DOSSIER · 13F-HR · Q2 2026

Bluebird Wealth Management LLC

$115M in tracked AUM across 89 positions as of Q2 2026.

BW
CIK 0002104503 · last filed Jun 30, 2026
Total AUM
$115M
as of Q2 2026
Holdings
89
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Bluebird Wealth Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$5M26K4.4%
02
AAPL
APPLE INC
$5M16K4.1%
03
CRWD
CROWDSTRIKE HLDGS INC
$5M6K4.1%
04
AMZN
AMAZON COM INC
$3M13K2.7%
05
DDOG
DATADOG INC
$3M12K2.6%
06
MSFT
MICROSOFT CORP
$3M8K2.5%
07
TER
TERADYNE INC
$3M6K2.4%
08
META
META PLATFORMS INC
$3M5K2.4%
09
CAT
CATERPILLAR INC
$3M2K2.2%
10
GLW
CORNING INC
$2M10K2.1%

Filing history

2026Q2Jun 30
$115M 18.1%
89 positionsView →
2026Q1Mar 31
$98M 8.8%
77 positionsView →
2025Q4Dec 31
$107M
70 positionsView →