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 Market Cap. of $10 Billions to $200 Billions
