Bluebird Wealth Management LLC

CIK

2104503

Location

MEDFIELD, MA

Portfolio Value

Small $115,349,199

Diversification

Diversified

Filing Date

Global Rank

#8,087 / 8,794 ▼ 290 · as of Jun 2026

Top Industry

Software - Infrastructure 10.1%

Period ended 3 months ago

Filed Aug 5, 2026 · 2mo

3 quarters · since Dec 2025

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

86 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

4.4%

−0.1 pts

Top 5

18.0%

−0.0 pts

Top 10

30.0%

−0.3 pts

HHI

187

Diversified−13

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	39.3%	$45,303,686	27
Financial Services	13.4%	$15,424,077	14
Industrials	10.1%	$11,702,986	9
Consumer Cyclical	8.2%	$9,488,803	7
Unclassified	7.5%	$8,643,849	6
Communication Services	7.3%	$8,432,017	6
Healthcare	6.7%	$7,710,585	7
Consumer Defensive	2.8%	$3,195,196	2
Utilities	2.4%	$2,815,922	3
Basic Materials	1.2%	$1,432,793	1
Energy	0.8%	$924,688	3
Real Estate	0.2%	$274,597	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
HUBS	Hubspot Inc	+4,106	5,554	$1,013,660
RDDT	Reddit, Inc.	+3,858	8,018	$1,391,764
VB	Vanguard Morningstar Small-Cap ETF	+3,256	5,118	$1,735,307
ORCL	Oracle Corp	+2,453	9,123	$1,336,975
DDOG	Datadog, Inc.	+2,196	11,537	$3,003,773
VRT	Vertiv Holdings Co	+1,479	5,642	$1,889,054
BIV	Vanguard Intermediate-Term Bond ETF	+1,422	7,159	$549,095
JPM	Jpmorgan Chase & Co	+1,094	7,066	$2,312,913
NVDA	Nvidia Corp	+1,068	25,536	$5,109,498
PG	PROCTER & GAMBLE Co	+716	9,949	$1,458,921
CVX	Chevron Corp	+621	1,832	$303,672
XOM	ExxonMobil Holdings Corp	+430	2,624	$358,753
VEU	Vanguard FTSE All-World Ex-US ETF	+248	43,870	$2,737,768
CSCO	Cisco Systems, Inc.	+202	2,930	$344,157
SO	Southern Co	+132	2,616	$250,377
NVS	Novartis AG	+88	1,423	$223,012
IBM	International Business Machines Corp	+67	950	$267,149
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BCS	Barclays PLC	−15,475	87,548	$2,351,539
NFLX	Netflix Inc	−13,008	7,791	$556,277
ANET	Arista Networks, Inc.	−6,973	11,065	$1,879,722
UBER	Uber Technologies, Inc	−2,678	23,433	$1,690,925
GLW	Corning Inc /Ny	−2,589	9,676	$2,471,540
RCL	Royal Caribbean Cruises Ltd	−2,201	3,106	$986,248
C	Citigroup Inc	−2,153	16,749	$2,344,190
NU	Nu Holdings Ltd.	−1,299	24,037	$321,134
TER	Teradyne, Inc	−991	5,834	$2,822,722
AAPL	Apple Inc.	−870	16,386	$4,741,452
HOOD	Robinhood Markets, Inc.	−761	15,779	$1,582,318
AMD	Advanced Micro Devices Inc	−743	1,499	$870,784
AMZN	Amazon Com Inc	−693	13,306	$3,171,352
UPS	United Parcel Service Inc	−641	14,935	$1,605,512
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−603	35,635	$2,544,842
SE	Sea Ltd	−561	12,447	$1,192,796
AFRM	Affirm Holdings, Inc.	−547	5,396	$440,043
DUK	Duke Energy CORP	−535	9,918	$1,255,420
NOW	ServiceNow, Inc.	−522	16,238	$1,612,108
WMT	Walmart Inc.	−515	15,330	$1,736,275
VST	Vistra Corp.	−478	8,259	$1,310,125
SHOP	Shopify Inc.	−476	10,469	$1,195,350
MSFT	Microsoft Corp	−382	7,828	$2,920,000
CRWD	CrowdStrike Holdings, Inc.	−381	6,199	$4,730,704
AXP	American Express Co	−291	5,049	$1,707,824
No positions match the current search.

