Fund HoldingsBlue Barn Wealth, LLC

Total Portfolio Value
$68.66M
Total Bought
$4.93M
Total Sold
$164.12M
Net Transaction
-$159.19M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SPDR SERIES TRUST
ST STR SP600SM C
025,127+25,12702,2863.33%+2,286
SPDR SERIES TRUST
ST STR SP600GRWO
023,180+23,18002,1833.18%+2,183
SELECT SECTOR SPDR TR
ST STR ENERG ETF
05,570+5,57002490.36%+249
GABELLI EQUITY TR INC(GAB)024,278+24,27801500.22%+150
MICRON TECHNOLOGY INC(MU)1,3531,144-2092263270.48%+100
WESTERN ASSET HIGH INCOME OP016,446+16,4460610.09%+61
FORD MTR CO(F)20,60220,323-2792462670.39%+20
BERKSHIRE HATHAWAY INC DEL691574-1173472890.42%-59
BANK AMERICA CORP8,4195,802-2,6174343190.46%-115
APPLIED MATLS INC2,1291,212-9174363120.45%-124
CITIGROUP INC(C)3,6912,126-1,5653752480.36%-127
LLOYDS BANKING GROUP PLC(LYG)000000
JPMORGAN CHASE & CO.(JPM)0738+73802380.35%+238
VANGUARD INDEX FDS675416-2594132610.38%-152
PG&E CORP(PCG)11,1110-11,1111680-168
WELLS FARGO CO NEW(WFC)7,0654,451-2,6145924150.60%-177
CAPITAL ONE FINL CORP(COF)0843+84302040.30%+204
AES CORP(AES)14,1040-14,1041860-186
APPLE INC(AAPL)4,7553,733-1,0221,2111,0151.48%-196
ELI LILLY & CO(LLY)0241+24102590.38%+259
SHELL PLC(SHEL)2,8410-2,8412030-203
MONSTER BEVERAGE CORP NEW(MNST)3,0270-3,0272040-204
CVS HEALTH CORP(CVS)2,7110-2,7112040-204
CALIX INC(CALX)3,3500-3,3502060-206
GE VERNOVA INC(GEV)3350-3352060-206
NOVO-NORDISK A S(NVO)000000
WILLIAMS COS INC(WMB)3,2930-3,2932090-209
ISHARES INC
ESG AWR MSCI EM
000000
SCHWAB STRATEGIC TR7,4890-7,4892090-209
RELX PLC(RELX)000000
BANCO SANTANDER S.A.(SAN)20,4490-20,4492140-214
MID-AMER APT CMNTYS INC(MAA)000000
CORNING INC(GLW)000000
CHEVRON CORP NEW(CVX)1,3900-1,3902160-216
LEMAITRE VASCULAR INC(LMAT)2,4730-2,4732160-216
RTX CORPORATION(RTX)000000
ISHARES TR
IBONDS DEC2026
000000
D R HORTON INC(DHI)1,3170-1,3172230-223
PRIMORIS SVCS CORP(PRIM)1,6310-1,6312240-224
AEROVIRONMENT INC7130-7132250-225
ALCON AG(ALC)3,0310-3,0312260-226
AUTODESK INC000000
ASML HOLDING N V
N Y REGISTRY SHS
2380-2382300-230
ISHARES TR000000
HOME DEPOT INC(HD)1,147678-4694652330.34%-232
COMMVAULT SYS INC(CVLT)1,2340-1,2342330-233
HEICO CORP NEW000000
NATWEST GROUP PLC(NWG)000000
ARGENX SE(ARGX)3220-3222370-237
MERCK & CO INC(MRK)2,8420-2,8422390-239
WISDOMTREE TR(WT)000000
GILEAD SCIENCES INC(GILD)000000
CONSTELLATION BRANDS INC(STZ)1,8040-1,8042430-243
SNAP ON INC(SNA)7030-7032440-244
WATSCO INC(WSO)000000
SYNOPSYS INC(SNPS)5040-5042490-249
SELECT SECTOR SPDR TR
ST STR ENERG ETF
000000
MORGAN STANLEY(MS)1,5680-1,5682490-249
INTERDIGITAL INC(IDCC)7260-7262510-251
TEXAS INSTRS INC(TXN)000000
LIGAND PHARMACEUTICALS INC(LGND)1,4230-1,4232520-252
AON PLC(AON)000000
IDEXX LABS INC(IDXX)3990-3992550-255
RAMBUS INC DEL(RMBS)2,5000-2,5002610-260
MCDONALDS CORP(MCD)8910-8912710-271
ONEOK INC NEW(OKE)000000
DISNEY WALT CO(DIS)000000
AMERICAN WTR WKS CO INC NEW000000
REPUBLIC SVCS INC(RSG)000000
TOTALENERGIES SE(TTE)000000
AMERICAN INTL GROUP INC000000
AIR PRODS & CHEMS INC000000
LOWES COS INC(LOW)000000
VANGUARD BD INDEX FDS8,7924,928-3,8646543650.53%-289
ISHARES TR4,4380-4,4382900-290
NOVARTIS AG(NVS)2,2770-2,2772920-292
PARKER-HANNIFIN CORP(PH)000000
ARES MANAGEMENT CORPORATION(ARES)000000
INTERNATIONAL BUSINESS MACHS(IBM)000000
NUSHARES ETF TR
NUVEEN ESG SMLCP
7,0590-7,0593110-311
EXXON MOBIL CORP2,7820-2,7823140-314
AUTOMATIC DATA PROCESSING IN000000
STARBUCKS CORP(SBUX)000000
MEDTRONIC PLC(MDT)3,4220-3,4223260-326
STERLING INFRASTRUCTURE INC(STRL)9710-9713300-330
MITSUBISHI UFJ FINL GROUP IN(MUFG)20,7280-20,7283300-330
MSCI INC(MSCI)000000
ABBVIE INC(ABBV)1,4480-1,4483350-335
NUSHARES ETF TR
ESG HI TLD CRP
000000
SERVICENOW INC(NOW)000000
TELEDYNE TECHNOLOGIES INC(TDY)5960-5963490-349
SPDR S&P 500 ETF TR(SPY)0342+34202330.34%+233
WORLD GOLD TR(GLDM)4,6410-4,6413550-355
SEA LTD(SE)1,9880-1,9883550-355
ZOETIS INC(ZTS)000000
ALPHABET INC(GOOG)3,0181,205-1,8137343770.55%-357
MASTERCARD INCORPORATED(MA)0397+39702270.33%+227
SAP SE(SAP)000000
ISHARES TR000000
ASTRAZENECA PLC(AZN)4,9040-4,9043760-376
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