Bluebird Wealth Management LLC

CIK

2104503

Location

MEDFIELD, MA

Portfolio Value

Micro $87,633,288

Diversification

Diversified

Filing Date

Global Rank

#5,971 / 8,605 ▼ 77 · as of Mar 2026

Top Industry

Internet Retail 7.9%

3Y Alpha vs SPY

-6.7%

Period ended 3 months ago

Filed May 8, 2026 · 2mo

2 quarters · since Dec 2025

Clone Performance

Feb 2026–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+7.1%

SPY

+10.0%

Annualised alpha

-8.1%

Max drawdown

−9.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

69 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

5.0%

−0.7 pts

Top 5

20.1%

−1.2 pts

Top 10

32.8%

−1.7 pts

HHI

221

Diversified−11

Portfolio Trend

2 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	31.5%	$27,606,897	19
Financial Services	14.2%	$12,469,266	10
Consumer Cyclical	12.9%	$11,278,174	8
Industrials	10.1%	$8,838,103	10
Communication Services	9.4%	$8,258,227	6
Healthcare	8.6%	$7,569,827	6
Basic Materials	4.6%	$4,062,931	2
Consumer Defensive	4.6%	$4,005,171	3
Utilities	3.3%	$2,921,903	3
Energy	0.7%	$622,789	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NOW	ServiceNow, Inc.	+8,240	16,760	$1,752,258
TER	Teradyne, Inc	+3,864	6,825	$2,023,339
DDOG	Datadog, Inc.	+2,556	9,341	$1,102,705
COIN	Coinbase Global, Inc.	+1,364	4,067	$710,138
NU	Nu Holdings Ltd.	+1,112	25,336	$364,078
RKT	Rocket Companies, Inc.	+633	26,843	$382,512
MSFT	Microsoft Corp	+536	8,210	$3,039,095
WMT	Walmart Inc.	+532	15,845	$1,969,216
UPS	United Parcel Service Inc	+523	15,576	$1,532,366
T	At&T Inc.	+486	11,702	$339,240
RDDT	Reddit, Inc.	+472	4,160	$560,144
DUK	Duke Energy CORP	+457	10,453	$1,368,715
AAPL	Apple Inc.	+356	17,256	$4,379,400
XOM	Exxon Mobil Corp	+308	2,194	$372,234
SBUX	Starbucks Corp	+289	7,832	$701,668
CRWD	CrowdStrike Holdings, Inc.	+273	6,580	$642,224
SHOP	Shopify Inc.	+176	10,945	$1,298,295
RTX	RTX Corp	+174	7,749	$1,494,782
VRT	Vertiv Holdings Co	+155	4,163	$1,043,164
ORCL	Oracle Corp	+152	6,670	$981,223
SYK	Stryker Corp	+121	3,616	$1,188,181
ETN	Eaton Corp plc	+110	3,773	$1,349,488
BABA	Alibaba Group Holding Ltd	+96	12,414	$1,557,460
VST	Vistra Corp.	+85	8,737	$1,313,433
IBM	International Business Machines Corp	+53	883	$214,030
No positions match the current search.

