Bluebird Wealth Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$97.7M
Q ending 2026-03-31
Prior quarter
$107.1M
Q ending 2025-12-31
Change
-8.8% QoQ
Positions
77
reported holdings
Largest positions
All 77 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Apple Inc | AAPL | Shares | $4.4M | 17K |
| Nvidia Corporation | NVDA | Shares | $4.3M | 24K |
| Microsoft Corp | MSFT | Shares | $3.0M | 8K |
| Meta Platforms Inc | META | Shares | $3.0M | 5K |
| Amazon Com Inc | AMZN | Shares | $2.9M | 14K |
| Lyondellbasell Industries Nv | Shares | $2.6M | 32K | |
| Crowdstrike Hldgs Inc | CRWD | Shares | $2.6M | 7K |
| Arista Networks Inc | ANET | Shares | $2.2M | 18K |
| Barclays Plc | BCS | Shares | $2.2M | 103K |
| Citigroup Inc | C | Shares | $2.1M | 19K |
| Vanguard Intl Equity Index F | VWO | Shares | $2.1M | 39K |
| Teradyne Inc | TER | Shares | $2.0M | 7K |
| Netflix Inc. | NFLX | Shares | $2.0M | 21K |
| Regeneron Pharmaceuticals | REGN | Shares | $2.0M | 3K |
| Walmart Inc | WMT | Shares | $2.0M | 16K |
| Tjx Cos Inc New | TJX | Shares | $2.0M | 12K |
| Goldman Sachs Group Inc | GS | Shares | $1.9M | 2K |
| Uber Technologies Inc | UBER | Shares | $1.9M | 26K |
| Eli Lilly & Co | LLY | Shares | $1.8M | 2K |
| Spotify Technology S A | Shares | $1.8M | 4K | |
| Jpmorgan Chase & Co | JPM | Shares | $1.8M | 6K |
| Servicenow Inc | NOW | Shares | $1.8M | 17K |
| Caterpillar Inc | CAT | Shares | $1.7M | 2K |
| Corning Inc | GLW | Shares | $1.7M | 12K |
| American Express Co | AXP | Shares | $1.6M | 5K |
| Alibaba Group Hldg Ltd | BABA | Shares | $1.6M | 12K |
| United Parcel Svcs Inc | UPS | Shares | $1.5M | 16K |
| Rtx Corporation | RTX | Shares | $1.5M | 8K |
| Linde Plc | Shares | $1.5M | 3K | |
| Royal Caribbean Group | Shares | $1.5M | 5K | |
| Select Sector Spdr Tr | XLU | Shares | $1.4M | 30K |
| Duke Energy Corp New | DUK | Shares | $1.4M | 10K |
| Mercadolibre Inc | MELI | Shares | $1.4M | 791 |
| Eaton Corp Plc | Shares | $1.3M | 4K | |
| Procter & Gamble Co | PG | Shares | $1.3M | 9K |
| Vistra Corp | VST | Shares | $1.3M | 9K |
| Shopify Inc | SHOP | Shares | $1.3M | 11K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $1.3M | 3K |
| Stryker Corporation | SYK | Shares | $1.2M | 4K |
| Alphabet Inc | GOOG | Shares | $1.2M | 4K |
| Robinhood Mkts Inc | HOOD | Shares | $1.1M | 17K |
| Vanguard Index Fds | VOO | Shares | $1.1M | 2K |
| Datadog Inc | DDOG | Shares | $1.1M | 9K |
| Sea Ltd | SE | Shares | $1.1M | 13K |
| Johnson & Johnson | JNJ | Shares | $1.1M | 4K |
| Vertiv Holdings Co | VRT | Shares | $1.0M | 4K |
| Oracle Corp | ORCL | Shares | $981K | 7K |
| Select Sector Spdr Tr | XLK | Shares | $851K | 6K |
| Vanguard World Fd | VHT | Shares | $735K | 3K |
| Coinbase Global Inc | COIN | Shares | $710K | 4K |
| Lauder Estee Cos Inc | EL | Shares | $702K | 10K |
| Starbucks Corp | SBUX | Shares | $702K | 8K |
| L3Harris Technologies Inc | LHX | Shares | $612K | 2K |
| Reddit Inc | RDDT | Shares | $560K | 4K |
| Applovin Corp | APP | Shares | $550K | 1K |
| Snowflake Inc | SNOW | Shares | $523K | 3K |
| Advanced Micro Devices Inc | AMD | Shares | $456K | 2K |
| Vanguard Bd Index Fds | BIV | Shares | $443K | 6K |
| Rocket Cos Inc | RKT | Shares | $383K | 27K |
| Exxon Mobil Corp | XOM | Shares | $372K | 2K |
| Nu Hldgs Ltd | Shares | $364K | 25K | |
| Hubspot Inc | HUBS | Shares | $354K | 1K |
| At&T Inc | T | Shares | $339K | 12K |
| Vanguard Intl Equity Index F | VEU | Shares | $328K | 4K |
| Bloom Energy Corp | BE | Shares | $305K | 2K |
| Toast Inc | TOST | Shares | $303K | 11K |
| Ast Spacemobile Inc | ASTS | Shares | $299K | 4K |
| Affirm Hldgs Inc | AFRM | Shares | $272K | 6K |
| Huntington Ingalls Inds Inc | HII | Shares | $264K | 695 |
| Waste Mgmt Inc Del | WM | Shares | $261K | 1K |
| Chevron Corporation | CVX | Shares | $251K | 1K |
| Southern Co | SO | Shares | $240K | 2K |
| Honeywell Intl Inc | HONGBP | Shares | $232K | 1K |
| Draftkings Inc New | DKNG | Shares | $231K | 11K |
| International Business Machs | IBM | Shares | $214K | 883 |
| Cisco Sys Inc | CSCO | Shares | $212K | 3K |
| Novartis Ag | NVS | Shares | $204K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.