Blue Barn Wealth, LLC — 13F Holdings & Portfolio

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

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, exited 127, added to 2, and trimmed 41.

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

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INC$100.1K +44.2%
  • FORD MTR CO$20.2K +8.2%
Show all 2

Top Trims

  • VANGUARD SCOTTSDALE FDS-$12.0M -60.0%
  • VANGUARD CHARLOTTE FDS-$10.6M -74.9%
  • SCHWAB STRATEGIC TR-$8.3M -37.9%
  • SCHWAB STRATEGIC TR-$6.7M -45.8%
  • ISHARES TR-$6.0M -49.6%
Show all 41

New Positions

  • GABELLI EQUITY TR INC$149.8K
  • WESTERN ASSET HIGH INCOME OP$61.0K
Show all 2

Exited Positions

  • INVESCO EXCH TRD SLF IDX FD$4.0M
  • CLOUDFLARE INC$3.1M
  • VANGUARD WHITEHALL FDS$3.1M
  • INVESCO EXCH TRD SLF IDX FD$2.4M
  • SCHWAB STRATEGIC TR$2.3M
Show all 127
All Holdings

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