Blue Barn Wealth

Blue Barn Wealth as of Dec. 31, 2025

Portfolio Holdings for Blue Barn Wealth

Blue Barn Wealth holds 46 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF) 19.8 $14M 567k 24.04
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 11.6 $8.0M 66k 121.75
Schwab Strategic Tr Us Dividend Eq (SCHD) 11.5 $7.9M 288k 27.43
Ishares Tr Core Us Aggbd Et (AGG) 8.9 $6.1M 61k 99.88
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.2 $3.6M 74k 48.32
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 3.9 $2.7M 58k 46.81
Spdr Series Trust State Street Spd (SLYV) 3.3 $2.3M 25k 90.97
Spdr Series Trust State Street Spd (SLYG) 3.2 $2.2M 23k 94.19
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 3.1 $2.2M 50k 42.87
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 3.1 $2.1M 15k 143.33
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.1 $2.1M 70k 30.07
Fidelity Covington Trust Msci Rl Est Etf (FREL) 2.4 $1.7M 61k 26.89
NVIDIA Corporation (NVDA) 2.1 $1.4M 7.6k 186.50
Apple (AAPL) 1.5 $1.0M 3.7k 271.86
Microsoft Corporation (MSFT) 1.4 $993k 2.1k 483.56
Amazon (AMZN) 1.3 $889k 3.9k 230.82
Alphabet Cap Stk Cl C (GOOG) 1.1 $733k 2.3k 313.80
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.0 $710k 16k 44.41
Meta Platforms Cl A (META) 0.9 $638k 967.00 660.20
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.9 $612k 19k 32.62
Broadcom (AVGO) 0.7 $458k 1.3k 346.13
Wells Fargo & Company (WFC) 0.6 $415k 4.5k 93.20
Alphabet Cap Stk Cl A (GOOGL) 0.5 $377k 1.2k 313.01
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.5 $365k 4.9k 74.07
Ishares Tr Core Intl Aggr (IAGG) 0.5 $364k 7.3k 50.01
Tesla Motors (TSLA) 0.5 $362k 805.00 449.72
Micron Technology (MU) 0.5 $327k 1.1k 285.44
Bank of America Corporation (BAC) 0.5 $319k 5.8k 55.00
Applied Materials (AMAT) 0.5 $312k 1.2k 257.08
Visa Com Cl A (V) 0.4 $290k 826.00 350.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $289k 574.00 502.65
Ford Motor Company (F) 0.4 $267k 20k 13.12
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $261k 416.00 627.45
Eli Lilly & Co. (LLY) 0.4 $259k 241.00 1074.71
Qualcomm (QCOM) 0.4 $257k 1.5k 171.10
Select Sector Spdr Tr State Street Ene (XLE) 0.4 $249k 5.6k 44.71
Citigroup Com New (C) 0.4 $248k 2.1k 116.70
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.4 $247k 13k 19.57
JPMorgan Chase & Co. (JPM) 0.3 $238k 738.00 322.35
Home Depot (HD) 0.3 $233k 678.00 344.13
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $233k 342.00 680.92
Mastercard Incorporated Cl A (MA) 0.3 $227k 397.00 571.00
Oracle Corporation (ORCL) 0.3 $220k 1.1k 194.98
Capital One Financial (COF) 0.3 $204k 843.00 242.48
Gabelli Equity Trust (GAB) 0.2 $150k 24k 6.17
Western Asst High Incm Opprtnty Fnd (HIO) 0.1 $61k 16k 3.71