Blue Barn Wealth, LLC quarter change: USA ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Blue Barn Wealth, LLC opened 4 positions, added to 0, reduced 17, sold out of 48 and left 0 unchanged. The largest increase in value was SLYV (+$2,285,798); the largest decrease was VONG (-$11,990,400).
- SLYV: Country of operation —; Class STATE STREET SPD; Shares 2025-09-30 0; Shares 2025-12-31 25,127.
- SLYG: Country of operation —; Class STATE STREET SPD; Shares 2025-09-30 0; Shares 2025-12-31 23,180.
- XLE: Country of operation —; Class STATE STREET ENE; Shares 2025-09-30 0; Shares 2025-12-31 5,570.
- HIO: Country of operation —; Class COM; Shares 2025-09-30 0; Shares 2025-12-31 16,446.
Two Form 13F-HR filings compared (SEC CIK 1879206): 2025-09-30 (filed 2025-11-14) and 2025-12-31 (filed 2026-02-10). 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; share change is the position change.
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