Bluebird Wealth Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Bluebird Wealth Management LLC reported 89 stock positions worth $115.3 million. Its top holding was Nvidia (NVDA) at 4.4% of the portfolio, followed by Apple (AAPL, 4.1%) and CrowdStrike Class A (CRWD, 4.1%). Compared with Q1 2026, it opened 20 new positions, sold out of 8, added to 17 and reduced 48. The biggest buy was a new position in ASML Holding NV-NY Reg SHS (ASML) and the biggest sale an exit from Lyondellbasell Indu Class A (LYB).
- Most Recent 13F
- Q2 2026
- Location
- MEDFIELD, MA
- CIK
- 0002104503
- Portfolio Value
- $115.3M (Q2 2026)
- SEC Filing
- 0002104503-26-000003 ↗ filed Aug 5, 2026
Holdings Value
Holdings 89 stocks · $115.3M
| NVDA Nvidia Corp. | 4.43% | 25,536 | $5.1M | Add +4.4% |
| AAPL Apple Inc. | 4.11% | 16,386 | $4.7M | Reduce -5.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 4.10% | 6,199 | $4.7M | Reduce -5.8% |
| AMZN Amazon.com Inc. | 2.75% | 13,306 | $3.2M | Reduce -5.0% |
| DDOG Datadog Inc. Class A | 2.60% | 11,537 | $3.0M | Add +23.5% |
| MSFT Microsoft Corp. | 2.53% | 7,828 | $2.9M | Reduce -4.7% |
| TER Teradyne Inc. | 2.45% | 5,834 | $2.8M | Reduce -14.5% |
| META Meta Platforms Inc. Class A | 2.42% | 4,957 | $2.8M | Reduce -5.1% |
| CAT Caterpillar Inc. | 2.23% | 2,416 | $2.6M | Reduce -1.9% |
| GLW Corning Inc. | 2.14% | 9,676 | $2.5M | Reduce -21.1% |
| BCS Barclays PLC-Spons ADR | 2.04% | 87,548 | $2.4M | Reduce -15.0% |
| C Citigroup Inc. | 2.03% | 16,749 | $2.3M | Reduce -11.4% |
| VWO Vanguard Ftse Emerging Marke | 2.01% | 38,917 | $2.3M | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 2.01% | 7,066 | $2.3M | Add +18.3% |
| LLY Eli Lilly & Co. | 1.94% | 1,863 | $2.2M | Reduce -6.4% |
| GS Goldman Sachs Group Inc. | 1.85% | 2,110 | $2.1M | Reduce -6.0% |
| VRT Vertiv Holdings Co. Class A | 1.64% | 5,642 | $1.9M | Add +35.5% |
| ANET Arista Networks Inc. | 1.63% | 11,065 | $1.9M | Reduce -38.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.58% | 12,040 | $1.8M | Reduce -2.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.55% | 896 | $1.8M | New |
| WMT Walmart Inc. | 1.51% | 15,330 | $1.7M | Reduce -3.3% |
| AXP American Express Co. | 1.48% | 5,049 | $1.7M | Reduce -5.5% |
| UBER Uber Technologies Inc. | 1.47% | 23,433 | $1.7M | Reduce -10.3% |
| INTC Intel Corp. | 1.42% | 11,731 | $1.6M | New |
| SPOT Spotify Technology SA | 1.41% | 3,537 | $1.6M | Reduce -5.8% |
| NOW ServiceNow Inc. | 1.40% | 16,238 | $1.6M | Reduce -3.1% |
| UPS United Parcel Service Class B | 1.39% | 14,935 | $1.6M | Reduce -4.1% |
| HOOD Robinhood Markets Inc. Class A | 1.37% | 15,779 | $1.6M | Reduce -4.6% |
| ETN Eaton Corp. PLC | 1.35% | 3,663 | $1.6M | Reduce -2.9% |
| REGN Regeneron Pharmaceuticals | 1.34% | 2,472 | $1.5M | Reduce -4.0% |
| MDB Mongodb Inc. | 1.29% | 4,419 | $1.5M | New |
| VOO Vanguard S&P 500 ETF | 1.28% | 2,155 | $1.5M | Add +15.7% |
