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%
Financial2.9%
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 2023