Bluebird Wealth Management LLC 13F Holdings · Q2 2026
Bluebird Wealth Management LLC reported 89 securities worth $115.35M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (4.43%), AAPL (4.11%), CRWD (4.10%). Among its top 25 positions this quarter: 2 new, 4 added, 19 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $5.1M | 4.43% | 25,536 | Added |
| 2 | AAPL | APPLE INC | $4.7M | 4.11% | 16,386 | Trimmed |
| 3 | CRWD | CROWDSTRIKE HLDGS INC | $4.7M | 4.10% | 6,199 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $3.2M | 2.75% | 13,306 | Trimmed |
| 5 | DDOG | DATADOG INC | $3.0M | 2.60% | 11,537 | Added |
| 6 | MSFT | MICROSOFT CORP | $2.9M | 2.53% | 7,828 | Trimmed |
| 7 | TER | TERADYNE INC | $2.8M | 2.45% | 5,834 | Trimmed |
| 8 | META | META PLATFORMS INC | $2.8M | 2.42% | 4,957 | Trimmed |
| 9 | CAT | CATERPILLAR INC | $2.6M | 2.23% | 2,416 | Trimmed |
| 10 | GLW | CORNING INC | $2.5M | 2.14% | 9,676 | Trimmed |
| 11 | BCS | BARCLAYS PLC | $2.4M | 2.04% | 87,548 | Trimmed |
| 12 | C | CITIGROUP INC | $2.3M | 2.03% | 16,749 | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $2.3M | 2.01% | 7,066 | Added |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $2.3M | 2.01% | 38,917 | Trimmed |
| 15 | LLY | ELI LILLY & CO | $2.2M | 1.94% | 1,863 | Trimmed |
| 16 | GS | GOLDMAN SACHS GROUP INC | $2.1M | 1.85% | 2,110 | Trimmed |
| 17 | VRT | VERTIV HOLDINGS CO | $1.9M | 1.64% | 5,642 | Added |
| 18 | ANET | ARISTA NETWORKS INC | $1.9M | 1.63% | 11,065 | Trimmed |
| 19 | TJX | TJX COS INC NEW | $1.8M | 1.58% | 12,040 | Trimmed |
| 20 | ASML | ASML HLDG NV | $1.8M | 1.55% | 896 | New |
| 21 | WMT | WALMART INC | $1.7M | 1.51% | 15,330 | Trimmed |
| 22 | AXP | AMERICAN EXPRESS CO | $1.7M | 1.48% | 5,049 | Trimmed |
| 23 | UBER | UBER TECHNOLOGIES INC | $1.7M | 1.47% | 23,433 | Trimmed |
| 24 | INTC | INTEL CORP | $1.6M | 1.42% | 11,731 | New |
| 25 | SPOT | SPOTIFY TECHNOLOGY S A | $1.6M | 1.41% | 3,537 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR