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CIK: 0002104503
Total reported value
$115.3M
$115.3M
70 檔
18.4%
The Q4 2025 SEC filing reveals that Bluebird Wealth Management LLC held a total portfolio value of $115.3M, covering 70 public equity positions.
During Q4 2025, Bluebird Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 5.36% | +0.06% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.29% | -0.37% | — | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.72% | -0.64% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.47% | -0.58% | — | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.01% | -0.24% | — | |
| 6 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 2.76% | +1.47% | — | |
| 7 | ANET | Arista Networks Inc | Stock-Tech | 2.56% | -0.64% | — | |
| 8 | C | Citigroup Inc | Stock-Financials | 2.48% | -0.16% | — | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.48% | +0.21% | — | |
| 10 | BCS | Barclays Plc-spons Adr | Stock-Financials | 2.46% | -0.19% | — | |
| 11 | UBER | Uber Technologies Inc | Stock-Industrials | 2.41% | -0.45% | — | |
| 12 | WFC | Wells Fargo & Co | Stock-Financials | 2.39% | — | — | |
| 13 | AXP | American Express Co | Stock-Financials | 2.36% | -0.17% | — | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.19% | -0.09% | — | |
| 15 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 2.06% | -0.64% | — | |
| 16 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 2.05% | -0.45% | — | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.01% | +0.07% | — | |
| 18 | NFLX | Netflix Inc | Stock-Comm Services | 1.99% | -1.57% | — | |
| 19 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.92% | — | — | |
| 20 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 1.85% | -0.70% | — | |
| 21 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 1.84% | +0.20% | — | |
| 22 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.80% | -0.43% | — | |
| 23 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.69% | -1.59% | EXIT | |
| 24 | MDB | Mongodb Inc | Stock-Tech | 1.68% | +1.29% | NEW | |
| 25 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.62% | -0.29% | — | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 1.59% | -0.51% | — | |
| 27 | SE | Sea Ltd-adr | Stock-Comm Services | 1.55% | -0.07% | — | |
| 28 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.48% | -0.30% | — | |
| 29 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.39% | -0.18% | — | |
| 30 | U | Unity Software Inc | Stock-Tech | 1.39% | — | — | |
| 31 | ROKU | Roku Inc | Stock-Comm Services | 1.36% | — | — | |
| 32 | VST | Vistra CORP | Stock-Utilities | 1.30% | -0.20% | — | |
| 33 | RTX | Rtx CORP | Stock-Industrials | 1.30% | -0.28% | — | |
| 34 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.23% | -0.14% | — | |
| 35 | NOW | Servicenow Inc | Stock-Tech | 1.22% | -0.39% | — | |
| 36 | LIN | Linde plc | Stock-Materials | 1.19% | -0.27% | — | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 1.19% | +0.16% | — | |
| 38 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 1.16% | -0.25% | — | |
| 39 | SYK | Stryker CORP | Stock-Healthcare | 1.15% | -0.26% | — | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.14% | — | |
| 41 | ITW | Illinois Tool Works | Stock-Industrials | 1.12% | — | — | |
| 42 | DUK | Duke Energy CORP | Stock-Utilities | 1.09% | -0.31% | — | |
| 43 | ETN | Eaton Corporation plc | Stock-Industrials | 1.09% | -0.03% | — | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.02% | — | — | |
| 45 | LNG | Cheniere Energy Inc | Stock-Energy | 1.01% | — | — | |
| 46 | APP | Applovin Corp-class A | Stock-Tech | 0.94% | +0.02% | — | |
| 47 | DDOG | Datadog Inc - Class A | Stock-Tech | 0.86% | +1.47% | — | |
| 48 | XLK | Ss Technology Select Sector | ETF-Tech | 0.86% | +0.19% | — | |
| 49 | AFRM | Affirm Holdings Inc | Stock-Financials | 0.81% | +0.10% | — | |
| 50 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 0.79% | +0.64% | — |
According to official SEC Form 13F filings, Bluebird Wealth Management LLC reported a total U.S. public equity portfolio value of $115.3M across 70 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AAPL, META) accounted for 18.4% of total reported equity market value during Q4 2025.
During Q4 2025, Bluebird Wealth Management LLC's top holdings by market value included NVDA (5.4%)、AAPL (4.3%)、META (3.7%). The largest single position, NVDA, represented 5.4% of total portfolio value.
In Q4 2025, Bluebird Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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