Blue Barn Wealth, LLC
Annual return '25
+18.4%
SPY '25
+17.7%
Alpha
+0.7ptsvs SPY
Invested
$72.3M
Holdings
398
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NDQ
INVESCO QQQ TR
Q1 2026: Increased +75.4% (13.3k → 23.3k shares)
3.2%
02
$VUG
VANGUARD INDEX TR
Held since at least Q1 2024
2.7%
03
$SPY
STATE ST SPDR S&P500
Q1 2026: Sold 66.1% (7.7k → 2.6k shares)
2.4%
04
$VTV
VANGUARD INDEX TR
Held since at least Q1 2024
1.9%
05
$GOOG
ALPHABET INC
Q1 2026: Increased +100.0% (11.0k → 22.1k shares)
1.8%
06
$USB
US BANCORP DEL
Held since at least Q1 2024
1.6%
07
$IWM
ISHARES
Held since at least Q1 2024
1.6%
08
$JPM
JPMORGAN CHASE & CO
Q1 2026: Exited (was 5.1k shares)
1.5%
09
$HIG
HARTFORD INSURANCE
Held since at least Q1 2024
1.5%
10
$JNJ
JOHNSON & JOHNSON
Held since at least Q1 2024
1.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:32 UTC.