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Vishria Bird Financial Group

Latest statistics and disclosures from Vishria Bird Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IBDT, GOOGL, IBMQ, AAPL, FDX, and represent 34.14% of Vishria Bird Financial Group's stock portfolio.
Added to shares of these 10 stocks: IBDT (+$67M), IBMQ (+$29M), IBDV (+$19M), IBDU (+$19M), IBDW (+$19M), IBMT (+$11M), IBMS (+$10M), IBDS (+$9.9M), IBMR (+$9.4M), IBMP (+$5.5M).
Started 16 new stock positions in DIHP, IBMT, IBDU, APP, IMTM, DFIV, META, PXH, RBLX, IBDS. IBDV, IBDW, IBDR, IBDT, PRFZ, AVGO.
Reduced shares in these 10 stocks: TFLO (-$7.1M), VTEB (-$6.6M), , USFR, FSMB, SGOV, AMPL, LMBS, AAPL, PM.
Sold out of its positions in FSMB, LMBS, TFLO, SGOV, PM, HYMB, VTEB, USFR.
Vishria Bird Financial Group was a net buyer of stock by $188M.
Vishria Bird Financial Group has $510M in assets under management (AUM), dropping by 69.48%.
Central Index Key (CIK): 0001746438

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Portfolio Holdings for Vishria Bird Financial Group

Vishria Bird Financial Group holds 97 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Ibds Dec28 Etf (IBDT)	13.0	$67M	NEW	2.6M	25.52	View chart
Alphabet Cap Stk Cl A (GOOGL)	5.8	$29M		121k	243.10	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	5.8	$29M	+7086%	1.1M	25.64	View chart
Apple (AAPL)	4.8	$25M		97k	254.63	View chart
FedEx Corporation (FDX)	4.7	$24M	+7%	103k	235.81	View chart
Ishares Tr Ibonds Dec 2030 (IBDV)	3.8	$19M	NEW	877k	22.15	View chart
Ishares Tr Ibonds Dec 29 (IBDU)	3.8	$19M	NEW	826k	23.47	View chart
Ishares Tr Ibonds Dec 2031 (IBDW)	3.8	$19M	NEW	913k	21.22	View chart
Microsoft Corporation (MSFT)	3.6	$18M		35k	517.95	View chart
Amazon (AMZN)	3.1	$16M		73k	219.57	View chart
Confluent Class A Com (CFLT)	2.9	$15M		746k	19.80	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.9	$15M		24k	600.37	View chart
Global X Fds Us Infr Dev Etf (PAVE)	2.8	$14M		302k	47.63	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	2.8	$14M	+19%	688k	20.88	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.6	$13M		112k	118.83	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.5	$13M		212k	59.92	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	2.2	$11M		382k	29.29	View chart
Ishares Tr Ibonds Dec 2031 (IBMT)	2.1	$11M	NEW	408k	25.89	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	2.0	$10M	+2416%	400k	26.08	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	2.0	$9.9M	NEW	409k	24.34	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	1.9	$9.8M	+2278%	383k	25.53	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.7	$8.6M		132k	65.26	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	1.6	$8.3M		443k	18.81	View chart
Blackstone Group Inc Com Cl A (BX)	1.6	$8.3M		49k	170.85	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	1.6	$8.0M		124k	65.00	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$7.7M		12k	666.18	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	1.2	$5.9M	+1361%	232k	25.48	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.9	$4.7M		281k	16.68	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.9	$4.5M		50k	91.75	View chart
Broadcom (AVGO)	0.7	$3.8M	NEW	11k	329.91	View chart
Alphabet Cap Stk Cl C (GOOG)	0.7	$3.3M	+3%	14k	243.55	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.5	$2.6M		59k	44.58	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	0.4	$2.1M	NEW	87k	24.30	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.3	$1.5M		4.2k	365.48	View chart
Coinbase Global Com Cl A (COIN)	0.3	$1.4M	+48%	4.3k	337.49	View chart
Ameriprise Financial (AMP)	0.3	$1.3M		2.6k	491.16	View chart
Tesla Motors (TSLA)	0.2	$1.2M	-3%	2.8k	444.72	View chart
NVIDIA Corporation (NVDA)	0.2	$1.2M	+76%	6.6k	186.58	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.2	$1.2M		30k	38.90	View chart
Amplitude Com Cl A (AMPL)	0.2	$1.2M	-39%	108k	10.72	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$1.1M	+43%	34k	32.79	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.1M		42k	26.34	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$1.1M		1.7k	669.30	View chart
Oracle Corporation (ORCL)	0.2	$1.1M	+4%	3.8k	281.24	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$966k		4.0k	239.64	View chart
Samsara Com Cl A (IOT)	0.2	$936k	+61%	25k	37.25	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.2	$885k		34k	26.30	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.2	$860k		15k	59.39	View chart
Listed Fds Tr Wahed Ftse Etf (HLAL)	0.2	$847k		14k	59.33	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$825k	+16%	5.8k	143.18	View chart
Chevron Corporation (CVX)	0.2	$821k		5.3k	155.29	View chart
Caterpillar (CAT)	0.2	$768k		1.6k	477.15	View chart
Airbnb Com Cl A (ABNB)	0.1	$764k	+20%	6.3k	121.42	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$755k		2.3k	328.17	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.1	$750k		17k	43.91	View chart
Wal-Mart Stores (WMT)	0.1	$730k		7.1k	103.06	View chart
JPMorgan Chase & Co. (JPM)	0.1	$655k	+8%	2.1k	315.43	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$621k		17k	36.16	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$618k	+3%	2.4k	254.28	View chart
Meta Platforms Cl A (META)	0.1	$610k	NEW	830.00	734.52	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$590k		989.00	596.03	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$570k		25k	23.28	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$563k	+17%	920.00	612.38	View chart
Merck & Co (MRK)	0.1	$514k	+6%	6.1k	83.93	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$511k		1.1k	463.74	View chart
Johnson & Johnson (JNJ)	0.1	$479k		2.6k	185.42	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$479k		4.0k	120.72	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.1	$475k		11k	43.10	View chart
Raytheon Technologies Corp (RTX)	0.1	$454k		2.7k	167.33	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$447k		1.6k	281.86	View chart
Home Depot (HD)	0.1	$443k		1.1k	405.19	View chart
First Horizon National Corporation (FHN)	0.1	$435k		19k	22.61	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$432k		16k	27.90	View chart
Amneal Pharmaceuticals Com Stk Cl A (AMRX)	0.1	$421k		42k	10.01	View chart
American Express Company (AXP)	0.1	$418k	+2%	1.3k	332.06	View chart
Applovin Corp Com Cl A (APP)	0.1	$410k	NEW	571.00	718.54	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$404k		8.9k	45.60	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$403k		2.7k	148.61	View chart
Abbvie (ABBV)	0.1	$381k	+6%	1.6k	231.54	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$367k		11k	33.37	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$352k		7.9k	44.51	View chart
International Business Machines (IBM)	0.1	$347k	+3%	1.2k	282.16	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$314k		6.9k	45.21	View chart
Roblox Corp Cl A (RBLX)	0.1	$303k	NEW	2.2k	138.52	View chart
Netflix (NFLX)	0.1	$291k	+9%	243.00	1198.92	View chart
Bank of America Corporation (BAC)	0.1	$276k		5.4k	51.59	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$265k		5.8k	45.51	View chart
Uber Technologies (UBER)	0.0	$250k	+5%	2.6k	97.97	View chart
Packaging Corporation of America (PKG)	0.0	$238k		1.1k	217.93	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$235k	NEW	5.1k	46.12	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.0	$235k	NEW	7.7k	30.40	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.0	$235k	NEW	4.9k	47.88	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.0	$233k		757.00	307.86	View chart
Listed Fds Tr Wahed Dow Jones (UMMA)	0.0	$222k		8.1k	27.56	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.0	$211k	NEW	4.6k	45.42	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.0	$207k	NEW	8.1k	25.42	View chart
Geron Corporation (GERN)	0.0	$33k		24k	1.37	View chart

