Bluebird Wealth Management as of March 31, 2026
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 | |
| NVIDIA Corporation (NVDA) | 4.4 | $4.3M | 25k | 174.40 | |
| Microsoft Corporation (MSFT) | 3.1 | $3.0M | 8.2k | 370.15 | |
| Meta Platforms Cl A (META) | 3.1 | $3.0M | 5.2k | 572.13 | |
| Amazon (AMZN) | 3.0 | $2.9M | 14k | 208.27 | |
| Lyondellbasell Industries Nv Shs - A - (LYB) | 2.7 | $2.6M | 32k | 80.56 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.6 | $2.6M | 6.6k | 390.41 | |
| Arista Networks Com Shs (ANET) | 2.3 | $2.2M | 18k | 122.78 | |
| Barclays Adr (BCS) | 2.2 | $2.2M | 103k | 21.16 | |
| Citigroup Com New (C) | 2.2 | $2.1M | 19k | 113.41 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.2 | $2.1M | 39k | 54.05 | |
| Teradyne (TER) | 2.1 | $2.0M | 6.8k | 296.46 | |
| Netflix (NFLX) | 2.0 | $2.0M | 21k | 96.15 | |
| Regeneron Pharmaceuticals (REGN) | 2.0 | $2.0M | 2.6k | 772.64 | |
| Wal-Mart Stores (WMT) | 2.0 | $2.0M | 16k | 124.28 | |
| TJX Companies (TJX) | 2.0 | $2.0M | 12k | 159.70 | |
| Goldman Sachs (GS) | 1.9 | $1.9M | 2.2k | 845.99 | |
| Uber Technologies (UBER) | 1.9 | $1.9M | 26k | 71.93 | |
| Eli Lilly & Co. (LLY) | 1.9 | $1.8M | 2.0k | 919.77 | |
| Spotify Technology S A SHS (SPOT) | 1.9 | $1.8M | 3.8k | 484.91 | |
| JPMorgan Chase & Co. (JPM) | 1.8 | $1.8M | 6.0k | 294.17 | |
| Servicenow (NOW) | 1.8 | $1.8M | 17k | 104.55 | |
| Caterpillar (CAT) | 1.8 | $1.7M | 2.5k | 708.46 | |
| Corning Incorporated (GLW) | 1.7 | $1.7M | 12k | 135.97 | |
| American Express Company (AXP) | 1.7 | $1.6M | 5.3k | 302.48 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.6 | $1.6M | 12k | 125.46 | |
| United Parcel Svcs CL B (UPS) | 1.6 | $1.5M | 16k | 98.38 | |
| Raytheon Technologies Corp (RTX) | 1.5 | $1.5M | 7.7k | 192.90 | |
| Linde SHS (LIN) | 1.5 | $1.5M | 3.0k | 495.76 | |
| Royal Caribbean Cruises (RCL) | 1.5 | $1.5M | 5.3k | 275.19 | |
| Select Sector Spdr Tr State Street Uti (XLU) | 1.4 | $1.4M | 30k | 45.89 | |
| Duke Energy Corp Com New (DUK) | 1.4 | $1.4M | 11k | 130.94 | |
| MercadoLibre (MELI) | 1.4 | $1.4M | 791.00 | 1729.02 | |
| Eaton Corp SHS (ETN) | 1.4 | $1.3M | 3.8k | 357.67 | |
| Procter & Gamble Company (PG) | 1.4 | $1.3M | 9.2k | 144.44 | |
| Vistra Energy (VST) | 1.3 | $1.3M | 8.7k | 150.33 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 1.3 | $1.3M | 11k | 118.62 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 1.3 | $1.3M | 2.9k | 446.54 | |
| Stryker Corporation (SYK) | 1.2 | $1.2M | 3.6k | 328.59 | |
| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $1.2M | 4.0k | 286.86 | |
| Robinhood Mkts Com Cl A (HOOD) | 1.2 | $1.1M | 17k | 69.30 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.1 | $1.1M | 1.9k | 597.48 | |
| Datadog Cl A Com (DDOG) | 1.1 | $1.1M | 9.3k | 118.05 | |
| Sea Sponsord Ads (SE) | 1.1 | $1.1M | 13k | 82.81 | |
| Johnson & Johnson (JNJ) | 1.1 | $1.1M | 4.4k | 244.44 | |
| Vertiv Holdings Com Cl A (VRT) | 1.1 | $1.0M | 4.2k | 250.58 | |
| Oracle Corporation (ORCL) | 1.0 | $981k | 6.7k | 147.10 | |
| Select Sector Spdr Tr State Street Tec (XLK) | 0.9 | $851k | 6.4k | 132.90 | |
| Vanguard World Health Car Etf (VHT) | 0.8 | $735k | 2.7k | 272.33 | |
| Coinbase Global Com Cl A (COIN) | 0.7 | $710k | 4.1k | 174.61 | |
| Lauder Estee Cos Cl A (EL) | 0.7 | $702k | 9.8k | 71.77 | |
| Starbucks Corporation (SBUX) | 0.7 | $702k | 7.8k | 89.59 | |
| L3harris Technologies (LHX) | 0.6 | $612k | 1.8k | 345.15 | |
| Reddit Cl A (RDDT) | 0.6 | $560k | 4.2k | 134.65 | |
| Applovin Corp Com Cl A (APP) | 0.6 | $550k | 1.4k | 398.00 | |
| Snowflake Com Shs (SNOW) | 0.5 | $523k | 3.5k | 150.82 | |
| Advanced Micro Devices (AMD) | 0.5 | $456k | 2.2k | 203.43 | |
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.5 | $443k | 5.7k | 77.17 | |
| Rocket Cos Com Cl A (RKT) | 0.4 | $383k | 27k | 14.25 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $372k | 2.2k | 169.65 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.4 | $364k | 25k | 14.37 | |
| Hubspot (HUBS) | 0.4 | $354k | 1.4k | 244.13 | |
| At&t (T) | 0.3 | $339k | 12k | 28.99 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $328k | 4.4k | 75.10 | |
| Bloom Energy Corp Com Cl A (BE) | 0.3 | $305k | 2.3k | 135.49 | |
| Toast Cl A (TOST) | 0.3 | $303k | 11k | 26.51 | |
| Ast Spacemobile Com Cl A (ASTS) | 0.3 | $300k | 3.6k | 82.87 | |
| Affirm Hldgs Com Cl A (AFRM) | 0.3 | $272k | 5.9k | 45.82 | |
| Huntington Ingalls Inds (HII) | 0.3 | $264k | 695.00 | 379.90 | |
| Waste Management (WM) | 0.3 | $261k | 1.1k | 229.79 | |
| Chevron Corporation (CVX) | 0.3 | $251k | 1.2k | 206.90 | |
| Southern Company (SO) | 0.2 | $240k | 2.5k | 96.52 | |
| Honeywell International (HON) | 0.2 | $232k | 1.0k | 226.03 | |
| Draftkings Com Cl A (DKNG) | 0.2 | $231k | 11k | 21.62 | |
| International Business Machines (IBM) | 0.2 | $214k | 883.00 | 242.39 | |
| Cisco Systems (CSCO) | 0.2 | $212k | 2.7k | 77.59 | |
| Novartis Sponsored Adr (NVS) | 0.2 | $204k | 1.3k | 152.75 |