Trimmed

Positions the filer reduced

20 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−6,274	24,468	$4,267,219
AFRM	Affirm Holdings, Inc.	−5,738	5,943	$272,308
UBER	Uber Technologies, Inc	−5,460	26,111	$1,878,164
C	Citigroup Inc	−3,876	18,902	$2,143,675
ANET	Arista Networks, Inc.	−2,866	18,038	$2,214,705
RCL	Royal Caribbean Cruises Ltd	−2,612	5,307	$1,460,380
JPM	Jpmorgan Chase & Co	−2,272	5,972	$1,756,723
NFLX	Netflix Inc	−1,928	20,799	$1,999,823
AXP	American Express Co	−1,503	5,340	$1,615,243
HOOD	Robinhood Markets, Inc.	−885	16,540	$1,146,222
META	Meta Platforms, Inc.	−812	5,223	$2,988,234
GS	Goldman Sachs Group Inc	−421	2,244	$1,898,401
BCS	Barclays PLC	−247	103,023	$2,179,966
TJX	Tjx Companies Inc /De/	−218	12,317	$1,967,024
APP	AppLovin Corp	−111	1,383	$550,434
SE	Sea Ltd	−39	13,008	$1,077,192
SPOT	Spotify Technology S.A.	−33	3,754	$1,820,352
LIN	Linde PLC	−11	2,973	$1,473,894
VRTX	Vertex Pharmaceuticals Inc / Ma	−8	2,898	$1,294,072
LLY	ELI LILLY & Co	−8	1,990	$1,830,342
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
LYB	LyondellBasell Industries N.V.	32,138	$2,589,037
CAT	Caterpillar Inc	2,462	$1,744,228
GLW	Corning Inc /Ny	12,265	$1,667,672
PG	PROCTER & GAMBLE Co	9,233	$1,333,614
JNJ	Johnson & Johnson	4,355	$1,064,536
EL	Estee Lauder Companies Inc	9,786	$702,341
LHX	L3harris Technologies, Inc. /De/	1,774	$612,296
AMD	Advanced Micro Devices Inc	2,242	$456,090
BE	Bloom Energy Corp	2,253	$305,258
ASTS	AST SpaceMobile, Inc.	3,614	$299,492
HII	Huntington Ingalls Industries, Inc.	695	$264,030
CVX	Chevron Corp	1,211	$250,555
SO	Southern Co	2,484	$239,755
HON	Honeywell International Inc	1,025	$231,680
CSCO	Cisco Systems, Inc.	2,728	$211,665
NVS	Novartis AG	1,335	$203,921
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
WFC	Wells Fargo & Company/Mn	27,484	$2,561,508
PLTR	Palantir Technologies Inc.	11,580	$2,058,345
MDB	MongoDB, Inc.	4,295	$1,802,568
U	Unity Software Inc.	33,797	$1,492,813
ROKU	Roku, Inc	13,382	$1,451,813
ITW	Illinois Tool Works Inc	4,869	$1,199,234
BRK-B	Berkshire Hathaway Inc	2,167	$1,089,242
LNG	Cheniere Energy, Inc.	5,573	$1,083,335
RH	Rh	2,759	$494,274
BLK	BlackRock, Inc.	223	$238,685
V	Visa Inc.	614	$215,335
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

