Blue Barn Wealth, LLC Portfolio Holdings

Blue Barn Wealth, LLC

  • $191 Million
  • Q1 2025

Blue Barn Wealth, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $191 Million distributed in 149 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 $16.8M, Vanguard Russell 1000 Growth E with a value of $15.2M, Vanguard Total International B with a value of $13.7M, Schwab Strategic Tr Us Dividen with a value of $13.3M, and Ishares Core U.S. Aggregate Bo with a value of $11M.

Examining the 13F form we can see an increase of $2.16M in the current position value, from $189M to 191M.

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

Portfolio value $191 Million
ETFs: $155 Million
Technology: $12.3 Million
Financial Services: $5.86 Million
Consumer Cyclical: $4.14 Million
Healthcare: $4.09 Million
Communication Services: $3.73 Million
Industrials: $2.15 Million
Energy: $1.14 Million
Other: $2.62 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$414,000 0.22% of portfolio
5,290
Q1 2025 New
$0
$402,000 0.21% of portfolio
17,338
Q4 2024 New
$0
$398,000 0.21% of portfolio
7,834
Q1 2025 Reduced 35.14%
$0
$364,000 0.19% of portfolio
8,056
Q1 2025 Reduced 5.58%
$0
$315,000 0.17% of portfolio
2,250
Q1 2025 Added 0.04%
$0
$270,000 0.14% of portfolio
7,060
Q1 2025 Reduced 5.6%
$0
$260,000 0.14% of portfolio
2,785
Q3 2024 Added 1.27%
$0
$248,000 0.13% of portfolio
3,226
Q1 2025 Added 0.4%
$0
$251,000 0.13% of portfolio
985
Q1 2025 Reduced 3.34%
$0
$238,000 0.12% of portfolio
4,083
Q1 2025 Added 0.22%
$0
$229,000 0.12% of portfolio
2,347
Q2 2024 Reduced 9.7%
$0
$216,000 0.11% of portfolio
9,112
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $191 Million
  • Prior Value $189 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 64 stocks
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