Bluebird Wealth Management LLC holds a diversified book of 89 reported positions worth $115.3M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened ASML Holding NV-NY Reg SHS and trimmed Apple Inc. Their largest long position is Nvidia Corp at 4% of the reported non-option book. Cloning the disclosed picks since 2026 would be +3% (+4.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Bluebird Wealth Management LLC is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 7.3 points over this window.
Growth of $10,000 cloning Bluebird Wealth Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~36 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
93% mapped to company sectors
+3 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Bluebird Wealth Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Graticule Asia Macro Advisors LLC | 10 / 80 | $1.3B |
| AdviceOne Advisory Services, LLC | 18 / 80 | $145.5M |
| Oriental Harbor Investment Master Fund | 9 / 80 | $1.3B |
| Campbell Capital Management Inc | 17 / 80 | $223.9M |
| Hoey Investments, Inc | 51 / 80 | $619.3M |
| New World Advisors LLC | 38 / 80 | $468.5M |
| Outlook Capital Management, LLC | 13 / 80 | $241.7M |
| Integrated Financial Solutions, Inc. | 19 / 80 | $142.0M |
Ranked by the share of each fund's own book sitting in the names it shares with Bluebird Wealth Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $5.1M | 25.5K | 4.4% | ▲+4.4% Added · +1K sh | |
| 2 | Apple Inc COM | $4.7M | 16.4K | 4.1% | ▼−5.0% Reduced · −870 sh | |
| 3 | Crowdstrike Hldgs Inc CL A | $4.7M | 6.2K | 4.1% | ▼−5.8% Reduced · −381 sh | |
| 4 | Amazon Com Inc COM | $3.2M | 13.3K | 2.7% | ▼−5.0% Reduced · −693 sh | |
| 5 | Datadog Inc CL A COM | $3.0M | 11.5K | 2.6% | ▲+24% Added · +2K sh | |
| 6 | Microsoft Corp COM | $2.9M | 7.8K | 2.5% | ▼−4.7% Reduced · −382 sh | |
| 7 | Teradyne Inc COM | $2.8M | 5.8K | 2.4% | ▼−15% Reduced · −991 sh | |
| 8 | Meta Platforms Inc CL A | $2.8M | 5.0K | 2.4% | ▼−5.1% Reduced · −266 sh | |
| 9 | Caterpillar Inc COM | $2.6M | 2.4K | 2.2% | ▼−1.9% Reduced · −46 sh | |
| 10 | Corning Inc COM | $2.5M | 9.7K | 2.1% | ▼−21% Reduced · −3K sh | |
| 11 | Barclays PLC ADR | $2.4M | 87.5K | 2.0% | ▼−15% Reduced · −15K sh | |
| 12 | Citigroup Inc COM NEW | $2.3M | 16.7K | 2.0% | ▼−11% Reduced · −2K sh | |
| 13 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $2.3M | 38.9K | 2.0% | ▼−0.8% Reduced · −336 sh | |
| 14 | JPMorgan Chase & Co COM | $2.3M | 7.1K | 2.0% | ▲+18% Added · +1K sh | |
| 15 | Eli Lilly & Co COM | $2.2M | 1.9K | 1.9% | ▼−6.4% Reduced · −127 sh | |
| 16 | Goldman Sachs Group Inc COM | $2.1M | 2.1K | 1.9% | ▼−6.0% Reduced · −134 sh | |
| 17 | Vertiv Holdings Co COM CL A | $1.9M | 5.6K | 1.6% | ▲+36% Added · +1K sh | |
| 18 | Arista Networks Inc COM SHS | $1.9M | 11.1K | 1.6% | ▼−39% Reduced · −7K sh | |
