Bluebird Wealth Management LLC
Net buyer this quarter
$115M
80
+$2.43M
29.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $5.11M | 4.43% | 0.00% | +4.4% | Q4 2025 |
 AAPL | $4.74M | 4.11% | 0.00% | -5.0% | Q4 2025 |
 CRWD | $4.73M | 4.10% | 0.00% | -5.8% | Q4 2025 |
 AMZN | $3.17M | 2.75% | 0.00% | -5.0% | Q4 2025 |
 DDOG | $3M | 2.60% | 0.01% | +23.5% | Q4 2025 |
 MSFT | $2.92M | 2.53% | 0.00% | -4.7% | Q4 2025 |
 TER | $2.82M | 2.45% | 0.00% | -14.5% | Q4 2025 |
 META | $2.79M | 2.42% | Not reported | -5.1% | Q4 2025 |
 CAT | $2.57M | 2.23% | 0.00% | -1.9% | Q1 2026 |
 GLW | $2.47M | 2.14% | 0.00% | -21.1% | Q1 2026 |
 BCS | $2.35M | 2.04% | 0.00% | -15.0% | Q4 2025 |
 C | $2.34M | 2.03% | 0.00% | -11.4% | Q4 2025 |
 JPM | $2.31M | 2.01% | 0.00% | +18.3% | Q4 2025 |
 LLY | $2.23M | 1.94% | 0.00% | -6.4% | Q4 2025 |
 GS | $2.13M | 1.85% | 0.00% | -6.0% | Q4 2025 |
 VRT | $1.89M | 1.64% | 0.00% | +35.5% | Q4 2025 |
 ANET | $1.88M | 1.63% | 0.00% | -38.7% | Q4 2025 |
 TJX | $1.82M | 1.58% | 0.00% | -2.3% | Q4 2025 |
 ASML | $1.78M | 1.55% | 0.00% | New | Q2 2026 |
 WMT | $1.74M | 1.51% | 0.00% | -3.3% | Q4 2025 |
 AXP | $1.71M | 1.48% | 0.00% | -5.5% | Q4 2025 |
 UBER | $1.69M | 1.47% | 0.00% | -10.3% | Q4 2025 |
 INTC | $1.64M | 1.42% | 0.00% | New | Q2 2026 |
 SPOT | $1.62M | 1.41% | 0.00% | -5.8% | Q4 2025 |
 NOW | $1.61M | 1.40% | 0.00% | -3.1% | Q4 2025 |
 UPS | $1.61M | 1.39% | 0.00% | -4.1% | Q4 2025 |
 HOOD | $1.58M | 1.37% | 0.01% | -4.6% | Q4 2025 |
 ETN | $1.56M | 1.35% | 0.00% | -2.9% | Q4 2025 |
 REGN | $1.54M | 1.34% | 0.00% | -4.0% | Q4 2025 |
 MDB | $1.48M | 1.29% | 0.01% | Not reported | Q4 2025 |
 PG | $1.46M | 1.26% | 0.00% | +7.8% | Q1 2026 |
 RTX | $1.44M | 1.25% | 0.00% | -2.1% | Q4 2025 |
 LIN | $1.43M | 1.24% | 0.00% | -7.1% | Q4 2025 |
 GOOG | $1.39M | 1.21% | Not reported | -1.7% | Q1 2026 |
 RDDT | $1.39M | 1.21% | Not reported | +92.7% | Q4 2025 |
 VRTX | $1.36M | 1.18% | 0.00% | -5.8% | Q4 2025 |
 ORCL | $1.34M | 1.16% | 0.00% | +36.8% | Q4 2025 |
 VST | $1.31M | 1.14% | 0.00% | -5.5% | Q4 2025 |
 CARR | $1.27M | 1.10% | 0.00% | New | Q2 2026 |
 MELI | $1.27M | 1.10% | 0.00% | -5.6% | Q4 2025 |
| DUK | $1.26M | 1.09% | 0.00% | -5.1% | Q4 2025 |
 SHOP | $1.2M | 1.04% | 0.00% | -4.4% | Q4 2025 |
 SE | $1.19M | 1.03% | 0.01% | -4.3% | Q4 2025 |
 SYK | $1.11M | 0.96% | 0.00% | -2.9% | Q4 2025 |
 JNJ | $1.03M | 0.90% | 0.00% | -6.5% | Q1 2026 |
 HUBS | $1.01M | 0.88% | 0.01% | +283.6% | Q4 2025 |
 AVGO | $1.01M | 0.88% | 0.00% | New | Q2 2026 |
 MU | $992K | 0.86% | 0.00% | New | Q2 2026 |
