Loading…
CIK 0001879206 • 4 13F filings • May 9, 2025 – Feb 10, 2026
Import this data to Google Sheets with:
=jivedata("blue-barn-wealth-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 4 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $377K | 0.5%Prev: 0.3% | 1,205 SH | Decreased-1,813 SH |
| ALPHABET INC | CAP STK CL C | $733K | 1.1%Prev: 0.6% | 2,335 SH | Decreased-2,821 SH |
| AMAZON COM INC | COM | $889K | 1.3%Prev: 0.8% | 3,851 SH | Decreased-4,331 SH |
| APPLE INC | COM | $1.0M | 1.5%Prev: 0.5% | 3,733 SH | Decreased-1,022 SH |
| APPLIED MATLS INC | COM | $312K | 0.5%Prev: 0.2% | 1,212 SH | Decreased-917 SH |
| BANK AMERICA CORP | COM | $319K | 0.5%Prev: 0.2% | 5,802 SH | Decreased-2,617 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $289K | 0.4%Prev: 0.2% | 574 SH | Decreased-117 SH |
| BROADCOM INC | COM | $458K | 0.7%Prev: 0.5% | 1,324 SH | Decreased-1,852 SH |
| CAPITAL ONE FINL CORP | COM | $204K | 0.3%Prev: 0.2% | 843 SH | Decreased-965 SH |
| CITIGROUP INC | COM NEW | $248K | 0.4%Prev: 0.2% | 2,126 SH | Decreased-1,565 SH |
| ELI LILLY & CO | COM | $259K | 0.4%Prev: 0.2% | 241 SH | Decreased-358 SH |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $1.7M | 2.4%Prev: 1.6% | 61,375 SH | Decreased-68,953 SH |
| FORD MTR CO | COM | $267K | 0.4%Prev: 0.1% | 20,323 SH | Increased-279 SH |
| GABELLI EQUITY TR INC | COM | $150K | 0.2% | 24,278 SH | New |
| HOME DEPOT INC | COM | $233K | 0.3%Prev: 0.2% | 678 SH | Decreased-469 SH |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | $246K | 0.4%Prev: 1.4% | 12,591 SH | Decreased-147,754 SH |
| ISHARES TR | 0-5YR HI YL CP | $2.2M | 3.1%Prev: 3.5% | 50,219 SH | Decreased-134,246 SH |
| ISHARES TR | CORE INTL AGGR | $364K | 0.5%Prev: 1.2% | 7,277 SH | Decreased-46,050 SH |
| ISHARES TR | CORE US AGGBD ET | $6.1M | 8.9%Prev: 5.3% | 61,088 SH | Decreased-59,719 SH |
| JPMORGAN CHASE & CO. | COM | $238K | 0.3%Prev: 0.2% | 738 SH | Decreased-474 SH |
| MASTERCARD INCORPORATED | CL A | $227K | 0.3%Prev: 0.3% | 397 SH | Decreased-640 SH |
| META PLATFORMS INC | CL A | $638K | 0.9%Prev: 0.5% | 967 SH | Decreased-716 SH |
| MICRON TECHNOLOGY INC | COM | $327K | 0.5%Prev: 0.1% | 1,144 SH | Increased-209 SH |
| MICROSOFT CORP | COM | $993K | 1.4%Prev: 1.3% | 2,053 SH | Decreased-3,462 SH |
| NVIDIA CORPORATION | COM | $1.4M | 2.1%Prev: 1.3% | 7,629 SH | Decreased-8,182 SH |
| ORACLE CORP | COM | $220K | 0.3%Prev: 0.6% | 1,126 SH | Decreased-3,772 SH |
| QUALCOMM INC | COM | $257K | 0.4%Prev: 0.3% | 1,501 SH | Decreased-2,642 SH |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $13.6M | 19.8%Prev: 9.6% | 566,917 SH | Decreased-375,198 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $7.9M | 11.5%Prev: 6.4% | 288,349 SH | Decreased-246,430 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $612K | 0.9%Prev: 1.9% | 18,775 SH | Decreased-115,508 SH |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | $2.1M | 3.1%Prev: 2.3% | 70,446 SH | Decreased-104,900 SH |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $249K | 0.4% | 5,570 SH | New |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | $710K | 1.0%Prev: 1.4% | 15,989 SH | Decreased-58,594 SH |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | $2.7M | 3.9%Prev: 2.2% | 57,638 SH | Decreased-48,526 SH |
| SPDR S&P 500 ETF TR | TR UNIT | $233K | 0.3%Prev: 0.3% | 342 SH | Decreased-536 SH |
| SPDR SERIES TRUST | STATE STREET SPD | $4.5M | 6.5% | 48,307 SH | New |
| TESLA INC | COM | $362K | 0.5%Prev: 0.4% | 805 SH | Decreased-1,481 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $365K | 0.5%Prev: 0.3% | 4,928 SH | Decreased-3,864 SH |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | $3.6M | 5.2%Prev: 6.2% | 73,647 SH | Decreased-213,296 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $261K | 0.4%Prev: 0.2% | 416 SH | Decreased-259 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | $2.1M | 3.1%Prev: 1.9% | 14,990 SH | Decreased-14,934 SH |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | $8.0M | 11.6%Prev: 8.8% | 65,558 SH | Decreased-100,153 SH |
| VISA INC | COM CL A | $290K | 0.4%Prev: 0.4% | 826 SH | Decreased-1,972 SH |
| WELLS FARGO CO NEW | COM | $415K | 0.6%Prev: 0.3% | 4,451 SH | Decreased-2,614 SH |
| WESTERN ASSET HIGH INCOME OP | COM | $61K | 0.1% | 16,446 SH | New |
| 13F-HR |
| 0001879206-25-000003 |
| $212.3M |
| View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001879206-25-000002 | $191.7M | View |