Vishria Bird Financial Group, LLC
Reported holdings as of Q3 2025, from 28 quarterly filings.
This filer last reported in Q3 2025; the most recent quarter on file across all filers is Q2 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IBDT | $66.5M | 2,604,008 | - | new | NEW | |
| ALPHABET INC | GOOGL | $29.4M | 121,008 | -1.34pp | 28q | HELD | |
| ISHARES TR | IBMQ | $29.3M | 1,144,685 | +5.62pp | 2q | +7086.2%+$28.9M | |
| APPLE INC | AAPL | $24.7M | 96,839 | -1.84pp | 24q | -1.1%-$280.3K | |
| FEDEX CORP | FDX | $24.2M | 102,647 | -2.44pp | 28q | +7.9%+$1.8M | |
| ISHARES TR | IBDV | $19.4M | 877,222 | - | new | NEW | |
| ISHARES TR | IBDU | $19.4M | 826,064 | - | new | NEW | |
| ISHARES TR | IBDW | $19.4M | 912,481 | - | new | NEW | |
| MICROSOFT CORP | MSFT | $18.3M | 35,377 | -2.18pp | 28q | +1.2%+$223.2K | |
| AMAZON COM INC | AMZN | $15.9M | 72,610 | -2.16pp | 24q | HELD | |
| CONFLUENT INC | CFLT | $14.8M | 745,621 | -3.27pp | 14q | HELD | |
| INVESCO QQQ TR | QQQ | $14.6M | 24,344 | -1.61pp | 14q | HELD | |
| GLOBAL X FDS | PAVE | $14.4M | 302,058 | -1.57pp | 18q | HELD | |
| INVESCO EXCH TRD SLF IDX FD | BSCW | $14.4M | 687,736 | -1.13pp | 8q | +19.3%+$2.3M | |
| ISHARES TR | IJR | $13.3M | 112,036 | -1.47pp | 28q | HELD | |
| VANGUARD TAX-MANAGED FDS | VEA | $12.7M | 212,357 | -1.45pp | 2q | +2.0%+$248.8K | |
| INNOVATOR ETFS TRUST | TJUL | $11.2M | 381,472 | -1.46pp | 9q | HELD | |
| ISHARES TR | IBMT | $10.6M | 408,263 | - | new | NEW | |
| ISHARES TR | IBMS | $10.4M | 399,566 | +1.91pp | 2q | +2416.3%+$10.0M | |
| ISHARES TR | IBDS | $9.9M | 408,784 | - | new | DEBT | |
| ISHARES TR | IBMR | $9.8M | 382,903 | +1.78pp | 2q | +2278.9%+$9.4M | |
| ISHARES TR | IJH | $8.6M | 131,791 | -1.04pp | 12q | HELD | |
| INVESCO EXCH TRD SLF IDX FD | BSCT | $8.3M | 443,196 | -1.14pp | 7q | -0.9%-$72.5K | |
| BLACKSTONE INC | BX | $8.3M | 48,669 | -0.80pp | 23q | HELD | |
| ISHARES BITCOIN TRUST ETF | IBIT | $8.0M | 123,700 | -0.94pp | 5q | HELD | |
| STATE STR SPDR S&P 500 ETF T | SPY | $7.7M | 11,576 | -0.86pp | 28q | HELD | |
| ISHARES TR | IBMP | $5.9M | 232,359 | +1.03pp | 2q | +1361.0%+$5.5M | |
| INVESCO EXCH TRD SLF IDX FD | BSCV | $4.7M | 280,579 | -0.63pp | 8q | -0.7%-$32.3K | |
| SPDR SERIES TRUST | BIL | $4.5M | 49,478 | -0.60pp | 11q | +1.0%+$46.7K | |
