Blue Barn Wealth, LLC
RIA/Wealth
Blue Barn Wealth, LLC is a RIA/Wealth based in Orem, UT led by Hyrum Legrand Smith, reporting $521.4M in AUM as of Q3 2025 with 78% ETF concentration.
Managing PartnerHyrum Legrand Smith
- Portfolio Value
- $227.6M
- Positions
- 171
- Top Holding
- SCHF at 9.64%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Blue Barn Wealth, LLC's portfolio (49.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $21.9M | 9.64% | +$1.9M Bought | — 942.1K shares | |
ETF ETF | $20.0M | 8.77% | +$171.4K Bought | — 165.7K shares | |
ETF ETF | $14.6M | 6.41% | +$1.2M Bought | — 534.8K shares | |
ETF ETF | $14.2M | 6.24% | +$259.6K Bought | — 286.9K shares | |
ETF ETF | $12.1M | 5.32% | +$593.5K Bought | — 120.8K shares | |
ETF ETF | $8.0M | 3.51% | +$132.0K Bought | — 184.5K shares | |
ETF ETF | $6.2M | 2.74% | +$105.7K Bought | — 66.1K shares | |
ETF ETF | $5.2M | 2.28% | +$96.6K Bought | — 175.3K shares | |
ETF ETF | $5.0M | 2.18% | +$393.9K Bought | — 106.2K shares | |
ETF ETF | $4.8M | 2.09% | +$230.8K Bought | — 53.7K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Blue Barn Wealth, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
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Sold Out Of
Reduced Holdings
Increased Positions
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for Blue Barn Wealth, LLC
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