13F HOLDINGS REPORT
Vishria Bird Financial Group, LLC
Quarter ended Q3 2025 · Filed October 21, 2025 · Accession 0002063364-25-000248
Total Value
$509.9M
Positions
97
Other Managers
0
Confidential Omitted
No
Holdings (97)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46435U515 | 2,604,008 | $66.5M | 13.03% |
| 2 | ALPHABET INC | GOOG | 121,008 | $29.4M | 5.77% |
| 3 | ISHARES TR | 46435U325 | 1,144,685 | $29.3M | 5.76% |
| 4 | APPLE INC | AAPL | 96,839 | $24.7M | 4.84% |
| 5 | FEDEX CORP | FDX | 102,647 | $24.2M | 4.75% |
| 6 | ISHARES TR | 46436E726 | 877,222 | $19.4M | 3.81% |
| 7 | ISHARES TR | 46436E205 | 826,064 | $19.4M | 3.80% |
| 8 | ISHARES TR | 46436E486 | 912,481 | $19.4M | 3.80% |
| 9 | MICROSOFT CORP | MSFT | 35,377 | $18.3M | 3.59% |
| 10 | AMAZON COM INC | AMZN | 72,610 | $15.9M | 3.13% |
| 11 | CONFLUENT INC | 20717M103 | 745,621 | $14.8M | 2.90% |
| 12 | INVESCO QQQ TR | IVZ | 24,344 | $14.6M | 2.87% |
| 13 | GLOBAL X FDS | 37954Y673 | 302,058 | $14.4M | 2.82% |
| 14 | INVESCO EXCH TRD SLF IDX FD | IVZ | 687,736 | $14.4M | 2.82% |
| 15 | ISHARES TR | 464287804 | 112,036 | $13.3M | 2.61% |
| 16 | VANGUARD TAX-MANAGED FDS | 921943858 | 212,357 | $12.7M | 2.50% |
| 17 | INNOVATOR ETFS TRUST | INHD | 381,472 | $11.2M | 2.19% |
| 18 | ISHARES TR | 46438G356 | 408,263 | $10.6M | 2.07% |
| 19 | ISHARES TR | 46438G687 | 399,566 | $10.4M | 2.04% |
| 20 | ISHARES TR | 46435UAA9 | 408,784 | $9.9M | 1.95% |
| 21 | ISHARES TR | 46436E163 | 382,903 | $9.8M | 1.92% |
| 22 | ISHARES TR | 464287507 | 131,791 | $8.6M | 1.69% |
| 23 | INVESCO EXCH TRD SLF IDX FD | IVZ | 443,196 | $8.3M | 1.63% |
| 24 | BLACKSTONE INC | BX | 48,669 | $8.3M | 1.63% |
| 25 | ISHARES BITCOIN TRUST ETF | IBIT | 123,700 | $8.0M | 1.58% |
| 26 | SPDR S&P 500 ETF TR | SPY | 11,576 | $7.7M | 1.51% |
| 27 | ISHARES TR | 46435U283 | 232,359 | $5.9M | 1.16% |
| 28 | INVESCO EXCH TRD SLF IDX FD | IVZ | 280,579 | $4.7M | 0.92% |
| 29 | SPDR SERIES TRUST | 78468R663 | 49,478 | $4.5M | 0.89% |
| 30 | BROADCOM INC | AVGO | 11,383 | $3.8M | 0.74% |
| 31 | ALPHABET INC | GOOG | 13,622 | $3.3M | 0.65% |
| 32 | INVESCO EXCHANGE TRADED FD T | IVZ | 59,035 | $2.6M | 0.52% |
| 33 | ISHARES TR | 46435GAA0 | 86,973 | $2.1M | 0.41% |
| 34 | ISHARES TR | 464287622 | 4,182 | $1.5M | 0.30% |
| 35 | COINBASE GLOBAL INC | COIN | 4,278 | $1.4M | 0.28% |
| 36 | AMERIPRISE FINL INC | 03076C106 | 2,638 | $1.3M | 0.25% |
| 37 | TESLA INC | TSLA | 2,785 | $1.2M | 0.24% |
| 38 | NVIDIA CORPORATION | NVDA | 6,622 | $1.2M | 0.24% |
| 39 | INNOVATOR ETFS TRUST | INHD | 30,411 | $1.2M | 0.23% |
| 40 | AMPLITUDE INC | AMPL | 108,430 | $1.2M | 0.23% |
| 41 | DIMENSIONAL ETF TRUST | 25434V799 | 34,243 | $1.1M | 0.22% |
| 42 | SCHWAB STRATEGIC TR | 808524201 | 42,363 | $1.1M | 0.22% |
| 43 | ISHARES TR | 464287200 | 1,664 | $1.1M | 0.22% |
| 44 | ORACLE CORP | ORCL-PD | 3,766 | $1.1M | 0.21% |
| 45 | SELECT SECTOR SPDR TR | 81369Y407 | 4,030 | $965,749 | 0.19% |
| 46 | SAMSARA INC | IOT | 25,122 | $935,795 | 0.18% |
| 47 | SCHWAB STRATEGIC TR | 808524771 | 33,648 | $884,942 | 0.17% |
| 48 | FIRST TR EXCHANGE TRADED FD | 33734X135 | 14,475 | $859,670 | 0.17% |
