Vishria Bird Financial Group, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 7, 2025), Vishria Bird Financial Group, LLC reported 89 stock positions worth $300.9 million. Its top holding was FedEx (FDX) at 7.2% of the portfolio, followed by Alphabet Class A (GOOGL, 7.1%) and Apple (AAPL, 6.7%). Compared with Q1 2025, it opened 11 new positions, sold out of 5, added to 8 and reduced 29. The biggest buy was a new position in Vanguard Ftse Developed ETF (VEA) and the biggest sale Confluent Class A (CFLT, shares −40%).

Most Recent 13F
Q3 2025
Location
MEMPHIS, TN
CIK
0001746438
Portfolio Value
$300.9M (Q2 2025)
SEC Filing
0002063364-25-000097 ↗ filed Jul 7, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $233.6M Q1 2024 Q2 2024: $238.0M Q2 2024 Q3 2024: $263.7M Q3 2024 Q4 2024: $285.4M Q4 2024 Q1 2025: $294.4M Q1 2025 Q2 2025: $300.9M $300.9M Q2 2025 Q3 2025: $509.9M Q3 2025

Holdings 89 stocks · $300.9M
FDX FedEx Corp. 7.19% 95,139 $21.6M No change
GOOGL Alphabet Inc. Class A 7.11% 121,303 $21.4M Reduce -1.1%
AAPL Apple Inc. 6.68% 97,940 $20.1M Reduce -7.1%
CFLT Confluent Inc. Class A 6.17% 744,181 $18.6M Reduce -39.7%
MSFT Microsoft Corp. 5.78% 34,946 $17.4M Reduce -1.5%
AMZN Amazon.com Inc. 5.29% 72,531 $15.9M Reduce -0.9%
QQQ Invesco QQQ Trust Series 1 4.48% 24,437 $13.5M Reduce -1.0%
PAVE Global X US Infrastructure 4.39% 303,354 $13.2M Reduce -0.9%
IJR iShares Core S&P Small-Cap E 4.08% 112,318 $12.3M Reduce -1.0%
BSCW Invesco Bulletshares 2032 CB 3.95% 576,609 $11.9M Reduce -7.6%
VEA Vanguard Ftse Developed ETF 3.95% 208,205 $11.9M New
TJUL Innovator Equity Defined Pro 3.65% 382,436 $11.0M Reduce -1.9%
BSCT Invesco Bulletshares 2029 CB 2.78% 447,051 $8.4M Reduce -1.0%
IJH iShares Core S&P Midcap ETF 2.73% 132,237 $8.2M Reduce -0.3%
IBIT iShares Bitcoin Trust ETF 2.52% 123,834 $7.6M Add +1.7%
BX Blackstone Inc. 2.43% 48,793 $7.3M Reduce -0.8%
SPY SS SPDR S&P 500 ETF Trust-US 2.38% 11,576 $7.2M Reduce -0.2%
TFLO iShares Treasury Floating Ra 2.35% 139,471 $7.1M Reduce -4.3%
VTEB Vanguard Tax-Exempt Bond ETF 2.21% 135,312 $6.6M Add +10.0%
HYMB SS SPDR N Ice HY Muni ETF 1.81% 219,173 $5.4M Reduce -1.1%
BSCV Invesco Bulletshares 2031 CB 1.55% 282,516 $4.7M Reduce -1.1%
BIL SS SPDR BB 1-3M T-Bill ETF 1.49% 48,969 $4.5M Reduce -4.3%
RSPT Invesco S&P 500 Equal Weight 0.80% 59,040 $2.4M No change
GOOG Alphabet Inc. Class C 0.78% 13,199 $2.3M No change
AMPL Amplitude Inc. Class A 0.73% 178,209 $2.2M Reduce -10.8%
USFR Wisdomtree Floating Rate Tre 0.72% 43,218 $2.2M Reduce -1.4%
FSMB First Trust Short Dur Manag 0.59% 89,701 $1.8M Reduce -0.7%
IWB iShares Russell 1000 ETF 0.47% 4,182 $1.4M No change
AMP Ameriprise Financial Inc. 0.47% 2,628 $1.4M Add +20.9%
PMAY Innovator U.S. Equity Power 0.38% 30,411 $1.1M No change
SGOV iShares 0-3 Month Treasury B 0.36% 10,700 $1.1M Reduce -7.7%
SCHX Schwab US Large-Cap ETF 0.34% 42,369 $1.0M Reduce -2.2%
IVV iShares Core S&P 500 ETF 0.34% 1,664 $1.0M No change
COIN Coinbase Global Inc. Class A 0.34% 2,882 $1.0M No change
TSLA Tesla Inc. 0.31% 2,890 $918K No change
