Bluebird Wealth Management LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 3, 2026), Bluebird Wealth Management LLC reported 70 stock positions worth $107.1 million. Its top holding was Nvidia (NVDA) at 5.4% of the portfolio, followed by Apple (AAPL, 4.3%) and Meta Platforms Class A (META, 3.7%).
- Most Recent 13F
- Q2 2026
- Location
- MEDFIELD, MA
- CIK
- 0002104503
- Portfolio Value
- $107.1M (Q4 2025)
- SEC Filing
- 0002104503-26-000001 ↗ filed Feb 3, 2026
Holdings Value
Holdings 70 stocks · $107.1M
| NVDA Nvidia Corp. | 5.36% | 30,742 | $5.7M | — |
| AAPL Apple Inc. | 4.29% | 16,900 | $4.6M | — |
| META Meta Platforms Inc. Class A | 3.72% | 6,035 | $4.0M | — |
| MSFT Microsoft Corp. | 3.47% | 7,674 | $3.7M | — |
| AMZN Amazon.com Inc. | 3.01% | 13,960 | $3.2M | — |
| CRWD CrowdStrike Holdings Inc. Class A | 2.76% | 6,307 | $3.0M | — |
| ANET Arista Networks Inc. | 2.56% | 20,904 | $2.7M | — |
| C Citigroup Inc. | 2.48% | 22,778 | $2.7M | — |
| JPM JPMorgan Chase & Co. | 2.48% | 8,244 | $2.7M | — |
| BCS Barclays PLC-Spons ADR | 2.46% | 103,270 | $2.6M | — |
| UBER Uber Technologies Inc. | 2.41% | 31,571 | $2.6M | — |
| WFC Wells Fargo & Co. | 2.39% | 27,484 | $2.6M | — |
| AXP American Express Co. | 2.36% | 6,843 | $2.5M | — |
| GS Goldman Sachs Group Inc. | 2.19% | 2,665 | $2.3M | — |
| RCL Royal Caribbean Cruises Ltd. | 2.06% | 7,919 | $2.2M | — |
| SPOT Spotify Technology SA | 2.05% | 3,787 | $2.2M | — |
| LLY Eli Lilly & Co. | 2.01% | 1,998 | $2.1M | — |
| NFLX Netflix Inc. | 1.99% | 22,727 | $2.1M | — |
| PLTR Palantir Technologies Inc. Class A | 1.92% | 11,580 | $2.1M | — |
| REGN Regeneron Pharmaceuticals | 1.85% | 2,562 | $2.0M | — |
| HOOD Robinhood Markets Inc. Class A | 1.84% | 17,425 | $2.0M | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.80% | 12,535 | $1.9M | — |
| BABA Alibaba Group Holding-SP ADR | 1.69% | 12,318 | $1.8M | — |
| MDB Mongodb Inc. | 1.68% | 4,295 | $1.8M | — |
| SHOP Shopify Inc. Class A | 1.62% | 10,769 | $1.7M | — |
| WMT Walmart Inc. | 1.59% | 15,313 | $1.7M | — |
| SE Sea Ltd.-ADR | 1.55% | 13,047 | $1.7M | — |
| MELI MercadoLibre Inc. | 1.48% | 787 | $1.6M | — |
| UPS United Parcel Service Class B | 1.39% | 15,053 | $1.5M | — |
| U Unity Software Inc. | 1.39% | 33,797 | $1.5M | — |
| ROKU Roku Inc. | 1.36% | 13,382 | $1.5M | — |
| VST Vistra Corp. | 1.30% | 8,652 | $1.4M | — |
| RTX RTX Corp. | 1.30% | 7,575 | $1.4M | — |
| VRTX Vertex Pharmaceuticals Inc. | 1.23% | 2,906 | $1.3M | — |
| NOW ServiceNow Inc. | 1.22% | 8,520 | $1.3M | — |
| LIN Linde PLC | 1.19% | 2,984 | $1.3M | — |
| ORCL Oracle Corp. | 1.19% | 6,518 | $1.3M | — |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.16% | 29,211 | $1.2M | — |
| SYK Stryker Corp. | 1.15% | 3,495 | $1.2M | — |
| VOO Vanguard S&P 500 ETF | 1.13% | 1,931 | $1.2M | — |
| ITW Illinois Tool Works | 1.12% | 4,869 | $1.2M | — |
| DUK Duke Energy Corp. | 1.09% | 9,996 | $1.2M | — |
| ETN Eaton Corp. PLC | 1.09% | 3,663 | $1.2M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.02% | 2,167 | $1.1M | — |
| LNG Cheniere Energy Inc. | 1.01% | 5,573 | $1.1M | — |
| APP AppLovin Corp. Class A | 0.94% | 1,494 | $1.0M | — |
| DDOG Datadog Inc. Class A | 0.86% | 6,785 | $923K | — |
| XLK SS Technology Select Sector | 0.86% | 6,400 | $921K | — |
| AFRM Affirm Holdings Inc. | 0.81% | 11,681 | $869K | — |
| RDDT Reddit Inc. Class A | 0.79% | 3,688 | $848K | — |
| VHT Vanguard Health Care ETF | 0.73% | 2,700 | $777K | — |
| SNOW Snowflake Inc. | 0.70% | 3,432 | $753K | — |
| VRT Vertiv Holdings Co. Class A | 0.61% | 4,008 | $649K | — |
| SBUX Starbucks Corp. | 0.59% | 7,543 | $635K | — |
| COIN Coinbase Global Inc. Class A | 0.57% | 2,703 | $611K | — |
| HUBS HubSpot Inc. | 0.54% | 1,443 | $579K | — |
| TER Teradyne Inc. | 0.54% | 2,961 | $573K | — |
| RKT Rocket Cos Inc. Class A | 0.47% | 26,210 | $507K | — |
| RH RH | 0.46% | 2,759 | $494K | — |
| BIV Vanguard Intermediate-Term B | 0.42% | 5,758 | $448K | — |
| TOST Toast Inc. Class A | 0.38% | 11,440 | $406K | — |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.38% | 24,224 | $406K | — |
| DKNG Draftkings Inc. Class A | 0.34% | 10,695 | $369K | — |
| T AT&T Inc. | 0.26% | 11,216 | $279K | — |
| WM Waste Management Inc. | 0.23% | 1,135 | $249K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.23% | 830 | $246K | — |
| BLK BlackRock Inc. | 0.22% | 223 | $239K | — |
| XOM Exxon Mobil Corp. | 0.21% | 1,886 | $227K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.21% | 3,024 | $222K | — |
| V Visa Inc. Class A | 0.20% | 614 | $215K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.