Holders — by stockHoldings — by fund
Vishria Bird Financial Group, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2025-09-30 · filed with the SEC up to 45 days after quarter end · CIK 0001746438
$509.9M
disclosed book value
97
positions
13%
largest position share
Positions, as of 2025-09-30
top 97 of 97 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IBDTISHARES TR | 2.6M | $66.5M | 13% |
| 2 | GOOGLALPHABET INC | 121,008 | $29.4M | 5.8% |
| 3 | IBMQISHARES TR | 1.1M | $29.3M | 5.8% |
| 4 | AAPLAPPLE INC | 96,839 | $24.7M | 4.8% |
| 5 | FDXFEDEX CORP | 102,647 | $24.2M | 4.7% |
| 6 | IBDVISHARES TR | 877,222 | $19.4M | 3.8% |
| 7 | IBDUISHARES TR | 826,064 | $19.4M | 3.8% |
| 8 | IBDWISHARES TR | 912,481 | $19.4M | 3.8% |
| 9 | MSFTMICROSOFT CORP | 35,377 | $18.3M | 3.6% |
| 10 | AMZNAMAZON COM INC | 72,610 | $15.9M | 3.1% |
| 11 | 8QRCONFLUENT INC | 745,621 | $14.8M | 2.9% |
| 12 | QQQINVESCO QQQ TR | 24,344 | $14.6M | 2.9% |
| 13 | PAVEGLOBAL X FDS | 302,058 | $14.4M | 2.8% |
| 14 | BSCWINVESCO EXCH TRD SLF IDX FD | 687,736 | $14.4M | 2.8% |
| 15 | IJRISHARES TR | 112,036 | $13.3M | 2.6% |
| 16 | VEAVANGUARD TAX-MANAGED FDS | 212,357 | $12.7M | 2.5% |
| 17 | TJULINNOVATOR ETFS TRUST | 381,472 | $11.2M | 2.2% |
| 18 | IBMTISHARES TR | 408,263 | $10.6M | 2.1% |
| 19 | IBMSISHARES TR | 399,566 | $10.4M | 2% |
| 20 | IBDSISHARES TR | 408,784 | $9.9M | 2% |
| 21 | IBMRISHARES TR | 382,903 | $9.8M | 1.9% |
| 22 | IJHISHARES TR | 131,791 | $8.6M | 1.7% |
| 23 | BSCTINVESCO EXCH TRD SLF IDX FD | 443,196 | $8.3M | 1.6% |
| 24 | BXBLACKSTONE INC | 48,669 | $8.3M | 1.6% |
| 25 | IBITISHARES BITCOIN TRUST ETF | 123,700 | $8.0M | 1.6% |
| 26 | SPYSPDR S&P 500 ETF TR | 11,576 | $7.7M | 1.5% |
| 27 | IBMPISHARES TR | 232,359 | $5.9M | 1.2% |
| 28 | BSCVINVESCO EXCH TRD SLF IDX FD | 280,579 | $4.7M | 0.9% |
| 29 | BILSPDR SERIES TRUST | 49,478 | $4.5M | 0.9% |
| 30 | AVGOBROADCOM INC | 11,383 | $3.8M | 0.7% |
| 31 | GOOGALPHABET INC | 13,622 | $3.3M | 0.7% |
| 32 | RSPTINVESCO EXCHANGE TRADED FD T | 59,035 | $2.6M | 0.5% |
| 33 | IBDRISHARES TR | 86,973 | $2.1M | 0.4% |
| 34 | IWBISHARES TR | 4,182 | $1.5M | 0.3% |
| 35 | COINCOINBASE GLOBAL INC | 4,278 | $1.4M | 0.3% |
| 36 | AMPAMERIPRISE FINL INC | 2,638 | $1.3M | 0.3% |
| 37 | TSLATESLA INC | 2,785 | $1.2M | 0.2% |
| 38 | NVDANVIDIA CORPORATION | 6,622 | $1.2M | 0.2% |
| 39 | PMAYINNOVATOR ETFS TRUST | 30,411 | $1.2M | 0.2% |
| 40 | AMPLAMPLITUDE INC | 108,430 | $1.2M | 0.2% |
| 41 | DFICDIMENSIONAL ETF TRUST | 34,243 | $1.1M | 0.2% |
| 42 | SCHXSCHWAB STRATEGIC TR | 42,363 | $1.1M | 0.2% |
| 43 | IVVISHARES TR | 1,664 | $1.1M | 0.2% |
| 44 | ORCLORACLE CORP | 3,766 | $1.1M | 0.2% |
| 45 | XLYSELECT SECTOR SPDR TR | 4,030 | $965,749 | 0.2% |
| 46 | IOTSAMSARA INC | 25,122 | $935,795 | 0.2% |
| 47 | FNDXSCHWAB STRATEGIC TR | 33,648 | $884,942 | 0.2% |
| 48 | FXOFIRST TR EXCHANGE TRADED FD | 14,475 | $859,670 | 0.2% |
