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BWM

Bluebird Wealth Management Portfolio holdings

AUM $115M
This Fund
S&P 500
This Quarter Est. Return
+0.14%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$107M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow %
100.75%
Top 10 Hldgs %
32.59%
Holding
70
New
70
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$5.72M
2
AAPL icon
Apple
AAPL
+$4.54M
3
META icon
Meta Platforms (Facebook)
META
+$4.03M
4
MSFT icon
Microsoft
MSFT
+$3.85M
5
CRWD icon
CrowdStrike
CRWD
+$3.21M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 33.12%
2 Financials 19.88%
3 Consumer Discretionary 12.99%
4 Communication Services 11.11%
5 Healthcare 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VHT icon
51
Vanguard Health Care ETF
VHT
$19.6B
$777K 0.73%
+2,700
New +$754K
SNOW icon
52
Snowflake
SNOW
$109B
$753K 0.7%
+3,432
New +$838K
VRT icon
53
Vertiv
VRT
$102B
$649K 0.61%
+4,008
New +$696K
SBUX icon
54
Starbucks
SBUX
$124B
$635K 0.59%
+7,543
New +$636K
COIN icon
55
Coinbase
COIN
$48B
$611K 0.57%
+2,703
New +$805K
HUBS icon
56
HubSpot
HUBS
$11.8B
$579K 0.54%
+1,443
New +$598K
TER icon
57
Teradyne
TER
$56.8B
$573K 0.54%
+2,961
New +$508K
RKT icon
58
Rocket Companies
RKT
$39.4B
$507K 0.47%
+26,210
New +$469K
RH icon
59
RH
RH
$2.81B
$494K 0.46%
+2,759
New +$472K
BIV icon
60
Vanguard Intermediate-Term Bond ETF
BIV
$28.9B
$448K 0.42%
+5,758
New +$450K
TOST icon
61
Toast
TOST
$21.4B
$406K 0.38%
+11,440
New +$412K
NU icon
62
Nu Holdings
NU
$73.3B
$406K 0.38%
+24,224
New +$389K
DKNG icon
63
DraftKings
DKNG
$12.3B
$369K 0.34%
+10,695
New +$352K
T icon
64
AT&T
T
$177B
$279K 0.26%
+11,216
New +$284K
WM icon
65
Waste Management
WM
$88.4B
$249K 0.23%
+1,135
New +$242K
IBM icon
66
IBM
IBM
$217B
$246K 0.23%
+830
New +$249K
BLK icon
67
Blackrock
BLK
$182B
$239K 0.22%
+223
New +$244K
XOM icon
68
ExxonMobil
XOM
$650B
$227K 0.21%
+1,886
New +$219K
VEU icon
69
Vanguard FTSE All-World ex-US ETF
VEU
$70.7B
$222K 0.21%
+3,024
New +$220K
V icon
70
Visa
V
$717B
$215K 0.2%
+614
New +$209K
1 2
3

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Bluebird Wealth Management's Q4 2025 Portfolio in Review

Q4 2025 is the first quarter with a 13F filing on record for Bluebird Wealth Management, which disclosed 70 positions worth $107M. Its ten largest holdings account for 33% of the portfolio.

Its largest position is NVIDIA: 30,742 shares worth $5.73M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, followed by Financials and Consumer Discretionary.

  • Bluebird Wealth Management's largest Q4 2025 buy was NVIDIA: 30,742 shares worth $5.73M.
  • Bluebird Wealth Management's ten largest holdings make up 33% of its $107M portfolio in Q4 2025.
  • Bluebird Wealth Management disclosed 70 positions in Q4 2025, its first 13F filing on record.

Based on Bluebird Wealth Management's 13F filing for Q4 2025, filed 3 Feb 2026.