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The Analysis of Blue Barn Wealth, LLC's Holdings & P&L

Currently, Blue Barn Wealth, LLC holds 46 types of securities in its portfolio with a total value $68.7M. In the most recent quarter, they have increased their positions in GAB (+24.3K shares, valued at $149.8K), XLE (+2.8K shares, valued at $124.5K), HIO (+16.4K shares, valued at $61.0K); decreased their positions in VONG (-100.2K shares, valued at $12.2M), BNDX (-213.3K shares, valued at $10.3M), SCHF (-375.2K shares, valued at $9.0M); initiated new positions in GAB (+24.3K shares, valued at $149.8K), HIO (+16.4K shares, valued at $61.0K).

1M P&L

+2.7M+3.80%

3M P&L

+2.8M+3.99%

HY P&L

+7.6M+11.72%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A57.4M

86.6%

2Semiconductors2.0M

3.0%

3Software - Infrastructure1.2M

1.8%

Top Industries by Stock Count

1N/A21 stocks

52.5%

2Banks - Diversified3 stocks

7.5%

3Credit Services3 stocks

7.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHF SCHWAB STRATEGIC TR566.9K shares-39.83%2025-12-312026-02-10

VONG VANGUARD SCOTTSDALE FDS65.6K shares-60.44%2025-12-312026-02-10

SCHD SCHWAB STRATEGIC TR288.3K shares-46.08%2025-12-312026-02-10

AGG ISHARES TR61.1K shares-49.43%2025-12-312026-02-10

BNDX VANGUARD CHARLOTTE FDS73.6K shares-74.33%2025-12-312026-02-10

SPEM SPDR INDEX SHS FDS57.6K shares-45.71%2025-12-312026-02-10

SLYV SPDR SERIES TRUST25.1K shares-53.21%2025-12-312026-02-10

SLYG SPDR SERIES TRUST23.2K shares-64.91%2025-12-312026-02-10

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SHYG ISHARES TR50.2K shares-72.78%2025-12-312026-02-10

VSS VANGUARD INTL EQUITY INDEX F15.0K shares-49.91%2025-12-312026-02-10

SCHM SCHWAB STRATEGIC TR70.4K shares-59.82%2025-12-312026-02-10

FREL FIDELITY COVINGTON TRUST61.4K shares-52.91%2025-12-312026-02-10

NVDA NVIDIA CORPORATION7.6K shares-51.75%2025-12-312026-02-10

AAPL APPLE INC3.7K shares-21.49%2025-12-312026-02-10

MSFT MICROSOFT CORP2.1K shares-62.77%2025-12-312026-02-10

AMZN AMAZON COM INC3.9K shares-52.93%2025-12-312026-02-10

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ALPHABET INC ALPHABET INC2.3K shares-54.71%2025-12-312026-02-10

SPDW SPDR INDEX SHS FDS16.0K shares-78.56%2025-12-312026-02-10

META META PLATFORMS INC967 shares-42.54%2025-12-312026-02-10

SCHG SCHWAB STRATEGIC TR18.8K shares-86.02%2025-12-312026-02-10

BROADCOM INC BROADCOM INC1.3K shares-58.31%2025-12-312026-02-10

WFC WELLS FARGO CO NEW4.5K shares-37.00%2025-12-312026-02-10

ALPHABET INC ALPHABET INC1.2K shares-60.07%2025-12-312026-02-10

BND VANGUARD BD INDEX FDS4.9K shares-43.95%2025-12-312026-02-10

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IAGG ISHARES TR7.3K shares-86.35%2025-12-312026-02-10

TSLA TESLA INC805 shares-64.79%2025-12-312026-02-10

MU MICRON TECHNOLOGY INC1.1K shares-15.45%2025-12-312026-02-10

BAC BANK AMERICA CORP5.8K shares-31.08%2025-12-312026-02-10

AMAT APPLIED MATLS INC1.2K shares-43.07%2025-12-312026-02-10

V VISA INC826 shares-70.48%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL574 shares-16.93%2025-12-312026-02-10

