Bluebird Wealth Management LLC
90 holdingsFiling period: 2026-06-30Current AUM: $107.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 25.5K | $5.1M | $4.8M | 4.43% | +1.1K | 2026-06-30 |
| 2 | AAPL | Apple Inc | 16.4K | $4.7M | $5.6M | 5.21% | -870 | 2026-06-30 |
| 3 | CRWD | Crowdstrike Hldgs Inc | 6.2K | $4.7M | $5.4M | 5.00% | -381 | 2026-06-30 |
| 4 | AMZN | Amazon.com Inc | 13.3K | $3.2M | $3.4M | 3.21% | -693 | 2026-06-30 |
| 5 | DDOG | Datadog Inc | 11.5K | $3.0M | $2.1M | 1.92% | +2.2K | 2026-06-30 |
| 6 | MSFT | Microsoft Corp | 7.8K | $2.9M | $4.2M | 3.86% | -382 | 2026-06-30 |
| 7 | TER | Teradyne Inc | 5.8K | $2.8M | $1.3M | 1.18% | -991 | 2026-06-30 |
| 8 | META | Meta Platforms Inc | 5.0K | $2.8M | $3.0M | 2.81% | -266 | 2026-06-30 |
| 9 | CAT | Caterpillar Inc | 2.4K | $2.6M | $1.3M | 1.25% | -46 | 2026-06-30 |
| 10 | GLW | Corning Inc | 9.7K | $2.5M | $1.0M | 0.95% | -2,589 | 2026-06-30 |
| 11 | BCS | Barclays PLC | 87.5K | $2.4M | $2.0M | 1.82% | -15,475 | 2026-06-30 |
| 12 | C | Citigroup Inc | 16.7K | $2.3M | $2.0M | 1.85% | -2,153 | 2026-06-30 |
| 13 | VWO | Vanguard Intl Equity Index F | 38.9K | $2.3M | $2.2M | 2.00% | -336 | 2026-06-30 |
| 14 | JPM | JPMorgan Chase & Co | 7.1K | $2.3M | $2.4M | 2.20% | +1.1K | 2026-06-30 |
| 15 | LLY | Eli Lilly & Co | 1.9K | $2.2M | $2.5M | 2.34% | -127 | 2026-06-30 |
| 16 | GS | Goldman Sachs Group Inc | 2.1K | $2.1M | $1.8M | 1.70% | -134 | 2026-06-30 |
| 17 | VRT | Vertiv Holdings Co | 5.6K | $1.9M | $1.0M | 0.96% | +1.5K | 2026-06-30 |
| 18 | ANET | Arista Networks Inc | 11.1K | $1.9M | $1.9M | 1.76% | -6,973 | 2026-06-30 |
| 19 | TJX | Tjx Cos Inc New | 12.0K | $1.8M | $1.6M | 1.51% | -277 | 2026-06-30 |
| 20 | — | Asml Hldg NV | 896 | $1.8M | $1.8M | 1.66% | -- | 2026-06-30 |
| 21 | WMT | Walmart Inc | 15.3K | $1.7M | $1.9M | 1.79% | -515 | 2026-06-30 |
| 22 | AXP | American Express Co | 5.0K | $1.7M | $1.6M | 1.51% | -291 | 2026-06-30 |
| 23 | UBER | Uber Technologies Inc | 23.4K | $1.7M | $1.6M | 1.49% | -2,678 | 2026-06-30 |
| 24 | INTC | Intel Corp | 11.7K | $1.6M | $660K | 0.61% | -- | 2026-06-30 |
| 25 | — | Spotify Technology S A | 3.5K | $1.6M | $1.6M | 1.51% | -217 | 2026-06-30 |
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