Vishria Bird Financial Group, LLC

CIK

1746438

Location

MEMPHIS, TN

Portfolio Value

Small $509,892,318

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,446 / 8,113 ▲ 1069 · as of Sep 2025

Top Industry

Internet Content & Information 22.6%

Period ended 1 year ago

Filed Oct 21, 2025 · 1y

23 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Sep 30, 2025, never from the firm's own description.

Style

Concentrated

The top 10 positions are 81.4% of the book (60%+)

Turnover

Low turnover

15.3% over the last four quarters (under 30%)

Horizon

Horizon unknown

The value-weighted holding period is at least 10.5 quarters, but 30.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 76.6%; sector active share 58.8% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

97 tracked positions · as of Sep 30, 2025 · Δ vs Jun 30, 2025

Top Position

44.7%

+33.7 pts

Top 5

66.1%

+25.0 pts

Top 10

81.4%

+14.2 pts

HHI

2,187

Moderately concentrated+1,630

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2025

Sector	% Portfolio	Value	Positions
Unclassified	71.1%	$362,318,416	58
Technology	10.2%	$52,130,040	10
Communication Services	6.7%	$34,349,198	6
Industrials	5.0%	$25,426,719	3
Consumer Cyclical	3.7%	$18,626,484	5
Financial Services	2.7%	$13,662,537	8
Healthcare	0.4%	$1,827,831	5
Energy	0.2%	$820,707	1
Consumer Defensive	0.1%	$730,386	1

Last Quarter's Activity

Export CSV

Sep 30, 2025 vs Jun 30, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
IBMQ	iShares iBonds Dec 2028 Term Muni Bond ETF	+1,128,756	1,144,685	$29,349,723
IBMS	iShares iBonds Dec 2030 Term Muni Bond ETF	+383,687	399,566	$10,420,681
IBMR	iShares iBonds Dec 2029 Term Muni Bond ETF	+366,807	382,903	$9,775,513
IBMP	iShares iBonds Dec 2027 Term Muni Bond ETF	+216,455	232,359	$5,919,345
BSCW		+111,127	687,736	$14,359,927
DFIC	Dimensional International Core Equity 2 ETF	+10,390	34,243	$1,122,827
IOT	Samsara Inc.	+9,570	25,122	$935,794
FDX	Fedex Corp	+7,508	102,647	$24,205,187
VEA	Vanguard FTSE Developed Markets ETF	+4,152	212,357	$12,724,431
NVDA	Nvidia Corp	+2,878	6,622	$1,235,532
—		+1,440	745,621	$14,763,296
COIN	Coinbase Global, Inc.	+1,396	4,278	$1,443,782
ABNB	Airbnb, Inc.	+1,050	6,288	$763,488
HOOD	Robinhood Markets, Inc.	+828	5,759	$824,573
—		+509	49,478	$4,539,606
MSFT	Microsoft Corp	+431	35,377	$18,323,517
GOOG	Alphabet Inc.	+423	13,622	$3,317,638
MRK	Merck & Co., Inc.	+364	6,119	$513,567
AMRX	Amneal Pharmaceuticals, Inc.	+272	42,064	$421,060
JPM	Jpmorgan Chase & Co	+162	2,075	$654,517
ORCL	Oracle Corp	+149	3,766	$1,059,149
UBER	Uber Technologies, Inc	+144	2,556	$250,411
VOO	VANGUARD 500 INDEX FUND	+140	920	$563,389
WMT	Walmart Inc.	+118	7,087	$730,386
ABBV	AbbVie Inc.	+102	1,644	$380,651
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
AMPL	Amplitude, Inc.	−69,779	108,430	$1,162,369
BSCT	Invesco BulletShares 2029 Corporate Bond ETF	−3,855	443,196	$8,336,516
BSCV		−1,937	280,579	$4,680,057
PAVE	Global X U.S. Infrastructure Development ETF	−1,296	302,058	$14,387,022
AAPL	Apple Inc.	−1,101	96,839	$24,658,114
TJUL		−964	381,472	$11,171,407
IJH	iShares Core S&P Mid-Cap ETF	−446	131,791	$8,600,680
GOOGL	Alphabet Inc.	−295	121,008	$29,417,044
IJR	iShares Core S&P Small-Cap ETF	−282	112,036	$13,313,237
IBIT	iShares Bitcoin Trust ETF	−134	123,700	$8,040,500
BX	Blackstone Inc.	−124	48,669	$8,315,098
TSLA	Tesla, Inc.	−105	2,785	$1,238,545
QQQ	Invesco Qqq Trust, Series 1	−93	24,344	$14,615,407
SCHX	Schwab U.S. Large-Cap ETF	−6	42,363	$1,115,841
RSPT	Victory Portfolios II	−5	59,035	$2,631,780
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	2,604,008	$66,454,284
IBDV	iShares iBonds Dec 2030 Term Corporate ETF	877,222	$19,430,467
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	826,064	$19,387,722
IBDW	iShares iBonds Dec 2031 Term Corporate ETF	912,481	$19,362,846
IBMT	iShares iBonds Dec 2031 Term Muni Bond ETF	408,263	$10,567,887
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	408,784	$9,949,802
AVGO	Broadcom Inc.	11,383	$3,755,365
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	86,973	$2,113,443
META	Meta Platforms, Inc.	830	$609,535
APP	AppLovin Corp	571	$410,286
RBLX	Roblox Corp	2,190	$303,358
DFIV	Dimensional International Value ETF	5,103	$235,350
DIHP	Dimensional International High Profitability ETF	7,733	$235,044
IMTM	iShares MSCI Intl Momentum Factor ETF	4,907	$234,947
PRFZ	Invesco RAFI US 1500 Small-Mid ETF	4,649	$211,157
PXH	Invesco RAFI Emerging Markets ETF	8,127	$206,588
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
TFLO	iShares Treasury Floating Rate Bond ETF	139,471	$7,064,206
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	135,312	$6,634,347
HYMB	State Street(R) SPDR Nuveen ICE High Yield Municipal Bond ETF	219,173	$5,431,106
USFR	WisdomTree Floating Rate Treasury Fund	43,218	$2,174,297
FSMB	First Trust Short Duration Managed Municipal ETF	89,701	$1,785,498
SGOV	iShares 0-3 Month Treasury Bond ETF	10,700	$1,077,383
LMBS	First Trust Low Duration Opportunities ETF	15,137	$745,648
PM	Philip Morris International Inc.	1,132	$206,171
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

