Institutional Manager · CIK 0001746438
Vishria Bird Financial Group, LLC
MEMPHIS, TN · File #028-18856
Latest AUM
$509.9M
Positions
97
Top-10 Concentration
54.5%
Filings
11
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Sep 202597 pos · $509.9M
- 13F HOLDINGS REPORTQ/E Jun 202589 pos · $300.9M
- 13F HOLDINGS REPORTQ/E Mar 202583 pos · $294.4M
- 13F HOLDINGS REPORTQ/E Dec 202479 pos · $285,422
- 13F HOLDINGS REPORTQ/E Sep 202482 pos · $263,742
- 13F HOLDINGS REPORTQ/E Jun 202462 pos · $238,031
- 13F HOLDINGS REPORTQ/E Mar 202464 pos · $233,632
- 13F HOLDINGS REPORTQ/E Dec 202355 pos · $176,488
- 13F HOLDINGS REPORTQ/E Sep 202355 pos · $168,231
- 13F HOLDINGS REPORTQ/E Jun 202355 pos · $156,301
- 13F HOLDINGS REPORTQ/E Mar 202360 pos · $143,456
Top 20 Holdings — Sep 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 46435U515 | 2,604,008 | $66.5M | 13.58% |
| 2 | ALPHABET INC | GOOG | 121,008 | $29.4M | 6.01% |
| 3 | ISHARES TR | 46435U325 | 1,144,685 | $29.3M | 6.00% |
| 4 | APPLE INC | AAPL | 96,839 | $24.7M | 5.04% |
| 5 | FEDEX CORP | FDX | 102,647 | $24.2M | 4.95% |
| 6 | ISHARES TR | 46436E726 | 877,222 | $19.4M | 3.97% |
| 7 | ISHARES TR | 46436E205 | 826,064 | $19.4M | 3.96% |
| 8 | ISHARES TR | 46436E486 | 912,481 | $19.4M | 3.96% |
| 9 | MICROSOFT CORP | MSFT | 35,377 | $18.3M | 3.74% |
| 10 | AMAZON COM INC | AMZN | 72,610 | $15.9M | 3.26% |
| 11 | CONFLUENT INC | 20717M103 | 745,621 | $14.8M | 3.02% |
| 12 | INVESCO QQQ TR | IVZ | 24,344 | $14.6M | 2.99% |
| 13 | GLOBAL X FDS | 37954Y673 | 302,058 | $14.4M | 2.94% |
| 14 | INVESCO EXCH TRD SLF IDX FD | IVZ | 687,736 | $14.4M | 2.93% |
| 15 | ISHARES TR | 464287804 | 112,036 | $13.3M | 2.72% |
| 16 | VANGUARD TAX-MANAGED FDS | 921943858 | 212,357 | $12.7M | 2.60% |
| 17 | INNOVATOR ETFS TRUST | INHD | 381,472 | $11.2M | 2.28% |
| 18 | ISHARES TR | 46438G356 | 408,263 | $10.6M | 2.16% |
| 19 | ISHARES TR | 46438G687 | 399,566 | $10.4M | 2.13% |
| 20 | ISHARES TR | 46435UAA9 | 408,784 | $9.9M | 2.03% |