Bluebird Wealth Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Bluebird Wealth Management LLC reported 77 stock positions worth $97.7 million. Its top holding was Apple (AAPL) at 4.5% of the portfolio, followed by Nvidia (NVDA, 4.4%) and Microsoft (MSFT, 3.1%). Compared with Q4 2025, it opened 18 new positions, sold out of 11, added to 32 and reduced 22. The biggest buy was a new position in Lyondellbasell Indu Class A (LYB) and the biggest sale an exit from Wells Fargo (WFC).
- Most Recent 13F
- Q2 2026
- Location
- MEDFIELD, MA
- CIK
- 0002104503
- Portfolio Value
- $97.7M (Q1 2026)
- SEC Filing
- 0002104503-26-000002 ↗ filed May 8, 2026
Holdings Value
Holdings 77 stocks · $97.7M
| AAPL Apple Inc. | 4.48% | 17,256 | $4.4M | Add +2.1% |
| NVDA Nvidia Corp. | 4.37% | 24,468 | $4.3M | Reduce -20.4% |
| MSFT Microsoft Corp. | 3.11% | 8,210 | $3.0M | Add +7.0% |
| META Meta Platforms Inc. Class A | 3.06% | 5,223 | $3.0M | Reduce -13.4% |
| AMZN Amazon.com Inc. | 2.99% | 13,999 | $2.9M | Add +0.3% |
| LYB Lyondellbasell Indu Class A | 2.65% | 32,138 | $2.6M | New |
| CRWD CrowdStrike Holdings Inc. Class A | 2.63% | 6,580 | $2.6M | Add +4.3% |
| ANET Arista Networks Inc. | 2.27% | 18,038 | $2.2M | Reduce -13.7% |
| BCS Barclays PLC-Spons ADR | 2.23% | 103,023 | $2.2M | Reduce -0.2% |
| C Citigroup Inc. | 2.19% | 18,902 | $2.1M | Reduce -17.0% |
| VWO Vanguard Ftse Emerging Marke | 2.17% | 39,253 | $2.1M | New |
| TER Teradyne Inc. | 2.07% | 6,825 | $2.0M | Add +130.5% |
| NFLX Netflix Inc. | 2.05% | 20,799 | $2.0M | Reduce -8.5% |
| REGN Regeneron Pharmaceuticals | 2.04% | 2,574 | $2.0M | Add +0.5% |
| WMT Walmart Inc. | 2.02% | 15,845 | $2.0M | Add +3.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 2.01% | 12,317 | $2.0M | Reduce -1.7% |
| GS Goldman Sachs Group Inc. | 1.94% | 2,244 | $1.9M | Reduce -15.8% |
| UBER Uber Technologies Inc. | 1.92% | 26,111 | $1.9M | Reduce -17.3% |
| LLY Eli Lilly & Co. | 1.87% | 1,990 | $1.8M | Reduce -0.4% |
| SPOT Spotify Technology SA | 1.86% | 3,754 | $1.8M | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 1.80% | 5,972 | $1.8M | Reduce -27.6% |
| NOW ServiceNow Inc. | 1.79% | 16,760 | $1.8M | Add +96.7% |
| CAT Caterpillar Inc. | 1.79% | 2,462 | $1.7M | New |
| GLW Corning Inc. | 1.71% | 12,265 | $1.7M | New |
| AXP American Express Co. | 1.65% | 5,340 | $1.6M | Reduce -22.0% |
| BABA Alibaba Group Holding-SP ADR | 1.59% | 12,414 | $1.6M | Add +0.8% |
| UPS United Parcel Service Class B | 1.57% | 15,576 | $1.5M | Add +3.5% |
| RTX RTX Corp. | 1.53% | 7,749 | $1.5M | Add +2.3% |
| LIN Linde PLC | 1.51% | 2,973 | $1.5M | Reduce -0.4% |
