Vishria Bird Financial Group, LLC

CIK 0001746438 • 3 13F filings • Apr 28, 2025 – Oct 21, 2025

Import this data to Google Sheets with:

=jivedata("vishria-bird-financial-group-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Vishria Bird Financial Group, LLC, Filing Agent
Address: 1053 W REX ROAD, SUITE 2, MEMPHIS, TN, 38119
Phone: 401-466-6010
AUM: $509.9M

AUM over time

$509.9M latest

Sector allocation over time

Past 3 quarters

Q3 2025

Q2 2025

Q1 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $509.9M92 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$381K	0.1%Prev: 0.1%	1,644 SH	Increased+102 SH
AIRBNB INC	COM CL A	$763K	0.1%Prev: 0.2%	6,288 SH	Increased+1,050 SH
ALPHABET INC	CAP STK CL A	$29.4M	5.8%Prev: 7.1%	121,008 SH	Increased-295 SH
ALPHABET INC	CAP STK CL C	$3.3M	0.7%Prev: 0.8%	13,622 SH	Increased+423 SH
AMAZON COM INC	COM	$15.9M	3.1%Prev: 5.3%	72,610 SH	Increased+79 SH
AMERICAN EXPRESS CO	COM	$418K	0.1%Prev: 0.1%	1,258 SH	Increased+31 SH
AMERIPRISE FINL INC	COM	$1.3M	0.3%Prev: 0.5%	2,638 SH	Decreased+10 SH
AMNEAL PHARMACEUTICALS INC	COM STK CL A	$421K	0.1%Prev: 0.1%	42,064 SH	Increased+272 SH
AMPLITUDE INC	COM CL A	$1.2M	0.2%Prev: 0.7%	108,430 SH	Decreased-69,779 SH
APPLE INC	COM	$24.7M	4.8%Prev: 6.7%	96,839 SH	Increased-1,101 SH
APPLOVIN CORP	COM CL A	$410K	0.1%	571 SH	New
BANK AMERICA CORP	COM	$276K	0.1%Prev: 0.1%	5,353 SH	Increased+45 SH
BLACKSTONE INC	COM	$8.3M	1.6%Prev: 2.4%	48,669 SH	Increased-124 SH
BROADCOM INC	COM	$3.8M	0.7%	11,383 SH	New
CATERPILLAR INC	COM	$768K	0.2%Prev: 0.2%	1,609 SH	Increased+2 SH
CHEVRON CORP NEW	COM	$821K	0.2%Prev: 0.2%	5,285 SH	Increased+65 SH
COINBASE GLOBAL INC	COM CL A	$1.4M	0.3%Prev: 0.3%	4,278 SH	Increased+1,396 SH
CONFLUENT INC	CLASS A COM	$14.8M	2.9%Prev: 6.2%	745,621 SH	Decreased+1,440 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$235K	0.0%	5,103 SH	New
DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$1.1M	0.2%Prev: 0.2%	34,243 SH	Increased+10,390 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$235K	0.0%	7,733 SH	New
FEDEX CORP	COM	$24.2M	4.7%Prev: 7.2%	102,647 SH	Increased+7,508 SH
FIRST HORIZON CORPORATION	COM	$435K	0.1%Prev: 0.1%	19,223 SH	Increased+63 SH
FIRST TR EXCHANGE TRADED FD	FINLS ALPHADEX	$860K	0.2%Prev: 0.3%	14,475 SH	Increased
GERON CORP	COM	$33K	0.0%Prev: 0.0%	24,265 SH	Decreased
GLOBAL X FDS	US INFR DEV ETF	$14.4M	2.8%Prev: 4.4%	302,058 SH	Increased-1,296 SH
HOME DEPOT INC	COM	$443K	0.1%Prev: 0.1%	1,094 SH	Increased+9 SH
INNOVATOR ETFS TRUST	EQUITY DEF PROTN	$11.2M	2.2%Prev: 3.6%	381,472 SH	Increased-964 SH
INNOVATOR ETFS TRUST	US EQTY PWR BUF	$2.8M	0.6%Prev: 0.9%	67,379 SH	Increased
