Blue Barn Wealth, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 17, 2024
Value $
$195M
Signature - Title
Jacob Rich - Director of Operations
Location
Orem, UT
Summary
This page shows a list of all the recent 13F filings made by Blue Barn Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Blue Barn Wealth, LLC reported 156 stock holdings with total value $195M as of Q3 2024. Top holdings included VONG, SCHF, BNDX, SCHD, and AGG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 156 $195M +$13.9M -$3.76M +$10.1M VONG, SCHF, BNDX, SCHD, AGG 13F-HR 10/17/2024, 01:28 PM
Q2 2024 138 $176M +$9.05M -$6.04M +$3.01M VONG, SCHF, BNDX, SCHD, AGG 13F-HR 8/5/2024, 03:48 PM
Q1 2024 135 $179M +$13.8M -$10.8M +$2.91M VONG, SCHF, BNDX, SCHD, AGG 13F-HR 5/10/2024, 04:18 PM
Q4 2023 130 $168M +$24.1M -$21.8M +$2.32M VONG, BNDX, SCHF, SCHD, BSCO 13F-HR 2/6/2024, 04:47 PM
Q3 2023 114 $152M +$10.5M -$3.7M +$6.83M VONG, BNDX, SCHF, SCHD, BSCN 13F-HR 11/13/2023, 03:59 PM
Q2 2023 119 $154M +$3.21M -$13.3M -$10.1M VONG, BNDX, SCHF, LLAP, SCHD 13F-HR 8/8/2023, 02:23 PM
Q1 2023 124 $161M +$18.4M -$15.6M +$2.76M VONG, LLAP, BNDX, SCHF, SCHD 13F-HR 5/11/2023, 01:22 PM
Q4 2022 121 $152M +$34.4M -$28.4M +$6.05M LLAP, BNDX, VONG, SCHF, BSCN 13F-HR 2/9/2023, 05:33 PM
Q3 2022 119 $141M +$20M -$2.24M +$17.8M LLAP, BNDX, BSCM, VONG, SCHF 13F-HR 10/26/2022, 03:56 PM
Q2 2022 114 $130M +$9.23M -$6.9M +$2.32M BNDX, VONG, BSCM, SCHF, SCHD 13F-HR 7/29/2022, 03:20 PM
Q1 2022 121 $144M +$10.9M -$6.18M +$4.68M VONG, BNDX, BSCM, SCHF, SCHD 13F-HR 5/13/2022, 05:36 PM
Q4 2021 126 $148M +$33.5M -$3.97M +$29.5M VONG, BNDX, BSCM, SCHF, SCHD 13F-HR 2/14/2022, 05:21 PM
Q3 2021 106 $114M +$19.2M -$1.73M +$17.5M BNDX, VONG, SCHF, SHYG, SCHD Restatement 2/14/2022, 05:34 PM
Q2 2021 69 $97.5M $0 $0 BNDX, VONG, SCHF, SHYG, SCHD 13F-HR 8/23/2021, 11:59 AM