Vishria Bird Financial Group, LLC Portfolio Holdings

Vishria Bird Financial Group, LLC

  • $443 Million
  • Q3 2025

Vishria Bird Financial Group, LLC has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $443 Million distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Ibonds Dec 2028 Ter with a value of $66.5M, Alphabet Inc. with a value of $29.4M, Ishares Tr Ibonds Dec 2028 Ter with a value of $29.3M, Apple Inc. with a value of $24.7M, and Fedex Corp with a value of $24.2M.

Examining the 13F form we can see an increase of $176M in the current position value, from $267M to 443M.

Below you can find more details about Vishria Bird Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $443 Million
ETFs: $237 Million
Technology: $69.6 Million
Communication Services: $33.9 Million
Industrials: $25.4 Million
Consumer Cyclical: $18.6 Million
Financial Services: $11.4 Million
Healthcare: $1.83 Million
Energy: $820,000
Other: $730,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$66.5 Million 15.01% of portfolio
2,604,008
Q3 2025 New
$0
$29.3 Million 6.63% of portfolio
1,144,685
Q3 2025 Added 7,086.17%
$0
$19.4 Million 4.39% of portfolio
877,222
Q3 2025 New
$0
$19.4 Million 4.38% of portfolio
826,064
Q3 2025 New
$0
$19.4 Million 4.37% of portfolio
912,481
Q3 2025 New
$0
$14.6 Million 3.3% of portfolio
24,344
Q3 2025 Reduced 0.38%
$0
$14.4 Million 3.25% of portfolio
302,058
Q3 2025 Reduced 0.43%
$0
$13.3 Million 3.01% of portfolio
112,036
Q3 2025 Reduced 0.25%
$0
$12.7 Million 2.87% of portfolio
212,357
Q3 2025 Added 1.99%
$0
$9.95 Million 2.25% of portfolio
408,784
Q3 2025 New
$0
$8.6 Million 1.94% of portfolio
131,791
Q3 2025 Reduced 0.34%
$0
$8.34 Million 1.88% of portfolio
443,196
Q3 2025 Reduced 0.86%
$0
$7.71 Million 1.74% of portfolio
11,576
Q2 2025 Reduced 0.23%
$0
$5.92 Million 1.34% of portfolio
232,359
Q3 2025 Added 1,361.01%
$0
$4.68 Million 1.06% of portfolio
280,579
Q3 2025 Reduced 0.69%
$0
$4.54 Million 1.03% of portfolio
49,478
Q3 2025 Added 1.04%
$0
$1.53 Million 0.35% of portfolio
4,182
Q2 2018 New
$0
$1.18 Million 0.27% of portfolio
30,411
Q1 2023 Reduced 5.51%
$0
$1.12 Million 0.25% of portfolio
34,243
Q3 2025 Added 43.56%
$0
$1.11 Million 0.25% of portfolio
1,664
Q1 2025 New
$0
$1.12 Million 0.25% of portfolio
42,363
Q3 2025 Reduced 0.01%
$0
$965,000 0.22% of portfolio
4,030
Q1 2020 Added 2.15%
$0
$884,000 0.2% of portfolio
33,648
Q4 2024 Added 200.0%
$0
$847,000 0.19% of portfolio
14,280
Q3 2025 Added 0.04%
$0
$859,000 0.19% of portfolio
14,475
Q4 2024 Reduced 0.25%
$0
$750,000 0.17% of portfolio
17,086
Q2 2025 Reduced 2.37%
$0
$754,000 0.17% of portfolio
2,299
Q1 2025 Added 0.44%
$0
$620,000 0.14% of portfolio
17,172
Q4 2024 Reduced 9.41%
$0
$618,000 0.14% of portfolio
2,431
Q3 2025 Added 3.8%
$0
$563,000 0.13% of portfolio
920
Q3 2025 Added 17.95%
$0
$589,000 0.13% of portfolio
989
Q4 2024 Reduced 0.2%
$0
$569,000 0.13% of portfolio
24,476
Q1 2025 Added 3.17%
$0
$510,000 0.12% of portfolio
1,101
Q1 2025 Reduced 21.41%
$0
$478,000 0.11% of portfolio
3,964
Q1 2023 Reduced 5.95%
$0
$475,000 0.11% of portfolio
11,031
Q2 2025 Reduced 1.72%
$0
$447,000 0.1% of portfolio
1,586
Q1 2023 New
$0
$432,000 0.1% of portfolio
15,494
Q4 2024 Added 100.0%
$0
$403,000 0.09% of portfolio
8,851
Q4 2021 Reduced 26.58%
$0
$367,000 0.08% of portfolio
11,007
Q4 2024 Reduced 11.07%
$0
$352,000 0.08% of portfolio
7,909
Q4 2024 Reduced 9.4%
$0
$313,000 0.07% of portfolio
6,934
Q3 2024 New
$0
$264,000 0.06% of portfolio
5,822
Q1 2025 New
$0
$235,000 0.05% of portfolio
7,733
Q3 2025 New
$0
$234,000 0.05% of portfolio
4,907
Q3 2025 New
$0
$222,000 0.05% of portfolio
8,057
Q3 2025 Added 0.32%
$0
$211,000 0.05% of portfolio
4,649
Q3 2025 New
$0
$233,000 0.05% of portfolio
757
Q2 2025 New
$0
$235,000 0.05% of portfolio
5,103
Q3 2025 New
$0
$164,000 0.04% of portfolio
8,127
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $443 Million
  • Prior Value $267 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 16 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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