| 49 | HLALLISTED FDS TR | 14,280 | $847,213 | 0.2% |
| 50 | HOODROBINHOOD MKTS INC | 5,759 | $824,574 | 0.2% |
| 51 | CVXCHEVRON CORP NEW | 5,285 | $820,699 | 0.2% |
| 52 | CATCATERPILLAR INC | 1,609 | $767,734 | 0.2% |
| 53 | ABNBAIRBNB INC | 6,288 | $763,489 | 0.1% |
| 54 | VTIVANGUARD INDEX FDS | 2,299 | $754,463 | 0.1% |
| 55 | PMARINNOVATOR ETFS TRUST | 17,086 | $750,246 | 0.1% |
| 56 | WMTWALMART INC | 7,087 | $730,386 | 0.1% |
| 57 | JPMJPMORGAN CHASE & CO. | 2,075 | $654,517 | 0.1% |
| 58 | FNDESCHWAB STRATEGIC TR | 17,172 | $620,940 | 0.1% |
| 59 | VBVANGUARD INDEX FDS | 2,431 | $618,155 | 0.1% |
| 60 | METAMETA PLATFORMS INC | 830 | $609,652 | 0.1% |
| 61 | MDYSPDR S&P MIDCAP 400 ETF TR | 989 | $589,474 | 0.1% |
| 62 | SCHFSCHWAB STRATEGIC TR | 24,476 | $569,801 | 0.1% |
| 63 | VOOVANGUARD INDEX FDS | 920 | $563,390 | 0.1% |
| 64 | MRKMERCK & CO INC | 6,119 | $513,568 | 0.1% |
| 65 | DIASPDR DOW JONES INDL AVERAGE | 1,101 | $510,578 | 0.1% |
| 66 | JNJJOHNSON & JOHNSON | 2,585 | $479,311 | 0.1% |
| 67 | IVWISHARES TR | 3,964 | $478,534 | 0.1% |
| 68 | POCTINNOVATOR ETFS TRUST | 11,031 | $475,436 | 0.1% |
| 69 | RTXRTX CORPORATION | 2,712 | $453,799 | 0.1% |
| 70 | XLKSELECT SECTOR SPDR TR | 1,586 | $447,030 | 0.1% |
| 71 | HDHOME DEPOT INC | 1,094 | $443,278 | 0.1% |
| 72 | FHNFIRST HORIZON CORPORATION | 19,223 | $434,632 | 0.1% |
| 73 | SCHASCHWAB STRATEGIC TR | 15,494 | $432,283 | 0.1% |
| 74 | AMRXAMNEAL PHARMACEUTICALS INC | 42,064 | $421,061 | 0.1% |
| 75 | AXPAMERICAN EXPRESS CO | 1,258 | $417,736 | 0.1% |
| 76 | APPAPPLOVIN CORP | 571 | $410,286 | 0.1% |
| 77 | PJULINNOVATOR ETFS TRUST | 8,851 | $403,606 | 0.1% |
| 78 | SHOPSHOPIFY INC | 2,710 | $402,733 | 0.1% |
| 79 | ABBVABBVIE INC | 1,644 | $380,652 | 0.1% |
| 80 | SCHESCHWAB STRATEGIC TR | 11,007 | $367,304 | 0.1% |
| 81 | FNDCSCHWAB STRATEGIC TR | 7,909 | $352,030 | 0.1% |
| 82 | IBMINTERNATIONAL BUSINESS MACHS | 1,230 | $347,057 | 0.1% |
| 83 | PRFINVESCO EXCHANGE TRADED FD T | 6,934 | $313,486 | 0.1% |
| 84 | RBLXROBLOX CORP | 2,190 | $303,359 | 0.1% |
| 85 | NFLXNETFLIX INC | 243 | $291,338 | 0.1% |
| 86 | BACBANK AMERICA CORP | 5,353 | $276,161 | 0.1% |
| 87 | SCHCSCHWAB STRATEGIC TR | 5,822 | $264,959 | 0.1% |
| 88 | UBERUBER TECHNOLOGIES INC | 2,556 | $250,411 | 0% |
| 89 | PKGPACKAGING CORP AMER | 1,093 | $238,197 | 0% |
| 90 | DFIVDIMENSIONAL ETF TRUST | 5,103 | $235,350 | 0% |
| 91 | DIHPDIMENSIONAL ETF TRUST | 7,733 | $235,045 | 0% |
| 92 | IMTMISHARES TR | 4,907 | $234,947 | 0% |
| 93 | VVVANGUARD INDEX FDS | 757 | $233,050 | 0% |
| 94 | UMMALISTED FDS TR | 8,057 | $222,048 | 0% |
| 95 | PRFZINVESCO EXCHANGE TRADED FD T | 4,649 | $211,158 | 0% |
| 96 | PXHINVESCO EXCH TRADED FD TR II | 8,127 | $206,588 | 0% |
| 97 | GERNGERON CORP | 24,265 | $33,243 | 0% |
Source: SEC Form 13F-HR, reporting period 2025-09-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.