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Brian Sokolowski

Bluebird Wealth Management Llc

Assets Managed
$97.671M
Holdings
77
Last Quarter
2026 - Q1
Filed Date
2mo 4d ago
Growth Rate
-8.76%(2Q avg: -4.38%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bluebird Wealth Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 77 positions.

Assets under management

The assets under management (AUM) of Bluebird Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 97.671M in assets, with a quarterly growth rate of -8.76% and a 2-quarter average growth rate of -4.38%. The portfolio is managed by Brian Sokolowski, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 2.11%
4.49%
$4.379M
17,256 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -20.4%
4.37%
$4.267M
24,468 shares@ $174.41 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 6.99%
3.12%
$3.039M
8,210 shares@ $370.16 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -13.45%
3.06%
$2.988M
5,223 shares@ $572.14 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 0.28%
2.99%
$2.916M
13,999 shares@ $208.28 avg price
LYB
Lyondellbasell Indu-cl A
Recent Activity
New Position
2.66%
$2.589M
32,138 shares@ $80.56 avg price
CRWD
Crowdstrike Holdings Inc - A
Recent Activity
Increased 4.33%
2.64%
$2.569M
6,580 shares@ $390.42 avg price
ANET
Arista Networks Inc
Recent Activity
Decreased -13.71%
2.27%
$2.215M
18,038 shares@ $122.79 avg price
BCS
Barclays Plc-spons Adr
Recent Activity
Decreased -0.23%
2.24%
$2.18M
103,023 shares@ $21.16 avg price
C
Citigroup Inc
Recent Activity
Decreased -17.01%
2.2%
$2.144M
18,902 shares@ $113.42 avg price

1-10 of 77