Bluebird Wealth Management LLC
SEC Form 13F institutional filer · CIK 0002104503
13F-HR · 56 reported holdings · 2026-03-31
Reported long-US-equity value
$0.08B
Top-10 concentration
36.0%
Bluebird Wealth Management LLC — $80.8M AUM allocation strategy
Bluebird Wealth Management LLC files SEC Form 13F and reports $80.8M of long US equity value across 56 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 25.1%, followed by Financials 7.2% and Communication Services 6.2%.
The top 10 holdings account for 36% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Bluebird Wealth Management LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$80.8M
total across 56 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
36% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$NOW +8.24K sh · +$447K+$TER +3.86K sh · +$1.45M+$DDOG +2.56K sh · +$180K
Biggest trims (shares)
−$NVDA −6.27K sh · −$1.47M−$UBER −5.46K sh · −$702K−$C −3.88K sh · −$514K
Exited to nil (held last quarter, gone now)
$WFC ($2.56M last qtr)$PLTR ($2.06M last qtr)$ITW ($1.2M last qtr)$BRK.B ($1.09M last qtr)$BLK ($239K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Systems Software9.1%—
- Technology Hardware, Storage & Peripherals5.4%—
- Semiconductors5.3%—
- Diversified Banks4.8%—
- Interactive Media & Services3.7%—
- Broadline Retail3.6%—
- Specialty Chemicals3.2%—
- Communications Equipment2.7%—
- Other holdings62.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $AAPL | Apple Inc | 17.3K | $4.38M | +356 | 5.4% |
| $NVDA | NVIDIA Corporation | 24.5K | $4.27M | -6.27K | 5.3% |
| $MSFT | Microsoft Corporation | 8.21K | $3.04M | +536 | 3.8% |
| $META | Meta Platforms Inc | 5.22K | $2.99M | -812 | 3.7% |
| $AMZN | Amazon.com Inc | 14K | $2.92M | +39 | 3.6% |
| $LYB | LyondellBasell Industries NV Ordinary Shares Class A | 32.1K | $2.59M | — | 3.2% |
| $CRWD | CrowdStrike Holdings Inc | 6.58K | $2.57M | +273 | 3.2% |
| $ANET | Arista Networks Inc | 18K | $2.21M | -2.87K | 2.7% |
| $C | Citigroup Inc | 18.9K | $2.14M | -3.88K | 2.7% |
| $TER | Teradyne Inc | 6.83K | $2.02M | +3.86K | 2.5% |
…and 46 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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