New Positions

Positions the filer opened this quarter

19 positions

Ticker	Company	Shares	Value
ASML	Asml Holding NV	896	$1,782,538
INTC	Intel Corp	11,731	$1,637,999
MDB	MongoDB, Inc.	4,419	$1,484,342
CARR	CARRIER GLOBAL Corp	17,367	$1,273,869
AVGO	Broadcom Inc.	2,674	$1,010,103
MU	Micron Technology Inc	859	$991,535
MBWM	Mercantile Bank Corp	10,612	$609,341
MRVL	Marvell Technology, Inc.	1,465	$436,408
CAC	Camden National Corp	7,358	$398,950
PNC	Pnc Financial Services Group, Inc.	1,505	$370,561
FNLC	First Bancorp, Inc /ME/	10,500	$365,610
CIFR	Cipher Digital Inc.	11,537	$282,656
PLD	Prologis, Inc.	2,027	$274,597
VIG	Vanguard Dividend Appreciation ETF	1,139	$269,510
FANG	Diamondback Energy, Inc.	1,492	$262,263
RY	Royal Bank Of Canada	1,200	$248,364
GABC	German American Bancorp, Inc.	5,000	$237,300
KLAC	Kla Corp	750	$226,282
AMGN	Amgen Inc	596	$215,823
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
LYB	LyondellBasell Industries N.V.	32,138	$2,589,037
BABA	Alibaba Group Holding Ltd	12,414	$1,557,460
COIN	Coinbase Global, Inc.	4,067	$710,138
EL	Estee Lauder Companies Inc	9,786	$702,341
RKT	Rocket Companies, Inc.	26,843	$382,512
T	At&T Inc.	11,702	$339,240
HII	Huntington Ingalls Industries, Inc.	695	$264,030
HON	Honeywell International Inc	1,025	$231,680
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

