DOSSIER · 13F-HR · Q4 2025

Blue Barn Wealth, LLC

$69M in tracked AUM across 46 positions as of Q4 2025.

BB
CIK 0001879206 · last filed Dec 31, 2025
Total AUM
$69M
as of Q4 2025
Holdings
46
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

Blue Barn Wealth, LLC filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
SCHF
SCHWAB STRATEGIC TR
$14M567K19.8%
02
VONG
VANGUARD SCOTTSDALE FDS
$8M66K11.6%
03
SCHD
SCHWAB STRATEGIC TR
$8M288K11.5%
04
AGG
ISHARES TR
$6M61K8.9%
05
BNDX
VANGUARD CHARLOTTE FDS
$4M74K5.2%
06
SPEM
SPDR INDEX SHS FDS
$3M58K3.9%
07
SLYV
SPDR SERIES TRUST
$2M25K3.3%
08
SLYG
SPDR SERIES TRUST
$2M23K3.2%
09
SHYG
ISHARES TR
$2M50K3.1%
10
VSS
VANGUARD INTL EQUITY INDEX F
$2M15K3.1%

Filing history

2025Q4Dec 31
$69M 39.1%
46 positionsView →
2025Q3Sep 30
$113M 46.9%
77 positionsView →
2025Q2Jun 30
$212M 10.7%
157 positionsLocked
2025Q1Mar 31
$192M 1.1%
149 positionsLocked
2024Q4Dec 31
$190M 2.6%
147 positionsLocked
2024Q3Sep 30
$195M 8.5%
156 positionsLocked
2024Q2Jun 30
$180M 0.1%
138 positionsLocked
2024Q1Mar 31
$179M 6.5%
135 positionsLocked
2023Q4Dec 31
$168M 10.5%
130 positionsLocked
2023Q3Sep 30
$152M 1.1%
114 positionsLocked
2023Q2Jun 30
$154M 4.6%
119 positionsLocked
2023Q1Mar 31
$161M 6.2%
124 positionsLocked
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