| PG The Procter & Gamble Co. | 1.26% | 9,949 | $1.5M | Add +7.8% |
| RTX RTX Corp. | 1.25% | 7,586 | $1.4M | Reduce -2.1% |
| LIN Linde PLC | 1.24% | 2,761 | $1.4M | Reduce -7.1% |
| GOOG Alphabet Inc. Class C | 1.21% | 3,945 | $1.4M | Reduce -1.7% |
| RDDT Reddit Inc. Class A | 1.21% | 8,018 | $1.4M | Add +92.7% |
| VRTX Vertex Pharmaceuticals Inc. | 1.18% | 2,731 | $1.4M | Reduce -5.8% |
| ORCL Oracle Corp. | 1.16% | 9,123 | $1.3M | Add +36.8% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.15% | 29,235 | $1.3M | Reduce -2.0% |
| VST Vistra Corp. | 1.14% | 8,259 | $1.3M | Reduce -5.5% |
| CARR Carrier Global Corp. | 1.10% | 17,367 | $1.3M | New |
| MELI MercadoLibre Inc. | 1.10% | 747 | $1.3M | Reduce -5.6% |
| DUK Duke Energy Corp. | 1.09% | 9,918 | $1.3M | Reduce -5.1% |
| XLK SS Technology Select Sector | 1.06% | 6,400 | $1.2M | No change |
| SHOP Shopify Inc. Class A | 1.04% | 10,469 | $1.2M | Reduce -4.3% |
| SE Sea Ltd.-ADR | 1.03% | 12,447 | $1.2M | Reduce -4.3% |
| SYK Stryker Corp. | 0.96% | 3,510 | $1.1M | Reduce -2.9% |
| JNJ Johnson & Johnson | 0.90% | 4,072 | $1.0M | Reduce -6.5% |
| HUBS HubSpot Inc. | 0.88% | 5,554 | $1.0M | Add +283.6% |
| AVGO Broadcom Inc. | 0.88% | 2,674 | $1.0M | New |
| MU Micron Technology Inc. | 0.86% | 859 | $992K | New |
| RCL Royal Caribbean Cruises Ltd. | 0.86% | 3,106 | $986K | Reduce -41.5% |
| AMD Advanced Micro Devices | 0.75% | 1,499 | $871K | Reduce -33.1% |
| SNOW Snowflake Inc. | 0.71% | 3,234 | $823K | Reduce -6.7% |
| VHT Vanguard Health Care ETF | 0.70% | 2,700 | $807K | No change |
| SBUX Starbucks Corp. | 0.68% | 7,624 | $779K | Reduce -2.7% |
| APP AppLovin Corp. Class A | 0.58% | 1,308 | $674K | Reduce -5.4% |
| BE Bloom Energy Corp. Class A | 0.55% | 2,113 | $640K | Reduce -6.2% |
| MBWM Mercantile Bank Corp. | 0.53% | 10,612 | $609K | New |
| NFLX Netflix Inc. | 0.48% | 7,791 | $556K | Reduce -62.5% |
| BIV Vanguard Intermediate-Term B | 0.48% | 7,159 | $549K | Add +24.8% |
| LHX L3HARRIS Technologies Inc. | 0.41% | 1,614 | $469K | Reduce -9.0% |
| AFRM Affirm Holdings Inc. | 0.38% | 5,396 | $440K | Reduce -9.2% |
| MRVL Marvell Technology Inc. | 0.38% | 1,465 | $436K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.36% | 4,953 | $415K | Add +13.4% |
| CAC Camden National Corp. | 0.35% | 7,358 | $399K | New |
| PNC PNC Financial Services Group | 0.32% | 1,505 | $371K | New |
| FNLC First Bancorp Inc. | 0.32% | 10,500 | $366K | New |
| XOM Exxon Mobil Corp. | 0.31% | 2,624 | $359K | Add +19.6% |
| CSCO Cisco Systems Inc. | 0.30% | 2,930 | $344K | Add +7.4% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.28% | 24,037 | $321K | Reduce -5.1% |
| TOST Toast Inc. Class A | 0.28% | 11,440 | $318K | No change |
| CVX Chevron Corp. | 0.26% | 1,832 | $304K | Add +51.3% |
| ASTS Ast Spacemobile Inc. | 0.26% | 3,376 | $300K | Reduce -6.6% |
| CIFR Cipher Digital Inc. | 0.24% | 11,537 | $283K | New |
