Bluebird Wealth Management LLC

Portfolio Overview

Bluebird Wealth Management LLC disclosed 77 positions worth $97.7M in its Form 13F-HR for Q1 2026, led by $AAPL (Apple Inc.) at 4.5% of the equity portfolio, followed by $NVDA and $MSFT. During the quarter the fund opened 17 new positions and exited 11 — including a new stake in $LYB and a full exit from $WFC. The portfolio is most concentrated in Technology (35.4% of disclosed assets). All figures are sourced directly from Bluebird Wealth Management LLC’s Form 13F-HR filing with the SEC under CIK 2104503.

• 

  Apple Inc.

  $AAPL

  76.1#112

  Quality

  $4.4M17,256 sh
• 

  NVIDIA CORP

  $NVDA

  90.2#1

  Quality

  $4.3M24,468 sh
• 

  MICROSOFT CORP

  $MSFT

  83.7#15

  Quality

  $3.0M8,210 sh
• 

  Meta Platforms, Inc.

  $META

  80.9

  Quality

  $3.0M5,223 sh
• 

  AMAZON COM INC

  $AMZN

  74.6

  Quality

  $2.9M13,999 sh
• 

  LyondellBasell Industries N.V.

  $LYB

  —

  Quality

  $2.6M32,138 sh
• 

  CrowdStrike Holdings, Inc.

  $CRWD

  55.0

  Quality

  $2.6M6,580 sh
• 

  Arista Networks, Inc.

  $ANET

  86.0

  Quality

  $2.2M18,038 sh
• 

  BARCLAYS PLC

  $BCS

  —

  Quality

  $2.2M103,023 sh
• 

  CITIGROUP INC

  $C

  54.8

  Quality

  $2.1M18,902 sh

Company	Quality	Value	Shares
Apple Inc.$AAPL	76.1#112	$4.4M	17,256
NVIDIA CORP$NVDA	90.2#1	$4.3M	24,468
MICROSOFT CORP$MSFT	83.7#15	$3.0M	8,210
Meta Platforms, Inc.$META	80.9	$3.0M	5,223
AMAZON COM INC$AMZN	74.6	$2.9M	13,999
LyondellBasell Industries N.V.$LYB	—	$2.6M	32,138
CrowdStrike Holdings, Inc.$CRWD	55.0	$2.6M	6,580
Arista Networks, Inc.$ANET	86.0	$2.2M	18,038
BARCLAYS PLC$BCS	—	$2.2M	103,023
CITIGROUP INC$C	54.8	$2.1M	18,902

Showing top 10 of 77 holdings.

Full Holdings — Bluebird Wealth Management LLC (Q1 2026)