 RCL | $986K | 0.86% | 0.00% | -41.5% | Q4 2025 |
 AMD | $871K | 0.75% | 0.00% | -33.1% | Q1 2026 |
| Q1 2026 | |||||
| AAPL | $4.38M | 4.48% | 0.00% | +2.1% | Q4 2025 |
| NVDA | $4.27M | 4.37% | 0.00% | -20.4% | Q4 2025 |
| MSFT | $3.04M | 3.11% | 0.00% | +7.0% | Q4 2025 |
| META | $2.99M | 3.06% | Not reported | -13.5% | Q4 2025 |
| AMZN | $2.92M | 2.99% | 0.00% | +0.3% | Q4 2025 |
 LYB | $2.59M | 2.65% | 0.01% | New | Q1 2026 |
| CRWD | $2.57M | 2.63% | 0.00% | +4.3% | Q4 2025 |
| ANET | $2.21M | 2.27% | 0.00% | -13.7% | Q4 2025 |
| BCS | $2.18M | 2.23% | 0.00% | -0.2% | Q4 2025 |
| C | $2.14M | 2.19% | 0.00% | -17.0% | Q4 2025 |
| TER | $2.02M | 2.07% | 0.00% | +130.5% | Q4 2025 |
 NFLX | $2M | 2.05% | 0.00% | -8.5% | Q4 2025 |
| REGN | $1.99M | 2.04% | 0.00% | +0.5% | Q4 2025 |
| WMT | $1.97M | 2.02% | 0.00% | +3.5% | Q4 2025 |
| TJX | $1.97M | 2.01% | 0.00% | -1.7% | Q4 2025 |
| GS | $1.9M | 1.94% | 0.00% | -15.8% | Q4 2025 |
| UBER | $1.88M | 1.92% | 0.00% | -17.3% | Q4 2025 |
| LLY | $1.83M | 1.87% | 0.00% | -0.4% | Q4 2025 |
| SPOT | $1.82M | 1.86% | 0.00% | -0.9% | Q4 2025 |
| JPM | $1.76M | 1.80% | 0.00% | -27.6% | Q4 2025 |
| NOW | $1.75M | 1.79% | 0.00% | +96.7% | Q4 2025 |
| CAT | $1.74M | 1.79% | 0.00% | New | Q1 2026 |
| GLW | $1.67M | 1.71% | 0.00% | New | Q1 2026 |
| AXP | $1.62M | 1.65% | 0.00% | -22.0% | Q4 2025 |
 BABA | $1.56M | 1.59% | 0.00% | +0.8% | Q4 2025 |
| UPS | $1.53M | 1.57% | 0.00% | +3.5% | Q4 2025 |
| RTX | $1.49M | 1.53% | 0.00% | +2.3% | Q4 2025 |
| LIN | $1.47M | 1.51% | 0.00% | -0.4% | Q4 2025 |
| RCL | $1.46M | 1.50% | 0.00% | -33.0% | Q4 2025 |
| DUK | $1.37M | 1.40% | 0.00% | +4.6% | Q4 2025 |
| MELI | $1.37M | 1.40% | 0.00% | +0.5% | Q4 2025 |
| ETN | $1.35M | 1.38% | 0.00% | +3.0% | Q4 2025 |
| PG | $1.33M | 1.37% | 0.00% | New | Q1 2026 |
| VST | $1.31M | 1.34% | 0.00% | +1.0% | Q4 2025 |
| SHOP | $1.3M | 1.33% | 0.00% | +1.6% | Q4 2025 |
| VRTX | $1.29M | 1.32% | 0.00% | -0.3% | Q4 2025 |
| SYK | $1.19M | 1.22% | 0.00% | +3.5% | Q4 2025 |
| GOOG | $1.15M | 1.18% | Not reported | New | Q1 2026 |
| HOOD | $1.15M | 1.17% | 0.01% | -5.1% | Q4 2025 |
| DDOG | $1.1M | 1.13% | 0.01% | +37.7% | Q4 2025 |
| SE | $1.08M | 1.10% | 0.01% | -0.3% | Q4 2025 |
| JNJ | $1.06M | 1.09% | 0.00% | New | Q1 2026 |
| VRT | $1.04M | 1.07% | 0.00% | +3.9% | Q4 2025 |
| ORCL | $981K | 1.00% | 0.00% | +2.3% | Q4 2025 |
 COIN | $710K | 0.73% | 0.00% | +50.5% | Q4 2025 |
 EL | $702K | 0.72% | Not reported | New | Q1 2026 |
 SBUX | $702K | 0.72% | 0.00% | +3.8% | Q4 2025 |
 LHX | $612K | 0.63% | 0.00% | New | Q1 2026 |
