# EDGAR Filing Document

**Accession Number:** 0002104503
**File Stem:** 0002104503-26-000001
**Filing Date:** 2026-2
**Character Count:** 11137
**Document Hash:** 45f9234421f12676ab79cf0a85bf0788
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002104503-26-000001.hdr.sgml**: 20260203

**ACCESSION NUMBER**: 0002104503-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260203

**DATE AS OF CHANGE**: 20260203

**EFFECTIVENESS DATE**: 20260203

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Bluebird Wealth Management LLC
- **CENTRAL INDEX KEY:** 0002104503

**ORGANIZATION NAME:**
- **EIN:** 825365083
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26054
- **FILM NUMBER:** 26590596

**BUSINESS ADDRESS:**
- **STREET 1:** 266 MAIN ST; SUITE 19B
- **CITY:** MEDFIELD
- **STATE:** MA
- **ZIP:** 02052
- **BUSINESS PHONE:** 5083594349

**MAIL ADDRESS:**
- **STREET 1:** 266 MAIN ST; SUITE 19B
- **CITY:** MEDFIELD
- **STATE:** MA
- **ZIP:** 02052

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Bluebird Wealth Management LLC<br>**Address:** 266 MAIN ST; SUITE 19B<br>MEDFIELD, MA 02052

**Form 13F File Number:** 028-26054

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Brian Sokolowski<br>**Title:** Managing Partner<br>**Phone:** 508 359 4349

**Signature, Place, and Date of Signing:**

/s/Brian Sokolowski  Medfield, MA  02-03-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 70

