Blue Barn Wealth, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Blue Barn Wealth, LLC 13F Holdings
CIK 0001879206 · OREM, UT
As of Sep 30, 2025, Blue Barn Wealth, LLC reported
171 positions worth $227.6M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 942,115 | $21.9M | 9.64% |
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND | VONG | — | 165,711 | $20.0M | 8.77% |
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 534,779 |
|
4.6M6.41% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 286,943 |
4.2M | 6.24% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 120,807 |
2.1M | 5.32% |
| ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | SHYG | — | 184,465 | $8.0M | 3.51% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP GROWTH ETF | SLYG | — | 66,052 | $6.2M | 2.74% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 175,346 | $5.2M | 2.28% |
| SPDR PORTFOLIO EMERGING MARK | SPEM | — | 106,164 | $5.0M | 2.18% |
| STATE STREET(R) SPDR(R) S & P 600(TM) SMALL CAP VALUE ETF | SLYV | — | 53,699 | $4.8M | 2.09% |
| SCHWAB US LARGE-CAP GROWTH | SCHG | — | 134,283 | $4.3M | 1.88% |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | VSS | — | 29,924 | $4.3M | 1.87% |
| INVESCO BULLETSHARES 2025 CORPORATE BOND ETF | BSCP | — | 192,865 | $4.0M | 1.75% |
| FIDELITY MSCI REAL ESTATE INDEX ETF | FREL | — | 130,328 | $3.6M | 1.59% |
| SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF | SPDW | — | 74,583 | $3.2M | 1.40% |
| CLOUDFLARE INC | NET | Technology | 14,650 | $3.1M | 1.38% |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | BSCQ | — | 160,345 | $3.1M | 1.38% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 22,165 | $3.1M | 1.37% |
| NVIDIA CORP | NVDA | Technology | 15,811 | $3.0M | 1.30% |
| MICROSOFT CORP | MSFT | Technology | 5,515 | $2.9M | 1.25% |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | IAGG | — | 53,327 | $2.7M | 1.20% |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | BSCR | — | 122,193 | $2.4M | 1.06% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 98,633 | $2.3M | 1.02% |
| VANGUARD VALUE INDEX FUND | VTV | — | 12,231 | $2.3M | 1.00% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 10,857 | $2.3M | 1.00% |