Blue Barn Wealth, LLC
Follow13F filer, CIK 1879206, OREM, UT
Blue Barn Wealth, LLC reported $68,659,559 across 46 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-10. Its ten largest share positions make up 73.77% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001879206-26-000001
- Period
- 2025-12-31
- Reported value
- $68.7M
- Holdings
- 46
- Top 10 weight
- 73.77%
- New
- 2
- Sold out
- 127
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| GABnew | +24,278 | $150K |
| XLEadded | +2,785 | $125K |
| HIOnew | +16,446 | $61K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VONGreduced | -100,153 | -$12.2M |
| BNDXreduced | -213,296 | -$10.3M |
| SCHFreduced | -375,198 | -$9.02M |
| SCHDreduced | -246,430 | -$6.76M |
| AGGreduced | -59,719 | -$5.96M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 46 share positions
Sold out in Q4 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| INVESCOINVESCO | 192,865 | $3.99M | shares |
| NETCLOUDFLARE INC | 14,650 | $3.14M | shares |
| VYMVANGUARD WHITEHALL FDS | 22,165 | $3.12M | shares |
| BSCRINVESCO EXCH TRD SLF IDX FD | 122,193 | $2.41M | shares |
| SCHZSCHWAB STRATEGIC TR | 98,633 | $2.31M | shares |
| VTVVANGUARD INDEX FDS | 12,231 | $2.28M | shares |
| VBRVANGUARD INDEX FDS | 10,857 | $2.27M | shares |
| IWBISHARES TR | 5,412 | $1.98M | shares |
| BSCSINVESCO EXCH TRD SLF IDX FD | 93,329 | $1.92M | shares |
| BIVVANGUARD BD INDEX FDS | 17,220 | $1.34M | shares |
| ADBEADOBE INC | 3,768 | $1.33M | shares |
| BSCTINVESCO EXCH TRD SLF IDX FD | 68,494 | $1.29M | shares |
| ISHARES TRISHARES TR | 46,942 | $1.18M | shares |
| VNQVANGUARD INDEX FDS | 11,678 | $1.07M | shares |
| ILCGISHARES TR | 8,719 | $909K | shares |
| IWFISHARES TR | 1,939 | $908K | shares |
| INVESCO EXCH TRD SLF IDX FDINVESCO EXCH TRD SLF IDX FD | 37,752 | $871K | shares |
| NFLXNETFLIX INC. | 703 | $843K | shares |
| SHOPSHOPIFY INC | 5,574 | $828K | shares |
| VOVANGUARD INDEX FDS | 2,803 | $823K | shares |
| SCHCSCHWAB STRATEGIC TR | 17,808 | $810K | shares |
| BGRNISHARES TR | 16,633 | $801K | shares |
| IJRISHARES TR | 6,306 | $749K | shares |
| MDYSTATE STR SPDR S&P MIDCAP 40 | 1,239 | $739K | shares |
| SCHVSCHWAB STRATEGIC TR | 20,071 | $584K | shares |
| JNKSPDR SERIES TRUST | 5,831 | $571K | shares |
| VIOGVANGUARD ADMIRAL FDS INC | 4,684 | $570K | shares |
| EAGGISHARES TR | 11,757 | $565K | shares |
| IEMGISHARES INC | 8,497 | $560K | shares |
| BABOEING CO | 2,586 | $558K | shares |
| VEUVANGUARD INTL EQUITY INDEX F | 7,727 | $551K | shares |
| SONYSONY GROUP CORP | 18,774 | $541K | shares |
| VTIVANGUARD INDEX FDS | 1,627 | $534K | shares |
| VZVERIZON COMMUNICATIONS INC | 12,007 | $528K | shares |
| EFAVISHARES TR | 6,081 | $516K | shares |
| SCHESCHWAB STRATEGIC TR | 15,245 | $509K | shares |
| WECWEC ENERGY GROUP INC | 4,332 | $496K | shares |
| VWOVANGUARD INTL EQUITY INDEX F | 8,436 | $457K | shares |
| VEAVANGUARD TAX-MANAGED FDS | 7,453 | $447K | shares |
| IYWISHARES TR | 2,252 | $441K | shares |
| GEGE AEROSPACE | 1,351 | $406K | shares |
| VCSHVANGUARD SCOTTSDALE FDS | 5,057 | $404K | shares |
| ISHARES TRISHARES TR | 17,338 | $403K | shares |
| UNILEVER PLCUNILEVER PLC | 6,663 | $395K | shares |
