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Portfolio (Quarterly) Guide ↗

Bluebird Wealth Management LLC

· CIK 0002104503
13F Portfolio $98M AUM 77 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 29 Added 16 Reduced 11 Exited
Page 2 of 2  ·  29 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SBUX STARBUCKS CORP Consumer Cyclical 7,832.0 $702K 0.72% +289.0 +3.8% $89.59 +12.1%
22 RDDT REDDIT INC Communication Services 4,160.0 $560K 0.57% +472.0 +12.8% $134.65 +27.8%
23 SNOW SNOWFLAKE INC Technology 3,465.0 $523K 0.54% +33.0 +1.0% $150.82 +54.3%
24 RKT ROCKET COS INC Financial Services 26,843.0 $383K 0.39% +633.0 +2.4% $14.25 -4.3%
25 XOM EXXON MOBIL CORP Energy 2,194.0 $372K 0.38% +308.0 +16.3% $169.65 -17.7%
26 NU NU HLDGS LTD Financial Services 25,336.0 $364K 0.37% +1K +4.6% $14.37 -12.1%
27 T AT&T INC Communication Services 11,702.0 $339K 0.35% +486.0 +4.3% $28.99 -21.3%
28 VEU VANGUARD INTL EQUITY INDEX F 4,369.0 $328K 0.34% +1K +44.5% $75.10 +10.7%
29 IBM INTERNATIONAL BUSINESS MACHS Technology 883.0 $214K 0.22% +53.0 +6.4% $242.39 +9.4%
Page 2 of 2  ·  29 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.5%
Financial Services 13.4%
Consumer Cyclical 12.4%
Communication Services 9.8%
Industrials 9.7%
Healthcare 8.3%
Basic Materials 4.5%
Consumer Defensive 4.4%
Utilities 3.2%
Energy 0.7%