Top Institutional Investors

Blue Barn Wealth, LLC — 13F Holdings & Portfolio

CIK 1879206 · latest 13F-HR filed 2026-02-10

Backtest portfolio

Blue Barn Wealth, LLC manages $68.7M in 13F-reported U.S. long-equity assets across 46 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are SCHF (19.85%), VONG (11.62%), SCHD (11.52%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 2 new positions and exited 127; 2 existing positions rose in reported value and 41 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$68.7M

Long-equity book

Holdings
46

Distinct positions

Period
2025-12-31

Filed 2026-02-10

Q/Q Activity
+2 / −127 / ↑2 / ↓41

vs 2025-09-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q4 25
SCHF19.9% · -40%VONG11.6% · -60%SCHD11.5% · -46%AGG8.9% · -49%BNDX5.2% · -74%SPEM3.9% · -46%SLYV3.3% · -53%SLYG3.2% · -65%SHYG3.1% · -73%VSS3.1% · -50%SCHM3.1% · -60%FREL2.4% · -53%NVDA2.1% · -52%AAPL1.5% · -22%MSFT1.4% · -63%AMZN1.3% · -53%GOOG1.1% · -55%SPDW1.0% · -79%META0.9% · -42%SCHG0.9% · -86%AVGO0.7% · -58%WFC0.6% · -37%GOOGL0.5% · -60%BND0.5% · -44%IAGG0.5% · -86%TSLA0.5% · -65%MU0.5% · -15%BAC0.5% · -31%AMAT0.5% · -43%V0.4% · -70%BRK.B0.4% · -17%F0.4% · -1%VOO0.4% · -38%LLY0.4% · -60%QCOM0.4% · -64%XLE0.4% · +100%C0.4% · -42%BSCQ0.4% · -92%JPM0.3% · -39%HD0.3% · -41%SPY0.3% · -61%MA0.3% · -62%ORCL0.3% · -77%COF0.3% · -53%GAB0.2% · newHIO0.1% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q3 25 → Q4 25

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

2 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 73.8%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Feb 17, 2026.

Assets Under Management
$317.1M
Discretionary
$294.4M
Employees
9
Accounts
681
Address
370 WEST CENTER STREET
OREM, UT 84057
Phone
(801) 466-4101
Website
Name Title / Status Ownership Type
Brimhall, Jeffrey, Todd ControlMANAGING PARTNER/CHIEF COMPLIANCE OFFICER
since Nov 2017
Less than 5%Individual
HJB WEALTH MANAGEMENT, LLC ControlOWNER
since Nov 2017
75% or moreDomestic Entity
BRIMHALL, JEFFREY, TODD Control
Indirect owner via FORCE FOR GOOD FINANCIAL, LLC
OWNER & MANAGER
since Feb 2016
75% or moreIndividual
FORCE FOR GOOD FINANCIAL, LLC Control
Indirect owner via HJB WEALTH MANAGEMENT, LLC
OWNER
since Oct 2017
75% or moreDomestic Entity
HYRUM L. SMITH, LLC Control
Indirect owner via HJB WEALTH MANAGEMENT, LLC
OWNER
since Oct 2017
25–50%Domestic Entity
Ownership & leadership changes · 3 filings with changes since Mar 30, 2020

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Feb 17, 2026 filing
  • No longer listedSMITH, HYRUM, LEGRAND · MANAGING PARTNER · Less than 5% · control person · listed since May 2015
  • No longer listedSMITH, HYRUM, LEGRAND · OWNER & MANAGER · 75% or more · indirect via HYRUM L. SMITH, LLC · control person · listed since Sep 2017
  • ChangedFORCE FOR GOOD FINANCIAL, LLC · indirect via HJB WEALTH MANAGEMENT, LLC: ownership 25–50% → 75% or more
Mar 31, 2025 filing
  • No longer listedCUMMINGS, BENJAMIN, FRANKLIN · PARTNER & CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jan 2022
  • ChangedBrimhall, Jeffrey, Todd · title MANAGING PARTNER → MANAGING PARTNER/CHIEF COMPLIANCE OFFICER
Apr 1, 2022 filing
  • AddedCUMMINGS, BENJAMIN, FRANKLIN · PARTNER & CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedSMITH, HYRUM, LEGRAND · title MANAGING PARTNER & CHIEF COMPLIANCE OFFICER → MANAGING PARTNER
Mar 30, 2020 filing (earliest on record)
  • ListedBRIMHALL, JEFFREY, TODD · OWNER & MANAGER · 75% or more · indirect via FORCE FOR GOOD FINANCIAL, LLC · control person
  • ListedBrimhall, Jeffrey, Todd · MANAGING PARTNER · Less than 5% · control person
  • ListedFORCE FOR GOOD FINANCIAL, LLC · OWNER · 25–50% · indirect via HJB WEALTH MANAGEMENT, LLC · control person
  • ListedHJB WEALTH MANAGEMENT, LLC · OWNER · 75% or more · control person
  • ListedHYRUM L. SMITH, LLC · OWNER · 25–50% · indirect via HJB WEALTH MANAGEMENT, LLC · control person
  • ListedSMITH, HYRUM, LEGRAND · MANAGING PARTNER & CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedSMITH, HYRUM, LEGRAND · OWNER & MANAGER · 75% or more · indirect via HYRUM L. SMITH, LLC · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 2 →

