Home › Bluebird Wealth Management LLC

Bluebird Wealth Management LLC 13F holdings

Filed 2026-08-05 · Bluebird Wealth Management LLC · 89 positions · $115.3M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
NVDANVIDIA CORPORATION25.5K$5.1M4.4%
AAPLAPPLE INC16.4K$4.7M4.1%
CRWDCROWDSTRIKE HLDGS INC6.2K$4.7M4.1%
AMZNAMAZON COM INC13.3K$3.2M2.7%
DDOGDATADOG INC11.5K$3.0M2.6%
MSFTMICROSOFT CORP7.8K$2.9M2.5%
TERTERADYNE INC5.8K$2.8M2.4%
METAMETA PLATFORMS INC5.0K$2.8M2.4%
CATCATERPILLAR INC2.4K$2.6M2.2%
GLWCORNING INC9.7K$2.5M2.1%
BCSBARCLAYS PLC87.5K$2.4M2.0%
CCITIGROUP INC16.7K$2.3M2.0%
VWOVANGUARD INTL EQUITY INDEX F38.9K$2.3M2.0%
JPMJPMORGAN CHASE & CO7.1K$2.3M2.0%
LLYELI LILLY & CO1.9K$2.2M1.9%
GSGOLDMAN SACHS GROUP INC2.1K$2.1M1.9%
VRTVERTIV HOLDINGS CO5.6K$1.9M1.6%
ANETARISTA NETWORKS INC11.1K$1.9M1.6%
TJXTJX COS INC NEW12.0K$1.8M1.6%
ASMLASML HLDG NV896$1.8M1.5%
WMTWALMART INC15.3K$1.7M1.5%
AXPAMERICAN EXPRESS CO5.0K$1.7M1.5%
UBERUBER TECHNOLOGIES INC23.4K$1.7M1.5%
INTCINTEL CORP11.7K$1.6M1.4%
SPOTSPOTIFY TECHNOLOGY S A3.5K$1.6M1.4%
NOWSERVICENOW INC16.2K$1.6M1.4%
UPSUNITED PARCEL SVCS INC14.9K$1.6M1.4%
HOODROBINHOOD MKTS INC15.8K$1.6M1.4%
ETNEATON CORP PLC3.7K$1.6M1.4%
REGNREGENERON PHARMACEUTICALS2.5K$1.5M1.3%
MDBMONGODB INC4.4K$1.5M1.3%
VOOVANGUARD INDEX FDS2.2K$1.5M1.3%
PGPROCTER & GAMBLE CO9.9K$1.5M1.3%
RTXRTX CORPORATION7.6K$1.4M1.2%
LINLINDE PLC2.8K$1.4M1.2%
GOOGALPHABET INC3.9K$1.4M1.2%
RDDTREDDIT INC8.0K$1.4M1.2%
VRTXVERTEX PHARMACEUTICALS INC2.7K$1.4M1.2%
ORCLORACLE CORP9.1K$1.3M1.2%
XLUSELECT SECTOR SPDR TR29.2K$1.3M1.1%
VSTVISTRA CORP8.3K$1.3M1.1%
CARRCARRIER GLOBAL CORPORATION17.4K$1.3M1.1%
MELIMERCADOLIBRE INC747$1.3M1.1%
DUKDUKE ENERGY CORP NEW9.9K$1.3M1.1%
XLKSELECT SECTOR SPDR TR6.4K$1.2M1.1%
SHOPSHOPIFY INC10.5K$1.2M1.0%
SESEA LTD12.4K$1.2M1.0%
SYKSTRYKER CORPORATION3.5K$1.1M1.0%
JNJJOHNSON & JOHNSON4.1K$1.0M0.9%
HUBSHUBSPOT INC5.6K$1.0M0.9%
AVGOBROADCOM INC2.7K$1.0M0.9%
MUMICRON TECHNOLOGY INC859$991,5350.9%
RCLROYAL CARIBBEAN GROUP3.1K$986,3020.9%
AMDADVANCED MICRO DEVICES INC1.5K$870,7840.8%
SNOWSNOWFLAKE INC3.2K$823,0530.7%
VHTVANGUARD WORLD FD2.7K$807,3270.7%
SBUXSTARBUCKS CORP7.6K$779,0920.7%
APPAPPLOVIN CORP1.3K$673,9210.6%
BEBLOOM ENERGY CORP2.1K$639,6050.6%
MBWMMERCANTILE BK CORP10.6K$609,3410.5%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter

{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}