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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 FDX, GOOGL, AAPL, CFLT, MSFT, and represent 32.92% of Vishria Bird Financial Group's stock portfolio.
Added to shares of these 10 stocks: VEA (+$12M), DFIC, VTEB, VB, IBMS, IBMR, IBMQ, IBMP, IOT, AMP.
Started 11 new stock positions in PM, IBMP, VV, IBMQ, UMMA, VB, DFIC, UBER, VEA, IBMR. IBMS.
Reduced shares in these 10 stocks: CFLT (-$12M), BP, SNOW, CMF, IYH, AAPL, BSCW, FNDA, TFLO, MSFT.
Sold out of its positions in BP, IYH, CMF, FNDA, SNOW.
Vishria Bird Financial Group was a net seller of stock by $-14M.
Vishria Bird Financial Group has $301M in assets under management (AUM), dropping by 2.21%.
Central Index Key (CIK): 0001746438

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Portfolio Holdings for Vishria Bird Financial Group

Vishria Bird Financial Group holds 89 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
FedEx Corporation (FDX)	7.2	$22M		95k	227.31	View chart
Alphabet Cap Stk Cl A (GOOGL)	7.1	$21M		121k	176.23	View chart
Apple (AAPL)	6.7	$20M	-7%	98k	205.17	View chart
Confluent Class A Com (CFLT)	6.2	$19M	-39%	744k	24.93	View chart
Microsoft Corporation (MSFT)	5.8	$17M		35k	497.41	View chart
Amazon (AMZN)	5.3	$16M		73k	219.39	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.5	$14M		24k	551.64	View chart
Global X Fds Us Infr Dev Etf (PAVE)	4.4	$13M		303k	43.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	4.1	$12M		112k	109.29	View chart
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)	3.9	$12M	-7%	577k	20.60	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.9	$12M	NEW	208k	57.01	View chart
Innovator Etfs Trust Equity Def Protn (TJUL)	3.6	$11M		382k	28.69	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	2.8	$8.4M		447k	18.70	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	2.7	$8.2M		132k	62.02	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	2.5	$7.6M		124k	61.21	View chart
Blackstone Group Inc Com Cl A (BX)	2.4	$7.3M		49k	149.58	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	2.4	$7.2M		12k	617.85	View chart
Ishares Tr TRS FLT RT BD (TFLO)	2.3	$7.1M	-4%	140k	50.65	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	2.2	$6.6M	+9%	135k	49.03	View chart
Spdr Series Trust Nuveen Ice High (HYMB)	1.8	$5.4M		219k	24.78	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	1.6	$4.7M		283k	16.53	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	1.5	$4.5M	-4%	49k	91.73	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.8	$2.4M		59k	40.78	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$2.3M		13k	177.39	View chart
Amplitude Com Cl A (AMPL)	0.7	$2.2M	-10%	178k	12.40	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.7	$2.2M		43k	50.31	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.6	$1.8M		90k	19.91	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.5	$1.4M		4.2k	339.57	View chart
Ameriprise Financial (AMP)	0.5	$1.4M	+20%	2.6k	533.63	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAY)	0.4	$1.1M		30k	37.79	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.4	$1.1M	-7%	11k	100.69	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$1.0M	-2%	42k	24.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.0M		1.7k	620.90	View chart
Coinbase Global Com Cl A (COIN)	0.3	$1.0M		2.9k	350.49	View chart
Tesla Motors (TSLA)	0.3	$918k		2.9k	317.69	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.3	$876k		4.0k	217.33	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.3	$826k		34k	24.54	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	0.3	$812k		15k	56.06	View chart
Oracle Corporation (ORCL)	0.3	$791k	-3%	3.6k	218.63	View chart
Listed Fds Tr Wahed Ftse Etf (HLAL)	0.3	$764k	+21%	14k	53.52	View chart
Chevron Corporation (CVX)	0.2	$747k		5.2k	143.19	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.2	$746k	-7%	15k	49.26	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.2	$742k	NEW	24k	31.09	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PMAR)	0.2	$722k	-2%	17k	42.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$699k		2.3k	303.93	View chart
Airbnb Com Cl A (ABNB)	0.2	$693k		5.2k	132.34	View chart
Wal-Mart Stores (WMT)	0.2	$681k		7.0k	97.78	View chart
Caterpillar (CAT)	0.2	$624k		1.6k	388.14	View chart
Samsara Com Cl A (IOT)	0.2	$619k	+93%	16k	39.78	View chart
NVIDIA Corporation (NVDA)	0.2	$592k		3.7k	158.00	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.2	$567k		17k	33.01	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$560k		989.00	566.48	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$555k	NEW	2.3k	236.98	View chart
JPMorgan Chase & Co. (JPM)	0.2	$555k		1.9k	289.94	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$541k		25k	22.10	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$485k		1.1k	440.65	View chart
Robinhood Mkts Com Cl A (HOOD)	0.2	$462k		4.9k	93.63	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (POCT)	0.2	$456k		11k	41.30	View chart
Merck & Co (MRK)	0.2	$456k		5.8k	79.16	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$443k	+42%	780.00	568.03	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.1	$436k		4.0k	110.10	View chart
Ishares Tr Ibonds Dec 2030 (IBMS)	0.1	$408k	NEW	16k	25.66	View chart
First Horizon National Corporation (FHN)	0.1	$406k		19k	21.20	View chart
Ishares Tr Ibonds Dec 2029 (IBMR)	0.1	$406k	NEW	16k	25.23	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$405k	NEW	16k	25.41	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.1	$403k	NEW	16k	25.35	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$402k		1.6k	253.23	View chart
Home Depot (HD)	0.1	$398k		1.1k	366.69	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$392k		16k	25.30	View chart
Raytheon Technologies Corp (RTX)	0.1	$392k		2.7k	146.02	View chart
American Express Company (AXP)	0.1	$391k	+2%	1.2k	318.89	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.1	$388k		8.9k	43.85	View chart
Johnson & Johnson (JNJ)	0.1	$387k		2.5k	152.75	View chart
International Business Machines (IBM)	0.1	$352k		1.2k	294.78	View chart
Amneal Pharmaceuticals Com Stk Cl A (AMRX)	0.1	$338k		42k	8.09	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.1	$333k		7.9k	42.05	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$332k		11k	30.14	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$313k		2.7k	115.35	View chart
Netflix (NFLX)	0.1	$297k		222.00	1339.13	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.1	$293k		6.9k	42.27	View chart
Abbvie (ABBV)	0.1	$286k		1.5k	185.62	View chart
Bank of America Corporation (BAC)	0.1	$251k		5.3k	47.32	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.1	$248k		5.8k	42.59	View chart
Uber Technologies (UBER)	0.1	$225k	NEW	2.4k	93.30	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$216k	NEW	757.00	285.30	View chart
Listed Fds Tr Wahed Dow Jones (UMMA)	0.1	$214k	NEW	8.0k	26.64	View chart
Philip Morris International (PM)	0.1	$206k	NEW	1.1k	182.13	View chart
Packaging Corporation of America (PKG)	0.1	$206k		1.1k	188.45	View chart
Geron Corporation (GERN)	0.0	$34k		24k	1.41	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 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
Vishria Bird Financial Group 2021 Q3 filed Oct. 15, 2021

View all past filings

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