Bluebird Wealth Management LLC

Q2 2026 13F-HR Holdings

Location
Medfield, MA
Holdings as of
6/30/2026
Date filed
8/5/2026
Form type
13F-HR
Num holdings
89
Total value ($000)
$115,349
Net value change ($000)
+17,678 (18.1%)
New positions
20
Sold out positions
8
Turnover %
16.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
CRWD 2,162 84.2%
DDOG 1,901 172.3%
ASML 1,783 NEW
INTC 1,638 NEW
MDB 1,484 NEW
CARR 1,274 NEW
AVGO 1,010 NEW
MU 992 NEW
VRT 846 81.1%
NVDA 843 19.8%
Top Reduces (Value $000, Stocks/ETFs)
LYB -2,589 -100.0%
BABA -1,557 -100.0%
NFLX -1,444 -72.2%
COIN -710 -100.0%
EL -702 -100.0%
RCL -474 -32.5%
REGN -448 -22.5%
RKT -383 -100.0%
T -339 -100.0%
ANET -335 -15.1%
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