Blue Barn Wealth, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Blue Barn Wealth, LLC reported 149 stock positions worth $191.7 million. Its top holding was Schwab Intl Equity ETF (SCHF) at 8.8% of the portfolio, followed by Vanguard Russell 1000 Growth (VONG, 7.9%) and Vanguard Total Intl Bond ETF (BNDX, 7.2%). Compared with Q4 2024, it opened 15 new positions, sold out of 13, added to 61 and reduced 64. The biggest buy was Schwab Intl Equity ETF (SCHF, shares +19%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −63%).
- Most Recent 13F
- Q4 2025
- Location
- OREM, UT
- CIK
- 0001879206
- Portfolio Value
- $191.7M (Q1 2025)
- SEC Filing
- 0001879206-25-000002 ↗ filed May 9, 2025
Holdings Value
Holdings 149 stocks · $191.7M
| SCHF Schwab Intl Equity ETF | 8.76% | 849,009 | $16.8M | Add +18.5% |
| VONG Vanguard Russell 1000 Growth | 7.93% | 163,910 | $15.2M | Add +0.9% |
| BNDX Vanguard Total Intl Bond ETF | 7.17% | 281,381 | $13.7M | Add +7.8% |
| SCHD Schwab US DVD Equity ETF | 6.95% | 476,722 | $13.3M | Add +6.2% |
| AGG iShares Core U.S. Aggregate | 5.74% | 111,233 | $11.0M | Add +9.6% |
| SHYG iShares 0-5 YR HY Corp. Bond | 3.93% | 177,327 | $7.5M | Add +4.9% |
| BSCP Invesco Bulletshares 2025 CB | 2.75% | 254,545 | $5.3M | Reduce -6.6% |
| SLYG SS SPDR S&P 600 SC GR ETF | 2.52% | 58,254 | $4.8M | Add +5.6% |
| SCHM Schwab US Mid Cap ETF | 2.23% | 163,289 | $4.3M | Add +4.5% |
| SPEM State Street SP PTF Em ETF | 1.95% | 94,917 | $3.7M | Add +12.9% |
| SCHG Schwab US Large-Cap Growth | 1.94% | 148,204 | $3.7M | Reduce -2.8% |
| SLYV SS SPDR S&P 600 SC Val ETF | 1.83% | 44,643 | $3.5M | Add +8.7% |
| VYM Vanguard High DVD Yield ETF | 1.69% | 25,090 | $3.2M | Reduce -4.0% |
| FREL Fidelity MSCI RL Est Indx | 1.68% | 117,070 | $3.2M | Add +5.8% |
| VSS Vanguard Ftse All Wo X-US SC | 1.67% | 27,712 | $3.2M | Add +11.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.50% | 78,785 | $2.9M | Reduce -9.4% |
| BSCQ Invesco Bulletshares 2026 CB | 1.49% | 146,566 | $2.9M | Add +13.9% |
| IAGG iShares Intl Aggregate Bond | 1.27% | 48,791 | $2.4M | Add +2.2% |
| SCHZ Schwab US Aggregate Bond ETF | 1.27% | 104,869 | $2.4M | Reduce -12.9% |
| BSCR Invesco Bulletshares 2027 CB | 1.19% | 115,996 | $2.3M | Add +13.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.14% | 11,690 | $2.2M | Reduce -0.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.12% | 12,441 | $2.1M | Reduce -29.5% |
| AMZN Amazon.com Inc. | 1.07% | 10,768 | $2.0M | Reduce -1.4% |
| MSFT Microsoft Corp. | 0.97% | 4,957 | $1.9M | Add +2.9% |
| BSCS Invesco Bulletshares 2028 CB | 0.94% | 88,198 | $1.8M | Add +14.0% |
| IWB iShares Russell 1000 ETF | 0.90% | 5,615 | $1.7M | Reduce -8.6% |
| NET Cloudflare Inc. Class A | 0.84% | 14,322 | $1.6M | Add +0.1% |
| ADBE Adobe Inc. | 0.80% | 3,991 | $1.5M | Add +1.9% |
| BIV Vanguard Intermediate-Term B | 0.75% | 18,715 | $1.4M | Reduce -0.3% |