XLY SS Consumer Disc Select Sect 0.29% 4,030 $876K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.27% 33,648 $826K No change
FXO First Trust Financial Alphad 0.27% 14,475 $811K No change
ORCL Oracle Corp. 0.26% 3,617 $791K Reduce -3.6%
HLAL Wahed Ftse USA Shariah ETF 0.25% 14,274 $764K Add +21.2%
CVX Chevron Corp. 0.25% 5,220 $747K No change
LMBS First Trust Low Duration Opp 0.25% 15,137 $746K Reduce -7.0%
DFIC Dimensional International Co. 0.25% 23,853 $742K New
PMAR Innovator U.S. Equity Power 0.24% 17,086 $722K Reduce -2.4%
VTI VG Morningstar TS MKT ETF-US 0.23% 2,299 $699K No change
ABNB Airbnb Inc. Class A 0.23% 5,238 $693K No change
WMT Walmart Inc. 0.23% 6,969 $681K No change
CAT Caterpillar Inc. 0.21% 1,607 $624K No change
IOT Samsara Inc. Class A 0.21% 15,552 $619K Add +93.5%
NVDA Nvidia Corp. 0.20% 3,744 $592K Reduce -0.0%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.19% 17,172 $567K No change
MDY State Street SPDR S&P Midcap 0.19% 989 $560K No change
VB Vanguard Most SM-Cap ETF-Usd 0.18% 2,342 $555K New
JPM JPMorgan Chase & Co. 0.18% 1,913 $555K Add +0.5%
SCHF Schwab Intl Equity ETF 0.18% 24,476 $541K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.16% 1,101 $485K No change
HOOD Robinhood Markets Inc. Class A 0.15% 4,931 $462K Reduce -0.1%
POCT Innovator U.S. Equity Power 0.15% 11,031 $456K Reduce -1.7%
MRK Merck & Co. Inc. 0.15% 5,755 $456K No change
VOO Vanguard S&P 500 ETF 0.15% 780 $443K Add +42.1%
IVW iShares S&P 500 Growth ETF 0.15% 3,964 $436K No change
IBMS ISHARESIBONDDEC2030MUNIBDETF 0.14% 15,879 $407K New
FHN First Horizon Corp. 0.14% 19,160 $406K No change
IBMR iShares Ibonds Dec 2029 M BD 0.14% 16,096 $406K New
IBMQ iShares Ibonds Dec 2028 Muni 0.13% 15,929 $405K New
IBMP iShares Ibonds Dec 2027 Term 0.13% 15,904 $403K New
XLK SS Technology Select Sector 0.13% 1,586 $402K No change
HD Home Depot Inc. 0.13% 1,085 $398K No change
SCHA Schwab US Small-Cap ETF 0.13% 15,494 $392K No change
RTX RTX Corp. 0.13% 2,681 $391K No change
AXP American Express Co. 0.13% 1,227 $391K Add +2.5%
PJUL Innovator U.S. Equity Power 0.13% 8,851 $388K No change
JNJ Johnson & Johnson 0.13% 2,535 $387K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.12% 1,194 $352K No change
AMRX Amneal Pharmaceuticals Inc. 0.11% 41,792 $338K No change
FNDC Schwab Fndmnt Intl SM Eq ETF 0.11% 7,909 $333K No change
SCHE Schwab Emrg Mrkts Eqty ETF 0.11% 11,007 $332K No change
SHOP Shopify Inc. Class A 0.10% 2,710 $313K No change
NFLX Netflix Inc. 0.10% 222 $297K No change
PRF Invesco Rafi US 1000 ETF 0.10% 6,934 $293K No change
ABBV Abbvie Inc. 0.10% 1,542 $286K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.08% 5,308 $251K No change
SCHC Schwab Intl Small-Cap Equity 0.08% 5,822 $248K No change
UBER Uber Technologies Inc. 0.07% 2,412 $225K New
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.07% 757 $216K New
UMMA Wahed Dow Jones Islamic WRLD 0.07% 8,031 $214K New
PM Philip Morris International 0.07% 1,132 $206K New
PKG Packaging Corp. of America 0.07% 1,091 $206K No change
GERN Geron Corp. 0.01% 24,265 $34K No change

Portfolio Sells Q1 2025 → Q2 2025
CFLT Confluent Inc. Class A Reduce -39.7% 6.17% −3.67
