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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
% of AUM
100.75%
Top 10 Holdings %
Top 10 Hldgs %
32.59%
Holding
70
New
70
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$5.72M |
| 2 |
Apple
AAPL
|
+$4.54M |
| 3 |
Meta Platforms (Facebook)
META
|
+$4.03M |
| 4 |
Microsoft
MSFT
|
+$3.85M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$5.08T
| $5.73M | 5.36% |
+30,742
| New | +$5.72M |
|
|
2
Apple
AAPL
$4.57T
| $4.59M | 4.29% |
+16,900
| New | +$4.54M |
|
|
3
Meta Platforms (Facebook)
META
$1.47T
| $3.98M | 3.72% |
+6,035
| New | +$4.03M |
|
|
4
Microsoft
MSFT
$3.68T
| $3.71M | 3.47% |
+7,674
| New | +$3.85M |
|
5
Amazon
AMZN
$2.81T
| $3.22M | 3.01% |
+13,960
| New | +$3.19M |
|
|
6
CrowdStrike
CRWD
$193B
| $2.96M | 2.76% |
+25,228
| New | +$3.21M |
|
7
Arista Networks
ANET
$255B
| $2.74M | 2.56% |
+20,904
| New | +$2.88M |
|
8
Citigroup
C
$224B
| $2.66M | 2.48% |
+22,778
| New | +$2.37M |
|
9
JPMorgan Chase
JPM
$948B
| $2.66M | 2.48% |
+8,244
| New | +$2.55M |
|
10
Barclays
BCS
$91.1B
| $2.63M | 2.46% |
+103,270
| New | +$2.29M |
|
11
Uber
UBER
$160B
| $2.58M | 2.41% |
+31,571
| New | +$2.84M |
|
12
Wells Fargo
WFC
$258B
| $2.56M | 2.39% |
+27,484
| New | +$2.39M |
|
13
American Express
AXP
$227B
| $2.53M | 2.36% |
+6,843
| New | +$2.45M |
|
14
Goldman Sachs
GS
$303B
| $2.34M | 2.19% |
+2,665
| New | +$2.17M |
|
15
Royal Caribbean
RCL
$77.6B
| $2.21M | 2.06% |
+7,919
| New | +$2.24M |
|
16
Spotify
SPOT
$113B
| $2.2M | 2.05% |
+3,787
| New | +$2.37M |
|
17
Eli Lilly
LLY
$1.06T
| $2.15M | 2.01% |
+1,998
| New | +$1.91M |
|
18
Netflix
NFLX
$339B
| $2.13M | 1.99% |
+22,727
| New | +$2.45M |
|
19
Palantir
PLTR
$427B
| $2.06M | 1.92% |
+11,580
| New | +$2.1M |
|
20
Regeneron Pharmaceuticals
REGN
$83.9B
| $1.98M | 1.85% |
+2,562
| New | +$1.74M |
|
21
Robinhood
HOOD
$97.6B
| $1.97M | 1.84% |
+17,425
| New | +$2.27M |
|
22
TJX Companies
TJX
$151B
| $1.93M | 1.8% |
+12,535
| New | +$1.85M |
|
23
Alibaba
BABA
$287B
| $1.81M | 1.69% |
+12,318
| New | +$2.01M |
|
24
MongoDB
MDB
$32.7B
| $1.8M | 1.68% |
+4,295
| New | +$1.56M |
|
25
Shopify
SHOP
$193B
| $1.73M | 1.62% |
+10,769
| New | +$1.73M |
|
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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.