Bluebird Wealth Management LLC

MEDFIELD, MA · CIK 2104503 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$115.3m reported value +18.1% vs Q1 2026

89positions

29.8%in top 10

20 new 17 added 48 reduced 8 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	25,536	$5.1m4.43%	4.43%	Added +1.1k	+1,068 4.4%
2	APPLE INC COM AAPL	AAPL	16,386	$4.7m4.11%	4.11%	Reduced -870	-870 -5.0%
3	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	6,199	$4.7m4.10%	4.10%	Reduced -381	-381 -5.8%
4	AMAZON COM INC COM AMZN	AMZN	13,306	$3.2m2.75%	2.75%	Reduced -693	-693 -5.0%
5	DATADOG INC CL A COM DDOG	DDOG	11,537	$3.0m2.60%	2.60%	Added +2.2k	+2,196 23.5%
6	MICROSOFT CORP COM MSFT	MSFT	7,828	$2.9m2.53%	2.53%	Reduced -382	-382 -4.7%
7	TERADYNE INC COM TER	TER	5,834	$2.8m2.45%	2.45%	Reduced -991	-991 -14.5%
8	META PLATFORMS INC CL A META	META	4,957	$2.8m2.42%	2.42%	Reduced -266	-266 -5.1%
9	CATERPILLAR INC COM CAT	CAT	2,416	$2.6m2.23%	2.23%	Reduced -46	-46 -1.9%
10	CORNING INC COM GLW	GLW	9,676	$2.5m2.14%	2.14%	Reduced -2.6k	-2,589 -21.1%
11	BARCLAYS PLC ADR BCS	BCS	87,548	$2.4m2.04%	2.04%	Reduced -15.5k	-15,475 -15.0%
12	CITIGROUP INC COM NEW C	C	16,749	$2.3m2.03%	2.03%	Reduced -2.2k	-2,153 -11.4%
13	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	38,917	$2.3m2.01%	2.01%	Reduced -336	-336 -0.9%
14	JPMORGAN CHASE & CO COM JPM	JPM	7,066	$2.3m2.01%	2.01%	Added +1.1k	+1,094 18.3%
15	ELI LILLY & CO COM LLY	LLY	1,863	$2.2m1.94%	1.94%	Reduced -127	-127 -6.4%
16	GOLDMAN SACHS GROUP INC COM GS	GS	2,110	$2.1m1.85%	1.85%	Reduced -134	-134 -6.0%
17	VERTIV HOLDINGS CO COM CL A VRT	VRT	5,642	$1.9m1.64%	1.64%	Added +1.5k	+1,479 35.5%
18	ARISTA NETWORKS INC COM SHS ANET	ANET	11,065	$1.9m1.63%	1.63%	Reduced -7.0k	-6,973 -38.7%
19	TJX COS INC NEW COM TJX	TJX	12,040	$1.8m1.58%	1.58%	Reduced -277	-277 -2.2%
20	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	896	$1.8m1.55%	1.55%	New
21	WALMART INC COM WMT	WMT	15,330	$1.7m1.51%	1.51%	Reduced -515	-515 -3.2%
22	AMERICAN EXPRESS CO COM AXP	AXP	5,049	$1.7m1.48%	1.48%	Reduced -291	-291 -5.5%
23	UBER TECHNOLOGIES INC COM UBER	UBER	23,433	$1.7m1.47%	1.47%	Reduced -2.7k	-2,678 -10.3%
24	INTEL CORP COM INTC	INTC	11,731	$1.6m1.42%	1.42%	New
25	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	3,537	$1.6m1.41%	1.41%	Reduced -217	-217 -5.8%
26	SERVICENOW INC COM NOW	NOW	16,238	$1.6m1.40%	1.40%	Reduced -522	-522 -3.1%
27	UNITED PARCEL SERVICE INC CL B UPS	UPS	14,935	$1.6m1.39%	1.39%	Reduced -641	-641 -4.1%
28	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	15,779	$1.6m1.37%	1.37%	Reduced -761	-761 -4.6%
29	EATON CORP PLC SHS ETN	ETN	3,663	$1.6m1.35%	1.35%	Reduced -110	-110 -2.9%
