Blue Barn Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Blue Barn Wealth, LLC held in its portfolio 45 assets valued at $68,659,559 (i.e. $68.66M).
The most valuable assets in the portfolio included: SCHWAB STRATEGIC TR ($13.63M), VANGUARD SCOTTSDALE FDS ($7.98M), and SCHWAB STRATEGIC TR ($7.91M).
The chart below shows the top 10 valuable assets, and the table below shows the top 45 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Blue Barn Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 566917 | 13628701 | INTL EQTY ETF |
| VANGUARD SCOTTSDALE FDS | 65558 | 7981604 | VNG RUS1000GRW |
| SCHWAB STRATEGIC TR | 288349 | 7909412 | US DIVIDEND EQ |
| ISHARES TR | 61088 | 6101500 | CORE US AGGBD ET |
| SPDR SERIES TRUST | 48307 | 4469137 | STATE STREET SPD |
| VANGUARD CHARLOTTE FDS | 73647 | 3558615 | TOTAL INT BD ETF |
| SPDR INDEX SHS FDS | 57638 | 2698020 | PORTFOLIO EMG MK |
| ISHARES TR | 50219 | 2152903 | 0-5YR HI YL CP |
| VANGUARD INTL EQUITY INDEX F | 14990 | 2148532 | FTSE SMCAP ETF |
| SCHWAB STRATEGIC TR | 70446 | 2118327 | US MID-CAP ETF |
| FIDELITY COVINGTON TRUST | 61375 | 1650379 | MSCI RL EST ETF |
| NVIDIA CORPORATION | 7629 | 1422838 | COM |
| APPLE INC | 3733 | 1014844 | COM |
| MICROSOFT CORP | 2053 | 992752 | COM |
| AMAZON COM INC | 3851 | 888888 | COM |
| ALPHABET INC | 2335 | 732723 | CAP STK CL C |
| SPDR INDEX SHS FDS | 15989 | 710085 | PORTFOLIO DEVLPD |
| META PLATFORMS INC | 967 | 638411 | CL A |
| SCHWAB STRATEGIC TR | 18775 | 612438 | US LCAP GR ETF |
| BROADCOM INC | 1324 | 458275 | COM |
| WELLS FARGO CO NEW | 4451 | 414850 | COM |
| ALPHABET INC | 1205 | 377178 | CAP STK CL A |
| VANGUARD BD INDEX FDS | 4928 | 365018 | TOTAL BND MRKT |
| ISHARES TR | 7277 | 363910 | CORE INTL AGGR |
| TESLA INC | 805 | 362025 | COM |
| MICRON TECHNOLOGY INC | 1144 | 326544 | COM |
| BANK AMERICA CORP | 5802 | 319090 | COM |
| APPLIED MATLS INC | 1212 | 311580 | COM |
| VISA INC | 826 | 289823 | COM CL A |
| BERKSHIRE HATHAWAY INC DEL | 574 | 288521 | CL B NEW |
| FORD MTR CO | 20323 | 266638 | COM |
| VANGUARD INDEX FDS | 416 | 261018 | S&P 500 ETF SHS |
| ELI LILLY & CO | 241 | 259006 | COM |
| QUALCOMM INC | 1501 | 256822 | COM |
| SELECT SECTOR SPDR TR | 5570 | 249035 | STATE STREET ENE |
| CITIGROUP INC | 2126 | 248111 | COM NEW |
| INVESCO EXCH TRD SLF IDX FD | 12591 | 246462 | BULSHS 2026 CB |
| JPMORGAN CHASE & CO. | 738 | 237894 | COM |
| HOME DEPOT INC | 678 | 233319 | COM |
| SPDR S&P 500 ETF TR | 342 | 232876 | TR UNIT |
| MASTERCARD INCORPORATED | 397 | 226687 | CL A |
| ORACLE CORP | 1126 | 219551 | COM |
| CAPITAL ONE FINL CORP | 843 | 204407 | COM |
| GABELLI EQUITY TR INC | 24278 | 149795 | COM |
| WESTERN ASSET HIGH INCOME OP | 16446 | 61015 | COM |
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