TraderTrends
Manager Profile

Bluebird Wealth Management LLC

Diversified · Technology 38%

A clean view of the latest 13F profile, portfolio scale, and filing history for this manager.

Most Recent 13F

Q2 2026

Location

MEDFIELD, MA

Portfolio Value

$115.3M

Latest reported 13F value

Holdings

5

Distinct positions in last filing

Top Position

NVIDIA Corp

Latest disclosed holding

Top 4

NVDA 037833100 CRWD 023135106 23804L103

Quick ticker snapshot

Sector Exposure

How this manager's portfolio splits across sectors.

Technology
38.1%
Financial Services
19.6%
Consumer Cyclical
11.4%
Communication Services
11.1%
Healthcare
7.3%
Industrials
5.6%
Utilities
2.3%
Consumer Defensive
1.5%
Basic Materials
1.5%
Energy
1.2%
Real Estate
0%
Holdings Value Over Time

Quarterly trend based on reported 13F portfolio value.

Q2 2026
Largest Positions

Top 5 largest positions by current portfolio value.

1
NVIDIA Corp

Shares: 25.5K

5.1M

Position Value
2
APPLE INC

Shares: 16.4K

4.7M

Position Value
3
Crowdstrike Holdings Inc

Shares: 6.2K

4.7M

Position Value
4
AMAZON COM INC

Shares: 13.3K

3.2M

Position Value
5
DATADOG INC

Shares: 11.5K

3M

Position Value
Filing History

Quarter-by-quarter summary of this manager's 13F filings.

Quarter Holdings Value Form Type Date Filed Filing ID