F FORD MTR CO20.3K shares-1.35%2025-12-312026-02-10

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VANGUARD INDEX FDS VANGUARD INDEX FDS416 shares-38.37%2025-12-312026-02-10

LLY ELI LILLY & CO241 shares-59.77%2025-12-312026-02-10

QCOM QUALCOMM INC1.5K shares-63.77%2025-12-312026-02-10

XLE SELECT SECTOR SPDR TR5.6K shares100.00%2025-12-312026-02-10

CITIGROUP INC CITIGROUP INC2.1K shares-42.40%2025-12-312026-02-10

BSCQ INVESCO EXCH TRD SLF IDX FD12.6K shares-92.15%2025-12-312026-02-10

JPM JPMORGAN CHASE & CO.738 shares-39.11%2025-12-312026-02-10

HD HOME DEPOT INC678 shares-40.89%2025-12-312026-02-10

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SPY SPDR S&P 500 ETF TR342 shares-61.05%2025-12-312026-02-10

MA MASTERCARD INCORPORATED397 shares-61.72%2025-12-312026-02-10

ORCL ORACLE CORP1.1K shares-77.01%2025-12-312026-02-10

COF CAPITAL ONE FINL CORP843 shares-53.37%2025-12-312026-02-10

GAB GABELLI EQUITY TR INC24.3K sharesnew addition2025-12-312026-02-10

HIO WESTERN ASSET HIGH INCOME OP16.4K sharesnew addition2025-12-312026-02-10

SCHF

SCHWAB STRATEGIC TR

-39.83%

Shares566.9K

Event2025-12-31

Filed2026-02-10

VONG

VANGUARD SCOTTSDALE FDS

-60.44%

Shares65.6K

Event2025-12-31

Filed2026-02-10

SCHD

SCHWAB STRATEGIC TR

-46.08%

Shares288.3K

Event2025-12-31

Filed2026-02-10

AGG

ISHARES TR

-49.43%

Shares61.1K

Event2025-12-31

Filed2026-02-10

BNDX

VANGUARD CHARLOTTE FDS

-74.33%

Shares73.6K

Event2025-12-31

Filed2026-02-10

SPEM

SPDR INDEX SHS FDS

-45.71%

Shares57.6K

Event2025-12-31

Filed2026-02-10

SLYV

SPDR SERIES TRUST

-53.21%

Shares25.1K

Event2025-12-31

Filed2026-02-10

SLYG

SPDR SERIES TRUST

-64.91%

Shares23.2K

Event2025-12-31

Filed2026-02-10

SHYG

ISHARES TR

-72.78%

Shares50.2K

Event2025-12-31

Filed2026-02-10

VSS

VANGUARD INTL EQUITY INDEX F

-49.91%

Shares15.0K

Event2025-12-31

Filed2026-02-10

SCHM

SCHWAB STRATEGIC TR

-59.82%

Shares70.4K

Event2025-12-31

Filed2026-02-10

FREL

FIDELITY COVINGTON TRUST

-52.91%

Shares61.4K

Event2025-12-31

Filed2026-02-10

NVDA

NVIDIA CORPORATION

-51.75%

Shares7.6K

Event2025-12-31

Filed2026-02-10

AAPL

APPLE INC

-21.49%

Shares3.7K

Event2025-12-31

Filed2026-02-10

MSFT

MICROSOFT CORP

-62.77%

Shares2.1K

Event2025-12-31

Filed2026-02-10

AMZN

AMAZON COM INC

-52.93%

Shares3.9K

Event2025-12-31

Filed2026-02-10

ALPHABET INC

-54.71%

Shares2.3K

Event2025-12-31

Filed2026-02-10

SPDW

SPDR INDEX SHS FDS

-78.56%

Shares16.0K

Event2025-12-31

Filed2026-02-10