| 19 | TJX Cos Inc New COM | $1.8M | 12.0K | 1.6% | ▼−2.2% Reduced · −277 sh | |
| 20 | ASML Hldg NV N Y REGISTRY SHS | $1.8M | 896 | 1.5% | ▲New New position | |
| 21 | Walmart Inc COM | $1.7M | 15.3K | 1.5% | ▼−3.3% Reduced · −515 sh | |
| 22 | American Express Co COM | $1.7M | 5.0K | 1.5% | ▼−5.4% Reduced · −291 sh | |
| 23 | Uber Technologies Inc COM | $1.7M | 23.4K | 1.5% | ▼−10% Reduced · −3K sh | |
| 24 | Intel Corp COM | $1.6M | 11.7K | 1.4% | ▲New New position | |
| 25 | Spotify Technology S A SHS | $1.6M | 3.5K | 1.4% | ▼−5.8% Reduced · −217 sh | |
| 26 | Servicenow Inc COM | $1.6M | 16.2K | 1.4% | ▼−3.1% Reduced · −522 sh | |
| 27 | United Parcel Svcs Inc CL B | $1.6M | 14.9K | 1.4% | ▼−4.1% Reduced · −641 sh | |
| 28 | Robinhood MKTS Inc COM CL A | $1.6M | 15.8K | 1.4% | ▼−4.6% Reduced · −761 sh | |
| 29 | Eaton Corp PLC SHS | $1.6M | 3.7K | 1.4% | ▼−2.9% Reduced · −110 sh | |
| 30 | Regeneron Pharmaceuticals COM | $1.5M | 2.5K | 1.3% | ▼−4.0% Reduced · −102 sh | |
| 31 | Mongodb Inc CL A | $1.5M | 4.4K | 1.3% | ▲New New position | |
| 32 | Vanguard Index FDS S&P 500 ETF SHS | $1.5M | 2.2K | 1.3% | ▲+16% Added · +293 sh | |
| 33 | Procter & Gamble Co COM | $1.5M | 9.9K | 1.3% | ▲+7.8% Added · +716 sh | |
| 34 | RTX Corporation COM | $1.4M | 7.6K | 1.2% | ▼−2.1% Reduced · −163 sh | |
| 35 | Linde PLC SHS | $1.4M | 2.8K | 1.2% | ▼−7.1% Reduced · −212 sh | |
| 36 | Alphabet Inc CAP STK CL C | $1.4M | 3.9K | 1.2% | ▼−1.7% Reduced · −68 sh | |
| 37 | Reddit Inc CL A | $1.4M | 8.0K | 1.2% | ▲+93% Added · +4K sh | |
| 38 | Vertex Pharmaceuticals Inc COM | $1.4M | 2.7K | 1.2% | ▼−5.8% Reduced · −167 sh | |
| 39 | Oracle Corp COM | $1.3M | 9.1K | 1.2% | ▲+37% Added · +2K sh | |
| 40 | Select Sector SPDR TR ST STR UTIL ETF | $1.3M | 29.2K | 1.1% | ▼−2.0% Reduced · −603 sh | |
| 41 | Vistra Corp COM | $1.3M | 8.3K | 1.1% | ▼−5.5% Reduced · −478 sh | |
| 42 | Carrier Global Corporation COM | $1.3M | 17.4K | 1.1% | ▲New New position | |
| 43 | Mercadolibre Inc COM | $1.3M | 747 | 1.1% | ▼−5.6% Reduced · −44 sh | |
| 44 | Duke Energy Corp New COM NEW | $1.3M | 9.9K | 1.1% | ▼−5.1% Reduced · −535 sh | |
| 45 | Select Sector SPDR TR ST STR TECHN ETF | $1.2M | 6.4K | 1.1% | —Held | |
| 46 | Shopify Inc CL A SUB VTG SHS | $1.2M | 10.5K | 1.0% | ▼−4.3% Reduced · −476 sh | |
| 47 | Sea Ltd SPONSORD ADS | $1.2M | 12.4K | 1.0% | ▼−4.3% Reduced · −561 sh | |
| 48 | Stryker Corporation COM | $1.1M | 3.5K | 1.0% | ▼−2.9% Reduced · −106 sh | |
| 49 | Johnson & Johnson COM | $1.0M | 4.1K | 0.9% | ▼−6.5% Reduced · −283 sh | |
| 50 | Hubspot Inc COM | $1.0M | 5.6K | 0.9% | ▲+284% Added · +4K sh |
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Use Arkolith to show Bluebird Wealth Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.