69 positions · $87,633,288 total · as of Mar 31, 2026

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

Showing 1–50 of 69 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	17,256	+356	$4,379,400	−4.7%	5.00%
NVDA	Nvidia Corp Technology	Reduced	24,468	-6,274	$4,267,219	−25.6%	4.87%
MSFT	Microsoft Corp Technology	Added	8,210	+536	$3,039,095	−18.1%	3.47%
META	Meta Platforms, Inc. Communication Services	Reduced	5,223	-812	$2,988,234	−25.0%	3.41%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,999	+39	$2,915,571	−9.5%	3.33%
LYB	LyondellBasell Industries N.V. Basic Materials	NEW	32,138	NEW	$2,589,037	NEW	2.95%
ANET	Arista Networks, Inc. Technology	Reduced	18,038	-2,866	$2,214,705	−19.1%	2.53%
BCS	Barclays PLC Financial Services	Reduced	103,023	-247	$2,179,966	−17.1%	2.49%
C	Citigroup Inc Financial Services	Reduced	18,902	-3,876	$2,143,675	−19.3%	2.45%
TER	Teradyne, Inc Technology	Added	6,825	+3,864	$2,023,339	+253.0%	2.31%
NFLX	Netflix Inc Communication Services	Reduced	20,799	-1,928	$1,999,823	−6.2%	2.28%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	2,574	+12	$1,988,775	+0.6%	2.27%
WMT	Walmart Inc. Consumer Defensive	Added	15,845	+532	$1,969,216	+15.4%	2.25%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	12,317	-218	$1,967,024	+2.2%	2.24%
GS	Goldman Sachs Group Inc Financial Services	Reduced	2,244	-421	$1,898,401	−19.0%	2.17%
UBER	Uber Technologies, Inc Technology	Reduced	26,111	-5,460	$1,878,164	−27.2%	2.14%
LLY	ELI LILLY & Co Healthcare	Reduced	1,990	-8	$1,830,342	−14.8%	2.09%
SPOT	Spotify Technology S.A. Communication Services	Reduced	3,754	-33	$1,820,352	−17.2%	2.08%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	5,972	-2,272	$1,756,723	−33.9%	2.00%
NOW	ServiceNow, Inc. Technology	Added	16,760	+8,240	$1,752,258	+34.3%	2.00%
CAT	Caterpillar Inc Industrials	NEW	2,462	NEW	$1,744,228	NEW	1.99%
GLW	Corning Inc /Ny Technology	NEW	12,265	NEW	$1,667,672	NEW	1.90%
AXP	American Express Co Financial Services	Reduced	5,340	-1,503	$1,615,243	−36.2%	1.84%
BABA	Alibaba Group Holding Ltd Consumer Cyclical	Added	12,414	+96	$1,557,460	−13.7%	1.78%
UPS	United Parcel Service Inc Industrials	Added	15,576	+523	$1,532,366	+2.6%	1.75%
RTX	RTX Corp Industrials	Added	7,749	+174	$1,494,782	+7.6%	1.71%
LIN	Linde PLC Basic Materials	Reduced	2,973	-11	$1,473,894	+15.8%	1.68%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Reduced	5,307	-2,612	$1,460,380	−33.9%	1.67%
DUK	Duke Energy CORP Utilities	Added	10,453	+457	$1,368,715	+16.8%	1.56%
MELI	Mercadolibre Inc Consumer Cyclical	Added	791	+4	$1,367,654	−13.7%	1.56%
ETN	Eaton Corp plc Industrials	Added	3,773	+110	$1,349,488	+15.7%	1.54%
PG	PROCTER & GAMBLE Co Consumer Defensive	NEW	9,233	NEW	$1,333,614	NEW	1.52%
VST	Vistra Corp. Utilities	Added	8,737	+85	$1,313,433	−5.9%	1.50%
SHOP	Shopify Inc. Technology	Added	10,945	+176	$1,298,295	−25.1%	1.48%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Reduced	2,898	-8	$1,294,072	−1.8%	1.48%
SYK	Stryker Corp Healthcare	Added	3,616	+121	$1,188,181	−3.3%	1.36%
HOOD	Robinhood Markets, Inc. Financial Services	Reduced	16,540	-885	$1,146,222	−41.8%	1.31%
DDOG	Datadog, Inc. Technology	Added	9,341	+2,556	$1,102,705	+19.5%	1.26%
SE	Sea Ltd Consumer Cyclical	Reduced	13,008	-39	$1,077,192	−35.3%	1.23%
JNJ	Johnson & Johnson Healthcare	NEW	4,355	NEW	$1,064,536	NEW	1.21%
VRT	Vertiv Holdings Co Industrials	Added	4,163	+155	$1,043,164	+60.7%	1.19%
ORCL	Oracle Corp Technology	Added	6,670	+152	$981,223	−22.8%	1.12%
COIN	Coinbase Global, Inc. Financial Services	Added	4,067	+1,364	$710,138	+16.2%	0.81%
EL	Estee Lauder Companies Inc Consumer Defensive	NEW	9,786	NEW	$702,341	NEW	0.80%
SBUX	Starbucks Corp Consumer Cyclical	Added	7,832	+289	$701,668	+10.5%	0.80%
CRWD	CrowdStrike Holdings, Inc. Technology	Added	6,580	+273	$642,224	−13.1%	0.73%
LHX	L3harris Technologies, Inc. /De/ Industrials	NEW	1,774	NEW	$612,296	NEW	0.70%
RDDT	Reddit, Inc. Communication Services	Added	4,160	+472	$560,144	−33.9%	0.64%
APP	AppLovin Corp Communication Services	Reduced	1,383	-111	$550,434	−45.3%	0.63%
SNOW	Snowflake Inc. Technology	Added	3,465	+33	$522,591	−30.6%	0.60%