| BROADCOM INC | AVGO | $3.8M | 11,383 | - | new | NEW | |
| ALPHABET INC | GOOG | $3.3M | 13,622 | -0.13pp | 28q | +3.2%+$103.0K | |
| INVESCO EXCHANGE TRADED FD T | RSPT | $2.6M | 59,035 | -0.28pp | 28q | HELD | |
| ISHARES TR | IBDR | $2.1M | 86,973 | - | new | DEBT | |
| ISHARES TR | IWB | $1.5M | 4,182 | -0.17pp | 28q | HELD | |
| COINBASE GLOBAL INC | COIN | $1.4M | 4,278 | -0.05pp | 7q | +48.4%+$471.1K | |
| AMERIPRISE FINL INC | AMP | $1.3M | 2,638 | -0.21pp | 14q | HELD | |
| TESLA INC | TSLA | $1.2M | 2,785 | -0.06pp | 20q | -3.6%-$46.7K | |
| NVIDIA CORPORATION | NVDA | $1.2M | 6,622 | +0.05pp | 7q | +76.9%+$537.0K | |
| INNOVATOR ETFS TRUST | PMAY | $1.2M | 30,411 | -0.15pp | 18q | HELD | |
| AMPLITUDE INC | AMPL | $1.2M | 108,430 | -0.51pp | 14q | -39.2%-$748.0K | |
| DIMENSIONAL ETF TRUST | DFIC | $1.1M | 34,243 | -0.03pp | 2q | +43.6%+$340.7K | |
| SCHWAB STRATEGIC TR | SCHX | $1.1M | 42,363 | -0.13pp | 28q | HELD | |
| ISHARES TR | IVV | $1.1M | 1,664 | -0.12pp | 3q | HELD | |
| ORACLE CORP | ORCL | $1.1M | 3,766 | -0.06pp | 5q | +4.1%+$41.9K | |
| SELECT SECTOR SPDR TR | XLY | $965.7K | 4,030 | -0.10pp | 28q | HELD | |
| SAMSARA INC | IOT | $935.8K | 25,122 | -0.02pp | 5q | +61.5%+$356.5K | |
| SCHWAB STRATEGIC TR | FNDX | $884.9K | 33,648 | -0.10pp | 5q | HELD | |
| FIRST TR EXCHANGE TRADED FD | FXO | $859.7K | 14,475 | -0.10pp | 28q | HELD | |
| LISTED FDS TR | HLAL | $847.2K | 14,280 | -0.09pp | 14q | HELD | |
| ROBINHOOD MKTS INC | HOOD | $824.6K | 5,759 | +0.01pp | 3q | +16.8%+$118.6K | |
| CHEVRON CORPORATION | CVX | $820.7K | 5,285 | -0.09pp | 19q | +1.2%+$10.1K | |
| CATERPILLAR INC | CAT | $767.7K | 1,609 | -0.06pp | 22q | HELD | |
| AIRBNB INC | ABNB | $763.5K | 6,288 | -0.08pp | 18q | +20.0%+$127.5K | |
| VANGUARD INDEX FDS | VTI | $754.5K | 2,299 | -0.08pp | 28q | HELD | |
| INNOVATOR ETFS TRUST | PMAR | $750.2K | 17,086 | -0.09pp | 19q | HELD | |
| WALMART INC | WMT | $730.4K | 7,087 | -0.08pp | 16q | +1.7%+$12.2K | |
| JPMORGAN CHASE & CO | JPM | $654.5K | 2,075 | -0.06pp | 20q | +8.5%+$51.1K | |
| SCHWAB STRATEGIC TR | FNDE | $620.9K | 17,172 | -0.07pp | 5q | HELD | |
| VANGUARD INDEX FDS | VB | $618.2K | 2,431 | -0.06pp | 2q | +3.8%+$22.6K | |
| META PLATFORMS INC | META | $609.7K | 830 | - | new | NEW | |
| STATE STR SPDR S&P MIDCAP 40 | MDY | $589.5K | 989 | -0.07pp | 28q | HELD | |