BP BP PLC-Spons ADR Sold out 0.00% −1.60
AAPL Apple Inc. Reduce -7.1% 6.68% −1.27
SNOW Snowflake Inc. Sold out 0.00% −1.15
CMF iShares California Muni Bond Sold out 0.00% −0.81
IYH iShares U.S. Healthcare ETF Sold out 0.00% −0.81
BSCW Invesco Bulletshares 2032 CB Reduce -7.6% 3.95% −0.37
FNDA Schwab Fndmntl US SM Co. ETF Sold out 0.00% −0.17
TFLO iShares Treasury Floating Ra Reduce -4.3% 2.35% −0.16
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -4.3% 1.49% −0.10
HYMB SS SPDR N Ice HY Muni ETF Reduce -1.1% 1.81% −0.09
TJUL Innovator Equity Defined Pro Reduce -1.9% 3.65% −0.07
BSCT Invesco Bulletshares 2029 CB Reduce -1.0% 2.78% −0.06
SGOV iShares 0-3 Month Treasury B Reduce -7.7% 0.36% −0.04
BSCV Invesco Bulletshares 2031 CB Reduce -1.1% 1.55% −0.03
USFR Wisdomtree Floating Rate Tre Reduce -1.4% 0.72% −0.03
LMBS First Trust Low Duration Opp Reduce -7.0% 0.25% −0.02
FSMB First Trust Short Dur Manag Reduce -0.7% 0.59% −0.02
PMAR Innovator U.S. Equity Power Reduce -2.4% 0.24% +0.00
POCT Innovator U.S. Equity Power Reduce -1.7% 0.15% +0.00
SCHX Schwab US Large-Cap ETF Reduce -2.2% 0.34% +0.02
AMPL Amplitude Inc. Class A Reduce -10.8% 0.73% +0.04
IJR iShares Core S&P Small-Cap E Reduce -1.0% 4.08% +0.05
NVDA Nvidia Corp. Reduce -0.0% 0.20% +0.06
HOOD Robinhood Markets Inc. Class A Reduce -0.1% 0.15% +0.08
ORCL Oracle Corp. Reduce -3.6% 0.26% +0.08
BX Blackstone Inc. Reduce -0.8% 2.43% +0.09
IJH iShares Core S&P Midcap ETF Reduce -0.3% 2.73% +0.10
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.2% 2.38% +0.17
PAVE Global X US Infrastructure Reduce -0.9% 4.39% +0.47
QQQ Invesco QQQ Trust Series 1 Reduce -1.0% 4.48% +0.55
AMZN Amazon.com Inc. Reduce -0.9% 5.29% +0.56
GOOGL Alphabet Inc. Class A Reduce -1.1% 7.11% +0.66
MSFT Microsoft Corp. Reduce -1.5% 5.78% +1.25

Portfolio Buys Q1 2025 → Q2 2025
VEA Vanguard Ftse Developed ETF New 3.95% +3.95
IBIT iShares Bitcoin Trust ETF Add +1.7% 2.52% +0.58
DFIC Dimensional International Co. New 0.25% +0.25
VB Vanguard Most SM-Cap ETF-Usd New 0.18% +0.18
IBMS ISHARESIBONDDEC2030MUNIBDETF New 0.14% +0.14
IBMR iShares Ibonds Dec 2029 M BD New 0.14% +0.14
IBMQ iShares Ibonds Dec 2028 Muni New 0.13% +0.13
IBMP iShares Ibonds Dec 2027 Term New 0.13% +0.13
VTEB Vanguard Tax-Exempt Bond ETF Add +10.0% 2.21% +0.13
AMP Ameriprise Financial Inc. Add +20.9% 0.47% +0.11
IOT Samsara Inc. Class A Add +93.5% 0.21% +0.10
UBER Uber Technologies Inc. New 0.07% +0.07
VV Vngrd Mrgstr LRG-Cap ETF-Usd New 0.07% +0.07
UMMA Wahed Dow Jones Islamic WRLD New 0.07% +0.07
PM Philip Morris International New 0.07% +0.07
HLAL Wahed Ftse USA Shariah ETF Add +21.2% 0.25% +0.06
VOO Vanguard S&P 500 ETF Add +42.1% 0.15% +0.05
JPM JPMorgan Chase & Co. Add +0.5% 0.18% +0.03
AXP American Express Co. Add +2.5% 0.13% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 97$509.9MIBDT, GOOGL, IBMQ, AAPL, FDX
Q2 2025 89$300.9MFDX, GOOGL, AAPL, CFLT, MSFT
Q1 2025 83$294.4MCFLT, AAPL, FDX, GOOGL, AMZN
Q4 2024 79$285.4MFDX, AAPL, GOOGL, AMZN, MSFT
Q3 2024 82$263.7MFDX, AAPL, MSFT, AMZN, IJR
Q2 2024 62$238.0MFDX, AAPL, MSFT, AMZN, BSCW
Q1 2024 64$233.6MFDX, AAPL, MSFT, AMZN, BSCW