Bluebird Wealth Management LLC ETF holdings
Medfield, MA
Reported $8.6M in 9 ETFs in its Form 13F for June 30, 2026.
ETF value
$8.6M
ETFs held
9
Change from prior quarter
+24.2%
With price moves
ETFs as a share of its 13F
7.5%
of $115.3M
Top 9 of 9 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VWO | Vanguard FTSE Emerging Markets ETF | $2.3M | 38,917 | −336 shares |
| VOO | Vanguard S&P 500 ETF | $1.5M | 2,155 | +293 shares |
| XLU | State Street Utilities Select Sector SPDR ETF | $1.3M | 29,235 | −603 shares |
| XLK | State Street Technology Select Sector SPDR ETF | $1.2M | 6,400 | No change |
| VHT | Vanguard Health Care ETF | $807K | 2,700 | No change |
| BIV | Vanguard Intermediate-Term Bond ETF | $549K | 7,159 | +1,422 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $415K | 4,953 | +584 shares |
| VIG | Vanguard Dividend Appreciation ETF | $269K | 1,139 | New position |
| VUG | Vanguard Morningstar Growth ETF | $255K | 2,963 | New position |
From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002104503. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Bluebird Wealth Management LLC own?
Bluebird Wealth Management LLC reported 9 ETF positions worth $8.6M in its Form 13F for June 30, 2026. The largest was VWO, at $2.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.