Bluebird Wealth Management LLC

CIK 0002104503 · MEDFIELD, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source

Bluebird Wealth Management LLC reported 89 positions worth $115.3M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: NVDA (4.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$115.3M
2026 Q2
Positions
89
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
29.8%
Est. Net Flow (Q)
2026 Q2
10 / 89 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NVDANVIDIA CORPORATIONSH$5.1M4.43%25,536
2AAPLAPPLE INCSH$4.7M4.11%16,386
3CRWDCROWDSTRIKE HLDGS INCSH$4.7M4.10%6,199
4AMZNAMAZON COM INCSH$3.2M2.75%13,306
5DDOGDATADOG INCSH$3.0M2.60%11,537
6MSFTMICROSOFT CORPSH$2.9M2.53%7,828
7TERTERADYNE INCSH$2.8M2.45%5,834
8METAMETA PLATFORMS INCSH$2.8M2.42%4,957
9CATCATERPILLAR INCSH$2.6M2.23%2,416
10GLWCORNING INCSH$2.5M2.14%9,676

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Bluebird Wealth Management LLC hold as of Q2 2026?

Bluebird Wealth Management LLC reported 89 positions worth $115.3M in its Q2 2026 13F filing. Largest positions: NVDA (4.4%), AAPL (4.1%), CRWD (4.1%), AMZN (2.7%) and DDOG (2.6%).

What did Bluebird Wealth Management LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Bluebird Wealth Management LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.