INTERNATIONAL BUSINESS MACHS	COM	$347K	0.1%Prev: 0.1%	1,230 SH	Decreased+36 SH
INVESCO EXCH TRADED FD TR II	RAFI EMRGNG MRKT	$207K	0.0%	8,127 SH	New
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$8.3M	1.6%Prev: 2.8%	443,196 SH	Decreased-3,855 SH
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2031 CP	$4.7M	0.9%Prev: 1.6%	280,579 SH	Increased-1,937 SH
INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2032	$14.4M	2.8%Prev: 3.9%	687,736 SH	Increased+111,127 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$313K	0.1%Prev: 0.1%	6,934 SH	Increased
INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$211K	0.0%	4,649 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$2.6M	0.5%Prev: 0.8%	59,035 SH	Increased-5 SH
INVESCO QQQ TR	UNIT SER 1	$14.6M	2.9%Prev: 4.5%	24,344 SH	Increased-93 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$8.0M	1.6%Prev: 2.5%	123,700 SH	Increased-134 SH
ISHARES TR	CORE S&P MCP ETF	$8.6M	1.7%Prev: 2.7%	131,791 SH	Increased-446 SH
ISHARES TR	CORE S&P SCP ETF	$13.3M	2.6%Prev: 4.1%	112,036 SH	Increased-282 SH
ISHARES TR	CORE S&P500 ETF	$1.1M	0.2%Prev: 0.3%	1,664 SH	Increased
ISHARES TR	IBDS DEC28 ETF	$66.5M	13.0%	2,604,008 SH	New
ISHARES TR	IBONDS 27 ETF	$9.9M	2.0%	408,784 SH	New
ISHARES TR	IBONDS DEC 2029	$9.8M	1.9%Prev: 0.1%	382,903 SH	Increased+366,807 SH
ISHARES TR	IBONDS DEC 2030	$29.9M	5.9%Prev: 0.1%	1,276,788 SH	Increased+1,260,909 SH
ISHARES TR	IBONDS DEC 2031	$29.9M	5.9%	1,320,744 SH	New
ISHARES TR	IBONDS DEC 27	$5.9M	1.2%Prev: 0.1%	232,359 SH	Increased+216,455 SH
ISHARES TR	IBONDS DEC 28	$29.3M	5.8%Prev: 0.1%	1,144,685 SH	Increased+1,128,756 SH
ISHARES TR	IBONDS DEC 29	$19.4M	3.8%	826,064 SH	New
ISHARES TR	IBONDS DEC2026	$2.1M	0.4%	86,973 SH	New
ISHARES TR	MSCI INTL MOMENT	$235K	0.0%	4,907 SH	New
ISHARES TR	RUS 1000 ETF	$1.5M	0.3%Prev: 0.5%	4,182 SH	Increased
ISHARES TR	S&P 500 GRWT ETF	$479K	0.1%Prev: 0.1%	3,964 SH	Increased
JOHNSON & JOHNSON	COM	$479K	0.1%Prev: 0.1%	2,585 SH	Increased+50 SH
JPMORGAN CHASE & CO.	COM	$655K	0.1%Prev: 0.2%	2,075 SH	Increased+162 SH
LISTED FDS TR	WAHED DOW JONES	$222K	0.0%Prev: 0.1%	8,057 SH	Increased+26 SH
LISTED FDS TR	WAHED FTSE ETF	$847K	0.2%Prev: 0.3%	14,280 SH	Increased+6 SH
MERCK & CO INC	COM	$514K	0.1%Prev: 0.2%	6,119 SH	Increased+364 SH
META PLATFORMS INC	CL A	$610K	0.1%	830 SH	New
MICROSOFT CORP	COM	$18.3M	3.6%Prev: 5.8%	35,377 SH	Increased+431 SH
NETFLIX INC	COM	$291K	0.1%Prev: 0.1%	243 SH	Decreased+21 SH
NVIDIA CORPORATION	COM	$1.2M	0.2%Prev: 0.2%	6,622 SH	Increased+2,878 SH
ORACLE CORP	COM	$1.1M	0.2%Prev: 0.3%	3,766 SH	Increased+149 SH
PACKAGING CORP AMER	COM	$238K	0.0%Prev: 0.1%	1,093 SH	Increased+2 SH