**Form 13F Information Table Value Total:** $107052738

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | BBG00Y7BP8Z0 | 869417 | 11681 | SH |  | SOLE |  | 0 | 0 | 11681 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | BBG006G2JWB1 | 1805510 | 12318 | SH |  | SOLE |  | 0 | 0 | 12318 |
| AMAZON COM INC | COM | 023135106 | BBG001S5PQL7 | 3222234 | 13960 | SH |  | SOLE |  | 0 | 0 | 13960 |
| AMERICAN EXPRESS CO | COM | 025816109 | BBG001S5P034 | 2531410 | 6843 | SH |  | SOLE |  | 0 | 0 | 6843 |
| APPLE INC | COM | 037833100 | BBG001S5N8V8 | 4594362 | 16900 | SH |  | SOLE |  | 0 | 0 | 16900 |
| APPLOVIN CORP | COM CL A | 03831W108 | BBG006HFPX86 | 1006687 | 1494 | SH |  | SOLE |  | 0 | 0 | 1494 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | BBG001T51KQ0 | 2739013 | 20904 | SH |  | SOLE |  | 0 | 0 | 20904 |
| AT INC | COM | 00206R102 | BBG001S5VWH2 | 278605 | 11216 | SH |  | SOLE |  | 0 | 0 | 11216 |
| BARCLAYS PLC | ADR | 06738E204 | BBG001S5P2T2 | 2628221 | 103270 | SH |  | SOLE |  | 0 | 0 | 103270 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | BBG001S90346 | 1089086 | 2167 | SH |  | SOLE |  | 0 | 0 | 2167 |
| BLACKROCK INC | COM | 09290D101 | BBG01PSW2WR0 | 238686 | 223 | SH |  | SOLE |  | 0 | 0 | 223 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | BBG001S7W158 | 1083432 | 5573 | SH |  | SOLE |  | 0 | 0 | 5573 |
| CITIGROUP INC | COM NEW | 172967424 | BBG001S72ZG4 | 2657957 | 22778 | SH |  | SOLE |  | 0 | 0 | 22778 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | BBG00ZGF7799 | 611256 | 2703 | SH |  | SOLE |  | 0 | 0 | 2703 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | BBG00BLYKRZ7 | 2956588 | 6307 | SH |  | SOLE |  | 0 | 0 | 6307 |
| DATADOG INC | CL A COM | 23804L103 | BBG003NJHZW5 | 922692 | 6785 | SH |  | SOLE |  | 0 | 0 | 6785 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | BBG0134WCMB3 | 368550 | 10695 | SH |  | SOLE |  | 0 | 0 | 10695 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | BBG001S5QNR7 | 1171623 | 9996 | SH |  | SOLE |  | 0 | 0 | 9996 |
| EATON CORP PLC | SHS | G29183103 | BBG001S5QZ45 | 1166686 | 3663 | SH |  | SOLE |  | 0 | 0 | 3663 |
| ELI LILLY  CO | COM | 532457108 | BBG001S5STL8 | 2147689 | 1998 | SH |  | SOLE |  | 0 | 0 | 1998 |
| EXXON MOBIL CORP | COM | 30231G102 | BBG001S69V32 | 226935 | 1886 | SH |  | SOLE |  | 0 | 0 | 1886 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | BBG001SC07Z6 | 2342215 | 2665 | SH |  | SOLE |  | 0 | 0 | 2665 |
| HUBSPOT INC | COM | 443573100 | BBG001T53670 | 579269 | 1443 | SH |  | SOLE |  | 0 | 0 | 1443 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | BBG001S5SDX0 | 1199118 | 4869 | SH |  | SOLE |  | 0 | 0 | 4869 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | BBG001S5S399 | 245854 | 830 | SH |  | SOLE |  | 0 | 0 | 830 |
| JPMORGAN CHASE  CO. | COM | 46625H100 | BBG001S8CRC3 | 2656512 | 8244 | SH |  | SOLE |  | 0 | 0 | 8244 |
| LINDE PLC | SHS | G54950103 | BBG01FND0CH6 | 1272284 | 2984 | SH |  | SOLE |  | 0 | 0 | 2984 |
| MERCADOLIBRE INC | COM | 58733R102 | BBG001SM32G3 | 1585564 | 787 | SH |  | SOLE |  | 0 | 0 | 787 |
| META PLATFORMS INC | CL A | 30303M102 | BBG001SQCQC5 | 3983943 | 6035 | SH |  | SOLE |  | 0 | 0 | 6035 |
| MICROSOFT CORP | COM | 594918104 | BBG001S5TD05 | 3711165 | 7674 | SH |  | SOLE |  | 0 | 0 | 7674 |
| MONGODB INC | CL A | 60937P106 | BBG0022FDRZ7 | 1802479 | 4295 | SH |  | SOLE |  | 0 | 0 | 4295 |
| NETFLIX INC | COM | 64110L106 | BBG001SF6L46 | 2130910 | 22727 | SH |  | SOLE |  | 0 | 0 | 22727 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | BBG0136WM2Y9 | 405510 | 24224 | SH |  | SOLE |  | 0 | 0 | 24224 |
| NVIDIA CORPORATION | COM | 67066G104 | BBG001S5TZJ6 | 5733388 | 30742 | SH |  | SOLE |  | 0 | 0 | 30742 |
| ORACLE CORP | COM | 68389X105 | BBG001S5SJG6 | 1270497 | 6518 | SH |  | SOLE |  | 0 | 0 | 6518 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | BBG001T53796 | 2058373 | 11580 | SH |  | SOLE |  | 0 | 0 | 11580 |