| RCL Royal Caribbean Cruises Ltd. | 1.50% | 5,307 | $1.5M | Reduce -33.0% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.40% | 29,838 | $1.4M | Add +2.1% |
| DUK Duke Energy Corp. | 1.40% | 10,453 | $1.4M | Add +4.6% |
| MELI MercadoLibre Inc. | 1.40% | 791 | $1.4M | Add +0.5% |
| ETN Eaton Corp. PLC | 1.38% | 3,773 | $1.3M | Add +3.0% |
| PG The Procter & Gamble Co. | 1.37% | 9,233 | $1.3M | New |
| VST Vistra Corp. | 1.34% | 8,737 | $1.3M | Add +1.0% |
| SHOP Shopify Inc. Class A | 1.33% | 10,945 | $1.3M | Add +1.6% |
| VRTX Vertex Pharmaceuticals Inc. | 1.32% | 2,898 | $1.3M | Reduce -0.3% |
| SYK Stryker Corp. | 1.22% | 3,616 | $1.2M | Add +3.5% |
| GOOG Alphabet Inc. Class C | 1.18% | 4,013 | $1.2M | New |
| HOOD Robinhood Markets Inc. Class A | 1.17% | 16,540 | $1.1M | Reduce -5.1% |
| VOO Vanguard S&P 500 ETF | 1.14% | 1,862 | $1.1M | Reduce -3.6% |
| DDOG Datadog Inc. Class A | 1.13% | 9,341 | $1.1M | Add +37.7% |
| SE Sea Ltd.-ADR | 1.10% | 13,008 | $1.1M | Reduce -0.3% |
| JNJ Johnson & Johnson | 1.09% | 4,355 | $1.1M | New |
| VRT Vertiv Holdings Co. Class A | 1.07% | 4,163 | $1.0M | Add +3.9% |
| ORCL Oracle Corp. | 1.00% | 6,670 | $981K | Add +2.3% |
| XLK SS Technology Select Sector | 0.87% | 6,400 | $851K | No change |
| VHT Vanguard Health Care ETF | 0.75% | 2,700 | $735K | No change |
| COIN Coinbase Global Inc. Class A | 0.73% | 4,067 | $710K | Add +50.5% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.72% | 9,786 | $702K | New |
| SBUX Starbucks Corp. | 0.72% | 7,832 | $702K | Add +3.8% |
| LHX L3HARRIS Technologies Inc. | 0.63% | 1,774 | $612K | New |
| RDDT Reddit Inc. Class A | 0.57% | 4,160 | $560K | Add +12.8% |
| APP AppLovin Corp. Class A | 0.56% | 1,383 | $550K | Reduce -7.4% |
| SNOW Snowflake Inc. | 0.54% | 3,465 | $523K | Add +1.0% |
| AMD Advanced Micro Devices | 0.47% | 2,242 | $456K | New |
| BIV Vanguard Intermediate-Term B | 0.45% | 5,737 | $443K | Reduce -0.4% |
| RKT Rocket Cos Inc. Class A | 0.39% | 26,843 | $383K | Add +2.4% |
| XOM Exxon Mobil Corp. | 0.38% | 2,194 | $372K | Add +16.3% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.37% | 25,336 | $364K | Add +4.6% |
| HUBS HubSpot Inc. | 0.36% | 1,448 | $354K | Add +0.3% |
| T AT&T Inc. | 0.35% | 11,702 | $339K | Add +4.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.34% | 4,369 | $328K | Add +44.5% |
| BE Bloom Energy Corp. Class A | 0.31% | 2,253 | $305K | New |
| TOST Toast Inc. Class A | 0.31% | 11,440 | $303K | No change |
| ASTS Ast Spacemobile Inc. | 0.31% | 3,614 | $299K | New |
| AFRM Affirm Holdings Inc. | 0.28% | 5,943 | $272K | Reduce -49.1% |
| HII Huntington Ingalls Industrie | 0.27% | 695 | $264K | New |