30	REGENERON PHARMACEUTICALS COM REGN	REGN	2,472	$1.5m1.34%	1.34%	Reduced -102	-102 -4.0%
31	MONGODB INC CL A MDB	MDB	4,419	$1.5m1.29%	1.29%	New
32	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	2,155	$1.5m1.28%	1.28%	Added +293	+293 15.7%
33	PROCTER AND GAMBLE CO COM PG	PG	9,949	$1.5m1.26%	1.26%	Added +716	+716 7.8%
34	RTX CORPORATION COM RTX	RTX	7,586	$1.4m1.25%	1.25%	Reduced -163	-163 -2.1%
35	LINDE PLC SHS LIN	LIN	2,761	$1.4m1.24%	1.24%	Reduced -212	-212 -7.1%
36	ALPHABET INC CAP STK CL C GOOG	GOOG	3,945	$1.4m1.21%	1.21%	Reduced -68	-68 -1.7%
37	REDDIT INC CL A RDDT	RDDT	8,018	$1.4m1.21%	1.21%	Added +3.9k	+3,858 92.7%
38	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	2,731	$1.4m1.18%	1.18%	Reduced -167	-167 -5.8%
39	ORACLE CORP COM ORCL	ORCL	9,123	$1.3m1.16%	1.16%	Added +2.5k	+2,453 36.8%
40	SELECT SECTOR SPDR TR SBI INT-UTILS XLU	XLU	29,235	$1.3m1.15%	1.15%	Reduced -603	-603 -2.0%
41	VISTRA CORP COM VST	VST	8,259	$1.3m1.14%	1.14%	Reduced -478	-478 -5.5%
42	CARRIER GLOBAL CORPORATION COM CARR	CARR	17,367	$1.3m1.10%	1.10%	New
43	MERCADOLIBRE INC COM MELI	MELI	747	$1.3m1.10%	1.10%	Reduced -44	-44 -5.6%
44	DUKE ENERGY CORP NEW COM NEW DUK	DUK	9,918	$1.3m1.09%	1.09%	Reduced -535	-535 -5.1%
45	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	6,400	$1.2m1.06%	1.06%	Unchanged
46	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	10,469	$1.2m1.04%	1.04%	Reduced -476	-476 -4.3%
47	SEA LTD SPONSORD ADS SE	SE	12,447	$1.2m1.03%	1.03%	Reduced -561	-561 -4.3%
48	STRYKER CORPORATION COM SYK	SYK	3,510	$1.1m0.96%	0.96%	Reduced -106	-106 -2.9%
49	JOHNSON & JOHNSON COM JNJ	JNJ	4,072	$1.0m0.90%	0.90%	Reduced -283	-283 -6.5%
50	HUBSPOT INC COM HUBS	HUBS	5,554	$1.0m0.88%	0.88%	Added +4.1k	+4,106 283.6%
51	BROADCOM INC COM AVGO	AVGO	2,674	$1.0m0.88%	0.88%	New
52	MICRON TECHNOLOGY INC COM MU	MU	859	$991.5k0.86%	0.86%	New
53	ROYAL CARIBBEAN GROUP COM RCL	RCL	3,106	$986.3k0.86%	0.86%	Reduced -2.2k	-2,201 -41.5%
54	ADVANCED MICRO DEVICES INC COM AMD	AMD	1,499	$870.8k0.75%	0.75%	Reduced -743	-743 -33.1%
55	SNOWFLAKE INC CL A SNOW	SNOW	3,234	$823.1k0.71%	0.71%	Reduced -231	-231 -6.7%
56	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	2,700	$807.3k0.70%	0.70%	Unchanged
57	STARBUCKS CORP COM SBUX	SBUX	7,624	$779.1k0.68%	0.68%	Reduced -208	-208 -2.7%
58	APPLOVIN CORP COM CL A APP	APP	1,308	$673.9k0.58%	0.58%	Reduced -75	-75 -5.4%
59	BLOOM ENERGY CORP COM CL A BE	BE	2,113	$639.6k0.55%	0.55%	Reduced -140	-140 -6.2%
60	MERCANTILE BK CORP COM MBWM	MBWM	10,612	$609.3k0.53%	0.53%	New
61	NETFLIX INC COM NFLX	NFLX	7,791	$556.3k0.48%	0.48%	Reduced -13.0k	-13,008 -62.5%