| 49 | LISTED FDS TR | 53656F607 | 14,280 | $847,213 | 0.17% |
| 50 | ROBINHOOD MKTS INC | 770700102 | 5,759 | $824,574 | 0.16% |
| 51 | CHEVRON CORP NEW | CVX | 5,285 | $820,699 | 0.16% |
| 52 | CATERPILLAR INC | CAT | 1,609 | $767,734 | 0.15% |
| 53 | AIRBNB INC | ABNB | 6,288 | $763,489 | 0.15% |
| 54 | VANGUARD INDEX FDS | 922908769 | 2,299 | $754,463 | 0.15% |
| 55 | INNOVATOR ETFS TRUST | INHD | 17,086 | $750,246 | 0.15% |
| 56 | WALMART INC | WMT | 7,087 | $730,386 | 0.14% |
| 57 | JPMORGAN CHASE & CO. | VYLD | 2,075 | $654,517 | 0.13% |
| 58 | SCHWAB STRATEGIC TR | 808524730 | 17,172 | $620,940 | 0.12% |
| 59 | VANGUARD INDEX FDS | 922908751 | 2,431 | $618,155 | 0.12% |
| 60 | META PLATFORMS INC | META | 830 | $609,652 | 0.12% |
| 61 | SPDR S&P MIDCAP 400 ETF TR | MDY | 989 | $589,474 | 0.12% |
| 62 | SCHWAB STRATEGIC TR | 808524805 | 24,476 | $569,801 | 0.11% |
| 63 | VANGUARD INDEX FDS | 922908363 | 920 | $563,390 | 0.11% |
| 64 | MERCK & CO INC | MRK | 6,119 | $513,568 | 0.10% |
| 65 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 1,101 | $510,578 | 0.10% |
| 66 | JOHNSON & JOHNSON | JNJ | 2,585 | $479,311 | 0.09% |
| 67 | ISHARES TR | 464287309 | 3,964 | $478,534 | 0.09% |
| 68 | INNOVATOR ETFS TRUST | INHD | 11,031 | $475,436 | 0.09% |
| 69 | RTX CORPORATION | RTX | 2,712 | $453,799 | 0.09% |
| 70 | SELECT SECTOR SPDR TR | 81369Y803 | 1,586 | $447,030 | 0.09% |
| 71 | HOME DEPOT INC | HD | 1,094 | $443,278 | 0.09% |
| 72 | FIRST HORIZON CORPORATION | FHN-PH | 19,223 | $434,632 | 0.09% |
| 73 | SCHWAB STRATEGIC TR | 808524607 | 15,494 | $432,283 | 0.08% |
| 74 | AMNEAL PHARMACEUTICALS INC | AMRX | 42,064 | $421,061 | 0.08% |
| 75 | AMERICAN EXPRESS CO | AXP | 1,258 | $417,736 | 0.08% |
| 76 | APPLOVIN CORP | APP | 571 | $410,286 | 0.08% |
| 77 | INNOVATOR ETFS TRUST | INHD | 8,851 | $403,606 | 0.08% |
| 78 | SHOPIFY INC | SHOP | 2,710 | $402,733 | 0.08% |
| 79 | ABBVIE INC | ABBV | 1,644 | $380,652 | 0.07% |
| 80 | SCHWAB STRATEGIC TR | 808524706 | 11,007 | $367,304 | 0.07% |
| 81 | SCHWAB STRATEGIC TR | 808524748 | 7,909 | $352,030 | 0.07% |
| 82 | INTERNATIONAL BUSINESS MACHS | INTR | 1,230 | $347,057 | 0.07% |
| 83 | INVESCO EXCHANGE TRADED FD T | IVZ | 6,934 | $313,486 | 0.06% |
| 84 | ROBLOX CORP | RBLX | 2,190 | $303,359 | 0.06% |
| 85 | NETFLIX INC | NFLX | 243 | $291,338 | 0.06% |
| 86 | BANK AMERICA CORP | 060505104 | 5,353 | $276,161 | 0.05% |
| 87 | SCHWAB STRATEGIC TR | 808524888 | 5,822 | $264,959 | 0.05% |
| 88 | UBER TECHNOLOGIES INC | UBER | 2,556 | $250,411 | 0.05% |
| 89 | PACKAGING CORP AMER | 695156109 | 1,093 | $238,197 | 0.05% |
| 90 | DIMENSIONAL ETF TRUST | 25434V807 | 5,103 | $235,350 | 0.05% |
| 91 | DIMENSIONAL ETF TRUST | 25434V765 | 7,733 | $235,045 | 0.05% |
| 92 | ISHARES TR | 46434V449 | 4,907 | $234,947 | 0.05% |
| 93 | VANGUARD INDEX FDS | 922908637 | 757 | $233,050 | 0.05% |
| 94 | LISTED FDS TR | 53656F268 | 8,057 | $222,048 | 0.04% |
| 95 | INVESCO EXCHANGE TRADED FD T | IVZ | 4,649 | $211,158 | 0.04% |
| 96 | INVESCO EXCH TRADED FD TR II | IVZ | 8,127 | $206,588 | 0.04% |
| 97 | GERON CORP | GERN | 24,265 | $33,243 | 0.01% |