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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.8B
$381,000 0.17% of portfolio
2,971
Q3 2025 Reduced 4.59%
$3.39B
$252,000 0.11% of portfolio
1,423
Q3 2025 New
$7.28B
$224,000 0.1% of portfolio
713
Q3 2025 New
$6.28B
$223,000 0.1% of portfolio
1,631
Q3 2025 New
$5.71B
$232,000 0.1% of portfolio
1,234
Q3 2025 New
$3.84B
$205,000 0.09% of portfolio
3,350
Q3 2025 New
$9.23B
$185,000 0.08% of portfolio
14,104
Q3 2025 Added 10.69%

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
Track This Portfolio

Track Blue Barn Wealth, LLC Portfolio

Follow Blue Barn Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Barn Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Barn Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email