StockDriftsStockDriftsTop 50 Bluebird Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 4.43% | 25.5K | $5.1M | +4.36%(+1.07K) | $186.38(+18.29%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.11% | 16.4K | $4.7M | -5.04%(-870) | $263.24(+16.50%) | 2026-06-30 | |
| CRWD | CROWDSTRIKE HLDGS INC | 4.1% | 6.2K | $4.7M | -5.79%(-381) | $477.50(-53.89%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.75% | 13.3K | $3.2M | -4.95%(-693) | $225.18(+22.10%) | 2026-06-30 | |
| DDOG | DATADOG INC | 2.6% | 11.5K | $3.0M | +23.51%(+2.20K) | $145.80(+69.68%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.53% | 7.8K | $2.9M | -4.65%(-382) | $495.96(+1.37%) | 2026-06-30 | |
| TER | TERADYNE INC | 2.45% | 5.8K | $2.8M | -14.52%(-991) | $210.56(+81.08%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.42% | 5.0K | $2.8M | -5.09%(-266) | $697.24(-14.41%) | 2026-06-30 | |
| CAT | CATERPILLAR INC | 2.23% | 2.4K | $2.6M | -1.87%(-46) | $640.67(+33.58%) | 2026-06-30 | |
| GLW | CORNING INC | 2.14% | 9.7K | $2.5M | -21.11%(-2.59K) | $111.76(+42.61%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -5.86% |
| Top 20 Holdings Unweighted | — | — | — | — | -5.64% |
Bluebird Wealth Management LLC reports $115.35M in US-listed equity holdings across 89 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (4.4%), AAPL (4.1%) and CRWD (4.1%). The top 20 holdings account for 48.04% of reported assets. Its disclosed equity book has returned -5.86% cumulatively over 2 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Bluebird Wealth Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2104503). View Bluebird Wealth Management LLC’s 13F filings on SEC