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Home > Institutional Investor > Bluebird Wealth Management Llc > Profile

Instuitional Investor - Bluebird Wealth Management Llc

Fund Profile
Filing Period:
Fund Name: Bluebird Wealth Management Llc
Portfolio Value $115,348,844
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Nvidia Corp
 NVDA 25,536 $5,109,593 4.43%
2.
Apple Inc.
 AAPL 16,386 $4,741,367 4.11%
3.
Crowdstrike Holdings Inc.
 CRWD 24,796 $4,730,705 4.1%
4.
Amazon Com Inc
 AMZN 13,306 $3,171,352 2.75%
5.
Datadog Inc.
 DDOG 11,537 $3,003,773 2.6%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.