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Portfolio (Quarterly) Guide ↗

Blue Barn Wealth, LLC

· CIK 0001879206
13F Portfolio $69M AUM 46 positions Filed Feb 10, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 2 New 1 Added 43 Reduced 127 Exited
Page 2 of 3  ·  46 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVGO BROADCOM INC Technology 1,324.0 $458K 0.67% -2K -58.3% $346.13 +19.6%
22 WFC WELLS FARGO CO NEW Financial Services 4,451.0 $415K 0.60% -3K -37.0% $93.20 -18.0%
23 GOOGL ALPHABET INC Communication Services 1,205.0 $377K 0.55% -2K -60.1% $313.01 +22.4%
24 BND VANGUARD BD INDEX FDS 4,928.0 $365K 0.53% -4K -44.0% $74.07 -1.4%
25 IAGG ISHARES TR 7,277.0 $364K 0.53% -46K -86.3% $50.01 +0.1%
26 TSLA TESLA INC Consumer Cyclical 805.0 $362K 0.53% -1K -64.8% $449.72 -5.3%
27 MU MICRON TECHNOLOGY INC Technology 1,144.0 $327K 0.48% -209.0 -15.4% $285.44 +163.1%
28 BAC BANK AMERICA CORP Financial Services 5,802.0 $319K 0.47% -3K -31.1% $55.00 -5.8%
29 AMAT APPLIED MATLS INC Technology 1,212.0 $312K 0.45% -917.0 -43.1% $257.08 +68.1%
30 V VISA INC Financial Services 826.0 $290K 0.42% -2K -70.5% $350.88 -6.3%
31 BERKSHIRE HATHAWAY INC DEL 574.0 $289K 0.42% -117.0 -16.9% $502.65
32 F FORD MTR CO Consumer Cyclical 20,323.0 $267K 0.39% -279.0 -1.4% $13.12 +13.8%
33 VOO VANGUARD INDEX FDS 416.0 $261K 0.38% -259.0 -38.4% $627.45 +9.3%
34 LLY ELI LILLY & CO Healthcare 241.0 $259K 0.38% -358.0 -59.8% $1074.71 -0.9%
35 QCOM QUALCOMM INC Technology 1,501.0 $257K 0.37% -3K -63.8% $171.10 +39.2%
36 XLE SELECT SECTOR SPDR TR 5,570.0 $249K 0.36% +3K +100.0% $44.71 +33.1%
37 C CITIGROUP INC Financial Services 2,126.0 $248K 0.36% -2K -42.4% $116.70 +7.2%
38 BSCQ INVESCO EXCH TRD SLF IDX FD 12,591.0 $246K 0.36% -148K -92.2% $19.57 -0.3%
39 JPM JPMORGAN CHASE & CO. Financial Services 738.0 $238K 0.35% -474.0 -39.1% $322.35 -5.0%
40 HD HOME DEPOT INC Consumer Cyclical 678.0 $233K 0.34% -469.0 -40.9% $344.13 -9.0%
Page 2 of 3  ·  46 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.9%
Financial Services 21.4%
Communication Services 15.7%
Consumer Cyclical 15.7%
Healthcare 2.3%