Home/Smart Money/Vishria Bird Financial Group, LLC
§ 13F · FUND PROFILE

Vishria Bird Financial Group, LLC.

Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $510M (13F)Positions · 97Turnover · · Q3Filed · Oct 21, 2025
CONCENTRATION
Top 10 holdings
NEW BUYS
0
+$153M deployed
EXITS
0
No exits
SECTOR SHIFT
No prior quarter data
3YR HIT RATE
Top-5 overlap
§ 01 · TOP HOLDINGS

The book · Q3 2025

FILED OCT 21, 2025
#TickerNameShares$ value% portΔ Q3
1IBDTISHARES TR2.60M$66M13.0%NEW
2GOOGLALPHABET INC121K$29M5.8%±0%
3IBMQISHARES TR1.14M$29M5.8%+7086%
4AAPLAPPLE INC97K$25M4.8%−1%
5FDXFEDEX CORP103K$24M4.7%+8%
6IBDVISHARES TR877K$19M3.8%NEW
7IBDUISHARES TR826K$19M3.8%NEW
8IBDWISHARES TR912K$19M3.8%NEW
9MSFTMICROSOFT CORP35K$18M3.6%+1%
10AMZNAMAZON COM INC73K$16M3.1%±0%
§ 02 · SECTOR ALLOCATION

Where the money is

Sector data pending
§ 03 · THE VISHRIA SIGNAL

AC read

Vishria Bird Financial Group, LLC is a Other fund managing $510 million in assets. The fund runs a portfolio of 97 positions.

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§ 04 · FILING HISTORY

Q-by-Q deltas

2 FILINGS
Q3 2025
Steady book
+0 buys · 0 exits · 0 changed
Q2 2025
Steady book
+0 buys · 0 exits · 0 changed
Q1 2025
Steady book
+0 buys · 0 exits · 0 changed