| WM Waste Management Inc. | 0.27% | 1,135 | $261K | No change |
| CVX Chevron Corp. | 0.26% | 1,211 | $251K | New |
| SO The Southern Co. | 0.25% | 2,484 | $240K | New |
| HON Honeywell International Inc. | 0.24% | 1,025 | $232K | New |
| DKNG Draftkings Inc. Class A | 0.24% | 10,695 | $231K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.22% | 883 | $214K | Add +6.4% |
| CSCO Cisco Systems Inc. | 0.22% | 2,728 | $212K | New |
| NVS Novartis AG-Sponsored ADR | 0.21% | 1,335 | $204K | New |
Portfolio Sells Q4 2025 → Q1 2026
| WFC Wells Fargo & Co. | Sold out | 0.00% | −2.39 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −1.92 |
| MDB Mongodb Inc. | Sold out | 0.00% | −1.68 |
| U Unity Software Inc. | Sold out | 0.00% | −1.39 |
| ROKU Roku Inc. | Sold out | 0.00% | −1.36 |
| ITW Illinois Tool Works | Sold out | 0.00% | −1.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −1.02 |
| LNG Cheniere Energy Inc. | Sold out | 0.00% | −1.01 |
| NVDA Nvidia Corp. | Reduce -20.4% | 4.37% | −0.99 |
| AXP American Express Co. | Reduce -22.0% | 1.65% | −0.71 |
| JPM JPMorgan Chase & Co. | Reduce -27.6% | 1.80% | −0.68 |
| HOOD Robinhood Markets Inc. Class A | Reduce -5.1% | 1.17% | −0.67 |
| META Meta Platforms Inc. Class A | Reduce -13.4% | 3.06% | −0.66 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -33.0% | 1.50% | −0.57 |
| AFRM Affirm Holdings Inc. | Reduce -49.1% | 0.28% | −0.53 |
| UBER Uber Technologies Inc. | Reduce -17.3% | 1.92% | −0.49 |
| RH RH | Sold out | 0.00% | −0.46 |
| SE Sea Ltd.-ADR | Reduce -0.3% | 1.10% | −0.45 |
| APP AppLovin Corp. Class A | Reduce -7.4% | 0.56% | −0.38 |
| ANET Arista Networks Inc. | Reduce -13.7% | 2.27% | −0.29 |
| C Citigroup Inc. | Reduce -17.0% | 2.19% | −0.29 |
| GS Goldman Sachs Group Inc. | Reduce -15.8% | 1.94% | −0.24 |
| BCS Barclays PLC-Spons ADR | Reduce -0.2% | 2.23% | −0.22 |
| BLK BlackRock Inc. | Sold out | 0.00% | −0.22 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.20 |
| SPOT Spotify Technology SA | Reduce -0.9% | 1.86% | −0.19 |
| LLY Eli Lilly & Co. | Reduce -0.4% | 1.87% | −0.13 |
| VOO Vanguard S&P 500 ETF | Reduce -3.6% | 1.14% | +0.01 |
| BIV Vanguard Intermediate-Term B | Reduce -0.4% | 0.45% | +0.03 |
| NFLX Netflix Inc. | Reduce -8.5% | 2.05% | +0.06 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -0.3% | 1.32% | +0.09 |
| TJX TJX Companies Inc. | Reduce -1.7% | 2.01% | +0.22 |
| LIN Linde PLC | Reduce -0.4% | 1.51% | +0.32 |
Portfolio Buys Q4 2025 → Q1 2026
| LYB Lyondellbasell Indu Class A | New | 2.65% | +2.65 |
| VWO Vanguard Ftse Emerging Marke | New | 2.17% | +2.17 |
| CAT Caterpillar Inc. | New | 1.79% | +1.79 |
