Bluebird Wealth Management LLC has recently filed its 13F-HR report, detailing its investment holdings as of September 30, 2026. The filing reveals that the firm manages a total of $104.18 million in securities, showcasing a diverse portfolio across various sectors.

This update is significant as it underscores Bluebird's commitment to transparency and regulatory compliance within the financial services industry. The report provides insights into the firm's investment strategy and its position in the competitive landscape of wealth management.

Company Background

Bluebird Wealth Management LLC, based in Medfield, Massachusetts, is a financial services firm focused on wealth management. The company operates under the Central Index Key (CIK) 0002104503 and is incorporated in Massachusetts. The firm's fiscal year ends on December 31, and it has been active in filing various forms with the SEC, including its recent 13F-HR submissions.

What the Filing Says

The latest filing, dated November 10, 2026, highlights that Bluebird Wealth Management has a total of 88 entries in its portfolio. The firm reported a total value of $104,183,116 in its holdings. This filing is part of a series of 13F-HR reports, with the previous submissions dating back to August, May, and February of the same year.

Impact

This filing may impact various stakeholders, including investors, clients, and competitors in the wealth management sector. Investors may gain insights into Bluebird's strategies and preferences, while competitors will likely analyze the firm’s holdings to inform their own investment decisions.

What's Next

The filing does not specify what happens next for Bluebird Wealth Management. However, the firm is expected to continue monitoring its investments and may provide further updates in future filings.