Bluebird Wealth Management LLC

Holdings as of 2026-06-30, filed 2026-08-05

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 36 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
89
Value reported by manager
$115.3M
Sum of our stored positions
$115.3M
should match the line above
Disclosure lag
36 d
quarter end to filing
Top 5 concentration
18.0%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

89 largest shown
IssuerClassValueSharesTypeCUSIP
NVIDIA CORPORATIONCOM$5.1M25,536—67066G104
APPLE INCCOM$4.7M16,386—037833100
CROWDSTRIKE HLDGS INCCL A$4.7M6,199—22788C105
AMAZON COM INCCOM$3.2M13,306—023135106
DATADOG INCCL A COM$3M11,537—23804L103
MICROSOFT CORPCOM$2.9M7,828—594918104
TERADYNE INCCOM$2.8M5,834—880770102
META PLATFORMS INCCL A$2.8M4,957—30303M102
CATERPILLAR INCCOM$2.6M2,416—149123101
CORNING INCCOM$2.5M9,676—219350105
BARCLAYS PLCADR$2.4M87,548—06738E204
CITIGROUP INCCOM NEW$2.3M16,749—172967424
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF$2.3M38,917—922042858
JPMORGAN CHASE & COCOM$2.3M7,066—46625H100
ELI LILLY & COCOM$2.2M1,863—532457108
GOLDMAN SACHS GROUP INCCOM$2.1M2,110—38141G104
VERTIV HOLDINGS COCOM CL A$1.9M5,642—92537N108
ARISTA NETWORKS INCCOM SHS$1.9M11,065—040413205
TJX COS INC NEWCOM$1.8M12,040—872540109
ASML HLDG NVN Y REGISTRY SHS$1.8M896—N07059210
WALMART INCCOM$1.7M15,330—931142103
AMERICAN EXPRESS COCOM$1.7M5,049—025816109
UBER TECHNOLOGIES INCCOM$1.7M23,433—90353T100
INTEL CORPCOM$1.6M11,731—458140100
SPOTIFY TECHNOLOGY S ASHS$1.6M3,537—L8681T102
SERVICENOW INCCOM$1.6M16,238—81762P102
UNITED PARCEL SVCS INCCL B$1.6M14,935—911312106
ROBINHOOD MKTS INCCOM CL A$1.6M15,779—770700102
EATON CORP PLCSHS$1.6M3,663—G29183103
REGENERON PHARMACEUTICALSCOM$1.5M2,472—75886F107
MONGODB INCCL A$1.5M4,419—60937P106
VANGUARD INDEX FDSS&P 500 ETF SHS$1.5M2,155—922908363
PROCTER & GAMBLE COCOM$1.5M9,949—742718109
RTX CORPORATIONCOM$1.4M7,586—75513E101
LINDE PLCSHS$1.4M2,761—G54950103
ALPHABET INCCAP STK CL C$1.4M3,945—02079K107
REDDIT INCCL A$1.4M8,018—75734B100
VERTEX PHARMACEUTICALS INCCOM$1.4M2,731—92532F100
ORACLE CORPCOM$1.3M9,123—68389X105
SELECT SECTOR SPDR TRST STR UTIL ETF$1.3M29,235—81369Y886
VISTRA CORPCOM$1.3M8,259—92840M102
CARRIER GLOBAL CORPORATIONCOM$1.3M17,367—14448C104
MERCADOLIBRE INCCOM$1.3M747—58733R102
DUKE ENERGY CORP NEWCOM NEW$1.3M9,918—26441C204
SELECT SECTOR SPDR TRST STR TECHN ETF$1.2M6,400—81369Y803
SHOPIFY INCCL A SUB VTG SHS$1.2M10,469—82509L107
SEA LTDSPONSORD ADS$1.2M12,447—81141R100
STRYKER CORPORATIONCOM$1.1M3,510—863667101
JOHNSON & JOHNSONCOM$1M4,072—478160104
HUBSPOT INCCOM$1M5,554—443573100
BROADCOM INCCOM$1M2,674—11135F101
MICRON TECHNOLOGY INCCOM$991.5K859—595112103
ROYAL CARIBBEAN GROUPCOM$986.3K3,106—V7780T103
ADVANCED MICRO DEVICES INCCOM$870.8K1,499—007903107
SNOWFLAKE INCCOM SHS$823.1K3,234—833445109
VANGUARD WORLD FDHEALTH CAR ETF$807.3K2,700—92204A504
STARBUCKS CORPCOM$779.1K7,624—855244109
APPLOVIN CORPCOM CL A$673.9K1,308—03831W108
BLOOM ENERGY CORPCOM CL A$639.6K2,113—093712107
MERCANTILE BK CORPCOM$609.3K10,612—587376104
NETFLIX INC.COM$556.3K7,791—64110L106
VANGUARD BD INDEX FDSINTERMED TERM$549.1K7,159—921937819
L3HARRIS TECHNOLOGIES INCCOM$469K1,614—502431109
AFFIRM HLDGS INCCOM CL A$440K5,396—00827B106
MARVELL TECHNOLOGY INCCOM$436.4K1,465—573874104
VANGUARD INTL EQUITY INDEX FALLWRLD EX US$414.8K4,953—922042775
CAMDEN NATL CORPCOM$399K7,358—133034108
PNC FINL SVCS GROUP INCCOM$370.6K1,505—693475105
FIRST BANCORP INC MECOM$365.6K10,500—31866P102
EXXON MOBIL CORPCOM$358.7K2,624—30231G102
CISCO SYS INCCOM$344.2K2,930—17275R102
NU HLDGS LTDORD SHS CL A$321.1K24,037—G6683N103
TOAST INCCL A$318.3K11,440—888787108
CHEVRON CORPORATIONCOM$303.7K1,832—166764100
AST SPACEMOBILE INCCOM CL A$300K3,376—00217D100
CIPHER DIGITAL INCCOM$282.7K11,537—17253J106
PROLOGIS INC.COM$274.6K2,027—74340W103
VANGUARD SPECIALIZED FUNDSDIV APP ETF$269.5K1,139—921908844
DRAFTKINGS INC NEWCOM CL A$267.3K10,582—26142V105
INTERNATIONAL BUSINESS MACHSCOM$267.2K950—459200101
DIAMONDBACK ENERGY INCCOM$262.3K1,492—25278X109
VANGUARD INDEX FDSGROWTH ETF$255.3K2,963—922908736
WASTE MGMT INC DELCOM$253K1,135—94106L109
SOUTHERN COCOM$250.4K2,616—842587107
ROYAL BK CDACOM$248.4K1,200—780087102
GERMAN AMERN BANCORP INCCOM$237.3K5,000—373865104
KLA CORPCOM NEW$226.3K750—482480100
NOVARTIS AGSPONSORED ADR$223K1,423—66987V109
AMGEN INCCOM$215.8K596—031162100
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-05

Bluebird Wealth Management LLC — 89 positions reported for 2026Q2 — investment.com