| GLW Corning Inc. | New | 1.71% | +1.71 |
| TER Teradyne Inc. | Add +130.5% | 2.07% | +1.54 |
| PG The Procter & Gamble Co. | New | 1.37% | +1.37 |
| GOOG Alphabet Inc. Class C | New | 1.18% | +1.18 |
| JNJ Johnson & Johnson | New | 1.09% | +1.09 |
| EL Estee Lauder Companies Class A | New | 0.72% | +0.72 |
| LHX L3HARRIS Technologies Inc. | New | 0.63% | +0.63 |
| NOW ServiceNow Inc. | Add +96.7% | 1.79% | +0.57 |
| AMD Advanced Micro Devices | New | 0.47% | +0.47 |
| VRT Vertiv Holdings Co. Class A | Add +3.9% | 1.07% | +0.46 |
| WMT Walmart Inc. | Add +3.5% | 2.02% | +0.42 |
| BE Bloom Energy Corp. Class A | New | 0.31% | +0.31 |
| DUK Duke Energy Corp. | Add +4.6% | 1.40% | +0.31 |
| ASTS Ast Spacemobile Inc. | New | 0.31% | +0.31 |
| ETN Eaton Corp. PLC | Add +3.0% | 1.38% | +0.29 |
| HII Huntington Ingalls Industrie | New | 0.27% | +0.27 |
| DDOG Datadog Inc. Class A | Add +37.7% | 1.13% | +0.27 |
| CVX Chevron Corp. | New | 0.26% | +0.26 |
| SO The Southern Co. | New | 0.25% | +0.25 |
| HON Honeywell International Inc. | New | 0.24% | +0.24 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +2.1% | 1.40% | +0.24 |
| RTX RTX Corp. | Add +2.3% | 1.53% | +0.23 |
| CSCO Cisco Systems Inc. | New | 0.22% | +0.22 |
| NVS Novartis AG-Sponsored ADR | New | 0.21% | +0.21 |
| AAPL Apple Inc. | Add +2.1% | 4.48% | +0.19 |
| REGN Regeneron Pharmaceuticals | Add +0.5% | 2.04% | +0.19 |
| UPS United Parcel Service Class B | Add +3.5% | 1.57% | +0.17 |
| XOM Exxon Mobil Corp. | Add +16.3% | 0.38% | +0.17 |
| COIN Coinbase Global Inc. Class A | Add +50.5% | 0.73% | +0.16 |
| VEU Vanguard Ftse All-World Ex-U | Add +44.5% | 0.34% | +0.13 |
| SBUX Starbucks Corp. | Add +3.8% | 0.72% | +0.13 |
| T AT&T Inc. | Add +4.3% | 0.35% | +0.09 |
| SYK Stryker Corp. | Add +3.5% | 1.22% | +0.07 |
| VST Vistra Corp. | Add +1.0% | 1.34% | +0.04 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +4.6% | 0.37% | −0.01 |
| IBM Intl Business Machines Corp. | Add +6.4% | 0.22% | −0.01 |
| AMZN Amazon.com Inc. | Add +0.3% | 2.99% | −0.02 |
| MELI MercadoLibre Inc. | Add +0.5% | 1.40% | −0.08 |
| RKT Rocket Cos Inc. Class A | Add +2.4% | 0.39% | −0.08 |
| BABA Alibaba Group Holding-SP ADR | Add +0.8% | 1.59% | −0.09 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +4.3% | 2.63% | −0.13 |
| SNOW Snowflake Inc. | Add +1.0% | 0.54% | −0.17 |
| HUBS HubSpot Inc. | Add +0.3% | 0.36% | −0.18 |
| ORCL Oracle Corp. | Add +2.3% | 1.00% | −0.18 |
| RDDT Reddit Inc. Class A | Add +12.8% | 0.57% | −0.22 |
| SHOP Shopify Inc. Class A | Add +1.6% | 1.33% | −0.29 |
| MSFT Microsoft Corp. | Add +7.0% | 3.11% | −0.36 |