| IEFAISHARES TR | 4,469 | $390K | shares |
| ABTABBOTT LABORATORIES | 2,912 | $390K | shares |
| ACNACCENTURE PLC IRELAND | 1,549 | $382K | shares |
| OLLIOLLIES BARGAIN OUTLET HLDGS | 2,971 | $381K | shares |
| BSVVANGUARD BD INDEX FDS | 4,819 | $380K | shares |
| UBERUBER TECHNOLOGIES INC | 3,847 | $377K | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 4,904 | $376K | shares |
| EFAISHARES TR | 4,008 | $374K | shares |
| SAPSAP SE | 1,383 | $370K | shares |
| ZTSZOETIS INC | 2,431 | $356K | shares |
| SESEA LTD | 1,988 | $355K | shares |
| GLDMWORLD GOLD TR | 4,641 | $355K | shares |
| TDYTELEDYNE TECHNOLOGIES INC | 596 | $349K | shares |
| NOWSERVICENOW INC | 376 | $346K | shares |
| NUHYNUSHARES ETF TR | 15,692 | $342K | shares |
| ABBVABBVIE INC | 1,448 | $335K | shares |
| MSCIMSCI INC | 587 | $333K | shares |
| MUFGMITSUBISHI UFJ FINANCIAL GRO | 20,728 | $330K | shares |
| STRLSTERLING INFRASTRUCTURE INC | 971 | $330K | shares |
| MDTMEDTRONIC PLC | 3,422 | $326K | shares |
| SBUXSTARBUCKS CORP | 3,784 | $320K | shares |
| ADPAUTOMATIC DATA PROCESSING IN | 1,074 | $315K | shares |
| XOMEXXON MOBIL CORP | 2,782 | $314K | shares |
| NUSCNUSHARES ETF TR | 7,059 | $311K | shares |
| IBMINTERNATIONAL BUSINESS MACHS | 1,103 | $311K | shares |
| ARESARES MANAGEMENT CORPORATION | 1,864 | $298K | shares |
| PHPARKER-HANNIFIN CORP | 389 | $295K | shares |
| NVSNOVARTIS AG | 2,277 | $292K | shares |
| IJHISHARES TR | 4,438 | $290K | shares |
| LOWLOWES COS INC | 1,130 | $284K | shares |
| APDAIR PRODUCTS AND CHEMICALS I | 1,041 | $284K | shares |
| AIGAMERICAN INTL GROUP INC | 3,604 | $283K | shares |
| TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR | 4,688 | $280K | shares |
| RSGREPUBLIC SVCS INC | 1,217 | $279K | shares |
| AWKAMERICAN WTR WKS CO INC NEW | 1,993 | $277K | shares |
| DISDISNEY WALT CO | 2,411 | $276K | shares |
| OKEONEOK INC NEW | 3,715 | $271K | shares |
| MCDMCDONALDS CORP | 891 | $271K | shares |
| RMBSRAMBUS INC DEL | 2,500 | $260K | shares |
| IDXXIDEXX LABS INC | 399 | $255K | shares |
| AONAON PLC | 707 | $252K | shares |
| LGNDLIGAND PHARMACEUTICALS INC | 1,423 | $252K | shares |
| TXNTEXAS INSTRS INC | 1,365 | $251K | shares |
| IDCCINTERDIGITAL INC | 726 | $251K | shares |
| MSMORGAN STANLEY | 1,568 | $249K | shares |
| SNPSSYNOPSYS INC | 504 | $249K | shares |
| WSOWATSCO INC | 609 | $246K | shares |
| SNASNAP ON INC | 703 | $244K | shares |
| STZCONSTELLATION BRANDS INC | 1,804 | $243K | shares |
| GILDGILEAD SCIENCES INC | 2,160 | $240K | shares |
| DTDWISDOMTREE TR | 2,851 | $240K | shares |
| MRKMERCK & CO INC | 2,842 | $239K | shares |
| ARGXARGENX SE | 322 | $237K | shares |
| NWGNATWEST GROUP PLC | 16,648 | $236K | shares |
| HEI-AHEICO CORP NEW | 917 | $233K | shares |
| CVLTCOMMVAULT SYS INC | 1,234 | $233K | shares |
| IWOISHARES TR | 721 | $231K | shares |
| ASMLASML HLDG NV | 238 | $230K | shares |
| ADSKAUTODESK INC | 713 | $226K | shares |
| ALCALCON AG | 3,031 | $226K | shares |
| AVAVAEROVIRONMENT INC | 713 | $225K | shares |
| PRIMPRIMORIS SVCS CORP | 1,631 | $224K | shares |
| DHID R HORTON INC | 1,317 | $223K | shares |
| IBDRISHARES TR | 9,112 | $221K | shares |
| RTXRTX CORPORATION | 1,322 | $221K | shares |