| PLD Prologis Inc. | 0.24% | 2,027 | $275K | New |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 1,139 | $269K | New |
| DKNG Draftkings Inc. Class A | 0.23% | 10,582 | $267K | Reduce -1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 950 | $267K | Add +7.6% |
| FANG Diamondback Energy Inc. | 0.23% | 1,492 | $262K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.22% | 2,963 | $255K | New |
| WM Waste Management Inc. | 0.22% | 1,135 | $253K | No change |
| SO The Southern Co. | 0.22% | 2,616 | $250K | Add +5.3% |
| RY Royal Bank of Canada | 0.22% | 1,200 | $248K | New |
| GABC German American Bancorp | 0.21% | 5,000 | $237K | New |
| KLAC KLA Corp. | 0.20% | 750 | $226K | New |
| NVS Novartis AG-Sponsored ADR | 0.19% | 1,423 | $223K | Add +6.6% |
| AMGN Amgen Inc. | 0.19% | 596 | $216K | New |
Portfolio Sells Q1 2026 → Q2 2026
| LYB Lyondellbasell Indu Class A | Sold out | 0.00% | −2.65 |
| BABA Alibaba Group Holding-SP ADR | Sold out | 0.00% | −1.59 |
| NFLX Netflix Inc. | Reduce -62.5% | 0.48% | −1.57 |
| COIN Coinbase Global Inc. Class A | Sold out | 0.00% | −0.73 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.72 |
| REGN Regeneron Pharmaceuticals | Reduce -4.0% | 1.34% | −0.70 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -41.5% | 0.86% | −0.64 |
| META Meta Platforms Inc. Class A | Reduce -5.1% | 2.42% | −0.64 |
| ANET Arista Networks Inc. | Reduce -38.7% | 1.63% | −0.64 |
| MSFT Microsoft Corp. | Reduce -4.7% | 2.53% | −0.58 |
| WMT Walmart Inc. | Reduce -3.3% | 1.51% | −0.51 |
| UBER Uber Technologies Inc. | Reduce -10.3% | 1.47% | −0.46 |
| SPOT Spotify Technology SA | Reduce -5.8% | 1.41% | −0.46 |
| TJX TJX Companies Inc. | Reduce -2.3% | 1.58% | −0.43 |
| NOW ServiceNow Inc. | Reduce -3.1% | 1.40% | −0.40 |
| RKT Rocket Cos Inc. Class A | Sold out | 0.00% | −0.39 |
| AAPL Apple Inc. | Reduce -5.0% | 4.11% | −0.37 |
| T AT&T Inc. | Sold out | 0.00% | −0.35 |
| DUK Duke Energy Corp. | Reduce -5.1% | 1.09% | −0.31 |
| MELI MercadoLibre Inc. | Reduce -5.6% | 1.10% | −0.30 |
| SHOP Shopify Inc. Class A | Reduce -4.3% | 1.04% | −0.29 |
| RTX RTX Corp. | Reduce -2.1% | 1.25% | −0.28 |
| HII Huntington Ingalls Industrie | Sold out | 0.00% | −0.27 |
| LIN Linde PLC | Reduce -7.1% | 1.24% | −0.27 |
| SYK Stryker Corp. | Reduce -2.9% | 0.96% | −0.26 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -2.0% | 1.15% | −0.25 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.24 |
| AMZN Amazon.com Inc. | Reduce -5.0% | 2.75% | −0.24 |
| LHX L3HARRIS Technologies Inc. | Reduce -9.0% | 0.41% | −0.22 |
| VST Vistra Corp. | Reduce -5.5% | 1.14% | −0.21 |
| JNJ Johnson & Johnson | Reduce -6.5% | 0.90% | −0.19 |
| BCS Barclays PLC-Spons ADR | Reduce -15.0% | 2.04% | −0.19 |
| UPS United Parcel Service Class B | Reduce -4.1% | 1.39% | −0.18 |
| AXP American Express Co. | Reduce -5.5% | 1.48% | −0.17 |
| C Citigroup Inc. | Reduce -11.4% | 2.03% | −0.16 |