| BSJP Invesco Bulletshares 2025 HY | 0.68% | 56,776 | $1.3M | Reduce -11.1% |
| AAPL Apple Inc. | 0.62% | 5,351 | $1.2M | Reduce -14.2% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.58% | 44,315 | $1.1M | Add +4.0% |
| VNQ Vanguard Real Estate ETF | 0.56% | 11,878 | $1.1M | Reduce -1.7% |
| BSCT Invesco Bulletshares 2029 CB | 0.56% | 57,664 | $1.1M | Add +13.7% |
| V Visa Inc. Class A | 0.53% | 2,896 | $1.0M | Add +0.0% |
| NVDA Nvidia Corp. | 0.51% | 9,053 | $981K | Reduce -2.7% |
| BGRN iShares Usd Green Bond ETF | 0.50% | 20,425 | $967K | Add +6.1% |
| GOOG Alphabet Inc. Class C | 0.43% | 5,246 | $820K | Reduce -3.4% |
| META Meta Platforms Inc. Class A | 0.42% | 1,409 | $812K | Add +1.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.39% | 2,927 | $757K | Reduce -3.9% |
| ORCL Oracle Corp. | 0.39% | 5,330 | $745K | Add +15.4% |
| MDY State Street SPDR S&P Midcap | 0.38% | 1,352 | $721K | Reduce -1.9% |
| ILCG iShares Morningstar Growth E | 0.37% | 8,698 | $704K | Reduce -0.3% |
| QCOM Qualcomm Inc. | 0.35% | 4,385 | $674K | Add +8.1% |
| NFLX Netflix Inc. | 0.35% | 715 | $667K | Reduce -25.2% |
| SHOP Shopify Inc. Class A | 0.35% | 6,971 | $666K | Reduce -5.9% |
| SCHC Schwab Intl Small-Cap Equity | 0.34% | 18,184 | $652K | Reduce -0.5% |
| BND Vanguard Total Bond Market | 0.34% | 8,821 | $648K | Reduce -4.3% |
| IWF iShares Russell 1000 Growth | 0.34% | 1,790 | $646K | No change |
| IJR iShares Core S&P Small-Cap E | 0.33% | 6,118 | $640K | Add +1.6% |
| VZ Verizon Communications Inc. | 0.31% | 12,939 | $587K | Add +21.8% |
| IEMG iShares Core MSCI Emerging | 0.30% | 10,681 | $576K | Add +0.5% |
| JNK SS SPDR BB High Yield Bond | 0.30% | 5,968 | $569K | Add +1.5% |
| MA Mastercard Inc. Class A | 0.28% | 990 | $543K | Reduce -1.5% |
| SCHV Schwab US Large-Cap Value | 0.28% | 20,109 | $534K | Reduce -3.5% |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.26% | 4,696 | $502K | Reduce -13.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 881 | $493K | Reduce -62.9% |
| SONY Sony Group Corp. - SP ADR | 0.26% | 19,371 | $492K | Add +1.5% |
| TSLA Tesla Inc. | 0.26% | 1,890 | $490K | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.25% | 591 | $488K | Add +19.9% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.25% | 6,233 | $486K | Reduce -20.6% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.25% | 17,385 | $479K | Reduce -7.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.24% | 1,706 | $469K | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.24% | 7,701 | $467K | Reduce -2.8% |
| WEC WEC Energy Group Inc. | 0.24% | 4,195 | $457K | Reduce -0.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.24% | 5,996 | $454K | Reduce -2.9% |
| ABT Abbott Laboratories | 0.23% | 3,373 | $447K | Add +4.7% |
| ZTS Zoetis Inc. | 0.23% | 2,669 | $439K | Add +48.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.23% | 5,512 | $435K | New |
| BA The Boeing Co. | 0.23% | 2,548 | $435K | Add +64.1% |