97 tracked positions · $509,892,318 total · filing declares 97 positions · $509,892,105 · as of Sep 30, 2025

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Showing 1–50 of 97 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
IBDT	iShares iBonds Dec 2028 Term Corporate ETF	NEW	2,604,008	NEW	$66,454,284	NEW	1	unpriced	13.03%
GOOGL	Alphabet Inc. Communication Services	Reduced	121,008	-295	$29,417,044	+37.6%	23+	before history	5.77%
IBMQ	iShares iBonds Dec 2028 Term Muni Bond ETF	Added	1,144,685	+1,128,756	$29,349,723	+7151.2%	2	unpriced	5.76%
AAPL	Apple Inc. Technology	Reduced	96,839	-1,101	$24,658,114	+22.7%	23+	before history	4.84%
FDX	Fedex Corp Industrials	Added	102,647	+7,508	$24,205,187	+11.9%	23+	before history	4.75%
IBDV	iShares iBonds Dec 2030 Term Corporate ETF	NEW	877,222	NEW	$19,430,467	NEW	1	unpriced	3.81%
IBDU	iShares iBonds Dec 2029 Term Corporate ETF	NEW	826,064	NEW	$19,387,722	NEW	1	unpriced	3.80%
IBDW	iShares iBonds Dec 2031 Term Corporate ETF	NEW	912,481	NEW	$19,362,846	NEW	1	unpriced	3.80%
MSFT	Microsoft Corp Technology	Added	35,377	+431	$18,323,517	+5.4%	23+	before history	3.59%
AMZN	Amazon Com Inc Consumer Cyclical	Added	72,610	+79	$15,942,977	+0.2%	23+	before history	3.13%
		Added	745,621	+1,440	$14,763,296	−20.4%	14	unpriced	2.90%
QQQ	Invesco Qqq Trust, Series 1	Reduced	24,344	-93	$14,615,407	+8.4%	14	$309.89	2.87%
PAVE	Global X U.S. Infrastructure Development ETF	Reduced	302,058	-1,296	$14,387,022	+8.8%	18	unpriced	2.82%
BSCW		Added	687,736	+111,127	$14,359,927	+20.9%	8	$19.75	2.82%
IJR	iShares Core S&P Small-Cap ETF	Reduced	112,036	-282	$13,313,237	+8.5%	23+	before history	2.61%
VEA	Vanguard FTSE Developed Markets ETF	Added	212,357	+4,152	$12,724,431	+7.2%	2	$53.66	2.50%
TJUL		Reduced	381,472	-964	$11,171,407	+1.8%	9	$24.75	2.19%
IBMT	iShares iBonds Dec 2031 Term Muni Bond ETF	NEW	408,263	NEW	$10,567,887	NEW	1	unpriced	2.07%
IBMS	iShares iBonds Dec 2030 Term Muni Bond ETF	Added	399,566	+383,687	$10,420,681	+2457.5%	2	unpriced	2.04%
IBDS	iShares iBonds Dec 2027 Term Corporate ETF	NEW	408,784	NEW	$9,949,802	NEW	1	unpriced	1.95%
IBMR	iShares iBonds Dec 2029 Term Muni Bond ETF	Added	382,903	+366,807	$9,775,513	+2307.2%	2	unpriced	1.92%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	131,791	-446	$8,600,680	+4.9%	12	unpriced	1.69%
BSCT	Invesco BulletShares 2029 Corporate Bond ETF	Reduced	443,196	-3,855	$8,336,516	−0.3%	7	$18.31	1.63%