| SCHWAB STRATEGIC TR | SCHF | $569.8K | 24,476 | -0.07pp | 5q | HELD | |
| VANGUARD INDEX FDS | VOO | $563.4K | 920 | -0.04pp | 5q | +17.9%+$85.7K | |
| MERCK & CO INC | MRK | $513.6K | 6,119 | -0.05pp | 28q | +6.3%+$30.6K | |
| STATE STR SPDR DOW JONES IND | DIA | $510.6K | 1,101 | -0.06pp | 28q | HELD | |
| JOHNSON & JOHNSON | JNJ | $479.3K | 2,585 | -0.03pp | 28q | +2.0%+$9.3K | |
| ISHARES TR | IVW | $478.5K | 3,964 | -0.05pp | 28q | HELD | |
| INNOVATOR ETFS TRUST | POCT | $475.4K | 11,031 | -0.06pp | 16q | HELD | |
| RTX CORPORATION | RTX | $453.8K | 2,712 | -0.04pp | 8q | +1.2%+$5.2K | |
| SELECT SECTOR SPDR TR | XLK | $447.0K | 1,586 | -0.05pp | 11q | HELD | |
| HOME DEPOT INC | HD | $443.3K | 1,094 | -0.05pp | 27q | +0.8%+$3.6K | |
| FIRST HORIZON CORPORATION | FHN | $434.6K | 19,223 | -0.05pp | 10q | HELD | |
| SCHWAB STRATEGIC TR | SCHA | $432.3K | 15,494 | -0.05pp | 5q | HELD | |
| AMNEAL PHARMACEUTICALS INC | AMRX | $421.1K | 42,064 | -0.03pp | 3q | +0.7%+$2.7K | |
| AMERICAN EXPRESS CO | AXP | $417.7K | 1,258 | -0.05pp | 5q | +2.5%+$10.3K | |
| APPLOVIN CORP | APP | $410.3K | 571 | - | new | NEW | |
| INNOVATOR ETFS TRUST | PJUL | $403.6K | 8,851 | -0.05pp | 17q | HELD | |
| SHOPIFY INC | SHOP | $402.7K | 2,710 | -0.02pp | 3q | HELD | |
| ABBVIE INC | ABBV | $380.7K | 1,644 | -0.02pp | 16q | +6.6%+$23.6K | |
| SCHWAB STRATEGIC TR | SCHE | $367.3K | 11,007 | -0.04pp | 5q | HELD | |
| SCHWAB STRATEGIC TR | FNDC | $352.0K | 7,909 | -0.04pp | 5q | HELD | |
| INTERNATIONAL BUSINESS MACHS | IBM | $347.1K | 1,230 | -0.05pp | 7q | +3.0%+$10.2K | |
| INVESCO EXCHANGE TRADED FD T | PRF | $313.5K | 6,934 | -0.04pp | 5q | HELD | |
| ROBLOX CORP | RBLX | $303.4K | 2,190 | - | new | NEW | |
| NETFLIX INC | NFLX | $291.3K | 243 | -0.04pp | 3q | +9.5%+$25.2K | |
| BANK OF AMER CORP | BAC | $276.2K | 5,353 | -0.03pp | 8q | +0.8%+$2.3K | |
| SCHWAB STRATEGIC TR | SCHC | $265.0K | 5,822 | -0.03pp | 3q | HELD | |
| UBER TECHNOLOGIES INC | UBER | $250.4K | 2,556 | -0.03pp | 2q | +6.0%+$14.1K | |
| PACKAGING CORP AMER | PKG | $238.2K | 1,093 | -0.02pp | 5q | HELD | |
| DIMENSIONAL ETF TRUST | DFIV | $235.3K | 5,103 | - | new | NEW | |
| DIMENSIONAL ETF TRUST | DIHP | $235.0K | 7,733 | - | new | NEW | |
| ISHARES TR | IMTM | $234.9K | 4,907 | - | new | NEW | |
| VANGUARD INDEX FDS | VV | $233.1K | 757 | -0.03pp | 2q | HELD | |
