Investor
Bluebird Wealth Management LLC
CIK 0002104503 · filed 2026-05-08 · SEC filing
13F book
$97.7M
Positions
77
18 new · 11 sold
Largest name
4.5%
Apple Inc. · AAPL
Est. mark
−$8.56M
Price effect on 59 names still held. Flow −$820.1K.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Apple Inc. | AAPL | 17.3K | $4.38M | 4.5% | −$305.3K | Added−$215K |
| Nvidia Corp | NVDA | 24.5K | $4.27M | 4.4% | −$296K | Cut−$1.47M |
| Microsoft Corp | MSFT | 8.21K | $3.04M | 3.1% | −$870.6K | Added−$672.2K |
| Meta Platforms, Inc. | META | 5.22K | $2.99M | 3.1% | −$459.7K | Cut−$995.7K |
| Amazon Com Inc | AMZN | 14K | $2.92M | 3.0% | −$314.8K | Added−$306.7K |
| Lyondellbasell Industries N | — | 32.1K | $2.59M | 2.7% | — | New |
| Crowdstrike Hldgs Inc | — | 6.58K | $2.57M | 2.6% | −$494.3K | Added−$387.7K |
| Arista Networks, Inc. | ANET | 18K | $2.21M | 2.3% | −$148.8K | Cut−$524.3K |
| Barclays Plc | — | 103K | $2.18M | 2.2% | −$442K | Cut−$448.3K |
| Citigroup Inc | — | 18.9K | $2.14M | 2.2% | −$62K | Cut−$514.3K |
| Vanguard Intl Equity Index F | — | 39.3K | $2.12M | 2.2% | — | New |
| Teradyne, Inc | TER | 6.83K | $2.02M | 2.1% | $304.7K | Added$1.45M |
| Netflix Inc | NFLX | 20.8K | $2M | 2.0% | $49.7K | Cut−$131.1K |
| Regeneron Pharmaceuticals, Inc. | REGN | 2.57K | $1.99M | 2.0% | $1.97K | Added$11.2K |
| Walmart Inc. | WMT | 15.8K | $1.97M | 2.0% | $197.1K | Added$263.2K |
| Tjx Cos Inc New | — | 12.3K | $1.97M | 2.0% | $75K | Cut$41.5K |
| Goldman Sachs Group Inc | — | 2.24K | $1.9M | 1.9% | −$73.8K | Cut−$443.8K |
| Uber Technologies, Inc | UBER | 26.1K | $1.88M | 1.9% | −$255.4K | Cut−$701.5K |
| Eli Lilly & Co | LLY | 1.99K | $1.83M | 1.9% | −$308.7K | Cut−$317.3K |
| Spotify Technology S.A. | SPOT | 3.75K | $1.82M | 1.9% | −$359.6K | Cut−$378.8K |
| Jpmorgan Chase & Co. | — | 5.97K | $1.76M | 1.8% | −$167.6K | Cut−$899.7K |
| ServiceNow, Inc. | NOW | 16.8K | $1.75M | 1.8% | −$414.4K | Added$447.1K |
| Caterpillar Inc | CAT | 2.46K | $1.74M | 1.8% | — | New |
| Corning Inc | — | 12.3K | $1.67M | 1.7% | — | New |
| American Express Co | AXP | 5.34K | $1.62M | 1.7% | −$360.2K | Cut−$916.2K |
| Alibaba Group Hldg Ltd | — | 12.4K | $1.56M | 1.6% | −$260.1K | Added−$248.1K |
| United Parcel Service Inc | UPS | 15.6K | $1.53M | 1.6% | −$12.2K | Added$39.3K |
| RTX Corp | RTX | 7.75K | $1.49M | 1.5% | $71.9K | Added$105.5K |
| Linde Plc | LIN | 2.97K | $1.47M | 1.5% | $206.3K | Cut$201.6K |
| Royal Caribbean Group | — | 5.31K | $1.46M | 1.5% | −$19.8K | Cut−$748.3K |
| Select Sector Spdr Tr | — | 29.8K | $1.37M | 1.4% | $93.5K | Added$122.2K |
| Duke Energy Corp New | — | 10.5K | $1.37M | 1.4% | $137.2K | Added$197K |
| Mercadolibre Inc | MELI | 791 | $1.37M | 1.4% | −$224.8K | Added−$217.9K |
| Eaton Corp Plc | ETN | 3.77K | $1.35M | 1.4% | $143.5K | Added$182.8K |
| Procter And Gamble Co | PG | 9.23K | $1.33M | 1.4% | — | New |
| Vistra Corp. | VST | 8.74K | $1.31M | 1.3% | −$95.2K | Added−$82.4K |
