Blue Barn Wealth, LLC
โขCIK: 1879206โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other85.0%
Technology8.9%
Financial2.8%
Consumer2.2%
ETF0.7%
Healthcare0.4%
๐ช Exited Positionssold since Q3 2025
+122 more exited positions
Changes from Q3 2025
NEW2 new positions
โ1 increased
โ43 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022