| EAGG iShares ESG Aware US Aggrega | 0.22% | 8,969 | $426K | Reduce -1.5% |
| NUHY Nuveen ESG Hi YLD Corp. BND | 0.22% | 19,960 | $423K | Add +6.5% |
| BSV Vanguard Short-Term Bond ETF | 0.22% | 5,290 | $414K | New |
| TMO Thermo Fisher Scientific Inc. | 0.22% | 830 | $413K | Add +53.4% |
| EFA iShares MSCI Eafe ETF | 0.22% | 5,048 | $413K | Reduce -5.8% |
| IBHE iShares Ibonds 2025 H/Y Inc. | 0.21% | 17,338 | $403K | No change |
| VEA Vanguard Ftse Developed ETF | 0.21% | 7,834 | $398K | Reduce -35.1% |
| SAP Sap SE-Sponsored ADR | 0.20% | 1,452 | $390K | Reduce -5.2% |
| GOOGL Alphabet Inc. Class A | 0.20% | 2,482 | $384K | Reduce -8.3% |
| OKE Oneok Inc. | 0.19% | 3,738 | $371K | Reduce -0.4% |
| RSG Republic Services Inc. | 0.19% | 1,507 | $365K | Reduce -0.9% |
| VWO Vanguard Ftse Emerging Marke | 0.19% | 8,056 | $365K | Reduce -5.6% |
| WFC Wells Fargo & Co. | 0.19% | 4,987 | $358K | Reduce -1.3% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.19% | 5,114 | $355K | Reduce -22.6% |
| OLLI Ollie's Bargain Outlet Holdi | 0.18% | 3,028 | $352K | Add +1.1% |
| LYG Lloyds Banking Group PLC-ADR | 0.18% | 89,547 | $342K | Add +20.8% |
| COF Capital One Financial Corp. | 0.18% | 1,880 | $337K | Reduce -0.2% |
| TDY Teledyne Technologies Inc. | 0.17% | 666 | $331K | Add +0.6% |
| MSCI MSCI Inc. | 0.17% | 584 | $330K | Add +0.5% |
| ADP Automatic Data Processing | 0.17% | 1,057 | $323K | Add +1.1% |
| AON Aon PLC Class A | 0.17% | 809 | $323K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.17% | 7,616 | $318K | Add +0.4% |
| UL Unilever PLC | 0.17% | 5,324 | $317K | Reduce -0.9% |
| MDT Medtronic PLC | 0.17% | 3,520 | $316K | Add +23.3% |
| IYW iShares Ustechnology ETF | 0.16% | 2,250 | $316K | Add +0.0% |
| AIG American International Group | 0.16% | 3,629 | $316K | New |
| AWK American Water Works Co. Inc. | 0.16% | 2,110 | $311K | Add +12.3% |
| WSO Watsco Inc. | 0.16% | 612 | $311K | Add +0.3% |
| APD Air Products & Chemicals Inc. | 0.16% | 1,037 | $306K | New |
| WDAY Workday Inc. Class A | 0.16% | 1,298 | $303K | Reduce -0.5% |
Portfolio Sells Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -62.9% | 0.26% | −0.48 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -29.5% | 1.12% | −0.45 |
| SCHG Schwab US Large-Cap Growth | Reduce -2.8% | 1.94% | −0.30 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.30 |
| PALC Pacer Lunt LRG Cap Multi-Fac | Sold out | 0.00% | −0.28 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.27 |
| SKYY First Trust Cloud Computing | Sold out | 0.00% | −0.23 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -6.6% | 2.75% | −0.22 |
| AAPL Apple Inc. | Reduce -14.2% | 0.62% | −0.20 |
| AMZN Amazon.com Inc. | Reduce -1.4% | 1.07% | −0.20 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -12.9% | 1.27% | −0.17 |
| TSLA Tesla Inc. | Reduce -0.1% | 0.26% | −0.15 |
| NVDA Nvidia Corp. | Reduce -2.7% | 0.51% | −0.15 |