| LISTED FDS TR | UMMA | $222.0K | 8,057 | -0.03pp | 2q | HELD | |
| INVESCO EXCHANGE TRADED FD T | PRFZ | $211.2K | 4,649 | - | new | NEW | |
| INVESCO EXCH TRADED FD TR II | PXH | $206.6K | 8,127 | - | new | NEW | |
| GERON CORP | GERN | $33.2K | 24,265 | flat | 28q | HELD |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Software & IT Services | $55.9M | 11.0% |
| Computer Hardware | $25.0M | 4.9% |
| Transport & Logistics | $24.2M | 4.7% |
| Funds & ETFs | $23.4M | 4.6% |
| Capital Markets | $18.5M | 3.6% |
| Retail & Consumer | $17.1M | 3.4% |
| Other sectors | $14.9M | 2.9% |
| Not classified | $330.9M | 64.9% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | $509.9M | 97 | 16 | 33 | 5 | 8 | 52.3% | 21 |
| Q2 2025 | $300.9M | 89 | 11 | 8 | 25 | 5 | 55.1% | 7 |
| Q1 2025 | $294.4M | 83 | 6 | 8 | 25 | 2 | 57.6% | 28 |
| Q4 2024 | $285.4K | 79 | 1 | 11 | 19 | 4 | 59.9% | 21 |
| Q3 2024 | $263.7K | 82 | 20 | 10 | 6 | 0 | 57.7% | 37 |
| Q2 2024 | $238.0K | 62 | 0 | 10 | 11 | 2 | 61.6% | 23 |
| Q1 2024 | $233.6K | 64 | 5 | 16 | 4 | 0 | 59.8% | 22 |
| Q4 2023 | $211.5K | 59 | 6 | 0 | 19 | 2 | 61.9% | 25 |
| Q3 2023 | $176.5K | 55 | 1 | 6 | 6 | 1 | 65.7% | 26 |
| Q2 2023 | $168.2K | 55 | 1 | 2 | 13 | 1 | 66.8% | 19 |
| Q1 2023 | $156.3K | 55 | 3 | 3 | 23 | 7 | 65.3% | 17 |
| Q4 2022 | $143.5K | 59 | 6 | 7 | 9 | 3 | 63.4% | 32 |
| Q3 2022 | $148.5M | 56 | 2 | 8 | 7 | 4 | 59.5% | 27 |
| Q2 2022 | $150.3M | 58 | 9 | 5 | 16 | 10 | 63.4% | 35 |
| Q1 2022 | $181.0M | 59 | 2 | 14 | 5 | 8 | 65.9% | 33 |
| Q4 2021 | $214.9M | 65 | 7 | 15 | 17 | 4 | 62.0% | 27 |
| Q3 2021 | $190.6M | 62 | 8 | 18 | 6 | 4 | 60.9% | 15 |
| Q2 2021 | $203.2M | 58 | 5 | 12 | 22 | 1 | 55.1% | 33 |
| Q1 2021 | $181.2M | 54 | 7 | 4 | 20 | 2 | 58.1% | 27 |
| Q4 2020 | $175.5M | 49 | 6 | 11 | 15 | 2 | 61.7% | 26 |
| Q3 2020 | $159.0M | 45 | 5 | 9 | 10 | 1 | 69.5% | 33 |
| Q2 2020 | $127.9M | 41 | 6 | 1 | 16 | 8 | 75.1% | 20 |
| Q1 2020 | $95.4M | 43 | 7 | 17 | 5 | 12 | 63.6% | 13 |
| Q4 2019 | $103.1M | 48 | 7 | 9 | 17 | 7 | 65.4% | 9 |
| Q3 2019 | $87.4M | 48 | 5 | 17 | 5 | 8 | 63.9% | 15 |
| Q2 2019 | $100.2M | 51 | 3 | 25 | 5 | 2 | 62.5% | 15 |
| Q1 2019 | $98.9M | 50 | 7 | 2 | 19 | 5 | 60.1% | 5 |
| Q4 2018 | $90.4M | 48 | 0 | 0 | 0 | 0 | 61.3% | 17 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.