Bluebird Wealth Management LLC

Bluebird Wealth Management LLC reported 89 holdings worth US$115M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 5, 2026

Bluebird Wealth Management LLC reported 89 holdings worth US$115M as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Crowdstrike Holdings, Inc. Filed Aug 5, 2026 (Form 13F).

Holdings
89
Value as reported
US$115M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation25,536US$5.11M4.4%
Apple Inc16,386US$4.74M4.1%
Crowdstrike Holdings, Inc.6,199US$4.73M4.1%
Amazon.com, Inc.13,306US$3.17M2.7%
Datadog, Inc.11,537US$3M2.6%
Microsoft Corp.7,828US$2.92M2.5%
Teradyne, Inc.5,834US$2.82M2.4%
Meta Platforms, Inc.4,957US$2.79M2.4%
Caterpillar, Inc.2,416US$2.57M2.2%
Corning Incorporated9,676US$2.47M2.1%
Barclays Plc87,548US$2.35M2.0%
Citigroup, Inc.16,749US$2.34M2.0%
Jp Morgan Chase & Co.7,066US$2.31M2.0%
Eli Lilly And Company1,863US$2.23M1.9%
Goldman Sachs Group, Inc. (the)2,110US$2.13M1.9%
Vertiv Holdings, Llc5,642US$1.89M1.6%
Arista Networks, Inc.11,065US$1.88M1.6%
Tjx Companies, Inc. (the)12,040US$1.82M1.6%
Asml Holding Nv896US$1.78M1.5%
Walmart Inc.15,330US$1.74M1.5%
American Express Company5,049US$1.71M1.5%
Uber Technologies, Inc.23,433US$1.69M1.5%
Intel Corporation11,731US$1.64M1.4%
Servicenow, Inc.16,238US$1.61M1.4%
United Parcel Service, Inc.14,935US$1.61M1.4%
Robinhood Markets, Inc.15,779US$1.58M1.4%
Regeneron Pharmaceuticals, Inc.2,472US$1.54M1.3%
Mongodb, Inc.4,419US$1.48M1.3%
Procter & Gamble Company (the)9,949US$1.46M1.3%
Rtx Corporation7,586US$1.44M1.2%
Alphabet Inc (google) Class C3,900US$1.39M1.2%
Reddit, Inc.8,018US$1.39M1.2%
Vertex Pharmaceuticals Incorporated2,731US$1.36M1.2%
Oracle Corporation9,123US$1.34M1.2%
Vistra Corp.8,259US$1.31M1.1%
Carrier Global Corporation17,367US$1.27M1.1%
Mercadolibre, Inc.747US$1.27M1.1%
Duke Energy Corporation (holding Company)9,918US$1.26M1.1%
Shopify Inc.10,469US$1.2M1.0%
Stryker Corporation3,510US$1.11M0.96%
Johnson & Johnson4,072US$1.03M0.90%
Hubspot, Inc.5,554US$1.01M0.88%
Broadcom Inc.2,674US$1.01M0.88%
Micron Technology, Inc.859US$992K0.86%
Advanced Micro Devices Inc1,499US$871K0.75%
Snowflake Inc.3,234US$823K0.71%
Starbucks Corporation7,624US$779K0.68%
Applovin Corporation1,308US$674K0.58%
Bloom Energy Corporation2,113US$640K0.55%
Mercantile Bank Corporation10,612US$609K0.53%
Netflix, Inc.7,791US$556K0.48%
L3harris Technologies, Inc.1,614US$469K0.41%
Affirm Holdings, Inc.5,396US$440K0.38%
Marvell Technology, Inc.1,465US$436K0.38%
Camden National Corporation7,358US$399K0.35%
Pnc Financial Services Group, Inc. (the)1,505US$371K0.32%
First Bancorp, Inc (me)10,500US$366K0.32%
Exxon Mobil Corporation2,624US$359K0.31%
Cisco Systems, Inc.2,930US$344K0.30%
Nu Holdings Ltd.24,037US$321K0.28%
Toast, Inc.11,440US$318K0.28%
Chevron Corporation1,832US$304K0.26%
Ast Spacemobile, Inc.3,376US$300K0.26%
Cipher Digital Inc.11,537US$283K0.25%
Prologis, Inc.2,027US$275K0.24%
Draftkings Inc.10,582US$267K0.23%
International Business Machines Corporation950US$267K0.23%
Diamondback Energy, Inc.1,492US$262K0.23%
Waste Management, Inc.1,135US$253K0.22%
Southern Company (the)2,616US$250K0.22%
Royal Bank Of Canada1,200US$248K0.22%
German American Bancorp, Inc.5,000US$237K0.21%
Kla Corporation750US$226K0.20%
Novartis Ag1,423US$223K0.19%
Amgen Inc.596US$216K0.19%
At&t Inc.0US$00.00%
Coinbase Global, Inc.0US$00.00%
Honeywell International Inc.0US$00.00%
Huntington Ingalls Industries, Inc.0US$00.00%
Estee Lauder Companies, Inc. (the)0US$00.00%
Rocket Companies, Inc.0US$00.00%

Source

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