| REDDIT INC | CL A | 75734B100 | BBG015RGX648 | 847761 | 3688 | SH |  | SOLE |  | 0 | 0 | 3688 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | BBG001S6PX49 | 1977531 | 2562 | SH |  | SOLE |  | 0 | 0 | 2562 |
| RH | COM | 74967X103 | BBG002293Q93 | 494315 | 2759 | SH |  | SOLE |  | 0 | 0 | 2759 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | BBG008NMBXP6 | 1970818 | 17425 | SH |  | SOLE |  | 0 | 0 | 17425 |
| ROCKET COS INC | COM CL A | 77311W101 | BBG00VY1MZN4 | 507426 | 26210 | SH |  | SOLE |  | 0 | 0 | 26210 |
| ROKU INC | COM CL A | 77543R102 | BBG001ZZPQM2 | 1451835 | 13382 | SH |  | SOLE |  | 0 | 0 | 13382 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | BBG001S5RMJ7 | 2208719 | 7919 | SH |  | SOLE |  | 0 | 0 | 7919 |
| RTX CORPORATION | COM | 75513E101 | BBG001S5X5Q9 | 1389302 | 7575 | SH |  | SOLE |  | 0 | 0 | 7575 |
| SEA LTD | SPONSORD ADS | 81141R100 | BBG00HTBWMH4 | 1664405 | 13047 | SH |  | SOLE |  | 0 | 0 | 13047 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 | BBG001S7TCZ5 | 921408 | 6400 | SH |  | SOLE |  | 0 | 0 | 6400 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 | BBG001S7TD56 | 1247034 | 29211 | SH |  | SOLE |  | 0 | 0 | 29211 |
| SERVICENOW INC | COM | 81762P102 | BBG001T4JFC0 | 1305167 | 8520 | SH |  | SOLE |  | 0 | 0 | 8520 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | BBG004DW5NC7 | 1733498 | 10769 | SH |  | SOLE |  | 0 | 0 | 10769 |
| SNOWFLAKE INC | COM SHS | 833445109 | BBG007DHGNK2 | 752844 | 3432 | SH |  | SOLE |  | 0 | 0 | 3432 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | BBG003T4VFD1 | 2199160 | 3787 | SH |  | SOLE |  | 0 | 0 | 3787 |
| STARBUCKS CORP | COM | 855244109 | BBG001S72KH6 | 635230 | 7543 | SH |  | SOLE |  | 0 | 0 | 7543 |
| STRYKER CORPORATION | COM | 863667101 | BBG001S8FR03 | 1228376 | 3495 | SH |  | SOLE |  | 0 | 0 | 3495 |
| TERADYNE INC | COM | 880770102 | BBG001S5WMZ3 | 573131 | 2961 | SH |  | SOLE |  | 0 | 0 | 2961 |
| TJX COS INC NEW | COM | 872540109 | BBG001S5WQ93 | 1925457 | 12535 | SH |  | SOLE |  | 0 | 0 | 12535 |
| TOAST INC | CL A | 888787108 | BBG00BTJVKB1 | 406234 | 11440 | SH |  | SOLE |  | 0 | 0 | 11440 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | BBG002B04MW4 | 2579687 | 31571 | SH |  | SOLE |  | 0 | 0 | 31571 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 | BBG001SDGSH1 | 1493107 | 15053 | SH |  | SOLE |  | 0 | 0 | 15053 |
| UNITY SOFTWARE INC | COM | 91332U101 | BBG0056JW5H5 | 1492799 | 33797 | SH |  | SOLE |  | 0 | 0 | 33797 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | BBG001ST39R1 | 448443 | 5758 | SH |  | SOLE |  | 0 | 0 | 5758 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 | BBG001TC6MC1 | 1210961 | 1931 | SH |  | SOLE |  | 0 | 0 | 1931 |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 922042775 | BBG001SP7T00 | 222451 | 3024 | SH |  | SOLE |  | 0 | 0 | 3024 |
| VANGUARD WORLD FD | HEALTH CAR ETF | 92204A504 | BBG001SHVR32 | 777195 | 2700 | SH |  | SOLE |  | 0 | 0 | 2700 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | BBG001S68LJ8 | 1317349 | 2906 | SH |  | SOLE |  | 0 | 0 | 2906 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | BBG00L2B8LM7 | 649336 | 4008 | SH |  | SOLE |  | 0 | 0 | 4008 |
| VISA INC | COM CL A | 92826C839 | BBG001SRCFY3 | 215336 | 614 | SH |  | SOLE |  | 0 | 0 | 614 |
| VISTRA CORP | COM | 92840M102 | BBG00DXDL6R0 | 1395858 | 8652 | SH |  | SOLE |  | 0 | 0 | 8652 |
| WALMART INC | COM | 931142103 | BBG001S5XH92 | 1705999 | 15313 | SH |  | SOLE |  | 0 | 0 | 15313 |
| WASTE MGMT INC DEL | COM | 94106L109 | BBG001S5XH47 | 249371 | 1135 | SH |  | SOLE |  | 0 | 0 | 1135 |
| WELLS FARGO CO NEW | COM | 949746101 | BBG001S5XF23 | 2561475 | 27484 | SH |  | SOLE |  | 0 | 0 | 27484 |

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