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 Market Cap. of $200 Billions or more