Bluebird Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 3, 2026, for the 2025 Q4 period, Bluebird Wealth Management LLC held in its portfolio 70 assets valued at $107,052,738 (i.e. $107.05M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION ($5.73M), APPLE INC ($4.59M), and META PLATFORMS INC ($3.98M).
The chart below shows the top 10 valuable assets, and the table below shows the top 70 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Bluebird Wealth Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION | 30742 | 5733388 | COM |
| APPLE INC | 16900 | 4594362 | COM |
| META PLATFORMS INC | 6035 | 3983943 | CL A |
| MICROSOFT CORP | 7674 | 3711165 | COM |
| AMAZON COM INC | 13960 | 3222234 | COM |
| CROWDSTRIKE HLDGS INC | 6307 | 2956588 | CL A |
| ARISTA NETWORKS INC | 20904 | 2739013 | COM SHS |
| CITIGROUP INC | 22778 | 2657957 | COM NEW |
| JPMORGAN CHASE & CO. | 8244 | 2656512 | COM |
| BARCLAYS PLC | 103270 | 2628221 | ADR |
| UBER TECHNOLOGIES INC | 31571 | 2579687 | COM |
| WELLS FARGO CO NEW | 27484 | 2561475 | COM |
| AMERICAN EXPRESS CO | 6843 | 2531410 | COM |
| GOLDMAN SACHS GROUP INC | 2665 | 2342215 | COM |
| ROYAL CARIBBEAN GROUP | 7919 | 2208719 | COM |
| SPOTIFY TECHNOLOGY S A | 3787 | 2199160 | SHS |
| ELI LILLY & CO | 1998 | 2147689 | COM |
| NETFLIX INC | 22727 | 2130910 | COM |
| PALANTIR TECHNOLOGIES INC | 11580 | 2058373 | CL A |
| REGENERON PHARMACEUTICALS | 2562 | 1977531 | COM |
| ROBINHOOD MKTS INC | 17425 | 1970818 | COM CL A |
| TJX COS INC NEW | 12535 | 1925457 | COM |
| ALIBABA GROUP HLDG LTD | 12318 | 1805510 | SPONSORED ADS |
| MONGODB INC | 4295 | 1802479 | CL A |
| SHOPIFY INC | 10769 | 1733498 | CL A SUB VTG SHS |
| WALMART INC | 15313 | 1705999 | COM |
| SEA LTD | 13047 | 1664405 | SPONSORD ADS |
| MERCADOLIBRE INC | 787 | 1585564 | COM |
| UNITED PARCEL SERVICE INC | 15053 | 1493107 | CL B |
| UNITY SOFTWARE INC | 33797 | 1492799 | COM |
| ROKU INC | 13382 | 1451835 | COM CL A |
| VISTRA CORP | 8652 | 1395858 | COM |
| RTX CORPORATION | 7575 | 1389302 | COM |
| VERTEX PHARMACEUTICALS INC | 2906 | 1317349 | COM |
| SERVICENOW INC | 8520 | 1305167 | COM |
| LINDE PLC | 2984 | 1272284 | SHS |
| ORACLE CORP | 6518 | 1270497 | COM |
| SELECT SECTOR SPDR TR | 29211 | 1247034 | STATE STREET UTI |
| STRYKER CORPORATION | 3495 | 1228376 | COM |
| VANGUARD INDEX FDS | 1931 | 1210961 | S&P 500 ETF SHS |
| ILLINOIS TOOL WKS INC | 4869 | 1199118 | COM |
| DUKE ENERGY CORP NEW | 9996 | 1171623 | COM NEW |
| EATON CORP PLC | 3663 | 1166686 | SHS |
| BERKSHIRE HATHAWAY INC DEL | 2167 | 1089086 | CL B NEW |
| CHENIERE ENERGY INC | 5573 | 1083432 | COM NEW |
| APPLOVIN CORP | 1494 | 1006687 | COM CL A |
| DATADOG INC | 6785 | 922692 | CL A COM |
| SELECT SECTOR SPDR TR | 6400 | 921408 | STATE STREET TEC |
| AFFIRM HLDGS INC | 11681 | 869417 | COM CL A |
| REDDIT INC | 3688 | 847761 | CL A |
| VANGUARD WORLD FD | 2700 | 777195 | HEALTH CAR ETF |
| SNOWFLAKE INC | 3432 | 752844 | COM SHS |
| VERTIV HOLDINGS CO | 4008 | 649336 | COM CL A |
| STARBUCKS CORP | 7543 | 635230 | COM |
| COINBASE GLOBAL INC | 2703 | 611256 | COM CL A |
| HUBSPOT INC | 1443 | 579269 | COM |
| TERADYNE INC | 2961 | 573131 | COM |
| ROCKET COS INC | 26210 | 507426 | COM CL A |
| RH | 2759 | 494315 | COM |
| VANGUARD BD INDEX FDS | 5758 | 448443 | INTERMED TERM |
| TOAST INC | 11440 | 406234 | CL A |
| NU HLDGS LTD | 24224 | 405510 | ORD SHS CL A |
| DRAFTKINGS INC NEW | 10695 | 368550 | COM CL A |
| AT&T INC | 11216 | 278605 | COM |
| WASTE MGMT INC DEL | 1135 | 249371 | COM |
| INTERNATIONAL BUSINESS MACHS | 830 | 245854 | COM |
| BLACKROCK INC | 223 | 238686 | COM |
| EXXON MOBIL CORP | 1886 | 226935 | COM |
| VANGUARD INTL EQUITY INDEX F | 3024 | 222451 | ALLWRLD EX US |
| VISA INC | 614 | 215336 | COM CL A |
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