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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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