| RDDT | $560K | 0.57% | Not reported | +12.8% | Q4 2025 |
 APP | $550K | 0.56% | 0.00% | -7.4% | Q4 2025 |
| Q4 2025 | |||||
| NVDA | $5.73M | 5.36% | 0.00% | New | Q4 2025 |
| AAPL | $4.59M | 4.29% | 0.00% | New | Q4 2025 |
| META | $3.98M | 3.72% | Not reported | New | Q4 2025 |
| MSFT | $3.71M | 3.47% | 0.00% | New | Q4 2025 |
| AMZN | $3.22M | 3.01% | 0.00% | New | Q4 2025 |
| CRWD | $2.96M | 2.76% | 0.00% | New | Q4 2025 |
| ANET | $2.74M | 2.56% | 0.00% | New | Q4 2025 |
| C | $2.66M | 2.48% | 0.00% | New | Q4 2025 |
| JPM | $2.66M | 2.48% | 0.00% | New | Q4 2025 |
| BCS | $2.63M | 2.46% | 0.00% | New | Q4 2025 |
| UBER | $2.58M | 2.41% | 0.00% | New | Q4 2025 |
 WFC | $2.56M | 2.39% | 0.00% | New | Q4 2025 |
| AXP | $2.53M | 2.36% | 0.00% | New | Q4 2025 |
| GS | $2.34M | 2.19% | 0.00% | New | Q4 2025 |
| RCL | $2.21M | 2.06% | 0.00% | New | Q4 2025 |
| SPOT | $2.2M | 2.05% | 0.00% | New | Q4 2025 |
| LLY | $2.15M | 2.01% | 0.00% | New | Q4 2025 |
| NFLX | $2.13M | 1.99% | 0.00% | New | Q4 2025 |
 PLTR | $2.06M | 1.92% | 0.00% | New | Q4 2025 |
| REGN | $1.98M | 1.85% | 0.00% | New | Q4 2025 |
| HOOD | $1.97M | 1.84% | 0.01% | New | Q4 2025 |
| TJX | $1.93M | 1.80% | 0.00% | New | Q4 2025 |
| BABA | $1.81M | 1.69% | 0.00% | New | Q4 2025 |
| MDB | $1.8M | 1.68% | 0.01% | New | Q4 2025 |
| SHOP | $1.73M | 1.62% | 0.00% | New | Q4 2025 |
| WMT | $1.71M | 1.59% | 0.00% | New | Q4 2025 |
| SE | $1.66M | 1.55% | 0.01% | New | Q4 2025 |
| MELI | $1.59M | 1.48% | 0.00% | New | Q4 2025 |
| UPS | $1.49M | 1.39% | 0.00% | New | Q4 2025 |
 U | $1.49M | 1.39% | 0.01% | New | Q4 2025 |
 ROKU | $1.45M | 1.36% | 0.01% | New | Q4 2025 |
| VST | $1.4M | 1.30% | 0.00% | New | Q4 2025 |
| RTX | $1.39M | 1.30% | 0.00% | New | Q4 2025 |
| VRTX | $1.32M | 1.23% | 0.00% | New | Q4 2025 |
| NOW | $1.31M | 1.22% | 0.00% | New | Q4 2025 |
| LIN | $1.27M | 1.19% | 0.00% | New | Q4 2025 |
| ORCL | $1.27M | 1.19% | 0.00% | New | Q4 2025 |
| SYK | $1.23M | 1.15% | 0.00% | New | Q4 2025 |
 ITW | $1.2M | 1.12% | 0.00% | New | Q4 2025 |
| DUK | $1.17M | 1.09% | 0.00% | New | Q4 2025 |
| ETN | $1.17M | 1.09% | 0.00% | New | Q4 2025 |
 BRK.B | $1.09M | 1.02% | Not reported | New | Q4 2025 |
 LNG | $1.08M | 1.01% | 0.00% | New | Q4 2025 |
| APP | $1.01M | 0.94% | 0.00% | New | Q4 2025 |
| DDOG | $923K | 0.86% | 0.01% | New | Q4 2025 |
 AFRM | $869K | 0.81% | 0.02% | New | Q4 2025 |
| RDDT | $848K | 0.79% | Not reported | New | Q4 2025 |
 SNOW | $753K | 0.70% | 0.00% | New | Q4 2025 |
| VRT | $649K | 0.61% | 0.00% | New | Q4 2025 |
| SBUX | $635K | 0.59% | 0.00% | New | Q4 2025 |