Bluebird Wealth Management LLC
CIK: 0002104503SEC EDGAR →
Portfolio Value
$107.1M
Holdings
70
As of
Q4 2025
New Positions
70
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 30,742 | $5.7M | 5.36% |
| 2 | APPLE INC | 16,900 | $4.6M | 4.29% |
| 3 | META PLATFORMS INC | 6,035 | $4.0M | 3.72% |
| 4 | MICROSOFT CORP | 7,674 | $3.7M | 3.47% |
| 5 | AMAZON COM INC | 13,960 | $3.2M | 3.01% |
| 6 | CROWDSTRIKE HLDGS INC | 6,307 | $3.0M | 2.76% |
| 7 | ARISTA NETWORKS INC | 20,904 | $2.7M | 2.56% |
| 8 | CITIGROUP INC | 22,778 | $2.7M | 2.48% |
| 9 | JPMORGAN CHASE & CO. | 8,244 | $2.7M | 2.48% |
| 10 | BARCLAYS PLC | 103,270 | $2.6M | 2.45% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 20 | $37.3M | 34.9% |
| Financial Services | 17 | $21.5M | 20.1% |
| Consumer Cyclical | 8 | $12.3M | 11.5% |
| Communication Services | 6 | $10.9M | 10.2% |
| Healthcare | 4 | $6.7M | 6.2% |
| Industrials | 6 | $6.1M | 5.7% |
| Unknown | 3 | $5.3M | 5.0% |
| Utilities | 2 | $2.6M | 2.4% |
| Consumer Defensive | 1 | $1.7M | 1.6% |
| Energy | 2 | $1.3M | 1.2% |
| Basic Materials | 1 | $1.3M | 1.2% |