Bluebird Wealth Management
Latest statistics and disclosures from Bluebird Wealth Management's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002104503
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Positions held by Bluebird Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Bluebird Wealth Management
Bluebird Wealth Management holds 77 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.5 | $4.4M | 17k | 253.79 |
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| NVIDIA Corporation (NVDA) | 4.4 | $4.3M | 25k | 174.40 |
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| Microsoft Corporation (MSFT) | 3.1 | $3.0M | 8.2k | 370.15 |
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| Meta Platforms Cl A (META) | 3.1 | $3.0M | 5.2k | 572.13 |
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| Amazon (AMZN) | 3.0 | $2.9M | 14k | 208.27 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 2.7 | $2.6M | 32k | 80.56 |
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| Crowdstrike Hldgs Cl A (CRWD) | 2.6 | $2.6M | 6.6k | 390.41 |
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| Arista Networks Com Shs (ANET) | 2.3 | $2.2M | 18k | 122.78 |
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| Barclays Adr (BCS) | 2.2 | $2.2M | 103k | 21.16 |
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| Citigroup Com New (C) | 2.2 | $2.1M | 19k | 113.41 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.2 | $2.1M | 39k | 54.05 |
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| Teradyne (TER) | 2.1 | $2.0M | 6.8k | 296.46 |
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| Netflix (NFLX) | 2.0 | $2.0M | 21k | 96.15 |
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| Regeneron Pharmaceuticals (REGN) | 2.0 | $2.0M | 2.6k | 772.64 |
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| Wal-Mart Stores (WMT) | 2.0 | $2.0M | 16k | 124.28 |
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| TJX Companies (TJX) | 2.0 | $2.0M | 12k | 159.70 |
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| Goldman Sachs (GS) | 1.9 | $1.9M | 2.2k | 845.99 |
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| Uber Technologies (UBER) | 1.9 | $1.9M | 26k | 71.93 |
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| Eli Lilly & Co. (LLY) | 1.9 | $1.8M | 2.0k | 919.77 |
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| Spotify Technology S A SHS (SPOT) | 1.9 | $1.8M | 3.8k | 484.91 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $1.8M | 6.0k | 294.17 |
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| Servicenow (NOW) | 1.8 | $1.8M | 17k | 104.55 |
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| Caterpillar (CAT) | 1.8 | $1.7M | 2.5k | 708.46 |
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| Corning Incorporated (GLW) | 1.7 | $1.7M | 12k | 135.97 |
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| American Express Company (AXP) | 1.7 | $1.6M | 5.3k | 302.48 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 1.6 | $1.6M | 12k | 125.46 |
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| United Parcel Svcs CL B (UPS) | 1.6 | $1.5M | 16k | 98.38 |
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| Raytheon Technologies Corp (RTX) | 1.5 | $1.5M | 7.7k | 192.90 |
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| Linde SHS (LIN) | 1.5 | $1.5M | 3.0k | 495.76 |
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| Royal Caribbean Cruises (RCL) | 1.5 | $1.5M | 5.3k | 275.19 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 1.4 | $1.4M | 30k | 45.89 |
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| Duke Energy Corp Com New (DUK) | 1.4 | $1.4M | 11k | 130.94 |
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| MercadoLibre (MELI) | 1.4 | $1.4M | 791.00 | 1729.02 |
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| Eaton Corp SHS (ETN) | 1.4 | $1.3M | 3.8k | 357.67 |
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| Procter & Gamble Company (PG) | 1.4 | $1.3M | 9.2k | 144.44 |
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| Vistra Energy (VST) | 1.3 | $1.3M | 8.7k | 150.33 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 1.3 | $1.3M | 11k | 118.62 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 1.3 | $1.3M | 2.9k | 446.54 |
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| Stryker Corporation (SYK) | 1.2 | $1.2M | 3.6k | 328.59 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $1.2M | 4.0k | 286.86 |
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| Robinhood Mkts Com Cl A (HOOD) | 1.2 | $1.1M | 17k | 69.30 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $1.1M | 1.9k | 597.48 |
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| Datadog Cl A Com (DDOG) | 1.1 | $1.1M | 9.3k | 118.05 |
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| Sea Sponsord Ads (SE) | 1.1 | $1.1M | 13k | 82.81 |
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| Johnson & Johnson (JNJ) | 1.1 | $1.1M | 4.4k | 244.44 |
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| Vertiv Holdings Com Cl A (VRT) | 1.1 | $1.0M | 4.2k | 250.58 |
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| Oracle Corporation (ORCL) | 1.0 | $981k | 6.7k | 147.10 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.9 | $851k | 6.4k | 132.90 |
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| Vanguard World Health Car Etf (VHT) | 0.8 | $735k | 2.7k | 272.33 |
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| Coinbase Global Com Cl A (COIN) | 0.7 | $710k | 4.1k | 174.61 |
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| Lauder Estee Cos Cl A (EL) | 0.7 | $702k | 9.8k | 71.77 |
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| Starbucks Corporation (SBUX) | 0.7 | $702k | 7.8k | 89.59 |
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| L3harris Technologies (LHX) | 0.6 | $612k | 1.8k | 345.15 |
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| Reddit Cl A (RDDT) | 0.6 | $560k | 4.2k | 134.65 |
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| Applovin Corp Com Cl A (APP) | 0.6 | $550k | 1.4k | 398.00 |
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| Snowflake Com Shs (SNOW) | 0.5 | $523k | 3.5k | 150.82 |
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| Advanced Micro Devices (AMD) | 0.5 | $456k | 2.2k | 203.43 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.5 | $443k | 5.7k | 77.17 |
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| Rocket Cos Com Cl A (RKT) | 0.4 | $383k | 27k | 14.25 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $372k | 2.2k | 169.65 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.4 | $364k | 25k | 14.37 |
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| Hubspot (HUBS) | 0.4 | $354k | 1.4k | 244.13 |
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| At&t (T) | 0.3 | $339k | 12k | 28.99 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $328k | 4.4k | 75.10 |
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| Bloom Energy Corp Com Cl A (BE) | 0.3 | $305k | 2.3k | 135.49 |
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| Toast Cl A (TOST) | 0.3 | $303k | 11k | 26.51 |
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| Ast Spacemobile Com Cl A (ASTS) | 0.3 | $300k | 3.6k | 82.87 |
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| Affirm Hldgs Com Cl A (AFRM) | 0.3 | $272k | 5.9k | 45.82 |
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| Huntington Ingalls Inds (HII) | 0.3 | $264k | 695.00 | 379.90 |
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| Waste Management (WM) | 0.3 | $261k | 1.1k | 229.79 |
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| Chevron Corporation (CVX) | 0.3 | $251k | 1.2k | 206.90 |
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| Southern Company (SO) | 0.2 | $240k | 2.5k | 96.52 |
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| Honeywell International (HON) | 0.2 | $232k | 1.0k | 226.03 |
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| Draftkings Com Cl A (DKNG) | 0.2 | $231k | 11k | 21.62 |
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| International Business Machines (IBM) | 0.2 | $214k | 883.00 | 242.39 |
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| Cisco Systems (CSCO) | 0.2 | $212k | 2.7k | 77.59 |
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| Novartis Sponsored Adr (NVS) | 0.2 | $204k | 1.3k | 152.75 |
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Past Filings by Bluebird Wealth Management
SEC 13F filings are viewable for Bluebird Wealth Management going back to 2026
- Bluebird Wealth Management 2026 Q1 filed May 8, 2026