Long-term investor
Bluebird Wealth Management LLC @bluebirdwealthmanagement
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002104503).
Record
- Tracked since 2025-12-31 (257 days), 93 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all -1.5%
- Max drawdown n/a · win rate 5% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 4.4% · long · since 2025-12-31
- AAPL · 4.1% · long · since 2025-12-31
- CRWD · 4.1% · long · since 2025-12-31
- AMZN · 2.7% · long · since 2025-12-31
- DDOG · 2.6% · long · since 2025-12-31
- MSFT · 2.5% · long · since 2025-12-31
- TER · 2.4% · long · since 2025-12-31
- META · 2.4% · long · since 2025-12-31
- CAT · 2.2% · long · since 2026-03-31
- GLW · 2.1% · long · since 2026-03-31
- BCS · 2.0% · long · since 2025-12-31
- C · 2.0% · long · since 2025-12-31