Top Trims

Show all 41 →

New Positions

Show all 2 →

Exited Positions

Show all 127 →

Blue Barn Wealth, LLC Holdings (2025-12-31)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 SCHWAB STRATEGIC TR SCHF 808524805 $13.6M 19.85% 566,917 SH
2 VANGUARD SCOTTSDALE FDS VONG 92206C680 $8.0M 11.62% 65,558 SH
3 SCHWAB STRATEGIC TR SCHD 808524797 $7.9M 11.52% 288,349 SH
4 ISHARES TR AGG 464287226 $6.1M 8.89% 61,088 SH
5 VANGUARD CHARLOTTE FDS BNDX 92203J407 $3.6M 5.18% 73,647 SH
6 SPDR INDEX SHS FDS SPEM 78463X509 $2.7M 3.93% 57,638 SH
7 SPDR SERIES TRUST SLYV 78464A300 $2.3M 3.33% 25,127 SH
8 SPDR SERIES TRUST SLYG 78464A201 $2.2M 3.18% 23,180 SH
9 ISHARES TR SHYG 46434V407 $2.2M 3.14% 50,219 SH
10 VANGUARD INTL EQUITY INDEX F VSS 922042718 $2.1M 3.13% 14,990 SH
11 SCHWAB STRATEGIC TR SCHM 808524508 $2.1M 3.09% 70,446 SH
12 FIDELITY COVINGTON TRUST FREL 316092857 $1.7M 2.40% 61,375 SH
13 NVIDIA CORPORATION NVDA 67066G104 $1.4M 2.07% 7,629 SH
14 APPLE INC AAPL 037833100 $1.0M 1.48% 3,733 SH
15 MICROSOFT CORP MSFT 594918104 $992.8K 1.45% 2,053 SH
16 AMAZON COM INC AMZN 023135106 $888.9K 1.29% 3,851 SH
17 ALPHABET INC GOOG 02079K107 $732.7K 1.07% 2,335 SH
18 SPDR INDEX SHS FDS SPDW 78463X889 $710.1K 1.03% 15,989 SH
19 META PLATFORMS INC META 30303M102 $638.4K 0.93% 967 SH
20 SCHWAB STRATEGIC TR SCHG 808524300 $612.4K 0.89% 18,775 SH
21 BROADCOM INC AVGO 11135F101 $458.3K 0.67% 1,324 SH
22 WELLS FARGO CO NEW WFC 949746101 $414.9K 0.60% 4,451 SH
23 ALPHABET INC GOOGL 02079K305 $377.2K 0.55% 1,205 SH
24 VANGUARD BD INDEX FDS BND 921937835 $365.0K 0.53% 4,928 SH
25 ISHARES TR IAGG 46435G672 $363.9K 0.53% 7,277 SH
26 TESLA INC TSLA 88160R101 $362.0K 0.53% 805 SH
27 MICRON TECHNOLOGY INC MU 595112103 $326.5K 0.48% 1,144 SH
28 BANK AMERICA CORP BAC 060505104 $319.1K 0.46% 5,802 SH
29 APPLIED MATLS INC AMAT 038222105 $311.6K 0.45% 1,212 SH
30 VISA INC V 92826C839 $289.8K 0.42% 826 SH
31 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $288.5K 0.42% 574 SH
32 FORD MTR CO F 345370860 $266.6K 0.39% 20,323 SH
33 VANGUARD INDEX FDS VOO 922908363 $261.0K 0.38% 416 SH
34 ELI LILLY & CO LLY 532457108 $259.0K 0.38% 241 SH
35 QUALCOMM INC QCOM 747525103 $256.8K 0.37% 1,501 SH
36 SELECT SECTOR SPDR TR XLE 81369Y506 $249.0K 0.36% 5,570 SH
37 CITIGROUP INC C 172967424 $248.1K 0.36% 2,126 SH
38 INVESCO EXCH TRD SLF IDX FD BSCQ 46138J791 $246.5K 0.36% 12,591 SH
39 JPMORGAN CHASE & CO. JPM 46625H100 $237.9K 0.35% 738 SH
40 HOME DEPOT INC HD 437076102 $233.3K 0.34% 678 SH
41 SPDR S&P 500 ETF TR SPY 78462F103 $232.9K 0.34% 342 SH
42 MASTERCARD INCORPORATED MA 57636Q104 $226.7K 0.33% 397 SH
43 ORACLE CORP ORCL 68389X105 $219.6K 0.32% 1,126 SH
44 CAPITAL ONE FINL CORP COF 14040H105 $204.4K 0.30% 843 SH
45 GABELLI EQUITY TR INC GAB 362397101 $149.8K 0.22% 24,278 SH
46 WESTERN ASSET HIGH INCOME OP HIO 95766K109 $61.0K 0.09% 16,446 SH
Filing History
Period Filed AUM Holdings Accession
2025-12-31 2026-02-10 $68.7M 46 0001879206-26-000001
2025-09-30 2025-11-14 $227.6M 171 0001879206-25-000005