ROBINHOOD MKTS INC	COM CL A	$825K	0.2%Prev: 0.2%	5,759 SH	Increased+828 SH
ROBLOX CORP	CL A	$303K	0.1%	2,190 SH	New
RTX CORPORATION	COM	$454K	0.1%Prev: 0.1%	2,712 SH	Increased+31 SH
SAMSARA INC	COM CL A	$936K	0.2%Prev: 0.2%	25,122 SH	Increased+9,570 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$367K	0.1%Prev: 0.1%	11,007 SH	Increased
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$621K	0.1%Prev: 0.2%	17,172 SH	Increased
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$352K	0.1%Prev: 0.1%	7,909 SH	Increased
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$885K	0.2%Prev: 0.3%	33,648 SH	Increased
SCHWAB STRATEGIC TR	INTL EQTY ETF	$570K	0.1%Prev: 0.2%	24,476 SH	Increased
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$265K	0.1%Prev: 0.1%	5,822 SH	Increased
SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.1M	0.2%Prev: 0.3%	42,363 SH	Increased-6 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$432K	0.1%Prev: 0.1%	15,494 SH	Increased
SELECT SECTOR SPDR TR	SBI CONS DISCR	$966K	0.2%Prev: 0.3%	4,030 SH	Increased
SELECT SECTOR SPDR TR	TECHNOLOGY	$447K	0.1%Prev: 0.1%	1,586 SH	Increased
SHOPIFY INC	CL A SUB VTG SHS	$403K	0.1%Prev: 0.1%	2,710 SH	Increased
SPDR DOW JONES INDL AVERAGE	UT SER 1	$511K	0.1%Prev: 0.2%	1,101 SH	Increased
SPDR S&P 500 ETF TR	TR UNIT	$7.7M	1.5%Prev: 2.4%	11,576 SH	Increased
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$589K	0.1%Prev: 0.2%	989 SH	Increased
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$4.5M	0.9%Prev: 1.5%	49,478 SH	Increased+509 SH
TESLA INC	COM	$1.2M	0.2%Prev: 0.3%	2,785 SH	Increased-105 SH
UBER TECHNOLOGIES INC	COM	$250K	0.0%Prev: 0.1%	2,556 SH	Increased+144 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$233K	0.0%Prev: 0.1%	757 SH	Increased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$563K	0.1%Prev: 0.1%	920 SH	Increased+140 SH
VANGUARD INDEX FDS	SMALL CP ETF	$618K	0.1%Prev: 0.2%	2,431 SH	Increased+89 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$754K	0.1%Prev: 0.2%	2,299 SH	Increased
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$12.7M	2.5%Prev: 3.9%	212,357 SH	Increased+4,152 SH
WALMART INC	COM	$730K	0.1%Prev: 0.2%	7,087 SH	Increased+118 SH

Sold (vs prior filing)

FIRST TR EXCH TRADED FD III — $1.8M
FIRST TR EXCHANGE-TRADED FD — $746K
ISHARES TR — $1.1M
ISHARES TR — $7.1M
PHILIP MORRIS INTL INC — $206K
SPDR SERIES TRUST — $5.4M
VANGUARD MUN BD FDS — $6.6M
WISDOMTREE TR — $2.2M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 21, 2025	Q3 2025	13F-HR	0002063364-25-000248	$509.9M	View
Jul 7, 2025	Q2 2025	13F-HR	0002063364-25-000097	$300.9M	View
Apr 28, 2025	Q1 2025