Bluebird Wealth Management LLC

Est. AUM

$97.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$4.4M	17256	4.48%	SOLE
2	NVIDIA CORPORATION	COM	$4.3M	24468	4.37%	SOLE
3	MICROSOFT CORP	COM	$3.0M	8210	3.11%	SOLE
4	META PLATFORMS INC	CL A	$3.0M	5223	3.06%	SOLE
5	AMAZON COM INC	COM	$2.9M	13999	2.99%	SOLE
6	LYONDELLBASELL INDUSTRIES NV	SHS - A -	$2.6M	32138	2.65%	SOLE
7	CROWDSTRIKE HLDGS INC	CL A	$2.6M	6580	2.63%	SOLE
8	ARISTA NETWORKS INC	COM SHS	$2.2M	18038	2.27%	SOLE
9	BARCLAYS PLC	ADR	$2.2M	103023	2.23%	SOLE
10	CITIGROUP INC	COM NEW	$2.1M	18902	2.20%	SOLE
11	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.1M	39253	2.17%	SOLE
12	TERADYNE INC	COM	$2.0M	6825	2.07%	SOLE
13	NETFLIX INC.	COM	$2.0M	20799	2.05%	SOLE
14	REGENERON PHARMACEUTICALS	COM	$2.0M	2574	2.04%	SOLE
15	WALMART INC	COM	$2.0M	15845	2.02%	SOLE
16	TJX COS INC NEW	COM	$2.0M	12317	2.01%	SOLE
17	GOLDMAN SACHS GROUP INC	COM	$1.9M	2244	1.94%	SOLE
18	UBER TECHNOLOGIES INC	COM	$1.9M	26111	1.92%	SOLE
19	ELI LILLY & CO	COM	$1.8M	1990	1.87%	SOLE
20	SPOTIFY TECHNOLOGY S A	SHS	$1.8M	3754	1.86%	SOLE
21	JPMORGAN CHASE & CO	COM	$1.8M	5972	1.80%	SOLE
22	SERVICENOW INC	COM	$1.8M	16760	1.79%	SOLE
23	CATERPILLAR INC	COM	$1.7M	2462	1.79%	SOLE
24	CORNING INC	COM	$1.7M	12265	1.71%	SOLE
25	AMERICAN EXPRESS CO	COM	$1.6M	5340	1.65%	SOLE
26	ALIBABA GROUP HLDG LTD	SPONSORED ADS	$1.6M	12414	1.59%	SOLE
27	UNITED PARCEL SVCS INC	CL B	$1.5M	15576	1.57%	SOLE
28	RTX CORPORATION	COM	$1.5M	7749	1.53%	SOLE
29	LINDE PLC	SHS	$1.5M	2973	1.51%	SOLE
30	ROYAL CARIBBEAN GROUP	COM	$1.5M	5307	1.49%	SOLE
31	SELECT SECTOR SPDR TR	STATE STREET UTI	$1.4M	29838	1.40%	SOLE
32	DUKE ENERGY CORP NEW	COM NEW	$1.4M	10453	1.40%	SOLE
33	MERCADOLIBRE INC	COM	$1.4M	791	1.40%	SOLE
34	EATON CORP PLC	SHS	$1.3M	3773	1.38%	SOLE
35	PROCTER & GAMBLE CO	COM	$1.3M	9233	1.37%	SOLE
36	VISTRA CORP	COM	$1.3M	8737	1.34%	SOLE
37	SHOPIFY INC	CL A SUB VTG SHS	$1.3M	10945	1.33%	SOLE
38	VERTEX PHARMACEUTICALS INC	COM	$1.3M	2898	1.32%	SOLE
39	STRYKER CORPORATION	COM	$1.2M	3616	1.22%	SOLE
40	ALPHABET INC	CAP STK CL C	$1.2M	4013	1.18%	SOLE
41	ROBINHOOD MKTS INC	COM CL A	$1.1M	16540	1.17%	SOLE
42	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.1M	1862	1.14%	SOLE
43	DATADOG INC	CL A COM	$1.1M	9341	1.13%	SOLE
44	SEA LTD	SPONSORD ADS	$1.1M	13008	1.10%	SOLE
45	JOHNSON & JOHNSON	COM	$1.1M	4355	1.09%	SOLE
46	VERTIV HOLDINGS CO	COM CL A	$1.0M	4163	1.07%	SOLE
47	ORACLE CORP	COM	$981K	6670	1.00%	SOLE
48	SELECT SECTOR SPDR TR	STATE STREET TEC	$851K	6400	0.87%	SOLE
49	VANGUARD WORLD FD	HEALTH CAR ETF	$735K	2700	0.75%	SOLE
50	COINBASE GLOBAL INC	COM CL A	$710K	4067	0.73%	SOLE

1–50 of 77

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.