Institutions / Blue Barn Wealth, LLC
Blue Barn Wealth, LLC
CIK 1879206 · Institution · as of Dec 31, 2025
Portfolio value
$68.66M
Positions
46
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 46 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $13.63M | 19.8% |
| Vanguard Scottsdale Fds | $7.98M | 11.6% |
| Schwab Strategic Tr | $7.91M | 11.5% |
| iShares Tr | $6.10M | 8.9% |
| Vanguard Charlotte Fds | $3.56M | 5.2% |
| SPDR Index Shs Fds | $2.70M | 3.9% |
| SPDR Series Trust | $2.29M | 3.3% |
| SPDR Series Trust | $2.18M | 3.2% |
| iShares Tr | $2.15M | 3.1% |
| Vanguard Intl Equity Index F | $2.15M | 3.1% |
| Schwab Strategic Tr | $2.12M | 3.1% |
| Fidelity Covington Trust | $1.65M | 2.4% |
| NVIDIA Corp | $1.42M | 2.1% |
| Apple Inc. | $1.01M | 1.5% |
| Microsoft Corp | $992.8K | 1.4% |
| Amazon.com Inc | $888.9K | 1.3% |
| Alphabet Inc. | $732.7K | 1.1% |
| SPDR Index Shs Fds | $710.1K | 1.0% |
| Meta Platforms Inc | $638.4K | 0.9% |
| Schwab Strategic Tr | $612.4K | 0.9% |
| Broadcom Inc. | $458.3K | 0.7% |
| Wells Fargo & COMPANY/MN | $414.9K | 0.6% |
| Alphabet Inc. | $377.2K | 0.5% |
| Vanguard Bd Index Fds | $365.0K | 0.5% |
| iShares Tr | $363.9K | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.