| VWO Vanguard Ftse Emerging Marke | Reduce -0.9% | 2.01% | −0.16 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -5.8% | 1.18% | −0.15 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -5.1% | 0.28% | −0.09 |
| GS Goldman Sachs Group Inc. | Reduce -6.0% | 1.85% | −0.09 |
| SE Sea Ltd.-ADR | Reduce -4.3% | 1.03% | −0.07 |
| ASTS Ast Spacemobile Inc. | Reduce -6.6% | 0.26% | −0.05 |
| SBUX Starbucks Corp. | Reduce -2.7% | 0.68% | −0.04 |
| ETN Eaton Corp. PLC | Reduce -2.9% | 1.35% | −0.03 |
| DKNG Draftkings Inc. Class A | Reduce -1.1% | 0.23% | −0.01 |
| APP AppLovin Corp. Class A | Reduce -5.4% | 0.58% | +0.02 |
| GOOG Alphabet Inc. Class C | Reduce -1.7% | 1.21% | +0.03 |
| LLY Eli Lilly & Co. | Reduce -6.4% | 1.94% | +0.06 |
| AFRM Affirm Holdings Inc. | Reduce -9.2% | 0.38% | +0.10 |
| SNOW Snowflake Inc. | Reduce -6.7% | 0.71% | +0.18 |
| HOOD Robinhood Markets Inc. Class A | Reduce -4.6% | 1.37% | +0.20 |
Portfolio Buys Q1 2026 → Q2 2026
| ASML ASML Holding NV-NY Reg SHS | New | 1.55% | +1.55 |
| DDOG Datadog Inc. Class A | Add +23.5% | 2.60% | +1.48 |
| INTC Intel Corp. | New | 1.42% | +1.42 |
| MDB Mongodb Inc. | New | 1.29% | +1.29 |
| CARR Carrier Global Corp. | New | 1.10% | +1.10 |
| AVGO Broadcom Inc. | New | 0.88% | +0.88 |
| MU Micron Technology Inc. | New | 0.86% | +0.86 |
| RDDT Reddit Inc. Class A | Add +92.7% | 1.21% | +0.63 |
| VRT Vertiv Holdings Co. Class A | Add +35.5% | 1.64% | +0.57 |
| MBWM Mercantile Bank Corp. | New | 0.53% | +0.53 |
| HUBS HubSpot Inc. | Add +283.6% | 0.88% | +0.52 |
| MRVL Marvell Technology Inc. | New | 0.38% | +0.38 |
| CAC Camden National Corp. | New | 0.35% | +0.35 |
| PNC PNC Financial Services Group | New | 0.32% | +0.32 |
| FNLC First Bancorp Inc. | New | 0.32% | +0.32 |
| CIFR Cipher Digital Inc. | New | 0.24% | +0.24 |
| PLD Prologis Inc. | New | 0.24% | +0.24 |
| VIG Vanguard Dividend Apprec ETF | New | 0.23% | +0.23 |
| FANG Diamondback Energy Inc. | New | 0.23% | +0.23 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.22% | +0.22 |
| RY Royal Bank of Canada | New | 0.22% | +0.22 |
| JPM JPMorgan Chase & Co. | Add +18.3% | 2.01% | +0.21 |
| GABC German American Bancorp | New | 0.21% | +0.21 |
| KLAC KLA Corp. | New | 0.20% | +0.20 |
| AMGN Amgen Inc. | New | 0.19% | +0.19 |
| ORCL Oracle Corp. | Add +36.8% | 1.16% | +0.15 |
| VOO Vanguard S&P 500 ETF | Add +15.7% | 1.28% | +0.14 |
| CSCO Cisco Systems Inc. | Add +7.4% | 0.30% | +0.08 |
| NVDA Nvidia Corp. | Add +4.4% | 4.43% | +0.06 |
| VEU Vanguard Ftse All-World Ex-U | Add +13.4% | 0.36% | +0.02 |
| BIV Vanguard Intermediate-Term B | Add +24.8% | 0.48% | +0.02 |
| IBM Intl Business Machines Corp. | Add +7.6% | 0.23% | +0.01 |
| CVX Chevron Corp. | Add +51.3% | 0.26% | +0.01 |
| NVS Novartis AG-Sponsored ADR | Add +6.6% | 0.19% | −0.02 |
| SO The Southern Co. | Add +5.3% | 0.22% | −0.03 |
| XOM Exxon Mobil Corp. | Add +19.6% | 0.31% | −0.07 |
| PG The Procter & Gamble Co. | Add +7.8% | 1.26% | −0.10 |