Blue Barn Wealth, LLC

CIK

1879206

Location

OREM, UT

Portfolio Value

Micro $10,699,797

Diversification

Diversified

Filing Date

Global Rank

#7,937 / 8,420 ▼ 1346

Top Industry

Semiconductors 23.5%

3Y Alpha vs SPY

-3.9%

Period ended 6 months ago

Filed Feb 10, 2026 · 4mo

19 quarters · since Jun 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+59.8%

SPY

+76.3%

Annualised alpha

-3.9%

Max drawdown

−20.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

26 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025

Top Position

13.3%

+6.8 pts

Top 5

46.3%

+21.2 pts

Top 10

64.5%

+27.2 pts

HHI

608

Diversified+390

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Technology	46.8%	$5,002,962	8
Financial Services	22.8%	$2,438,303	10
Consumer Cyclical	16.4%	$1,750,847	4
Communication Services	9.5%	$1,015,472	2
Healthcare	2.4%	$258,997	1
Unclassified	2.2%	$233,216	1

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

No qualifying positions this quarter.

Trimmed

Positions the filer reduced

24 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−8,182	7,629	$1,422,808
AMZN	Amazon Com Inc	−4,331	3,851	$888,887
ORCL	Oracle Corp	−3,772	1,126	$219,468
MSFT	Microsoft Corp	−3,462	2,053	$992,871
QCOM	Qualcomm Inc/De	−2,642	1,501	$256,746
BAC	Bank Of America Corp /De/	−2,617	5,802	$319,110
WFC	Wells Fargo & Company/Mn	−2,614	4,451	$414,833
V	Visa Inc.	−1,972	826	$289,686
AVGO	Broadcom Inc.	−1,852	1,324	$458,236
GOOGL	Alphabet Inc.	−1,813	1,205	$377,165
C	Citigroup Inc	−1,565	2,126	$248,082
TSLA	Tesla, Inc.	−1,481	805	$362,024
AAPL	Apple Inc.	−1,022	3,733	$1,014,853
COF	Capital One Financial Corp	−965	843	$204,309
AMAT	Applied Materials Inc /De	−917	1,212	$311,471
META	Meta Platforms, Inc.	−716	967	$638,307
MA	Mastercard Inc	−640	397	$226,639
SPY	Spdr S&P 500 ETF Trust	−536	342	$233,216
JPM	Jpmorgan Chase & Co	−474	738	$237,798
HD	Home Depot, Inc.	−469	678	$233,299
LLY	ELI LILLY & Co	−358	241	$258,997
F	Ford Motor Co	−279	20,323	$266,637
MU	Micron Technology Inc	−209	1,144	$326,509
BRK-B	Berkshire Hathaway Inc	−117	574	$288,521
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
GAB	Gabelli Equity Trust Inc	24,278	$148,311
HIO	Western Asset High Income Opportunity Fund Inc.	16,446	$61,014
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
NET	Cloudflare, Inc.	14,650	$3,143,743
ADBE	Adobe Inc.	3,768	$1,329,162
SHOP	Shopify Inc.	5,574	$828,352
MDY	Spdr S&P Midcap 400 ETF Trust	1,239	$738,481
BA	Boeing Co	2,586	$558,136
SONY	Sony Group Corp	18,774	$540,503
VZ	Verizon Communications Inc	12,007	$527,707
WEC	Wec Energy Group, Inc.	4,332	$496,403
GE	General Electric Co	1,351	$406,407
ABT	Abbott Laboratories	2,912	$390,033
ACN	Accenture plc	1,549	$381,983
OLLI	Ollie's Bargain Outlet Holdings, Inc.	2,971	$381,476
UBER	Uber Technologies, Inc	3,847	$376,890
SAP	Sap SE	1,383	$369,551
ZTS	Zoetis Inc.	2,431	$355,703
SE	Sea Ltd	1,988	$355,315
GLDM	World Gold Trust	4,641	$354,804
TDY	Teledyne Technologies Inc	596	$349,279
ABBV	AbbVie Inc.	1,448	$335,269
MSCI	MSCI Inc.	587	$333,069
MUFG	Mitsubishi Ufj Financial Group Inc	20,728	$330,404
STRL	Sterling Infrastructure, Inc.	971	$329,829
MDT	Medtronic plc	3,422	$325,911
SBUX	Starbucks Corp	3,784	$320,126
ADP	Automatic Data Processing Inc	1,074	$315,219
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

26 positions · $10,699,797 total · as of Dec 31, 2025

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Reduced	7,629	-8,182	$1,422,808	−51.8%	13.30%
AAPL	Apple Inc. Technology	Reduced	3,733	-1,022	$1,014,853	−16.2%	9.48%
MSFT	Microsoft Corp Technology	Reduced	2,053	-3,462	$992,871	−65.2%	9.28%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	3,851	-4,331	$888,887	−50.5%	8.31%
META	Meta Platforms, Inc. Communication Services	Reduced	967	-716	$638,307	−48.4%	5.97%
AVGO	Broadcom Inc. Technology	Reduced	1,324	-1,852	$458,236	−56.3%	4.28%
WFC	Wells Fargo & Company/Mn Financial Services	Reduced	4,451	-2,614	$414,833	−29.9%	3.88%
GOOGL	Alphabet Inc. Communication Services	Reduced	1,205	-1,813	$377,165	−48.6%	3.52%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	805	-1,481	$362,024	−64.4%	3.38%
MU	Micron Technology Inc Technology	Reduced	1,144	-209	$326,509	+44.2%	3.05%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	5,802	-2,617	$319,110	−26.5%	2.98%
AMAT	Applied Materials Inc /De Technology	Reduced	1,212	-917	$311,471	−28.5%	2.91%
V	Visa Inc. Financial Services	Reduced	826	-1,972	$289,686	−69.7%	2.71%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	574	-117	$288,521	−16.9%	2.70%
F	Ford Motor Co Consumer Cyclical	Reduced	20,323	-279	$266,637	+8.2%	2.49%
LLY	ELI LILLY & Co Healthcare	Reduced	241	-358	$258,997	−43.3%	2.42%
QCOM	Qualcomm Inc/De Technology	Reduced	1,501	-2,642	$256,746	−62.7%	2.40%
C	Citigroup Inc Financial Services	Reduced	2,126	-1,565	$248,082	−33.8%	2.32%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	738	-474	$237,798	−37.8%	2.22%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	678	-469	$233,299	−49.8%	2.18%
SPY	Spdr S&P 500 ETF Trust	Reduced	342	-536	$233,216	−60.1%	2.18%
MA	Mastercard Inc Financial Services	Reduced	397	-640	$226,639	−61.6%	2.12%
ORCL	Oracle Corp Technology	Reduced	1,126	-3,772	$219,468	−84.1%	2.05%
COF	Capital One Financial Corp Financial Services	Reduced	843	-965	$204,309	−46.8%	1.91%
GAB	Gabelli Equity Trust Inc Financial Services	NEW	24,278	NEW	$148,311	NEW	1.39%
HIO	Western Asset High Income Opportunity Fund Inc. Financial Services	NEW	16,446	NEW	$61,014	NEW	0.57%