StockDriftsStockDriftsTop 46 Blue Barn Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 19.85% | 566.9K | $13.6M | -39.83%(-375.20K) | $19.16(+38.31%) | 2025-12-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 11.62% | 65.6K | $8.0M | -60.44%(-100.15K) | $67.78(+77.99%) | 2025-12-31 | |
| SCHD | SCHWAB STRATEGIC TR | 11.52% | 288.3K | $7.9M | -46.08%(-246.43K) | $25.51(+20.14%) | 2025-12-31 | |
| AGG | ISHARES TR | 8.89% | 61.1K | $6.1M | -49.43%(-59.72K) | $103.71(-3.95%) | 2025-12-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 5.18% | 73.6K | $3.6M | -74.33%(-213.30K) | $54.44(-11.61%) | 2025-12-31 | |
| SPEM | SPDR INDEX SHS FDS | 3.93% | 57.6K | $2.7M | -45.71%(-48.53K) | $41.02(+22.97%) | 2025-12-31 | |
| SLYV | SPDR SERIES TRUST | 3.33% | 25.1K | $2.3M | -53.21%(-28.57K) | $81.67(+21.80%) | 2025-12-31 | |
| SLYG | SPDR SERIES TRUST | 3.18% | 23.2K | $2.2M | -64.91%(-42.87K) | $85.28(+21.98%) | 2025-12-31 | |
| SHYG | ISHARES TR | 3.14% | 50.2K | $2.2M | -72.78%(-134.25K) | $44.88(-5.03%) | 2025-12-31 | |
| VSS | VANGUARD INTL EQUITY INDEX F | 3.13% | 15.0K | $2.1M | -49.91%(-14.93K) | $126.50(+23.91%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.87% | +29.04% | — | — | +10.83% |
| Top 20 Holdings Unweighted | +8.13% | +26.43% | — | — | +5.44% |
Blue Barn Wealth, Llc reports $68.66M in US-listed equity holdings across 46 positions in its most recent 13F filing. Its largest disclosed positions are SCHF (19.9%), VONG (11.6%) and SCHD (11.5%). The top 20 holdings account for 89.47% of reported assets. Its disclosed equity book has returned +29.04% on a three-year cumulative basis. Figures reflect the Q4 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Blue Barn Wealth, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1879206). View Blue Barn Wealth, Llc’s 13F filings on SEC