62	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	7,159	$549.1k0.48%	0.48%	Added +1.4k	+1,422 24.8%
63	L3HARRIS TECHNOLOGIES INC COM LHX	LHX	1,614	$469.0k0.41%	0.41%	Reduced -160	-160 -9.0%
64	AFFIRM HLDGS INC COM CL A AFRM	AFRM	5,396	$440.0k0.38%	0.38%	Reduced -547	-547 -9.2%
65	MARVELL TECHNOLOGY INC COM MRVL	MRVL	1,465	$436.4k0.38%	0.38%	New
66	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	4,953	$414.8k0.36%	0.36%	Added +584	+584 13.4%
67	CAMDEN NATL CORP COM CAC	CAC	7,358	$399.0k0.35%	0.35%	New
68	PNC FINL SVCS GROUP INC COM PNC	PNC	1,505	$370.6k0.32%	0.32%	New
69	FIRST BANCORP INC ME COM FNLC	FNLC	10,500	$365.6k0.32%	0.32%	New
70	EXXON MOBIL CORP COM XOM	XOM	2,624	$358.7k0.31%	0.31%	Added +430	+430 19.6%
71	CISCO SYS INC COM CSCO	CSCO	2,930	$344.2k0.30%	0.30%	Added +202	+202 7.4%
72	NU HLDGS LTD ORD SHS CL A NU	NU	24,037	$321.1k0.28%	0.28%	Reduced -1.3k	-1,299 -5.1%
73	TOAST INC CL A TOST	TOST	11,440	$318.3k0.28%	0.28%	Unchanged
74	CHEVRON CORP NEW COM CVX	CVX	1,832	$303.7k0.26%	0.26%	Added +621	+621 51.3%
75	AST SPACEMOBILE INC COM CL A ASTS	ASTS	3,376	$300.0k0.26%	0.26%	Reduced -238	-238 -6.6%
76	CIPHER MINING INC COM CIFR	CIFR	11,537	$282.7k0.25%	0.25%	New
77	PROLOGIS INC. COM PLD	PLD	2,027	$274.6k0.24%	0.24%	New
78	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	1,139	$269.5k0.23%	0.23%	New
79	DRAFTKINGS INC NEW COM CL A DKNG	DKNG	10,582	$267.3k0.23%	0.23%	Reduced -113	-113 -1.1%
80	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	950	$267.1k0.23%	0.23%	Added +67	+67 7.6%
81	DIAMONDBACK ENERGY INC COM FANG	FANG	1,492	$262.3k0.23%	0.23%	New
82	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	2,963	$255.3k0.22%	0.22%	New
83	WASTE MGMT INC DEL COM WM	WM	1,135	$253.0k0.22%	0.22%	Unchanged
84	SOUTHERN CO COM SO	SO	2,616	$250.4k0.22%	0.22%	Added +132	+132 5.3%
85	ROYAL BK CDA COM RY	RY	1,200	$248.4k0.22%	0.22%	New
86	GERMAN AMERN BANCORP INC COM GABC	GABC	5,000	$237.3k0.21%	0.21%	New
87	KLA CORP COM NEW KLAC	KLAC	750	$226.3k0.20%	0.20%	New
88	NOVARTIS AG SPONSORED ADR NVS	NVS	1,423	$223.0k0.19%	0.19%	Added +88	+88 6.6%
89	AMGEN INC COM AMGN	AMGN	596	$215.8k0.19%	0.19%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
LYONDELLBASELL INDUSTRIES N LYB	LYB	32,138	$2.6m32.1k shares
ALIBABA GROUP HLDG LTD BABA	BABA	12,414	$1.6m12.4k shares
COINBASE GLOBAL INC COIN	COIN	4,067	$710.1k4.1k shares
LAUDER ESTEE COS INC EL	EL	9,786	$702.3k9.8k shares
ROCKET COS INC RKT	RKT	26,843	$382.5k26.8k shares
AT&T INC T	T	11,702	$339.2k11.7k shares
HUNTINGTON INGALLS INDS INC HII	HII	695	$264.0k695 shares
HONEYWELL INTL INC		512	$231.7k512 shares