Vishria Bird Financial Group, LLC

Est. AUM

$509.9M

13F long equity, this entity only

Positions

Period

Sep 2025 (Q3)

SEC EDGAR

View filings ↗

Sep 2025 (Q3)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	IBDS DEC28 ETF	$66.5M	2604008	13.03%	SOLE
2	ALPHABET INC	CAP STK CL A	$29.4M	121008	5.77%	SOLE
3	ISHARES TR	IBONDS DEC 28	$29.4M	1144685	5.76%	SOLE
4	APPLE INC	COM	$24.7M	96839	4.84%	SOLE
5	FEDEX CORP	COM	$24.2M	102647	4.75%	SOLE
6	ISHARES TR	IBONDS DEC 2030	$19.4M	877222	3.81%	SOLE
7	ISHARES TR	IBONDS DEC 29	$19.4M	826064	3.80%	SOLE
8	ISHARES TR	IBONDS DEC 2031	$19.4M	912481	3.80%	SOLE
9	MICROSOFT CORP	COM	$18.3M	35377	3.59%	SOLE
10	AMAZON COM INC	COM	$15.9M	72610	3.13%	SOLE
11	CONFLUENT INC	CLASS A COM	$14.8M	745621	2.90%	SOLE
12	INVESCO QQQ TR	UNIT SER 1	$14.6M	24344	2.87%	SOLE
13	GLOBAL X FDS	US INFR DEV ETF	$14.4M	302058	2.82%	SOLE
14	INVESCO EXCH TRD SLF IDX FD	BULLETSHS 2032	$14.4M	687736	2.82%	SOLE
15	ISHARES TR	CORE S&P SCP ETF	$13.3M	112036	2.61%	SOLE
16	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$12.7M	212357	2.50%	SOLE
17	INNOVATOR ETFS TRUST	EQUITY DEF PROTN	$11.2M	381472	2.19%	SOLE
18	ISHARES TR	IBONDS DEC 2031	$10.6M	408263	2.07%	SOLE
19	ISHARES TR	IBONDS DEC 2030	$10.4M	399566	2.04%	SOLE
20	ISHARES TR	IBONDS 27 ETF	$9.9M	408784	1.95%	SOLE
21	ISHARES TR	IBONDS DEC 2029	$9.8M	382903	1.92%	SOLE
22	ISHARES TR	CORE S&P MCP ETF	$8.6M	131791	1.69%	SOLE
23	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$8.3M	443196	1.64%	SOLE
24	BLACKSTONE INC	COM	$8.3M	48669	1.63%	SOLE
25	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$8.0M	123700	1.58%	SOLE
26	SPDR S&P 500 ETF TR	TR UNIT	$7.7M	11576	1.51%	SOLE
27	ISHARES TR	IBONDS DEC 27	$5.9M	232359	1.16%	SOLE
28	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2031 CP	$4.7M	280579	0.92%	SOLE
29	SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$4.5M	49478	0.89%	SOLE
30	BROADCOM INC	COM	$3.8M	11383	0.74%	SOLE
31	ALPHABET INC	CAP STK CL C	$3.3M	13622	0.65%	SOLE
32	INVESCO EXCHANGE TRADED FD T	S&P500 EQL TEC	$2.6M	59035	0.52%	SOLE
33	ISHARES TR	IBONDS DEC2026	$2.1M	86973	0.41%	SOLE
34	ISHARES TR	RUS 1000 ETF	$1.5M	4182	0.30%	SOLE
35	COINBASE GLOBAL INC	COM CL A	$1.4M	4278	0.28%	SOLE
36	AMERIPRISE FINL INC	COM	$1.3M	2638	0.25%	SOLE
37	TESLA INC	COM	$1.2M	2785	0.24%	SOLE
38	NVIDIA CORPORATION	COM	$1.2M	6622	0.24%	SOLE
39	INNOVATOR ETFS TRUST	US EQTY PWR BUF	$1.2M	30411	0.23%	SOLE
40	AMPLITUDE INC	COM CL A	$1.2M	108430	0.23%	SOLE
41	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$1.1M	34243	0.22%	SOLE
42	SCHWAB STRATEGIC TR	US LRG CAP ETF	$1.1M	42363	0.22%	SOLE
43	ISHARES TR	CORE S&P500 ETF	$1.1M	1664	0.22%	SOLE
44	ORACLE CORP	COM	$1.1M	3766	0.21%	SOLE
45	SELECT SECTOR SPDR TR	SBI CONS DISCR	$966K	4030	0.19%	SOLE
46	SAMSARA INC	COM CL A	$936K	25122	0.18%	SOLE
47	SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$885K	33648	0.17%	SOLE
48	FIRST TR EXCHANGE TRADED FD	FINLS ALPHADEX	$860K	14475	0.17%	SOLE
49	LISTED FDS TR	WAHED FTSE ETF	$847K	14280	0.17%	SOLE
50	ROBINHOOD MKTS INC	COM CL A	$825K	5759	0.16%	SOLE

1–50 of 97

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.