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CIK: 0001879206
Total reported value
$68.7M
$68.7M
149 檔
102.1%
In Q1 2025, Blue Barn Wealth, LLC's U.S. equity holdings reached a combined market value of $68.7M, distributed across 149 disclosed stock positions.
In Q1 2025, Blue Barn Wealth, LLC displayed an active expansion posture, initiating 22 new positions and adding to 20 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 8.76% | +10.21% | +18.52% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 7.93% | +2.85% | +0.86% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 7.17% | -1.06% | +7.82% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 6.95% | +5.11% | +6.15% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.74% | +3.57% | +9.56% | |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 3.93% | -0.37% | +4.88% | |
| 7 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 2.75% | -1.75% | EXIT | |
| 8 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-Other | 2.52% | +0.44% | +5.64% | |
| 9 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.23% | +0.81% | +4.52% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.95% | +1.75% | +12.91% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.94% | -0.99% | -2.75% | |
| 12 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.83% | +1.24% | +8.65% | |
| 13 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.69% | -1.37% | EXIT | |
| 14 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 1.68% | +0.81% | +5.83% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.67% | +1.26% | +11.19% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.50% | -0.37% | -9.43% | |
| 17 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.49% | -1.02% | +13.88% | |
| 18 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.27% | -0.67% | +2.24% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.27% | -1.02% | EXIT | |
| 20 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 1.19% | -1.06% | EXIT | |
| 21 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.14% | -1.00% | EXIT | |
| 22 | VTV | Vanguard Value ETF | ETF-Other | 1.12% | -1.00% | EXIT | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.07% | +0.50% | -1.43% | |
| 24 | MSFT | Microsoft CORP | Stock-Tech | 0.97% | +0.20% | +2.93% | |
| 25 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 0.94% | -0.84% | EXIT | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.90% | -0.87% | EXIT | |
| 27 | NET | Cloudflare Inc - Class A | Stock-Tech | 0.84% | -1.38% | EXIT | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 0.80% | -0.58% | EXIT | |
| 29 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.75% | -0.59% | EXIT | |
| 30 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 0.68% | -0.38% | EXIT | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.62% | — | -14.21% | |
| 32 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.58% | -0.52% | EXIT | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.56% | -0.47% | EXIT | |
| 34 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 0.56% | -0.57% | EXIT | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | — | +0.03% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.51% | +0.77% | -2.69% | |
| 37 | BGRN | Ishares Usd Green Bond ETF | ETF-Other | 0.50% | -0.35% | EXIT | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.43% | — | -3.39% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | +0.39% | +1.08% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.39% | -0.36% | EXIT | |
| 41 | ORCL | Oracle CORP | Stock-Tech | 0.39% | -0.29% | +15.37% | |
| 42 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.38% | -0.32% | EXIT | |
| 43 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.37% | -0.40% | EXIT | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.35% | — | +8.11% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.35% | -0.37% | EXIT | |
| 46 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.35% | -0.36% | EXIT | |
| 47 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.34% | -0.36% | EXIT | |
| 48 | BND | Vanguard Total Bond Market | ETF-Other | 0.34% | — | -4.25% | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.34% | -0.40% | EXIT | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.33% | -0.33% | EXIT |
According to official SEC Form 13F filings, Blue Barn Wealth, LLC reported a total U.S. public equity portfolio value of $68.7M across 149 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHF, VONG, BNDX) accounted for 102.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
BSCP
市值: $5.3M
Top Position Liquidated / Trimmed
VTEB
前期市值: $1.4M
During Q1 2025, Blue Barn Wealth, LLC's top holdings by market value included SCHF (8.8%)、VONG (7.9%)、BNDX (7.2%). The largest single position, SCHF, represented 8.8% of total portfolio value.
In Q1 2025, Blue Barn Wealth, LLC made 50 total portfolio adjustments, initiating 22 new buys, adding to 20 positions, trimming 2 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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