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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.6B
$3.14 Million 1.39% of portfolio
14,650
Q3 2025 Reduced 0.16%
$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%
$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%
$151B
$1.33 Million 0.59% of portfolio
3,768
Q3 2025 Reduced 10.14%
$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%
$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%
$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%
$1.65T
$733,000 0.32% of portfolio
3,018
Q3 2025 Added 8.99%
$187B
$689,000 0.31% of portfolio
4,143
Q3 2025 Reduced 4.25%
$317B
$592,000 0.26% of portfolio
7,065
Q3 2025 Added 23.04%
$114B
$558,000 0.25% of portfolio
2,586
Q3 2025 Reduced 0.31%
$36B
$540,000 0.24% of portfolio
18,774
Q3 2025 Reduced 4.52%
$172B
$527,000 0.23% of portfolio
12,007
Q3 2025 Added 0.31%
$35B
$496,000 0.22% of portfolio
4,332
Q3 2025 Added 0.05%
$367B
$464,000 0.21% of portfolio
1,147
Q3 2025 Added 4.65%
$971B
$457,000 0.2% of portfolio
599
Q3 2025 Reduced 6.55%
$413B
$434,000 0.19% of portfolio
8,419
Q3 2025 Added 4.54%
$197B
$435,000 0.19% of portfolio
2,129
Q3 2025 Reduced 2.52%
$328B
$406,000 0.18% of portfolio
1,351
Q3 2025 Added 0.22%
$181B
$376,000 0.17% of portfolio
3,847
Q3 2025 Added 48.48%
$77.2B
$384,000 0.17% of portfolio
1,808
Q3 2025 Reduced 2.11%
$152B
$381,000 0.17% of portfolio
1,549
Q3 2025 Reduced 5.84%
$7.8B
$381,000 0.17% of portfolio
2,971
Q3 2025 Reduced 4.59%
$228B
$390,000 0.17% of portfolio
2,912
Q3 2025 Reduced 18.84%
$150B
$394,000 0.17% of portfolio
6,663
Q3 2025 Added 23.82%
$881B
$382,000 0.17% of portfolio
1,212
Q3 2025 Reduced 5.31%
$277B
$376,000 0.17% of portfolio
4,904
Q3 2025 New
$190B
$374,000 0.17% of portfolio
3,691
Q3 2025 Reduced 6.98%
$79.1B
$355,000 0.16% of portfolio
1,988
Q3 2025 Added 0.91%
$55.6B
$355,000 0.16% of portfolio
2,431
Q3 2025 Reduced 6.97%
$279B
$369,000 0.16% of portfolio
1,383
Q3 2025 Reduced 4.69%
$10.3B
$329,000 0.15% of portfolio
971
Q3 2025 Added 4.3%
$169B
$346,000 0.15% of portfolio
376
Q3 2025 Reduced 7.62%
$414B
$335,000 0.15% of portfolio
1,448
Q3 2025 Added 1.61%
$662B
$347,000 0.15% of portfolio
691
Q3 2025 Added 16.53%
$190B
$330,000 0.15% of portfolio
20,728
Q3 2025 Reduced 4.6%
$45.2B
$333,000 0.15% of portfolio
587
Q3 2025 Reduced 1.01%
$23.5B
$349,000 0.15% of portfolio
596
Q3 2025 Added 3.29%
$97.3B
$320,000 0.14% of portfolio
3,784
Q3 2025 Reduced 1.43%
$173B
$321,000 0.14% of portfolio
4,688
Q3 2025 Added 7.72%
$266B
$311,000 0.14% of portfolio
1,103
Q3 2025 Reduced 0.72%
$128B
$325,000 0.14% of portfolio
3,422
Q3 2025 Added 0.09%

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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