Blue Barn Wealth, LLC historic quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 8 quarters from 2023-12-31 to 2025-12-31, Blue Barn Wealth, LLC opened 25 positions, added to 226, reduced 191 and sold out of 69.
- Q3 2025: Stock SCHF; Country of operation —; Class INTL EQTY ETF; Shares before 861,569.
- Q3 2025: Stock VONG; Country of operation —; Class VNG RUS1000GRW; Shares before 164,289.
- Q3 2025: Stock SCHD; Country of operation —; Class US DIVIDEND EQ; Shares before 491,076.
- Q3 2025: Stock SPEM; Country of operation —; Class PORTFOLIO EMG MK; Shares before 97,749.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1879206), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-10); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-14); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-09); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-06); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-17); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-05); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-06-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2025 | SCHF
SCHWAB STRATEGIC TR | | INTL EQTY ETF | 861,569 | 942,115 | +80,546 | $19,040,735 | $21,934,737 | +$2,894,002 | 2025-11-14 |
|---|
| Q3 2025 | VONG
VANGUARD SCOTTSDALE FDS | | VNG RUS1000GRW | 164,289 | 165,711 | +1,422 | $17,938,909 | $19,972,004 | +$2,033,095 | 2025-11-14 |
|---|
| Q3 2025 | SCHD
SCHWAB STRATEGIC TR | | US DIVIDEND EQ | 491,076 | 534,779 | +43,703 | $13,013,623 | $14,597,393 | +$1,583,770 | 2025-11-14 |
|---|
| Q3 2025 | SPEM
SPDR INDEX SHS FDS | | PORTFOLIO EMG MK | 97,749 | 106,164 | +8,415 | $4,177,799 | $4,969,903 | +$792,104 | 2025-11-14 |
|---|
| Q3 2025 | AGG
ISHARES TR | | CORE US AGGBD ET | 114,887 | 120,807 | +5,920 | $11,396,836 | $12,111,190 | +$714,354 | 2025-11-14 |
|---|
| Q3 2025 | SLYV
SPDR SERIES TRUST | | S&P 600 SMCP VAL | 51,096 | 53,699 | +2,603 | $4,074,000 | $4,760,354 | +$686,354 | 2025-11-14 |
|---|
| Q3 2025 | VSS
VANGUARD INTL EQUITY INDEX F | | FTSE SMCAP ETF | 27,580 | 29,924 | +2,344 | $3,706,309 | $4,265,624 | +$559,315 | 2025-11-14 |
|---|
| Q3 2025 | SLYG
SPDR SERIES TRUST | | S&P 600 SMCP GRW | 64,931 | 66,052 | +1,121 | $5,762,888 | $6,228,936 | +$466,048 | 2025-11-14 |
|---|
| Q3 2025 | SCHM
SCHWAB STRATEGIC TR | | US MID-CAP ETF | 172,087 | 175,346 | +3,259 | $4,827,879 | $5,197,187 | +$369,308 | 2025-11-14 |
|---|
| Q3 2025 | FREL
FIDELITY COVINGTON TRUST | | MSCI RL EST ETF | 120,775 | 130,328 | +9,553 | $3,265,838 | $3,623,817 | +$357,979 | 2025-11-14 |
|---|
| Q3 2025 | BSCQ
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2026 CB | 149,433 | 160,345 | +10,912 | $2,939,236 | $3,136,355 | +$197,119 | 2025-11-14 |
|---|
| Q3 2025 | BNDX
VANGUARD CHARLOTTE FDS | | TOTAL INT BD ETF | 281,694 | 286,943 | +5,249 | $14,023,744 | $14,192,679 | +$168,935 | 2025-11-14 |
|---|
| Q3 2025 | SHYG
ISHARES TR | | 0-5YR HI YL CP | 181,417 | 184,465 | +3,048 | $7,825,754 | $7,987,175 | +$161,421 | 2025-11-14 |
|---|
| Q3 2025 | EAGG
ISHARES TR | | ESG AWR US AGRGT | 8,772 | 11,757 | +2,985 | $417,021 | $564,689 | +$147,668 | 2025-11-14 |
|---|
| Q3 2025 | IWB
ISHARES TR | | RUS 1000 ETF | 5,409 | 5,412 | +3 | $1,836,858 | $1,978,090 | +$141,232 | 2025-11-14 |
|---|
| Q3 2025 | BSCR
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2027 CB | 116,613 | 122,193 | +5,580 | $2,291,596 | $2,408,416 | +$116,820 | 2025-11-14 |
|---|
| Q3 2025 | ILCG
ISHARES TR | | MORNINGSTAR GRWT | 8,718 | 8,719 | +1 | $844,815 | $909,396 | +$64,581 | 2025-11-14 |
|---|
| Q3 2025 | BSCS
INVESCO EXCH TRD SLF IDX FD | | INVSCO BLSH 28 | 90,562 | 93,329 | +2,767 | $1,855,990 | $1,919,785 | +$63,795 | 2025-11-14 |
|---|
| Q3 2025 | BSCT
INVESCO EXCH TRD SLF IDX FD | | BULETSHS 2029 | 65,601 | 68,494 | +2,893 | $1,226,739 | $1,288,372 | +$61,633 | 2025-11-14 |
|---|
| Q3 2025 | IYW
ISHARES TR | | U.S. TECH ETF | 2,251 | 2,252 | +1 | $390,116 | $441,113 | +$50,997 | 2025-11-14 |
|---|
| Q3 2025 | SCHV
SCHWAB STRATEGIC TR | | US LCAP VA ETF | 19,981 | 20,071 | +90 | $552,873 | $584,280 | +$31,407 | 2025-11-14 |
|---|
| Q3 2025 | BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 8,535 | 8,792 | +257 | $628,435 | $653,861 | +$25,426 | 2025-11-14 |
|---|
| Q3 2025 | VEA
VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 7,430 | 7,453 | +23 | $422,428 | $446,610 | +$24,182 | 2025-11-14 |
|---|
| Q3 2025 | IJH
ISHARES TR | | CORE S&P MCP ETF | 4,386 | 4,438 | +52 | $272,025 | $289,636 | +$17,611 | 2025-11-14 |
|---|
| Q3 2025 | DTD
WISDOMTREE TR | | US TOTAL DIVIDND | 2,839 | 2,851 | +12 | $225,754 | $239,504 | +$13,750 | 2025-11-14 |
|---|
| Q3 2025 | VCSH
VANGUARD SCOTTSDALE FDS | | SHRT TRM CORP BD | 5,050 | 5,057 | +7 | $401,490 | $404,211 | +$2,721 | 2025-11-14 |
|---|