Q2 2026 13F · SEC CIK 2104503

Bluebird Wealth Management LLC

Wealth managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $115.3M
Reported positions: 89
Holdings vs S&P 500, 3 yrs: —
Assets under management: $154.0M

Bluebird Wealth Management LLC is a wealth manager that reported 89 positions worth $115.3M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Nvidia Corporation (NVDA, 4.4%), Apple Inc (AAPL, 4.1%), Crowdstrike Hldgs Inc (CRWD, 4.1%).

Bluebird Wealth Management LLC holdings largest 50 of 89 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Bluebird Wealth Management LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	4.4%	4.4%	25,536	+4.4%	$5.1M
AAPLApple Inc	4.1%	4.5%	16,386	-5.0%	$4.7M
CRWDCrowdstrike Hldgs Inc	4.1%	2.6%	6,199	-5.8%	$4.7M
AMZNAmazon Com Inc	2.7%	3.0%	13,306	-5.0%	$3.2M
DDOGDatadog Inc	2.6%	1.1%	11,537	+23.5%	$3.0M
MSFTMicrosoft Corp	2.5%	3.1%	7,828	-4.7%	$2.9M
TERTeradyne Inc	2.4%	2.1%	5,834	-14.5%	$2.8M
METAMeta Platforms Inc	2.4%	3.1%	4,957	-5.1%	$2.8M
CATCaterpillar Inc	2.2%	1.8%	2,416	-1.9%	$2.6M
GLWCorning Inc	2.1%	1.7%	9,676	-21.1%	$2.5M
BCSBarclays PLC	2.0%	2.2%	87,548	-15.0%	$2.4M
CCitigroup Inc	2.0%	2.2%	16,749	-11.4%	$2.3M
VWOVanguard Intl Equity Index F	2.0%	2.2%	38,917	-0.9%	$2.3M
JPMJpmorgan Chase & Co	2.0%	1.8%	7,066	+18.3%	$2.3M
LLYEli Lilly & Co	1.9%	1.9%	1,863	-6.4%	$2.2M
GSGoldman Sachs Group Inc	1.9%	1.9%	2,110	-6.0%	$2.1M
VRTVertiv Holdings Co	1.6%	1.1%	5,642	+35.5%	$1.9M
ANETArista Networks Inc	1.6%	2.3%	11,065	-38.7%	$1.9M
TJXTjx Cos Inc New	1.6%	2.0%	12,040	-2.2%	$1.8M
ASMLAsml Hldg NV	1.5%	—	896	—	$1.8M
WMTWalmart Inc	1.5%	2.0%	15,330	-3.3%	$1.7M
AXPAmerican Express Co	1.5%	1.7%	5,049	-5.4%	$1.7M
UBERUber Technologies Inc	1.5%	1.9%	23,433	-10.3%	$1.7M
INTCIntel Corp	1.4%	—	11,731	—	$1.6M
SPOTSpotify Technology SA	1.4%	1.9%	3,537	-5.8%	$1.6M
NOWServicenow Inc	1.4%	1.8%	16,238	-3.1%	$1.6M
UPSUnited Parcel Svcs Inc	1.4%	1.6%	14,935	-4.1%	$1.6M
HOODRobinhood Mkts Inc	1.4%	1.2%	15,779	-4.6%	$1.6M
ETNEaton Corp PLC	1.4%	1.4%	3,663	-2.9%	$1.6M
REGNRegeneron Pharmaceuticals	1.3%	2.0%	2,472	-4.0%	$1.5M
MDBMongodb Inc	1.3%	—	4,419	—	$1.5M
VOOVanguard Index Fds	1.3%	1.1%	2,155	+15.7%	$1.5M
PGProcter & Gamble Co	1.3%	1.4%	9,949	+7.8%	$1.5M
RTXRtx Corporation	1.2%	1.5%	7,586	-2.1%	$1.4M
LINLinde PLC	1.2%	1.5%	2,761	-7.1%	$1.4M
GOOGAlphabet Inc	1.2%	1.2%	3,945	-1.7%	$1.4M
RDDTReddit Inc	1.2%	—	8,018	—	$1.4M
VRTXVertex Pharmaceuticals Inc	1.2%	1.3%	2,731	-5.8%	$1.4M
ORCLOracle Corp	1.2%	1.0%	9,123	+36.8%	$1.3M
XLUSelect Sector Spdr Tr	1.1%	1.4%	29,235	-2.0%	$1.3M
VSTVistra Corp	1.1%	1.3%	8,259	-5.5%	$1.3M
CARRCarrier Global Corporation	1.1%	—	17,367	—	$1.3M
MELIMercadolibre Inc	1.1%	1.4%	747	-5.6%	$1.3M
DUKDuke Energy Corp New	1.1%	1.4%	9,918	-5.1%	$1.3M
XLKSelect Sector Spdr Tr	1.1%	0.9%	6,400	+0.0%	$1.2M
SHOPShopify Inc	1.0%	1.3%	10,469	-4.3%	$1.2M
SESea Ltd	1.0%	1.1%	12,447	-4.3%	$1.2M
SYKStryker Corporation	1.0%	1.2%	3,510	-2.9%	$1.1M
JNJJohnson & Johnson	0.9%	1.1%	4,072	-6.5%	$1.0M
HUBSHubspot Inc	0.9%	—	5,554	—	$1.0M

What Bluebird Wealth Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$115.3M	89
Q1 2026	$97.7M	77
Q4 2025	$107.1M	70

Questions about Bluebird Wealth Management LLC's portfolio

What stocks does Bluebird Wealth Management LLC own?

Bluebird Wealth Management LLC's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 89 positions worth $115.3M. The largest are Nvidia Corporation (NVDA) at 4.4%, Apple Inc (AAPL) at 4.1%, Crowdstrike Hldgs Inc (CRWD) at 4.1%, Amazon Com Inc (AMZN) at 2.7% and Datadog Inc (DDOG) at 2.6%.

What did Bluebird Wealth Management LLC buy last quarter?

In Q2 2026, Bluebird Wealth Management LLC added Oracle Corp (ORCL) (+36.8% shares), Vertiv Holdings Co (VRT) (+35.5% shares) and Datadog Inc (DDOG) (+23.5% shares), compared with its Q1 2026 filing.

What did Bluebird Wealth Management LLC sell last quarter?

In Q2 2026, Bluebird Wealth Management LLC cut from its top 50 Lyondellbasell Industries NV (LYB), cut from its top 50 Netflix Inc. (NFLX), cut from its top 50 Alibaba Group Hldg Ltd (BABA), cut from its top 50 Royal Caribbean Group (RCL), cut from its top 50 Vanguard World Fd (VHT), Arista Networks Inc (ANET) (-38.7% shares), Corning Inc (GLW) (-21.1% shares) and Barclays PLC (BCS) (-15.0% shares), compared with its Q1 2026 filing.

When is Bluebird Wealth Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Bluebird Wealth Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Bluebird Wealth Management LLC manage?

Bluebird Wealth Management LLC reported $154.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $115.3M.