Bluebird Wealth Management LLC

Q1 2026 13F-HR Holdings

Location
Medfield, MA
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
77
Total value ($000)
$97,671
Net value change ($000)
-9,382 (-8.8%)
New positions
18
Sold out positions
11
Turnover %
29.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
LYB 2,589 NEW
VWO 2,122 NEW
CAT 1,744 NEW
GLW 1,668 NEW
TER 1,450 253.1%
PG 1,334 NEW
GOOGL 1,151 NEW
JNJ 1,065 NEW
EL 702 NEW
LHX 612 NEW
Top Reduces (Value $000, Stocks/ETFs)
WFC -2,561 -100.0%
PLTR -2,058 -100.0%
MDB -1,802 -100.0%
U -1,493 -100.0%
NVDA -1,466 -25.6%
ROKU -1,452 -100.0%
ITW -1,199 -100.0%
BRK-B -1,089 -100.0%
LNG -1,083 -100.0%
META -996 -25.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type