Latest imported 13F data

Blue Barn Wealth, LLC

โ€ขCIK: 1879206โ€ขFiling: Q4 2025

**Blue Barn Wealth, LLC** manages $69M across a diversified portfolio of 46 positions. The strategy exhibits a notable allocation to broad market and fixed-income exposure, highlighted by the top holdings in SCHF ($13.6M) and VONG ($8.0M). Further diversification is evident with significant positions in dividend-focused assets like SCHD ($7.9M) and AGG ($6.1M). This structure suggests a disciplined, core-and-satellite approach emphasizing established, liquid market segments.

Total AUM
$68.7M
QoQ Performance
-69.8%
Positions
38
Top 10 Concentration
73.8%
Latest Filing
Q4 2025

Top Holdings Allocation

SCHF
VONG
SCHD
AGG
BNDX
SCHF19.8%
VONG11.6%
SCHD11.5%
AGG8.9%
BNDX5.2%
SPEM3.9%
SLYV3.3%
SLYG3.2%

๐Ÿ“ˆ Biggest Buys

GAB
GABELLI EQUITY TR INC
NEW
0.2% of portfolio
XLE
SELECT SECTOR SPDR TR
+100.0%
0.4% of portfolio
HIO
WESTERN ASSET HIGH INCOME OP
NEW
0.1% of portfolio

๐Ÿ“‰ Biggest Sells

VONG
VANGUARD SCOTTSDALE FDS
-60.4%
11.6% of portfolio
BNDX
VANGUARD CHARLOTTE FDS
-74.3%
5.2% of portfolio
SCHF
SCHWAB STRATEGIC TR
-39.8%
19.8% of portfolio
SCHD
SCHWAB STRATEGIC TR
-46.1%
11.5% of portfolio
AGG
ISHARES TR
-49.4%
8.9% of portfolio

Sector Breakdown

Other85.0%
Technology8.9%
Financial2.8%
Consumer2.2%
ETF0.7%
Healthcare0.4%

๐Ÿšช Exited Positionssold since Q3 2025

BSCP
INVESCO EXCH TRD SLF IDX FD
SOLD
$4.0M
NET
CLOUDFLARE INC
SOLD
$3.1M
VYM
VANGUARD WHITEHALL FDS
SOLD
$3.1M
BSCR
INVESCO EXCH TRD SLF IDX FD
SOLD
$2.4M
SCHZ
SCHWAB STRATEGIC TR
SOLD
$2.3M
+122 more exited positions

Changes from Q3 2025

NEW2 new positions
โ†‘1 increased
โ†“43 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022