Blue Barn Wealth, LLC Portfolio Holdings

Blue Barn Wealth, LLC

  • $226 Million
  • Q3 2025

Blue Barn Wealth, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $226 Million distributed in 171 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $21.9M, Vanguard Russell 1000 Growth E with a value of $20M, Schwab Strategic Tr Us Dividen with a value of $14.6M, Vanguard Total International B with a value of $14.2M, and Ishares Core U.S. Aggregate Bo with a value of $12.1M.

Examining the 13F form we can see an increase of $15.3M in the current position value, from $211M to 226M.

Below you can find more details about Blue Barn Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $226 Million
ETFs: $176 Million
Technology: $20.6 Million
Financial Services: $6.15 Million
Communication Services: $5.33 Million
Consumer Cyclical: $4.97 Million
Healthcare: $4.6 Million
Industrials: $3.34 Million
Energy: $1.53 Million
Other: $2.84 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$21.9 Million 9.71% of portfolio
942,115
Q3 2025 Added 9.35%
$0
$20 Million 8.84% of portfolio
165,711
Q3 2025 Added 0.87%
$0
$14.6 Million 6.46% of portfolio
534,779
Q3 2025 Added 8.9%
$0
$14.2 Million 6.28% of portfolio
286,943
Q3 2025 Added 1.86%
$0
$12.1 Million 5.36% of portfolio
120,807
Q3 2025 Added 5.15%
$0
$7.99 Million 3.54% of portfolio
184,465
Q3 2025 Added 1.68%
$0
$6.23 Million 2.76% of portfolio
66,052
Q3 2025 Added 1.73%
$0
$5.2 Million 2.3% of portfolio
175,346
Q3 2025 Added 1.89%
$0
$4.97 Million 2.2% of portfolio
106,164
Q3 2025 Added 8.61%
$0
$4.76 Million 2.11% of portfolio
53,699
Q3 2025 Added 5.09%
$0
$4.28 Million 1.9% of portfolio
134,283
Q3 2025 Reduced 8.32%
$0
$4.27 Million 1.89% of portfolio
29,924
Q3 2025 Added 8.5%
$0
$3.99 Million 1.77% of portfolio
192,865
Q3 2025 Reduced 8.76%
$0
$3.62 Million 1.6% of portfolio
130,328
Q3 2025 Added 7.91%
$0
$3.19 Million 1.41% of portfolio
74,583
Q3 2025 Reduced 18.6%
$59.6B
$3.14 Million 1.39% of portfolio
14,650
Q3 2025 Reduced 0.16%
$0
$3.12 Million 1.38% of portfolio
22,165
Q3 2025 Reduced 13.99%
$465B
$2.95 Million 1.31% of portfolio
15,811
Q3 2025 Added 17.51%
$3.78T
$2.86 Million 1.26% of portfolio
5,515
Q3 2025 Added 0.09%
$0
$2.73 Million 1.21% of portfolio
53,327
Q3 2025 Reduced 4.13%
$0
$2.41 Million 1.07% of portfolio
122,193
Q3 2025 Added 4.79%
$0
$2.31 Million 1.02% of portfolio
98,633
Q3 2025 Reduced 3.49%
$0
$2.28 Million 1.01% of portfolio
12,231
Q3 2025 Reduced 0.61%
$0
$2.27 Million 1.0% of portfolio
10,857
Q3 2025 Reduced 7.28%
$0
$1.98 Million 0.88% of portfolio
5,412
Q3 2025 Added 0.06%
$0
$1.92 Million 0.85% of portfolio
93,329
Q3 2025 Added 3.06%
$2.39T
$1.8 Million 0.8% of portfolio
8,182
Q3 2025 Reduced 12.52%
$593B
$1.38 Million 0.61% of portfolio
4,898
Q3 2025 Reduced 9.43%
$0
$1.34 Million 0.6% of portfolio
17,220
Q3 2025 Reduced 1.28%
$151B
$1.33 Million 0.59% of portfolio
3,768
Q3 2025 Reduced 10.14%
$0
$1.29 Million 0.57% of portfolio
68,494
Q3 2025 Added 4.41%
$1.74T
$1.26 Million 0.56% of portfolio
5,156
Q3 2025 Reduced 6.44%
$1.37T
$1.24 Million 0.55% of portfolio
1,683
Q3 2025 Added 4.21%
$4.3T
$1.21 Million 0.54% of portfolio
4,755
Q3 2025 Added 15.44%
$0
$1.18 Million 0.52% of portfolio
46,942
Q3 2025 Reduced 9.04%
$0
$1.07 Million 0.47% of portfolio
11,678
Q3 2025 Reduced 2.67%
$139B
$1.05 Million 0.46% of portfolio
3,176
Q3 2025 Added 61.3%
$1.29T
$1.02 Million 0.45% of portfolio
2,286
Q3 2025 Added 9.85%
$533B
$955,000 0.42% of portfolio
2,798
Q3 2025 Reduced 8.02%
$0
$908,000 0.4% of portfolio
1,939
Q3 2025 Reduced 5.46%
$0
$870,000 0.39% of portfolio
37,752
Q3 2025 Reduced 7.31%
$174B
$828,000 0.37% of portfolio
5,574
Q3 2025 Reduced 19.78%
$49.1B
$842,000 0.37% of portfolio
703
Q3 2025 Reduced 7.74%
$0
$823,000 0.36% of portfolio
2,803
Q3 2025 Reduced 3.04%
$0
$810,000 0.36% of portfolio
17,808
Q3 2025 Reduced 1.47%
$0
$800,000 0.35% of portfolio
16,633
Q3 2025 Reduced 21.5%
$0
$749,000 0.33% of portfolio
6,306
Q3 2025 Reduced 3.24%
$0
$738,000 0.33% of portfolio
1,239
Q3 2025 Reduced 2.9%
$1.65T
$733,000 0.32% of portfolio
3,018
Q3 2025 Added 8.99%

Summary

  • Portfolio
  • No. of Stocks 171
  • Current Value $226 Million
  • Prior Value $211 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 27 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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