shares
$208.6M · 3K shares
$208.0M · 4K shares
$206.0M · 335 shares
$205.6M · 3K shares
$204.4M · 3K shares
$203.7M · 3K shares
$203.2M · 3K shares
$185.6M · 14K shares
$167.6M · 11K shares
$137.9M · 30K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 26 | $59.1B | 86.2% |
| Technology | 10 | $5.2B | 7.6% |
| Consumer Cyclical | 4 | $1.7B | 2.5% |
| Communication Services | 3 | $1.7B | 2.5% |
| Unknown | 2 | $536.0M | 0.8% |
| Healthcare | 1 | $259.0M | 0.4% |