Blue Barn Wealth, LLC Portfolio Holdings

Blue Barn Wealth, LLC

  • $211 Million
  • Q2 2025

Blue Barn Wealth, LLC has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $211 Million distributed in 157 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 $19M, Vanguard Russell 1000 Growth E with a value of $17.9M, Vanguard Total International B with a value of $13.9M, Schwab Strategic Tr Us Dividen with a value of $13M, and Ishares Core U.S. Aggregate Bo with a value of $11.4M.

Examining the 13F form we can see an increase of $19.8M in the current position value, from $191M to 211M.

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

Portfolio value $211 Million
ETFs: $167 Million
Technology: $17.5 Million
Financial Services: $6.44 Million
Consumer Cyclical: $4.82 Million
Communication Services: $4.76 Million
Healthcare: $3.78 Million
Industrials: $2.93 Million
Consumer Defensive: $977,000
Other: $2.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$57.3B
$2.87 Million 1.36% of portfolio
14,674
Q2 2025 Added 2.46%
$3.95T
$2.74 Million 1.3% of portfolio
5,510
Q2 2025 Added 11.16%
$456B
$2.13 Million 1.01% of portfolio
13,455
Q2 2025 Added 48.62%
$2.26T
$2.05 Million 0.97% of portfolio
9,353
Q2 2025 Reduced 13.14%
$157B
$1.62 Million 0.77% of portfolio
4,193
Q2 2025 Added 5.06%
$1.78T
$1.19 Million 0.57% of portfolio
1,615
Q2 2025 Added 14.62%
$684B
$1.18 Million 0.56% of portfolio
5,408
Q2 2025 Added 1.46%
$551B
$1.08 Million 0.51% of portfolio
3,042
Q2 2025 Added 5.04%
$545B
$1.02 Million 0.48% of portfolio
762
Q2 2025 Added 6.57%
$1.24T
$977,000 0.46% of portfolio
5,511
Q2 2025 Added 5.05%
$3.69T
$845,000 0.4% of portfolio
4,119
Q2 2025 Reduced 23.02%
$178B
$801,000 0.38% of portfolio
6,948
Q2 2025 Reduced 0.33%
$173B
$689,000 0.33% of portfolio
4,327
Q2 2025 Reduced 1.32%
$1.08T
$661,000 0.31% of portfolio
2,081
Q2 2025 Added 10.11%
$548B
$585,000 0.28% of portfolio
1,042
Q2 2025 Added 5.25%
$139B
$543,000 0.26% of portfolio
2,594
Q2 2025 Added 1.81%
$182B
$517,000 0.25% of portfolio
11,970
Q2 2025 Reduced 7.49%
$33.7B
$511,000 0.24% of portfolio
19,662
Q2 2025 Added 1.5%
$608B
$499,000 0.24% of portfolio
641
Q2 2025 Added 8.46%
$229B
$488,000 0.23% of portfolio
3,588
Q2 2025 Added 6.37%
$150B
$491,000 0.23% of portfolio
1,645
Q2 2025 Added 74.07%
$1.21T
$487,000 0.23% of portfolio
2,769
Q2 2025 Added 11.56%
$302B
$460,000 0.22% of portfolio
5,742
Q2 2025 Added 15.14%
$323B
$441,000 0.21% of portfolio
1,451
Q2 2025 Reduced 0.07%
$34.5B
$451,000 0.21% of portfolio
4,330
Q2 2025 Added 3.22%
$172B
$418,000 0.2% of portfolio
407
Q2 2025 Added 32.14%
$405B
$401,000 0.19% of portfolio
1,096
Q2 2025 Added 55.24%
$8.32B
$410,000 0.19% of portfolio
3,114
Q2 2025 Added 2.84%
$83.2B
$392,000 0.19% of portfolio
1,847
Q2 2025 Reduced 1.76%
$70.1B
$407,000 0.19% of portfolio
2,613
Q2 2025 Reduced 2.1%
$162B
$399,000 0.19% of portfolio
2,184
Q2 2025 Added 13.4%
$381B
$381,000 0.18% of portfolio
8,053
Q2 2025 Added 5.74%
$859B
$371,000 0.18% of portfolio
1,280
Q2 2025 Added 36.75%
$108B
$351,000 0.17% of portfolio
3,839
Q2 2025 Added 45.25%
$155B
$329,000 0.16% of portfolio
5,381
Q2 2025 Added 1.07%
$306B
$346,000 0.16% of portfolio
1,348
Q2 2025 Added 9.15%
$185B
$337,000 0.16% of portfolio
3,968
Q2 2025 Added 6.3%
$210B
$327,000 0.16% of portfolio
1,111
Q2 2025 Added 9.14%
$187B
$333,000 0.16% of portfolio
823
Q2 2025 Reduced 0.84%
$124B
$330,000 0.16% of portfolio
1,072
Q2 2025 Added 1.42%
$112B
$334,000 0.16% of portfolio
4,843
Q2 2025 Reduced 5.3%
$44B
$342,000 0.16% of portfolio
593
Q2 2025 Added 1.54%
$97.8B
$315,000 0.15% of portfolio
1,970
Q2 2025 Added 7.3%
$33.1B
$307,000 0.15% of portfolio
3,765
Q2 2025 Added 0.72%
$33.2B
$323,000 0.15% of portfolio
1,865
Q2 2025 Added 1.3%
$59.7B
$309,000 0.15% of portfolio
3,616
Q2 2025 Reduced 0.36%
$122B
$298,000 0.14% of portfolio
3,419
Q2 2025 Reduced 2.87%
$25.9B
$295,000 0.14% of portfolio
577
Q2 2025 Reduced 13.36%
$173B
$298,000 0.14% of portfolio
4,352
Q2 2025 Added 0.07%

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $211 Million
  • Prior Value $191 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 84 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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