| Shopify Inc. | SHOP | 10.9K | $1.3M | 1.3% | −$456.1K | Added−$435.2K |
| Vertex Pharmaceuticals Inc | — | 2.9K | $1.29M | 1.3% | −$19.6K | Cut−$23.3K |
| Stryker Corp | SYK | 3.62K | $1.19M | 1.2% | −$80K | Added−$40.2K |
| Alphabet Inc | — | 4.01K | $1.15M | 1.2% | — | New |
| Robinhood Mkts Inc | — | 16.5K | $1.15M | 1.2% | −$724.5K | Cut−$824.6K |
| Vanguard Index Fds | — | 1.86K | $1.11M | 1.1% | −$55.2K | Cut−$98.5K |
| Datadog, Inc. | DDOG | 9.34K | $1.1M | 1.1% | −$121.7K | Added$180K |
| Sea Ltd | SE | 13K | $1.08M | 1.1% | −$582.2K | Cut−$587.2K |
| Johnson & Johnson | JNJ | 4.36K | $1.06M | 1.1% | — | New |
| Vertiv Holdings Co | VRT | 4.16K | $1.04M | 1.1% | $355K | Added$393.8K |
| Oracle Corp | — | 6.67K | $981.2K | 1.0% | −$311.7K | Added−$289.3K |
| Select Sector Spdr Tr | — | 6.4K | $850.6K | 0.9% | −$70.8K | Held |
| Vanguard World Fd | — | 2.7K | $735.3K | 0.8% | −$41.9K | Held |
| Coinbase Global, Inc. | COIN | 4.07K | $710.1K | 0.7% | −$139.3K | Added$98.9K |
| Lauder Estee Cos Inc | — | 9.79K | $702.3K | 0.7% | — | New |
| Starbucks Corp | SBUX | 7.83K | $701.7K | 0.7% | $40.5K | Added$66.4K |
| L3harris Technologies Inc | — | 1.77K | $612.3K | 0.6% | — | New |
| Reddit, Inc. | RDDT | 4.16K | $560.1K | 0.6% | −$351.2K | Added−$287.6K |
| Applovin Corp | APP | 1.38K | $550.4K | 0.6% | −$381.5K | Cut−$456.3K |
| Snowflake Inc. | SNOW | 3.46K | $522.6K | 0.5% | −$235.2K | Added−$230.3K |
| Advanced Micro Devices Inc | AMD | 2.24K | $456.1K | 0.5% | — | New |
| Vanguard Bd Index Fds | — | 5.74K | $442.8K | 0.5% | −$4.06K | Cut−$5.69K |
| Rocket Cos Inc | — | 26.8K | $382.5K | 0.4% | −$133.9K | Added−$124.9K |
| Exxon Mobil Corp | — | 2.19K | $372.2K | 0.4% | $93K | Added$145.3K |
| Nu Hldgs Ltd | — | 25.3K | $364.1K | 0.4% | −$57.4K | Added−$41.4K |
| Hubspot Inc | HUBS | 1.45K | $353.5K | 0.4% | −$227K | Added−$225.8K |
| At&T Inc | — | 11.7K | $339.2K | 0.3% | $46.5K | Added$60.6K |
| Vanguard Intl Equity Index F | — | 4.37K | $328.1K | 0.3% | $4.66K | Added$105.7K |
| Bloom Energy Corp | BE | 2.25K | $305.3K | 0.3% | — | New |
| Toast, Inc. | TOST | 11.4K | $303.3K | 0.3% | −$103K | Held |
| AST SpaceMobile, Inc. | ASTS | 3.61K | $299.5K | 0.3% | — | New |
| Affirm Hldgs Inc | — | 5.94K | $272.3K | 0.3% | −$170K | Cut−$597.1K |
| Huntington Ingalls Inds Inc | — | 695 | $264K | 0.3% | — | New |
| Waste Mgmt Inc Del | — | 1.14K | $260.8K | 0.3% | $11.4K | Held |
| Chevron Corp New | CVX | 1.21K | $250.6K | 0.3% | — | New |
| Southern Co | — | 2.48K | $239.8K | 0.2% | — | New |
| Honeywell Intl Inc | — | 1.02K | $231.7K | 0.2% | — | New |
| Draftkings Inc New | — | 10.7K | $231.2K | 0.2% | −$137.3K | Held |
| International Business Machs | — | 883 | $214K | 0.2% | −$44.7K | Added−$31.8K |
| Cisco Sys Inc | — | 2.73K | $211.7K | 0.2% | — | New |
| Novartis Ag | — | 1.33K | $203.9K | 0.2% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.