Blue Barn Wealth, LLC

Est. AUM

$68.7M

13F long equity, this entity only

Positions

Period

Dec 2025 (Q4)

SEC EDGAR

View filings ↗

Dec 2025 (Q4)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	INTL EQTY ETF	$13.6M	566917	19.85%	SOLE
2	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$8.0M	65558	11.63%	SOLE
3	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$7.9M	288349	11.52%	SOLE
4	ISHARES TR	CORE US AGGBD ET	$6.1M	61088	8.89%	SOLE
5	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$3.6M	73647	5.18%	SOLE
6	SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$2.7M	57638	3.93%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$2.3M	25127	3.33%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$2.2M	23180	3.18%	SOLE
9	ISHARES TR	0-5YR HI YL CP	$2.2M	50219	3.14%	SOLE
10	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$2.1M	14990	3.13%	SOLE
11	SCHWAB STRATEGIC TR	US MID-CAP ETF	$2.1M	70446	3.08%	SOLE
12	FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$1.6M	61375	2.40%	SOLE
13	NVIDIA CORPORATION	COM	$1.4M	7629	2.07%	SOLE
14	APPLE INC	COM	$1.0M	3733	1.48%	SOLE
15	MICROSOFT CORP	COM	$993K	2053	1.45%	SOLE
16	AMAZON COM INC	COM	$889K	3851	1.29%	SOLE
17	ALPHABET INC	CAP STK CL C	$733K	2335	1.07%	SOLE
18	SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$710K	15989	1.03%	SOLE
19	META PLATFORMS INC	CL A	$638K	967	0.93%	SOLE
20	SCHWAB STRATEGIC TR	US LCAP GR ETF	$612K	18775	0.89%	SOLE
21	BROADCOM INC	COM	$458K	1324	0.67%	SOLE
22	WELLS FARGO CO NEW	COM	$415K	4451	0.60%	SOLE
23	ALPHABET INC	CAP STK CL A	$377K	1205	0.55%	SOLE
24	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$365K	4928	0.53%	SOLE
25	ISHARES TR	CORE INTL AGGR	$364K	7277	0.53%	SOLE
26	TESLA INC	COM	$362K	805	0.53%	SOLE
27	MICRON TECHNOLOGY INC	COM	$327K	1144	0.48%	SOLE
28	BANK AMERICA CORP	COM	$319K	5802	0.46%	SOLE
29	APPLIED MATLS INC	COM	$312K	1212	0.45%	SOLE
30	VISA INC	COM CL A	$290K	826	0.42%	SOLE
31	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$289K	574	0.42%	SOLE
32	FORD MTR CO	COM	$267K	20323	0.39%	SOLE
33	VANGUARD INDEX FDS	S&P 500 ETF SHS	$261K	416	0.38%	SOLE
34	ELI LILLY & CO	COM	$259K	241	0.38%	SOLE
35	QUALCOMM INC	COM	$257K	1501	0.37%	SOLE
36	SELECT SECTOR SPDR TR	STATE STREET ENE	$249K	5570	0.36%	SOLE
37	CITIGROUP INC	COM NEW	$248K	2126	0.36%	SOLE
38	INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$246K	12591	0.36%	SOLE
39	JPMORGAN CHASE & CO.	COM	$238K	738	0.35%	SOLE
40	SPDR S&P 500 ETF TR	TR UNIT	$233K	342	0.34%	SOLE
41	HOME DEPOT INC	COM	$233K	678	0.34%	SOLE
42	MASTERCARD INCORPORATED	CL A	$227K	397	0.33%	SOLE
43	ORACLE CORP	COM	$220K	1126	0.32%	SOLE
44	CAPITAL ONE FINL CORP	COM	$204K	843	0.30%	SOLE
45	GABELLI EQUITY TR INC	COM	$150K	24278	0.22%	SOLE
46	WESTERN ASSET HIGH INCOME OP	COM	$61K	16446	0.09%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.