Blue Barn Wealth, LLC
All holdings · as of Dec 31, 2025
| 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% |
| Tesla Inc | $362.0K | 0.5% |
| MICRON TECHNOLOGY INC | $326.5K | 0.5% |
| BANK OF AMERICA CORP /DE | $319.1K | 0.5% |
| APPLIED MATERIALS INC /DE | $311.6K | 0.5% |
| Visa Inc | $289.8K | 0.4% |
| Warren E. Buffett | $288.5K | 0.4% |
| FORD MOTOR CO | $266.6K | 0.4% |
| VANGUARD INDEX FDS | $261.0K | 0.4% |
| ELI LILLY & Co | $259.0K | 0.4% |
| QUALCOMM INC/DE | $256.8K | 0.4% |
| SELECT SECTOR SPDR TR | $249.0K | 0.4% |
| CITIGROUP INC | $248.1K | 0.4% |
| INVESCO EXCH TRD SLF IDX FD | $246.5K | 0.4% |
| JPMORGAN CHASE & CO | $237.9K | 0.3% |
| HOME DEPOT, INC. | $233.3K | 0.3% |
| SPDR S&P 500 ETF TR | $232.9K | 0.3% |
| Mastercard Inc | $226.7K | 0.3% |
| ORACLE CORP | $219.6K | 0.3% |
| CAPITAL ONE FINANCIAL CORP | $204.4K | 0.3% |
| GABELLI EQUITY TRUST INCGAB | $149.8K | 0.2% |
| WESTERN ASSET HIGH INCOME OPPORTUNITY FUND INC.HIO | $61.0K | 0.1% |