Bluebird Wealth Management LLC
โขCIK: 2104503โขFiling: 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%
๐ Biggest Buys
๐ Biggest Sells
No reductions this quarter
Sector Breakdown
Other48.6%
Technology18.3%
Financial10.9%
Consumer9.7%
Communication4.3%
Industrial2.7%
Healthcare2.0%
Materials1.2%