Vishria Bird Financial Group, LLC 13F Holdings · last filed Q3 2025
Vishria Bird Financial Group, LLC reported 97 securities worth $509.89M in its SEC 13F filing for Q3 2025 (period ended 2025-09-30). Top holdings: IBDT (13.03%), GOOGL (5.77%), IBMQ (5.76%). Among its top 25 positions this quarter: 6 new, 9 added, 10 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IBDT | ISHARES TR | $66.5M | 13.03% | 2.6M | New |
| 2 | GOOGL | ALPHABET INC | $29.4M | 5.77% | 121,008 | Trimmed |
| 3 | IBMQ | ISHARES TR | $29.3M | 5.76% | 1.1M | Added |
| 4 | AAPL | APPLE INC | $24.7M | 4.84% | 96,839 | Trimmed |
| 5 | FDX | FEDEX CORP | $24.2M | 4.75% | 102,647 | Added |
| 6 | IBDV | ISHARES TR | $19.4M | 3.81% | 877,222 | New |
| 7 | IBDU | ISHARES TR | $19.4M | 3.80% | 826,064 | New |
| 8 | IBDW | ISHARES TR | $19.4M | 3.80% | 912,481 | New |
| 9 | MSFT | MICROSOFT CORP | $18.3M | 3.59% | 35,377 | Added |
| 10 | AMZN | AMAZON COM INC | $15.9M | 3.13% | 72,610 | Added |
| 11 | CFLT | CONFLUENT INC | $14.8M | 2.90% | 745,621 | Added |
| 12 | QQQ | INVESCO QQQ TR | $14.6M | 2.87% | 24,344 | Trimmed |
| 13 | BSCW | INVESCO EXCH TRD SLF IDX FD | $14.4M | 2.82% | 687,736 | Added |
| 14 | PAVE | GLOBAL X FDS | $14.4M | 2.82% | 302,058 | Trimmed |
| 15 | IJR | ISHARES TR | $13.3M | 2.61% | 112,036 | Trimmed |
| 16 | VEA | VANGUARD TAX-MANAGED FDS | $12.7M | 2.50% | 212,357 | Added |
| 17 | TJUL | INNOVATOR ETFS TRUST | $11.2M | 2.19% | 381,472 | Trimmed |
| 18 | IBMT | ISHARES TR | $10.6M | 2.07% | 408,263 | New |
| 19 | IBMS | ISHARES TR | $10.4M | 2.04% | 399,566 | Added |
| 20 | IBDS | ISHARES TR | $9.9M | 1.95% | 408,784 | New |
| 21 | IBMR | ISHARES TR | $9.8M | 1.92% | 382,903 | Added |
| 22 | IJH | ISHARES TR | $8.6M | 1.69% | 131,791 | Trimmed |
| 23 | BSCT | INVESCO EXCH TRD SLF IDX FD | $8.3M | 1.63% | 443,196 | Trimmed |
| 24 | BX | BLACKSTONE INC | $8.3M | 1.63% | 48,669 | Trimmed |
| 25 | IBIT | ISHARES BITCOIN TRUST ETF | $8.0M | 1.58% | 123,700 | Trimmed |
Source: SEC Form 13F filings · as of 2025-09-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR