Bluebird Wealth Management
Latest statistics and disclosures from Bluebird Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, CRWD, AMZN, DDOG, and represent 17.99% of Bluebird Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: ASML, INTC, MDB, CARR, AVGO, MU, HUBS, RDDT, MBWM, DDOG.
- Started 20 new stock positions in PLD, RY, FNLC, CARR, MU, MRVL, VUG, VIG, MDB, PNC. GABC, KLAC, AMGN, CAC, MBWM, AVGO, ASML, INTC, FANG, CIFR.
- Reduced shares in these 10 stocks: , BABA, ANET, NFLX, COIN, EL, RCL, GLW, TER, AMD.
- Sold out of its positions in T, BABA, COIN, Honeywell International, HII, EL, RKT, LYB.
- Bluebird Wealth Management was a net buyer of stock by $1.7M.
- Bluebird Wealth Management has $115M in assets under management (AUM), dropping by 18.10%.
- Central Index Key (CIK): 0002104503
Tip: Access up to 7 years of quarterly data
Positions held by Bluebird Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Bluebird Wealth Management
Bluebird Wealth Management holds 89 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.4 | $5.1M | +4% | 26k | 200.09 |
|
| Apple (AAPL) | 4.1 | $4.7M | -5% | 16k | 289.35 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 4.1 | $4.7M | -5% | 6.2k | 763.14 |
|
| Amazon (AMZN) | 2.7 | $3.2M | -4% | 13k | 238.34 |
|
| Datadog Cl A Com (DDOG) | 2.6 | $3.0M | +23% | 12k | 260.36 |
|
| Microsoft Corporation (MSFT) | 2.5 | $2.9M | -4% | 7.8k | 373.00 |
|
| Teradyne (TER) | 2.4 | $2.8M | -14% | 5.8k | 483.84 |
|
| Meta Platforms Cl A (META) | 2.4 | $2.8M | -5% | 5.0k | 563.29 |
|
| Caterpillar (CAT) | 2.2 | $2.6M | 2.4k | 1064.90 |
|
|
| Corning Incorporated (GLW) | 2.1 | $2.5M | -21% | 9.7k | 255.43 |
|
| Barclays Adr (BCS) | 2.0 | $2.4M | -15% | 88k | 26.86 |
|
| Citigroup Com New (C) | 2.0 | $2.3M | -11% | 17k | 139.96 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.0 | $2.3M | 39k | 59.69 |
|
|
| JPMorgan Chase & Co. (JPM) | 2.0 | $2.3M | +18% | 7.1k | 327.34 |
|
| Eli Lilly & Co. (LLY) | 1.9 | $2.2M | -6% | 1.9k | 1199.43 |
|
| Goldman Sachs (GS) | 1.9 | $2.1M | -5% | 2.1k | 1011.37 |
|
| Vertiv Holdings Com Cl A (VRT) | 1.6 | $1.9M | +35% | 5.6k | 334.82 |
|
| Arista Networks Com Shs (ANET) | 1.6 | $1.9M | -38% | 11k | 169.88 |
|
| TJX Companies (TJX) | 1.6 | $1.8M | -2% | 12k | 151.50 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 1.5 | $1.8M | NEW | 896.00 | 1989.44 |
|
| Wal-Mart Stores (WMT) | 1.5 | $1.7M | -3% | 15k | 113.26 |
|
| American Express Company (AXP) | 1.5 | $1.7M | -5% | 5.0k | 338.25 |
|
| Uber Technologies (UBER) | 1.5 | $1.7M | -10% | 23k | 72.16 |
|
| Intel Corporation (INTC) | 1.4 | $1.6M | NEW | 12k | 139.63 |
|
| Spotify Technology S A SHS (SPOT) | 1.4 | $1.6M | -5% | 3.5k | 459.13 |
|
| Servicenow (NOW) | 1.4 | $1.6M | -3% | 16k | 99.28 |
|
| United Parcel Svcs CL B (UPS) | 1.4 | $1.6M | -4% | 15k | 107.50 |
|
| Robinhood Mkts Com Cl A (HOOD) | 1.4 | $1.6M | -4% | 16k | 100.28 |
|
| Eaton Corp SHS (ETN) | 1.4 | $1.6M | -2% | 3.7k | 426.12 |
|
| Regeneron Pharmaceuticals (REGN) | 1.3 | $1.5M | -3% | 2.5k | 623.54 |
|
| Mongodb Cl A (MDB) | 1.3 | $1.5M | NEW | 4.4k | 335.90 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $1.5M | +15% | 2.2k | 686.69 |
|
| Procter & Gamble Company (PG) | 1.3 | $1.5M | +7% | 9.9k | 146.64 |
|
| Raytheon Technologies Corp (RTX) | 1.2 | $1.4M | -2% | 7.6k | 189.73 |
|
| Linde SHS (LIN) | 1.2 | $1.4M | -7% | 2.8k | 518.94 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $1.4M | 3.9k | 353.33 |
|
|
| Reddit Cl A (RDDT) | 1.2 | $1.4M | +92% | 8.0k | 173.58 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.2 | $1.4M | -5% | 2.7k | 496.73 |
|
| Oracle Corporation (ORCL) | 1.2 | $1.3M | +36% | 9.1k | 146.54 |
|
| Select Sector Spdr Tr St Str Util Etf (XLU) | 1.1 | $1.3M | -2% | 29k | 45.34 |
|
| Vistra Energy (VST) | 1.1 | $1.3M | -5% | 8.3k | 158.63 |
|
| Carrier Global Corporation (CARR) | 1.1 | $1.3M | NEW | 17k | 73.35 |
|
| MercadoLibre (MELI) | 1.1 | $1.3M | -5% | 747.00 | 1697.39 |
|
| Duke Energy Corp Com New (DUK) | 1.1 | $1.3M | -5% | 9.9k | 126.58 |
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 1.1 | $1.2M | 6.4k | 190.52 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.0 | $1.2M | -4% | 11k | 114.18 |
|
| Sea Sponsord Ads (SE) | 1.0 | $1.2M | -4% | 12k | 95.83 |
|
| Stryker Corporation (SYK) | 1.0 | $1.1M | -2% | 3.5k | 314.84 |
|
| Johnson & Johnson (JNJ) | 0.9 | $1.0M | -6% | 4.1k | 253.97 |
|
| Hubspot (HUBS) | 0.9 | $1.0M | +283% | 5.6k | 182.52 |
|
| Broadcom (AVGO) | 0.9 | $1.0M | NEW | 2.7k | 377.75 |
|
| Micron Technology (MU) | 0.9 | $992k | NEW | 859.00 | 1154.29 |
|
| Royal Caribbean Cruises (RCL) | 0.9 | $986k | -41% | 3.1k | 317.55 |
|
| Advanced Micro Devices (AMD) | 0.8 | $871k | -33% | 1.5k | 580.91 |
|
| Snowflake Com Shs (SNOW) | 0.7 | $823k | -6% | 3.2k | 254.50 |
|
| Vanguard World Health Car Etf (VHT) | 0.7 | $807k | 2.7k | 299.01 |
|
|
| Starbucks Corporation (SBUX) | 0.7 | $779k | -2% | 7.6k | 102.19 |
|
| Applovin Corp Com Cl A (APP) | 0.6 | $674k | -5% | 1.3k | 515.23 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.6 | $640k | -6% | 2.1k | 302.70 |
|
| Mercantile Bank (MBWM) | 0.5 | $609k | NEW | 11k | 57.42 |
|
| Netflix (NFLX) | 0.5 | $556k | -62% | 7.8k | 71.40 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.5 | $549k | +24% | 7.2k | 76.70 |
|
| L3harris Technologies (LHX) | 0.4 | $469k | -9% | 1.6k | 290.59 |
|
| Affirm Hldgs Com Cl A (AFRM) | 0.4 | $440k | -9% | 5.4k | 81.55 |
|
| Marvell Technology (MRVL) | 0.4 | $436k | NEW | 1.5k | 297.89 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.4 | $415k | +13% | 5.0k | 83.76 |
|
| Camden National Corporation (CAC) | 0.3 | $399k | NEW | 7.4k | 54.22 |
|
| PNC Financial Services (PNC) | 0.3 | $371k | NEW | 1.5k | 246.22 |
|
| First Ban (FNLC) | 0.3 | $366k | NEW | 11k | 34.82 |
|
| Exxon Mobil Corporation (XOM) | 0.3 | $359k | +19% | 2.6k | 136.70 |
|
| Cisco Systems (CSCO) | 0.3 | $344k | +7% | 2.9k | 117.46 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.3 | $321k | -5% | 24k | 13.36 |
|
| Toast Cl A (TOST) | 0.3 | $318k | 11k | 27.82 |
|
|
| Chevron Corporation (CVX) | 0.3 | $304k | +51% | 1.8k | 165.76 |
|
| Ast Spacemobile Com Cl A (ASTS) | 0.3 | $300k | -6% | 3.4k | 88.86 |
|
| Cipher Mining (CIFR) | 0.2 | $283k | NEW | 12k | 24.50 |
|
| Prologis (PLD) | 0.2 | $275k | NEW | 2.0k | 135.47 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $270k | NEW | 1.1k | 236.58 |
|
| Draftkings Com Cl A (DKNG) | 0.2 | $267k | 11k | 25.26 |
|
|
| International Business Machines (IBM) | 0.2 | $267k | +7% | 950.00 | 281.21 |
|
| Diamondback Energy (FANG) | 0.2 | $262k | NEW | 1.5k | 175.78 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $255k | NEW | 3.0k | 86.15 |
|
| Waste Management (WM) | 0.2 | $253k | 1.1k | 222.88 |
|
|
| Southern Company (SO) | 0.2 | $250k | +5% | 2.6k | 95.71 |
|
| Rbc Cad (RY) | 0.2 | $248k | NEW | 1.2k | 206.97 |
|
| German American Ban (GABC) | 0.2 | $237k | NEW | 5.0k | 47.46 |
|
| Kla Corp Com New (KLAC) | 0.2 | $226k | NEW | 750.00 | 301.71 |
|
| Novartis Sponsored Adr (NVS) | 0.2 | $223k | +6% | 1.4k | 156.72 |
|
| Amgen (AMGN) | 0.2 | $216k | NEW | 596.00 | 362.12 |
|
Past Filings by Bluebird Wealth Management
SEC 13F filings are viewable for Bluebird Wealth Management going back to 2026
- Bluebird Wealth Management 2026 Q2 filed Aug. 5, 2026
- Bluebird Wealth Management 2026 Q1 filed May 8, 2026