Bluebird Wealth Management LLC has filed its Form 13F-HR, disclosing the firm's equity holdings as of the close of business on September 30, 2026. The filing lists 88 distinct equity securities held by the firm, managed by Managing Partner Brian Sokolowski.
The portfolio is diversified across various sectors, with notable positions in technology and consumer staples. The largest individual stock holding is Advanced Micro Devices Inc., for which the firm reported ownership of 2,416 shares. Other significant technology positions include Airbnb Inc. (2,227 shares), Amazon.com Inc. (13,272 shares), and Arista Networks Inc. (12,150 shares).
Bluebird Wealth also holds substantial stakes in financial services and industrial companies. The filing shows ownership of 16,650 shares of Citigroup Inc. and 6,777 shares of JPMorgan Chase & Co. In the industrial sector, the firm listed 23,891 shares of Caterpillar Inc. and 14,817 shares of United Parcel Service Inc. Class B.
The portfolio includes a mix of exchange-traded funds (ETFs) and individual stocks. The firm holds 22,230 shares of the Vanguard S&P 500 ETF (VOO) and 38,977 shares of the Vanguard FTSE Emerging Markets ETF. Additionally, the firm reported ownership of 11,724 shares of the Select Sector SPDR Trust Technology ETF.
The filing indicates that all positions are held in a Sole capacity, meaning no other person or entity shares voting or dispositive power over the securities.