| IWB iShares Russell 1000 ETF | Reduce -8.6% | 0.90% | −0.15 |
| NOW ServiceNow Inc. | Reduce -35.6% | 0.13% | −0.14 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −0.14 |
| ASML ASML Holding NV-NY Reg SHS | Sold out | 0.00% | −0.13 |
| IWP iShares Russell Mid-Cap Grow | Sold out | 0.00% | −0.12 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.12 |
| LMAT Lemaitre Vascular Inc. | Sold out | 0.00% | −0.12 |
| GOOG Alphabet Inc. Class C | Reduce -3.4% | 0.43% | −0.12 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -22.6% | 0.19% | −0.11 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.11 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.11 |
| NFLX Netflix Inc. | Reduce -25.2% | 0.35% | −0.10 |
| VEA Vanguard Ftse Developed ETF | Reduce -35.1% | 0.21% | −0.10 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.7% | 1.14% | −0.09 |
| BSJP Invesco Bulletshares 2025 HY | Reduce -11.1% | 0.68% | −0.09 |
| VYM Vanguard High DVD Yield ETF | Reduce -4.0% | 1.69% | −0.07 |
| VIOG Vanguard S&P SM Cap 600 GRW | Reduce -13.2% | 0.26% | −0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -8.3% | 0.20% | −0.07 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -9.4% | 1.50% | −0.07 |
| SHOP Shopify Inc. Class A | Reduce -5.9% | 0.35% | −0.07 |
| HLN Haleon PLC-ADR | Sold out | 0.00% | −0.05 |
| ILCG iShares Morningstar Growth E | Reduce -0.3% | 0.37% | −0.04 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -20.6% | 0.25% | −0.04 |
| MDY State Street SPDR S&P Midcap | Reduce -1.9% | 0.38% | −0.04 |
| ACN Accenture PLC Class A | Reduce -6.3% | 0.15% | −0.03 |
| ARES Ares Management Corp. Class A | Reduce -0.8% | 0.14% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -3.9% | 0.39% | −0.03 |
| LOT Lotus Technology Inc. | Sold out | 0.00% | −0.03 |
| NUSC Nuveen ESG Small-Cap ETF | Reduce -5.6% | 0.14% | −0.02 |
| IWO iShares Russell 2000 Growth | Reduce -3.3% | 0.13% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -4.2% | 0.13% | −0.02 |
| WDAY Workday Inc. Class A | Reduce -0.5% | 0.16% | −0.02 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -7.0% | 0.25% | −0.01 |
| HD Home Depot Inc. | Reduce -1.7% | 0.14% | −0.01 |
| BND Vanguard Total Bond Market | Reduce -4.3% | 0.34% | −0.01 |
| C Citigroup Inc. | Reduce -5.8% | 0.14% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Reduce -5.6% | 0.19% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| SCHF Schwab Intl Equity ETF | Add +18.5% | 8.76% | +1.77 |
| AGG iShares Core U.S. Aggregate | Add +9.6% | 5.74% | +0.55 |
| SCHD Schwab US DVD Equity ETF | Add +6.2% | 6.95% | +0.48 |
| BNDX Vanguard Total Intl Bond ETF | Add +7.8% | 7.17% | +0.41 |
| SPEM State Street SP PTF Em ETF | Add +12.9% | 1.95% | +0.25 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.23% | +0.23 |
| BSV Vanguard Short-Term Bond ETF | New | 0.22% | +0.22 |
| BSCQ Invesco Bulletshares 2026 CB | Add +13.9% | 1.49% | +0.17 |