| LMATLEMAITRE VASCULAR INC | 2,473 | $216K | shares |
| CVXCHEVRON CORPORATION | 1,390 | $216K | shares |
| GLWCORNING INC | 2,630 | $216K | shares |
| MAAMID-AMER APT CMNTYS INC | 1,537 | $215K | shares |
| SANBANCO SANTANDER SA | 20,449 | $214K | shares |
| RELXRELX PLC | 4,397 | $210K | shares |
| SCHASCHWAB STRATEGIC TR | 7,489 | $209K | shares |
| ESGEISHARES INC | 4,811 | $209K | shares |
| WMBWILLIAMS COS INC | 3,293 | $209K | shares |
| NVONOVO-NORDISK A S | 3,748 | $208K | shares |
| GEVGE VERNOVA INC | 335 | $206K | shares |
| CALXCALIX INC | 3,350 | $206K | shares |
| CVSCVS HEALTH CORP | 2,711 | $204K | shares |
| MNSTMONSTER BEVERAGE CORP NEW | 3,027 | $204K | shares |
| SHELSHELL PLC | 2,841 | $203K | shares |
| AESAES CORP | 14,104 | $186K | shares |
| PCGPG&E CORP | 11,111 | $168K | shares |
| LYGLLOYDS BANKING GROUP PLC | 30,368 | $138K | shares |
How Q4 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001879206-26-000001 | base | 2026-02-10 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001879206-26-000001 | Quarter ended 2025-12-31 | 2026-02-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001879206-25-000005 | Quarter ended 2025-09-30 | 2025-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001879206-25-000003 | Quarter ended 2025-06-30 | 2025-08-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001879206-25-000002 | Quarter ended 2025-03-31 | 2025-05-09 | acceptance time not in the bulk data set | |
| 13F-HR 0001879206-25-000001 | Quarter ended 2024-12-31 | 2025-02-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001879206-24-000005 | Quarter ended 2024-09-30 | 2024-10-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001879206-24-000004 | Quarter ended 2024-06-30 | 2024-08-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001879206-24-000002 | Quarter ended 2024-03-31 | 2024-05-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001879206-24-000001 | Quarter ended 2023-12-31 | 2024-02-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001879206-23-000004 | Quarter ended 2023-09-30 | 2023-11-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001879206-23-000003 | Quarter ended 2023-06-30 | 2023-08-08 | acceptance time not in the bulk data set | |
| 13F-HR 0001879206-23-000002 | Quarter ended 2023-03-31 | 2023-05-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001879206-23-000001 | Quarter ended 2022-12-31 | 2023-02-10 | acceptance time not in the bulk data set | |
| 13F-HR 0001879206-22-000005 | Quarter ended 2022-09-30 | 2022-10-26 | acceptance time not in the bulk data set | |
| 13F-HR 0001879206-22-000004 | Quarter ended 2022-06-30 | 2022-07-29 | acceptance time not in the bulk data set | |
| 13F-HR 0001879206-22-000003 | Quarter ended 2022-03-31 | 2022-05-16 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001879206-22-000002 | Quarter ended 2021-09-30 | 2022-02-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001879206-22-000001 | Quarter ended 2021-12-31 | 2022-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001879206-21-000004 | Quarter ended 2021-09-30 | 2021-11-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001879206-21-000003 | Quarter ended 2021-06-30 | 2021-08-23 | acceptance time not in the bulk data set |