Data as of Q4 2025 (Dec 31, 2025)

Bluebird Wealth Management LLC

โ€ขCIK: 2104503โ€ขFiling: Q4 2025

Bluebird Wealth Management LLC oversees $107M in assets, with a concentrated portfolio of 70 positions. The fund's top holdings include NVDA ($5.7M), AAPL ($4.6M), and META ($4.0M), which collectively account for 14% of the portfolio. Technology stocks dominate the portfolio, with MSFT ($3.7M), AMZN ($3.2M), and CRWD ($3.0M) also featuring prominently. The fund's largest positions represent 43% of total AUM, with NVDA alone accounting for 5.3% of the portfolio.

Total AUM
$107.1M
QoQ Performance
N/A
Positions
69
Top 10 Concentration
32.6%
Latest Filing
Q4 2025

Top Holdings Allocation

NVDA
NVDA5.4%
AAPL4.3%
META3.7%
MSFT3.5%
AMZN3.0%
CRWD2.8%
ANET2.6%
TRVC2.5%

๐Ÿ“ˆ Biggest Buys

NVDA
NVIDIA CORPORATION
NEW
5.4% of portfolio
AAPL
APPLE INC
NEW
4.3% of portfolio
META
META PLATFORMS INC
NEW
3.7% of portfolio
MSFT
MICROSOFT CORP
NEW
3.5% of portfolio
AMZN
AMAZON COM INC
NEW
3.0% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other48.6%
Technology18.3%
Financial10.9%
Consumer9.7%
Communication4.3%
Industrial2.7%
Healthcare2.0%
Materials1.2%