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Blue Barn Wealth, LLC

SEC CIK
0001879206
Latest filing
Feb 10, 2026

The latest 13F from Blue Barn Wealth, LLC covers Q4 2025 (filed Feb 10, 2026): 46 long positions worth $68.7M. The top 10 holdings make up 73.8% of the portfolio, and the largest is Schwab International Equity ETF at 19.8%. Livermore has 20 filings on Form 13F from this institution, going back to Q2 2021.

What changed in Q4 2025

Share counts compared with Q3 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
2
Est. +$210.8K
Added
0
Reduced
43
Est. −$90.3M
Sold out
127
Est. −$70.5M

Top 5 holdings

Share of this quarter's portfolio value

  1. Schwab International Equity ETF808524805
    19.8%$13.6M
  2. Vanguard Scottsdale FDS92206C680
    11.6%$7.98M
  3. Schwab US Dividend Equity ETF808524797
    11.5%$7.91M
  4. iShares Core U.S. Aggregate Bond ETF464287226
    8.9%$6.10M
  5. Vanguard Total International Bond ETF92203J407
    5.2%$3.56M

Biggest buys

New and added positions, by estimated amount bought

  1. GABGabelli Equity Trust Inc
    +$149.8KNewHistory
  2. HIOWestern Asset High Income Opportunity Fund Inc.
    +$61.0KNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. GABGabelli Equity Trust Inc
    +0.22 pp0.0% → 0.2%History
  2. HIOWestern Asset High Income Opportunity Fund Inc.
    +0.09 pp0.0% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard Scottsdale FDS92206C680
    −$12.2MReduced
  2. Vanguard Total International Bond ETF92203J407
    −$10.3MReduced
  3. Schwab International Equity ETF808524805
    −$9.02MReduced
  4. Schwab US Dividend Equity ETF808524797
    −$6.76MReduced
  5. iShares Core U.S. Aggregate Bond ETF464287226
    −$5.96MReduced

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Invesco Exch TRD SLF Idx FD46138J825
    −1.75 pp1.8% → 0.0%
  2. NETCloudflare, Inc.
    −1.38 pp1.4% → 0.0%History
  3. Vanguard High Dividend Yield Index ETF921946406
    −1.37 pp1.4% → 0.0%
  4. Invesco Exch TRD SLF Idx FD46138J783
    −1.06 pp1.1% → 0.0%
  5. Vanguard Total International Bond ETF92203J407
    −1.05 pp6.2% → 5.2%

Metrics

13F metrics for Q4 2025, computed only from the numbers in the filings. Definitions below.

Portfolio value
$68.7M
−$158.9M (−69.8%) vs. prior quarter
Positions
46
−125 vs. prior quarter
Top 10 concentration
73.8%
Top 10 as share of value
Turnover
0.1%
Q4 2025, one quarter
Average holding period
17.6 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q2 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q2 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $227.6M (Q3 2025)

Q2 2021: $97.5MQ3 2021: $114.0MQ4 2021: $148.0MQ1 2022: $144.4MQ2 2022: $130.5MQ3 2022: $140.5MQ4 2022: $151.9MQ1 2023: $161.4MQ2 2023: $153.9MQ3 2023: $152.3MQ4 2023: $168.3MQ1 2024: $179.3MQ2 2024: $179.6MQ3 2024: $194.8MQ4 2024: $189.6MQ1 2025: $191.7MQ2 2025: $212.3MQ3 2025: $227.6MQ4 2025: $68.7M
Q2 2021Q4 2025
13F filings of Blue Barn Wealth, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q4 2025Feb 10, 202646$68.7MSchwab International Equity ETFVanguard Scottsdale FDSSchwab US Dividend Equity ETFvs. Q3 2025SEC
Q3 2025Nov 14, 2025171$227.6MSchwab International Equity ETFVanguard Scottsdale FDSSchwab US Dividend Equity ETFvs. Q2 2025SEC
Q2 2025Aug 5, 2025157$212.3MSchwab International Equity ETFVanguard Scottsdale FDSVanguard Total International Bond ETFvs. Q1 2025SEC
Q1 2025May 9, 2025149$191.7MSchwab International Equity ETFVanguard Scottsdale FDSVanguard Total International Bond ETFvs. Q4 2024SEC
Q4 2024Feb 6, 2025147$189.6MVanguard Scottsdale FDSSchwab International Equity ETFVanguard Total International Bond ETFvs. Q3 2024SEC
Q3 2024Oct 17, 2024156$194.8MVanguard Scottsdale FDSSchwab International Equity ETFVanguard Total International Bond ETFvs. Q2 2024SEC
Q2 2024Aug 5, 2024138$179.6MVanguard Scottsdale FDSSchwab International Equity ETFVanguard Total International Bond ETFvs. Q1 2024SEC
Q1 2024May 10, 2024135$179.3MVanguard Scottsdale FDSSchwab International Equity ETFVanguard Total International Bond ETFvs. Q4 2023SEC
Q4 2023Feb 6, 2024130$168.3MVanguard Scottsdale FDSVanguard Total International Bond ETFSchwab International Equity ETFvs. Q3 2023SEC
Q3 2023Nov 13, 2023114$152.3MVanguard Scottsdale FDSVanguard Total International Bond ETFSchwab International Equity ETFvs. Q2 2023SEC
Q2 2023Aug 8, 2023119$153.9MVanguard Scottsdale FDSVanguard Total International Bond ETFSchwab International Equity ETFvs. Q1 2023SEC
Q1 2023May 11, 2023124$161.4MVanguard Scottsdale FDSLLAPVanguard Total International Bond ETFvs. Q4 2022SEC
Q4 2022Feb 10, 2023121$151.9MLLAPVanguard Total International Bond ETFVanguard Scottsdale FDSvs. Q3 2022SEC
Q3 2022Oct 26, 2022119$140.5MLLAPVanguard Total International Bond ETFInvesco Exch TRD SLF Idx FDvs. Q2 2022SEC
Q2 2022Jul 29, 2022114$130.5MVanguard Total International Bond ETFVanguard Scottsdale FDSInvesco Exch TRD SLF Idx FDvs. Q1 2022SEC
Q1 2022May 16, 2022121$144.4MVanguard Scottsdale FDSVanguard Total International Bond ETFInvesco Exch TRD SLF Idx FDvs. Q4 2021SEC
Q4 2021Feb 14, 2022126$148.0MVanguard Scottsdale FDSVanguard Total International Bond ETFInvesco Exch TRD SLF Idx FDvs. Q3 2021SEC
Q3 2021Feb 15, 2022Amended106$114.0MVanguard Total International Bond ETFVanguard Scottsdale FDSSchwab International Equity ETFvs. Q2 2021SEC
Q2 2021Aug 23, 202169$97.5MVanguard Total International Bond ETFVanguard Scottsdale FDSSchwab International Equity ETF–SEC