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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$19 Million 9.04% of portfolio
861,569
Q2 2025 Added 1.48%
$0
$17.9 Million 8.52% of portfolio
164,289
Q2 2025 Added 0.23%
$0
$13.9 Million 6.62% of portfolio
281,694
Q2 2025 Added 0.11%
$0
$13 Million 6.18% of portfolio
491,076
Q2 2025 Added 3.01%
$0
$11.4 Million 5.41% of portfolio
114,887
Q2 2025 Added 3.28%
$0
$7.83 Million 3.72% of portfolio
181,417
Q2 2025 Added 2.31%
$0
$5.76 Million 2.74% of portfolio
64,931
Q2 2025 Added 11.46%
$0
$4.83 Million 2.29% of portfolio
172,087
Q2 2025 Added 5.39%
$0
$4.37 Million 2.08% of portfolio
211,377
Q2 2025 Reduced 16.96%
$0
$4.28 Million 2.03% of portfolio
146,468
Q2 2025 Reduced 1.17%
$0
$4.18 Million 1.98% of portfolio
97,749
Q2 2025 Added 2.98%
$0
$4.08 Million 1.94% of portfolio
51,096
Q2 2025 Added 14.45%
$0
$3.71 Million 1.76% of portfolio
27,580
Q2 2025 Reduced 0.48%
$0
$3.71 Million 1.76% of portfolio
91,629
Q2 2025 Added 16.3%
$0
$3.44 Million 1.63% of portfolio
25,769
Q2 2025 Added 2.71%
$0
$3.27 Million 1.55% of portfolio
120,775
Q2 2025 Added 3.16%
$59.1B
$2.87 Million 1.36% of portfolio
14,674
Q2 2025 Added 2.46%
$0
$2.84 Million 1.35% of portfolio
55,625
Q2 2025 Added 14.01%
$3.78T
$2.74 Million 1.3% of portfolio
5,510
Q2 2025 Added 11.16%
$0
$2.38 Million 1.13% of portfolio
102,198
Q2 2025 Reduced 2.55%
$0
$2.29 Million 1.09% of portfolio
116,613
Q2 2025 Added 0.53%
$0
$2.28 Million 1.08% of portfolio
11,710
Q2 2025 Added 0.17%
$0
$2.17 Million 1.03% of portfolio
12,306
Q2 2025 Reduced 1.09%
$434B
$2.13 Million 1.01% of portfolio
13,455
Q2 2025 Added 48.62%
$2.33T
$2.05 Million 0.97% of portfolio
9,353
Q2 2025 Reduced 13.14%
$0
$1.86 Million 0.88% of portfolio
90,562
Q2 2025 Added 2.68%
$0
$1.84 Million 0.87% of portfolio
5,409
Q2 2025 Reduced 3.67%
$166B
$1.62 Million 0.77% of portfolio
4,193
Q2 2025 Added 5.06%
$0
$1.44 Million 0.68% of portfolio
2,327
Q2 2025 Added 164.13%
$0
$1.35 Million 0.64% of portfolio
17,443
Q2 2025 Reduced 6.8%
$0
$1.3 Million 0.62% of portfolio
51,607
Q2 2025 Added 16.45%
$0
$1.23 Million 0.58% of portfolio
65,601
Q2 2025 Added 13.76%
$1.66T
$1.19 Million 0.57% of portfolio
1,615
Q2 2025 Added 14.62%
$610B
$1.18 Million 0.56% of portfolio
5,408
Q2 2025 Added 1.46%
$0
$1.07 Million 0.51% of portfolio
11,998
Q2 2025 Added 1.01%
$575B
$1.08 Million 0.51% of portfolio
3,042
Q2 2025 Added 5.04%
$0
$1.01 Million 0.48% of portfolio
21,188
Q2 2025 Added 3.74%
$538B
$1.02 Million 0.48% of portfolio
762
Q2 2025 Added 6.57%
$1.3T
$977,000 0.46% of portfolio
5,511
Q2 2025 Added 5.05%
$0
$939,000 0.45% of portfolio
40,729
Q2 2025 Reduced 28.26%
$0
$870,000 0.41% of portfolio
2,051
Q2 2025 Added 14.58%
$3.73T
$845,000 0.4% of portfolio
4,119
Q2 2025 Reduced 23.02%
$168B
$801,000 0.38% of portfolio
6,948
Q2 2025 Reduced 0.33%
$0
$808,000 0.38% of portfolio
2,891
Q2 2025 Reduced 1.23%
$0
$769,000 0.37% of portfolio
18,074
Q2 2025 Reduced 0.6%
$0
$722,000 0.34% of portfolio
1,276
Q2 2025 Reduced 5.62%
$0
$712,000 0.34% of portfolio
6,517
Q2 2025 Added 6.52%
$180B
$689,000 0.33% of portfolio
4,327
Q2 2025 Reduced 1.32%
$1.05T
$661,000 0.31% of portfolio
2,081
Q2 2025 Added 10.11%

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
Track This Portfolio

Track Blue Barn Wealth, LLC Portfolio

Follow Blue Barn Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Barn Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Barn Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email