All 77 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$AAPL	Apple Inc.	$4.4M	4.5%	+2%	76.1
2	$NVDA	NVIDIA CORP	$4.3M	4.4%	-20%	90.2
3	$MSFT	MICROSOFT CORP	$3.0M	3.1%	+7%	83.7
4	$META	Meta Platforms, Inc.	$3.0M	3.1%	-13%	80.9
5	$AMZN	AMAZON COM INC	$2.9M	3.0%	+0%	74.6
6	$LYB	LyondellBasell Industries N.V.	$2.6M	2.6%	NEW	—
7	$CRWD	CrowdStrike Holdings, Inc.	$2.6M	2.6%	+4%	55
8	$ANET	Arista Networks, Inc.	$2.2M	2.3%	-14%	86
9	$BCS	BARCLAYS PLC	$2.2M	2.2%	-0%	—
10	$C	CITIGROUP INC	$2.1M	2.2%	-17%	54.8
11	—	VANGUARD INTL EQUITY INDEX F	$2.1M	2.2%	+1198%	—
12	$TER	TERADYNE, INC	$2.0M	2.1%	+130%	74.6
13	$NFLX	NETFLIX INC	$2.0M	2.0%	-8%	86.7
14	$REGN	REGENERON PHARMACEUTICALS, INC.	$2.0M	2.0%	+0%	75.1
15	$WMT	Walmart Inc.	$2.0M	2.0%	+3%	63.2
16	$TJX	TJX COMPANIES INC /DE/	$2.0M	2.0%	-2%	70.7
17	$GS	GOLDMAN SACHS GROUP INC	$1.9M	1.9%	-16%	—
18	$UBER	Uber Technologies, Inc	$1.9M	1.9%	-17%	79.3
19	$LLY	ELI LILLY & Co	$1.8M	1.9%	-0%	89.3
20	$SPOT	Spotify Technology S.A.	$1.8M	1.9%	-1%	—
21	$JPM	JPMORGAN CHASE & CO	$1.8M	1.8%	-28%	35.6
22	$NOW	ServiceNow, Inc.	$1.8M	1.8%	+97%	76
23	$CAT	CATERPILLAR INC	$1.7M	1.8%	NEW	67.8
24	$GLW	CORNING INC /NY	$1.7M	1.7%	NEW	72.7
25	$AXP	AMERICAN EXPRESS CO	$1.6M	1.6%	-22%	73.2
26	$BABA	Alibaba Group Holding Ltd	$1.6M	1.6%	+1%	—
27	$UPS	UNITED PARCEL SERVICE INC	$1.5M	1.6%	+3%	58.2
28	$RTX	RTX Corp	$1.5M	1.5%	+2%	70
29	$LIN	LINDE PLC	$1.5M	1.5%	-0%	—
30	$RCL	ROYAL CARIBBEAN CRUISES LTD	$1.5M	1.5%	-33%	—
31	—	SELECT SECTOR SPDR TR	$1.4M	1.4%	+2%	—
32	$DUK	Duke Energy CORP	$1.4M	1.4%	+5%	64
33	$MELI	MERCADOLIBRE INC	$1.4M	1.4%	+1%	77.5
34	$ETN	Eaton Corp plc	$1.3M	1.4%	+3%	—
35	$PG	PROCTER & GAMBLE Co	$1.3M	1.4%	NEW	72.9
36	$VST	Vistra Corp.	$1.3M	1.3%	+1%	62.9
37	$SHOP	SHOPIFY INC.	$1.3M	1.3%	+2%	—
38	$VRTX	VERTEX PHARMACEUTICALS INC / MA	$1.3M	1.3%	-0%	76.6
39	$SYK	STRYKER CORP	$1.2M	1.2%	+3%	69.8
40	$GOOGL	Alphabet Inc.	$1.2M	1.2%	NEW	80.2
41	$HOOD	Robinhood Markets, Inc.	$1.1M	1.2%	-5%	75.8
42	—	VANGUARD INDEX FDS	$1.1M	1.1%	-4%	—
43	$DDOG	Datadog, Inc.	$1.1M	1.1%	+38%	62.9
44	$SE	Sea Ltd	$1.1M	1.1%	-0%	—
45	$JNJ	JOHNSON & JOHNSON	$1.1M	1.1%	NEW	72.8
46	$VRT	Vertiv Holdings Co	$1.0M	1.1%	+4%	82.7
47	$ORCL	ORACLE CORP	$981,169	1.0%	+2%	67.2
48	—	SELECT SECTOR SPDR TR	$850,560	0.9%	+0%	—
49	—	VANGUARD WORLD FD	$735,291	0.8%	+0%	—
50	$COIN	Coinbase Global, Inc.	$710,139	0.7%	+50%	68
51	$EL	ESTEE LAUDER COMPANIES INC	$702,341	0.7%	NEW	52.5
52	$SBUX	STARBUCKS CORP	$701,665	0.7%	+4%	54.6
53	$LHX	L3HARRIS TECHNOLOGIES, INC. /DE/	$612,296	0.6%	NEW	66.5
54	$RDDT	Reddit, Inc.	$560,144	0.6%	+13%	79.3
55	$APP	AppLovin Corp	$550,434	0.6%	-7%	86.8
56	$SNOW	Snowflake Inc.	$522,591	0.5%	+1%	49.6
57	$AMD	ADVANCED MICRO DEVICES INC	$456,090	0.5%	NEW	78.8
58	—	VANGUARD BD INDEX FDS	$442,751	0.5%	-0%	—
59	$RKT	Rocket Companies, Inc.	$382,513	0.4%	+2%	—
60	$XOM	EXXON MOBIL CORP	$372,211	0.4%	+16%	61.8
61	$NU	Nu Holdings Ltd.	$364,078	0.4%	+5%	—
62	$HUBS	HUBSPOT INC	$353,502	0.4%	+0%	58.1
63	$T	AT&T INC.	$339,241	0.3%	+4%	71.9
64	—	VANGUARD INTL EQUITY INDEX F	$328,120	0.3%	+44%	—
65	$BE	Bloom Energy Corp	$305,259	0.3%	NEW	54.4
66	$TOST	Toast, Inc.	$303,274	0.3%	+0%	69.5
67	$ASTS	AST SpaceMobile, Inc.	$299,492	0.3%	NEW	29.6
68	$AFRM	Affirm Holdings, Inc.	$272,308	0.3%	-49%	71.7
69	$HII	HUNTINGTON INGALLS INDUSTRIES, INC.	$264,031	0.3%	NEW	55.4
70	$WM	WASTE MANAGEMENT INC	$260,812	0.3%	+0%	70.7
71	$CVX	CHEVRON CORP	$250,556	0.3%	NEW	54.7
72	$SO	SOUTHERN CO	$239,756	0.3%	NEW	65.1
73	$HON	HONEYWELL INTERNATIONAL INC	$231,681	0.2%	NEW	65.7
74	$DKNG	DraftKings Inc.	$231,226	0.2%	+0%	54
75	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	$214,030	0.2%	+6%	66.7
76	$CSCO	CISCO SYSTEMS, INC.	$211,666	0.2%	NEW	72.3
77	$NVS	NOVARTIS AG	$203,921	0.2%	NEW	—