| AON Aon PLC Class A | New | 0.17% | +0.17 |
| VSS Vanguard Ftse All Wo X-US SC | Add +11.2% | 1.67% | +0.17 |
| AIG American International Group | New | 0.16% | +0.16 |
| APD Air Products & Chemicals Inc. | New | 0.16% | +0.16 |
| BSCR Invesco Bulletshares 2027 CB | Add +13.7% | 1.19% | +0.14 |
| SBUX Starbucks Corp. | New | 0.14% | +0.14 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +4.9% | 3.93% | +0.13 |
| SE Sea Ltd.-ADR | New | 0.13% | +0.13 |
| GILD Gilead Sciences Inc. | New | 0.12% | +0.12 |
| HEI.A Heico Corp. Class A | New | 0.12% | +0.12 |
| BSCS Invesco Bulletshares 2028 CB | Add +14.0% | 0.94% | +0.12 |
| FCX Freeport-McMoran Inc. | New | 0.11% | +0.11 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.11% | +0.11 |
| CVX Chevron Corp. | New | 0.11% | +0.11 |
| AZN Astrazeneca PLC-Spons ADR | New | 0.10% | +0.10 |
| FREL Fidelity MSCI RL Est Indx | Add +5.8% | 1.68% | +0.10 |
| PCG P G & E Corp. | New | 0.09% | +0.09 |
| AES AES Corp. | New | 0.08% | +0.08 |
| VZ Verizon Communications Inc. | Add +21.8% | 0.31% | +0.08 |
| BA The Boeing Co. | Add +64.1% | 0.23% | +0.08 |
| ZTS Zoetis Inc. | Add +48.2% | 0.23% | +0.07 |
| LYG Lloyds Banking Group PLC-ADR | Add +20.8% | 0.18% | +0.07 |
| TMO Thermo Fisher Scientific Inc. | Add +53.4% | 0.22% | +0.07 |
| BSCT Invesco Bulletshares 2029 CB | Add +13.7% | 0.56% | +0.07 |
| LLY Eli Lilly & Co. | Add +19.9% | 0.25% | +0.05 |
| MUFG Mitsubishi Ufj Finl-Spon ADR | Add +28.3% | 0.15% | +0.05 |
| V Visa Inc. Class A | Add +0.0% | 0.53% | +0.05 |
| MDT Medtronic PLC | Add +23.3% | 0.17% | +0.04 |
| BBVA Banco Bilbao Vizcaya-SP ADR | Add +33.4% | 0.10% | +0.04 |
| SONY Sony Group Corp. - SP ADR | Add +1.5% | 0.26% | +0.04 |
| ABT Abbott Laboratories | Add +4.7% | 0.23% | +0.04 |
| AWK American Water Works Co. Inc. | Add +12.3% | 0.16% | +0.04 |
| BGRN iShares Usd Green Bond ETF | Add +6.1% | 0.50% | +0.03 |
| TTE Totalenergies SE -Spon ADR | Add +6.9% | 0.15% | +0.03 |
| NET Cloudflare Inc. Class A | Add +0.1% | 0.84% | +0.03 |
| QCOM Qualcomm Inc. | Add +8.1% | 0.35% | +0.02 |
| AMAT Applied Materials Inc. | Add +32.5% | 0.15% | +0.02 |
| ABBV Abbvie Inc. | Add +0.6% | 0.14% | +0.02 |
| IBDQ iShares Ibonds Dec 2025 Term | Add +4.0% | 0.58% | +0.02 |
| NVS Novartis AG-Sponsored ADR | Add +1.2% | 0.13% | +0.02 |
| IAGG iShares Intl Aggregate Bond | Add +2.2% | 1.27% | +0.02 |
| MCD McDonald's Corp. | Add +3.0% | 0.15% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q4 2025 | 46 | $68.7M | SCHF, VONG, SCHD, AGG, BNDX |
| Q3 2025 | 171 | $227.6M | SCHF, VONG, SCHD, BNDX, AGG |
| Q2 2025 | 157 | $212.3M | SCHF, VONG, BNDX, SCHD, AGG |
| Q1 2025 | 149 | $191.7M | SCHF, VONG, BNDX, SCHD, AGG |
| Q4 2024 | 147 | $189.6M | VONG, SCHF, BNDX, SCHD, AGG |
| Q3 2024 | 156 | $194.8M | VONG, SCHF, BNDX, SCHD, AGG |
| Q2 2024 | 138 | $179.6M | VONG, SCHF, BNDX, SCHD, AGG |
| Q1 2024 | 135 | $179.3M | VONG, SCHF, BNDX, SCHD, AGG |