Institutional Manager · CIK 0002104503
Bluebird Wealth Management LLC
MEDFIELD, MA · File #028-26054
Latest AUM
$107.1M
Positions
70
Top-10 Concentration
35.5%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 30,742 | $5.7M | 5.84% |
| 2 | APPLE INC | AAPL | 16,900 | $4.6M | 4.68% |
| 3 | META PLATFORMS INC | META | 6,035 | $4.0M | 4.06% |
| 4 | MICROSOFT CORP | MSFT | 7,674 | $3.7M | 3.78% |
| 5 | AMAZON COM INC | AMZN | 13,960 | $3.2M | 3.28% |
| 6 | CROWDSTRIKE HLDGS INC | CRWD | 6,307 | $3.0M | 3.01% |
| 7 | ARISTA NETWORKS INC | ANET | 20,904 | $2.7M | 2.79% |
| 8 | CITIGROUP INC | C-PR | 22,778 | $2.7M | 2.71% |
| 9 | JPMORGAN CHASE & CO. | VYLD | 8,244 | $2.7M | 2.71% |
| 10 | BARCLAYS PLC | BCLYF | 103,270 | $2.6M | 2.68% |
| 11 | UBER TECHNOLOGIES INC | UBER | 31,571 | $2.6M | 2.63% |
| 12 | WELLS FARGO CO NEW | 949746101 | 27,484 | $2.6M | 2.61% |
| 13 | AMERICAN EXPRESS CO | AXP | 6,843 | $2.5M | 2.58% |
| 14 | GOLDMAN SACHS GROUP INC | GSCE | 2,665 | $2.3M | 2.39% |
| 15 | ROYAL CARIBBEAN GROUP | V7780T103 | 7,919 | $2.2M | 2.25% |
| 16 | SPOTIFY TECHNOLOGY S A | SPOT | 3,787 | $2.2M | 2.24% |
| 17 | ELI LILLY & CO | LLY | 1,998 | $2.1M | 2.19% |
| 18 | NETFLIX INC | NFLX | 22,727 | $2.1M | 2.17% |
| 19 | PALANTIR TECHNOLOGIES INC | PLTR | 11,580 | $2.1M | 2.10% |
| 20 | REGENERON PHARMACEUTICALS | REGN | 2,562 | $2.0M | 2.01% |