Blue Barn Wealth, LLC
CIK
1879206
Location
OREM, UT
Portfolio Value
Micro
$68,658,964
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,452
/ 8,818
▼ 2875
· as of Dec 2025
Top Industry
Semiconductors
22.0%
3Y Alpha vs SPY
-4.3%
Period ended 8 months ago
Filed Feb 10, 2026 · 7mo
19 quarters · since Jun 2021
Clone Performance
Sep 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+52.2%
SPY
+69.0%
Annualised alpha
-4.3%
Max drawdown
−14.0%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 11 quarters.Blue Barn Wealth, LLC has stopped filing, so the simulation ends in Jul 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.
Portfolio Concentration
38 tracked positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025Top Position
35.3%
+12.3 pts
Top 5
71.2%
+13.1 pts
Top 10
85.4%
+12.9 pts
HHI
1,669
Moderately concentrated+725
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Dec 31, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 83.7% | $57,458,177 |
| Technology | 7.3% | $5,002,962 |
| Financial Services | 3.6% | $2,439,786 |
| Consumer Cyclical | 2.6% | $1,750,847 |
| Communication Services | 2.5% | $1,748,195 |
| Healthcare | 0.4% | $258,997 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XLBI | State Street Materials Select Sector SPDR Premium Income ETF | +2,785 | 5,570 | $249,034 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FNDA | Schwab Fundamental U.S. Small Company ETF | −1,001,282 | 944,487 | $24,268,848 | |
| BSCA | Invesco BulletShares 2036 Corporate Bond ETF | −431,770 | 12,591 | $246,468 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | −332,918 | 118,584 | $8,618,279 | |
| BNDX | Vanguard Total International Bond ETF | −213,296 | 73,647 | $3,558,623 | |
| CWI | State Street SPDR MSCI ACWI ex-US ETF | −107,120 | 73,627 | $3,408,105 | |
| BNDW | Vanguard Total World Bond ETF | −105,210 | 65,558 | $7,981,686 | |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | −77,275 | 48,307 | $4,469,127 | |
| FBCG | Fidelity Blue Chip Growth ETF | −68,953 | 61,375 | $1,650,373 | |
| VEU | Vanguard FTSE All-World Ex-US ETF | −31,097 | 14,990 | $2,148,516 | |
| VB | Vanguard Morningstar Small-Cap ETF | −27,777 | 416 | $260,886 | |
| BIV | Vanguard Intermediate-Term Bond ETF | −25,903 | 4,928 | $365,016 | |
| NVDA | Nvidia Corp | −8,182 | 7,629 | $1,422,808 | |
| GOOGL | Alphabet Inc. | −4,634 | 3,540 | $1,109,888 | |
| 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 | |
| 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 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NET | Cloudflare, Inc. | 14,650 | $3,143,743 | |
| VIGI | Vanguard International Dividend Appreciation ETF | 22,165 | $3,124,156 | |
| ADBE | Adobe Inc. | 3,768 | $1,329,162 | |
| VIG | Vanguard Dividend Appreciation ETF | 11,678 | $1,067,602 | |
| NFLX | Netflix Inc | 703 | $842,840 | |
| SHOP | Shopify Inc. | 5,574 | $828,352 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | 1,239 | $738,481 | |
| NCLO | Nuveen AA-BBB CLO ETF | 22,751 | $652,915 | |
| IVOG | Vanguard S&P Mid-Cap 400 Growth ETF | 4,684 | $570,323 | |
| 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 | |
| VEA | Vanguard FTSE Developed Markets ETF | 7,453 | $446,583 | |
| BKF | iShares MSCI BIC ETF | 2,252 | $441,076 | |
| GE | General Electric Co | 1,351 | $406,407 | |
| UL | Unilever PLC | 6,663 | $394,982 | |
| 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 | |
| No positions match the current search. | ||||
38 tracked positions ·
$68,658,964 total
· filing declares
46 positions · $68,659,559
· as of Dec 31, 2025
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FNDA |
Schwab Fundamental U.S. Small Company ETF
|
Reduced | 944,487 | $24,268,848 | 35.35% | |
| AAXJ |
iShares MSCI All Country Asia ex Japan ETF
|
Reduced | 118,584 | $8,618,279 | 12.55% | |
| BNDW |
Vanguard Total World Bond ETF
|
Reduced | 65,558 | $7,981,686 | 11.63% | |
| BWX |
State Street SPDR Bloomberg International Treasury Bond ETF
|
Reduced | 48,307 | $4,469,127 | 6.51% | |
| BNDX |
Vanguard Total International Bond ETF
|
Reduced | 73,647 | $3,558,623 | 5.18% | |
| CWI |
State Street SPDR MSCI ACWI ex-US ETF
|
Reduced | 73,627 | $3,408,105 | 4.96% | |
| VEU |
Vanguard FTSE All-World Ex-US ETF
|
Reduced | 14,990 | $2,148,516 | 3.13% | |
| FBCG |
Fidelity Blue Chip Growth ETF
|
Reduced | 61,375 | $1,650,373 | 2.40% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 7,629 | $1,422,808 | 2.07% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 3,540 | $1,109,888 | 1.62% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 3,733 | $1,014,853 | 1.48% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 2,053 | $992,871 | 1.45% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 3,851 | $888,887 | 1.29% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 967 | $638,307 | 0.93% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 1,324 | $458,236 | 0.67% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 4,451 | $414,833 | 0.60% | |
| BIV |
Vanguard Intermediate-Term Bond ETF
|
Reduced | 4,928 | $365,016 | 0.53% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 805 | $362,024 | 0.53% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 1,144 | $326,509 | 0.48% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 5,802 | $319,110 | 0.46% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 1,212 | $311,471 | 0.45% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 826 | $289,686 | 0.42% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 574 | $288,521 | 0.42% | |
| F |
Ford Motor Co
Consumer Cyclical
|
Reduced | 20,323 | $266,637 | 0.39% | |
| VB |
Vanguard Morningstar Small-Cap ETF
|
Reduced | 416 | $260,886 | 0.38% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 241 | $258,997 | 0.38% | |
| QCOM |
Qualcomm Inc/De
Technology
|
Reduced | 1,501 | $256,746 | 0.37% | |
| XLBI |
State Street Materials Select Sector SPDR Premium Income ETF
|
Added | 5,570 | $249,034 | 0.36% | |
| C |
Citigroup Inc
Financial Services
|
Reduced | 2,126 | $248,082 | 0.36% | |
| BSCA |
Invesco BulletShares 2036 Corporate Bond ETF
|
Reduced | 12,591 | $246,468 | 0.36% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 738 | $237,798 | 0.35% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 678 | $233,299 | 0.34% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 342 | $233,216 | 0.34% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 397 | $226,639 | 0.33% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 1,126 | $219,468 | 0.32% | |
| COF |
Capital One Financial Corp
Financial Services
|
Reduced | 843 | $204,309 | 0.30% | |
| GAB |
Gabelli Equity Trust Inc
Financial Services
|
NEW | 24,278 | $149,794 | 0.22% | |
| HIO |
Western Asset High Income Opportunity Fund Inc.
Financial Services
|
NEW | 16,446 | $61,014 | 0.09% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.