Past Filings by Vishria Bird Financial Group

SEC 13F filings are viewable for Vishria Bird Financial Group going back to 2018

Vishria Bird Financial Group 2025 Q3 filed Oct. 21, 2025
Vishria Bird Financial Group 2025 Q2 filed July 7, 2025
Vishria Bird Financial Group 2025 Q1 filed April 28, 2025
Vishria Bird Financial Group 2024 Q4 filed Jan. 21, 2025
Vishria Bird Financial Group 2024 Q3 filed Nov. 6, 2024
Vishria Bird Financial Group 2024 Q2 filed July 23, 2024
Vishria Bird Financial Group 2024 Q1 filed April 22, 2024
Vishria Bird Financial Group 2023 Q4 filed Jan. 25, 2024
Vishria Bird Financial Group 2023 Q3 filed Oct. 26, 2023
Vishria Bird Financial Group 2023 Q2 filed July 19, 2023
Vishria Bird Financial Group 2023 Q1 filed April 17, 2023
Vishria Bird Financial Group 2022 Q4 filed Feb. 1, 2023
Vishria Bird Financial Group 2022 Q3 filed Oct. 27, 2022
Vishria Bird Financial Group 2022 Q2 filed Aug. 4, 2022
Vishria Bird Financial Group 2022 Q1 filed May 3, 2022
Vishria Bird Financial Group 2021 Q4 filed Jan. 27, 2022

View all past filings

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