86 tracked positions · $115,349,199 total · filing declares 89 positions · $115,348,844 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 86 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	25,536	+1,068	$5,109,498	+19.7%	4.43%
AAPL	Apple Inc. Technology	Reduced	16,386	-870	$4,741,452	+8.3%	4.11%
CRWD	CrowdStrike Holdings, Inc. Technology	Reduced	6,199	-381	$4,730,704	+84.2%	4.10%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	13,306	-693	$3,171,352	+8.8%	2.75%
DDOG	Datadog, Inc. Technology	Added	11,537	+2,196	$3,003,773	+172.4%	2.60%
MSFT	Microsoft Corp Technology	Reduced	7,828	-382	$2,920,000	−3.9%	2.53%
TER	Teradyne, Inc Technology	Reduced	5,834	-991	$2,822,722	+39.5%	2.45%
META	Meta Platforms, Inc. Communication Services	Reduced	4,957	-266	$2,792,228	−6.6%	2.42%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	43,870	+248	$2,737,768	+11.8%	2.37%
CAT	Caterpillar Inc Industrials	Reduced	2,416	-46	$2,572,798	+47.5%	2.23%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	35,635	-603	$2,544,842	+14.6%	2.21%
GLW	Corning Inc /Ny Technology	Reduced	9,676	-2,589	$2,471,540	+48.2%	2.14%
BCS	Barclays PLC Financial Services	Reduced	87,548	-15,475	$2,351,539	+7.9%	2.04%
C	Citigroup Inc Financial Services	Reduced	16,749	-2,153	$2,344,190	+9.4%	2.03%
JPM	Jpmorgan Chase & Co Financial Services	Added	7,066	+1,094	$2,312,913	+31.7%	2.01%
LLY	ELI LILLY & Co Healthcare	Reduced	1,863	-127	$2,234,538	+22.1%	1.94%
GS	Goldman Sachs Group Inc Financial Services	Reduced	2,110	-134	$2,133,990	+12.4%	1.85%
VRT	Vertiv Holdings Co Industrials	Added	5,642	+1,479	$1,889,054	+81.1%	1.64%
ANET	Arista Networks, Inc. Technology	Reduced	11,065	-6,973	$1,879,722	−15.1%	1.63%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	12,040	-277	$1,824,060	−7.3%	1.58%
ASML	Asml Holding NV Technology	NEW	896	NEW	$1,782,538	NEW	1.55%
WMT	Walmart Inc. Consumer Defensive	Reduced	15,330	-515	$1,736,275	−11.8%	1.51%
VB	Vanguard Morningstar Small-Cap ETF	Added	5,118	+3,256	$1,735,307	+56.0%	1.50%
AXP	American Express Co Financial Services	Reduced	5,049	-291	$1,707,824	+5.7%	1.48%
UBER	Uber Technologies, Inc Technology	Reduced	23,433	-2,678	$1,690,925	−10.0%	1.47%
INTC	Intel Corp Technology	NEW	11,731	NEW	$1,637,999	NEW	1.42%
SPOT	Spotify Technology S.A. Communication Services	Reduced	3,537	-217	$1,623,942	−10.8%	1.41%
NOW	ServiceNow, Inc. Technology	Reduced	16,238	-522	$1,612,108	−8.0%	1.40%
UPS	United Parcel Service Inc Industrials	Reduced	14,935	-641	$1,605,512	+4.8%	1.39%
HOOD	Robinhood Markets, Inc. Financial Services	Reduced	15,779	-761	$1,582,318	+38.0%	1.37%
ETN	Eaton Corp plc Industrials	Reduced	3,663	-110	$1,560,877	+15.7%	1.35%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Reduced	2,472	-102	$1,541,390	−22.5%	1.34%
MDB	MongoDB, Inc. Technology	NEW	4,419	NEW	$1,484,342	NEW	1.29%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	9,949	+716	$1,458,921	+9.4%	1.26%
RTX	RTX Corp Industrials	Reduced	7,586	-163	$1,439,291	−3.7%	1.25%
LIN	Linde PLC Basic Materials	Reduced	2,761	-212	$1,432,793	−2.8%	1.24%
GOOGL	Alphabet Inc. Communication Services	Reduced	3,945	-68	$1,393,886	+21.1%	1.21%
RDDT	Reddit, Inc. Communication Services	Added	8,018	+3,858	$1,391,764	+148.5%	1.21%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	2,731	-167	$1,356,569	+4.8%	1.18%
ORCL	Oracle Corp Technology	Added	9,123	+2,453	$1,336,975	+36.3%	1.16%
VST	Vistra Corp. Utilities	Reduced	8,259	-478	$1,310,125	−0.3%	1.14%
CARR	CARRIER GLOBAL Corp Industrials	NEW	17,367	NEW	$1,273,869	NEW	1.10%
MELI	Mercadolibre Inc Consumer Cyclical	Reduced	747	-44	$1,267,950	−7.3%	1.10%
DUK	Duke Energy CORP Utilities	Reduced	9,918	-535	$1,255,420	−8.3%	1.09%
SHOP	Shopify Inc. Technology	Reduced	10,469	-476	$1,195,350	−7.9%	1.04%
SE	Sea Ltd Consumer Cyclical	Reduced	12,447	-561	$1,192,796	+10.7%	1.03%
SYK	Stryker Corp Healthcare	Reduced	3,510	-106	$1,105,088	−7.0%	0.96%
JNJ	Johnson & Johnson Healthcare	Reduced	4,072	-283	$1,034,165	−2.9%	0.90%
HUBS	Hubspot Inc Technology	Added	5,554	+4,106	$1,013,660	+186.8%	0.88%
AVGO	Broadcom Inc. Technology	NEW	2,674	NEW	$1,010,103	NEW	0.88%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.