Holdings of Bluebird Wealth Management LLC
70 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 33 % of the equity sleeve
Sector breakdown
- Technology 29.7 %
- Financials 13.1 %
- Industrials 10.4 %
- Consumer discretionary 9.7 %
- Health care 9.5 %
- Communication 7.4 %
- Consumer staples 5.0 %
- Utilities 3.3 %
- Funds 1.3 %
- Energy 0.4 %
- Unattributed 10.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 69 | 85.1M $ | 97.50 % |
| 2 | GB | 1 | 2.2M $ | 2.50 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Apple Inc | 17,256 | 4.4M $ | |
| 2 | NVIDIA Corp | 24,468 | 4.3M $ | |
| 3 | Microsoft Corp | 8,210 | 3M $ | |
| 4 | Meta Platforms Inc | 5,223 | 3M $ | |
| 5 | Amazon.com Inc | 13,999 | 2.9M $ | |
| 6 | Crowdstrike Holdings Inc | 6,580 | 2.6M $ | |
| 7 | Arista Networks Inc | 18,038 | 2.2M $ | |
| 8 | Barclays PLC | 103,023 | 2.2M $ | |
| 9 | Citigroup Inc | 18,902 | 2.1M $ | |
| 10 | Vanguard International Equity Index Funds | 39,253 | 2.1M $ | |
| 11 | Teradyne Inc | 6,825 | 2M $ | |
| 12 | Netflix Inc | 20,799 | 2M $ | |
| 13 | Regeneron Pharmaceuticals, Inc. | 2,574 | 2M $ | |
| 14 | Walmart Inc | 15,845 | 2M $ | |
| 15 | TJX Cos Inc/The | 12,317 | 2M $ | |
| 16 | Goldman Sachs Group Inc/The | 2,244 | 1.9M $ | |
| 17 | Uber Technologies Inc | 26,111 | 1.9M $ | |
| 18 | Eli Lilly & Co | 1,990 | 1.8M $ | |
| 19 | JPMorgan Chase & Co | 5,972 | 1.8M $ | |
| 20 | ServiceNow Inc | 16,760 | 1.8M $ | |
| 21 | Caterpillar Inc | 2,462 | 1.7M $ | |
| 22 | Corning Inc | 12,265 | 1.7M $ | |
| 23 | American Express Co | 5,340 | 1.6M $ | |
| 24 | Alibaba Group Holding Ltd | 12,414 | 1.6M $ | |
| 25 | United Parcel Service Inc | 15,576 | 1.5M $ | |
| 26 | RTX Corp | 7,749 | 1.5M $ | |
| 27 | State Street Utilities Select Sector SPDR ETF | 29,838 | 1.4M $ | |
| 28 | Duke Energy Corp | 10,453 | 1.4M $ | |
| 29 | MercadoLibre Inc | 791 | 1.4M $ | |
| 30 | Procter & Gamble Co/The | 9,233 | 1.3M $ | |
| 31 | Vistra Corp | 8,737 | 1.3M $ | |
| 32 | Vertex Pharmaceuticals Inc | 2,898 | 1.3M $ | |
| 33 | Stryker Corp | 3,616 | 1.2M $ | |
| 34 | Alphabet Inc | 4,013 | 1.2M $ | |
| 35 | Robinhood Markets Inc | 16,540 | 1.1M $ | |
| 36 | Vanguard S&P 500 ETF | 1,862 | 1.1M $ | |
| 37 | Datadog Inc | 9,341 | 1.1M $ | |
| 38 | Sea Ltd | 13,008 | 1.1M $ | |
| 39 | Johnson & Johnson | 4,355 | 1.1M $ | |
| 40 | Vertiv Holdings Co | 4,163 | 1M $ | |
| 41 | Oracle Corp | 6,670 | 981.2K $ | |
| 42 | SELECT SECTOR SPDR TRUST (THE) | 6,400 | 850.6K $ | |
| 43 | Vanguard World Fund | 2,700 | 735.3K $ | |
| 44 | Coinbase Global Inc | 4,067 | 710.1K $ | |
| 45 | Estee Lauder Cos Inc/The | 9,786 | 702.3K $ | |
| 46 | Starbucks Corp | 7,832 | 701.7K $ | |
| 47 | L3Harris Technologies Inc | 1,774 | 612.3K $ | |
| 48 | Reddit Inc | 4,160 | 560.1K $ | |
| 49 | AppLovin Corp | 1,383 | 550.4K $ | |
| 50 | Snowflake Inc | 3,465 | 522.6K $ | |
| 51 | Advanced Micro Devices Inc | 2,242 | 456.1K $ | |
| 52 | Vanguard Bond Index Funds | 5,737 | 442.8K $ | |
| 53 | Rocket Cos Inc | 26,843 | 382.5K $ | |
| 54 | Exxon Mobil Corp | 2,194 | 372.2K $ | |
| 55 | HubSpot Inc | 1,448 | 353.5K $ | |
| 56 | AT&T Inc | 11,702 | 339.2K $ | |
| 57 | Vanguard FTSE All-World ex-US ETF | 4,369 | 328.1K $ | |
| 58 | Bloom Energy Corp | 2,253 | 305.3K $ | |
| 59 | Toast Inc | 11,440 | 303.3K $ | |
| 60 | AST SpaceMobile Inc | 3,614 | 299.5K $ | |
| 61 | Affirm Holdings Inc | 5,943 | 272.3K $ | |
| 62 | Huntington Ingalls Industries, Inc. | 695 | 264K $ | |
| 63 | Waste Management Inc | 1,135 | 260.8K $ | |
| 64 | Chevron Corp | 1,211 | 250.6K $ | |
| 65 | Southern Co/The | 2,484 | 239.8K $ | |
| 66 | Honeywell International Inc | 1,025 | 231.7K $ | |
| 67 | DraftKings Inc | 10,695 | 231.2K $ | |
| 68 | International Business Machines Corp. | 883 | 214K $ | |
| 69 | Cisco Systems, Inc. | 2,728 | 211.7K $ | |
| 70 | Novartis AG | 1,335 | 203.9K $ | |