BX	Blackstone Inc. Financial Services	Reduced	48,669	-124	$8,315,098	+13.9%	23+	before history	1.63%
IBIT	iShares Bitcoin Trust ETF	Reduced	123,700	-134	$8,040,500	+6.1%	5	$35.08	1.58%
SPY	Spdr S&P 500 ETF Trust	Held	11,576	0	$7,711,699	+7.8%	23+	before history	1.51%
IBMP	iShares iBonds Dec 2027 Term Muni Bond ETF	Added	232,359	+216,455	$5,919,345	+1368.2%	2	unpriced	1.16%
BSCV		Reduced	280,579	-1,937	$4,680,057	+0.2%	8	$15.55	0.92%
		Added	49,478	+509	$4,539,606	+1.1%	11	$91.62	0.89%
AVGO	Broadcom Inc. Technology	NEW	11,383	NEW	$3,755,365	NEW	1	$306.78	0.74%
GOOG	Alphabet Inc. Communication Services	Added	13,622	+423	$3,317,638	+41.7%	23+	before history	0.65%
RSPT	Victory Portfolios II	Reduced	59,035	-5	$2,631,780	+9.3%	23+	before history	0.52%
IBDR	iShares iBonds Dec 2026 Term Corporate ETF	NEW	86,973	NEW	$2,113,443	NEW	1	unpriced	0.41%
IWB	iShares Russell 1000 ETF	Held	4,182	0	$1,528,437	+7.6%	23+	before history	0.30%
COIN	Coinbase Global, Inc. Financial Services	Added	4,278	+1,396	$1,443,782	+42.9%	7	$236.79	0.28%
AMP	Ameriprise Financial Inc Financial Services	Added	2,638	+10	$1,295,917	−7.6%	14	$358.80	0.25%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,785	-105	$1,238,545	+34.9%	20	$233.22	0.24%
NVDA	Nvidia Corp Technology	Added	6,622	+2,878	$1,235,532	+108.9%	7	$125.21	0.24%
PMAY		Held	30,411	0	$1,182,835	+2.9%	18	$29.02	0.23%
AMPL	Amplitude, Inc. Technology	Reduced	108,430	-69,779	$1,162,369	−47.4%	14	$16.98	0.23%
DFIC	Dimensional International Core Equity 2 ETF	Added	34,243	+10,390	$1,122,827	+51.4%	2	$30.09	0.22%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	42,363	-6	$1,115,841	+7.8%	23+	before history	0.22%
IVV	iShares Core S&P 500 ETF	Held	1,664	0	$1,113,715	+7.8%	3	unpriced	0.22%
ORCL	Oracle Corp Technology	Added	3,766	+149	$1,059,149	+33.9%	5	$149.19	0.21%
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	Held	4,030	0	$965,749	+10.3%	23+	before history	0.19%
IOT	Samsara Inc. Technology	Added	25,122	+9,570	$935,794	+51.3%	5	$40.68	0.18%
FNDX	Schwab Fundamental U.S. Large Company ETF	Held	33,648	0	$884,942	+7.2%	5	unpriced	0.17%
FXO	First Trust Financials AlphaDEX Fund	Held	14,475	0	$859,670	+5.9%	23+	before history	0.17%
		Added	14,280	+6	$847,232	+10.9%	14	$45.61	0.17%
HOOD	Robinhood Markets, Inc. Financial Services	Added	5,759	+828	$824,573	+78.6%	3	$56.39	0.16%

Showing the top 50 of 97 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.