Vishria Bird Financial Group

MEMPHIS, TNfiles as Vishria Bird Financial Group, LLC

$510m in 97 US stocks at the end of 30 September 2025. The top 10 are 52.3% of the money. It changed about 40.5% of the portfolio this quarter.

Value

$510m

Stocks

Top 10 share

52.3%

Turnover

40.5%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TRIBDT
13.0% of the fund
Ishares TRIBDV
3.8% of the fund
Ishares TRIBDU
3.8% of the fund
Ishares TRIBDW
3.8% of the fund
Ishares TRIBMT
2.1% of the fund
Ishares TRIBDS
2.0% of the fund
BroadcomAVGO
0.7% of the fund
Ishares TRIBDR
0.4% of the fund
Meta PlatformsMETA
0.1% of the fund
AppLovinAPP
<0.1% of the fund
RobloxRBLX
<0.1% of the fund
Dimensional ETF TrustDFIV
<0.1% of the fund
Dimensional ETF TrustDIHP
<0.1% of the fund
Ishares TRIMTM
<0.1% of the fund
Invesco Exchange Traded FD TPRFZ
<0.1% of the fund
Invesco Exch Traded FD TR IIPXH
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRIBMQ
5.8% of the fund
+7086%
FedExFDX
4.7% of the fund
+8%
Invesco Exch TRD SLF IDX FDBSCW
2.8% of the fund
+19%
Ishares TRIBMS
2.0% of the fund
+2416%
Ishares TRIBMR
1.9% of the fund
+2279%
Ishares TRIBMP
1.2% of the fund
+1361%
AlphabetGOOG
0.7% of the fund
+3%
Coinbase GlobalCOIN
0.3% of the fund
+48%
NvidiaNVDA
0.2% of the fund
+77%
Dimensional ETF TrustDFIC
0.2% of the fund
+44%
OracleORCL
0.2% of the fund
+4%
SamsaraIOT
0.2% of the fund
+62%
Robinhood MarketsHOOD
0.2% of the fund
+17%
AirbnbABNB
0.1% of the fund
+20%
JPMorgan ChaseJPM
0.1% of the fund
+8%
Vanguard Index FDSVB
0.1% of the fund
+4%
Vanguard Index FDSVOO
0.1% of the fund
+18%
MerckMRK
0.1% of the fund
+6%
American ExpressAXP
<0.1% of the fund
+3%
AbbVieABBV
<0.1% of the fund
+7%
International Business MachinesIBM
<0.1% of the fund
+3%
NetflixNFLX
<0.1% of the fund
+9%
Uber TechnologiesUBER
<0.1% of the fund
+6%

Cut

Sold some of their stake.

TeslaTSLA
0.2% of the fund
-4%
AmplitudeAMPL
0.2% of the fund
-39%

Sold out

Sold their entire stake.

Ishares TRTFLO
-100%
Vanguard MUN BD FDSVTEB
-100%
Spdr Series TrustHYMB
-100%
Wisdomtree TRUSFR
-100%
First TR Exch Traded FD IIIFSMB
-100%
Ishares TRSGOV
-100%
First TR Exchange-Traded FDLMBS
-100%
Philip Morris InternationalPM
-100%

Holdings

Ishares TRIBDT
Share
13.0%
Value
$66m
Shares
2,604,008
New
AlphabetGOOGL
Share
5.8%
Value
$29m
Shares
121,008
Held
Ishares TRIBMQ
Share
5.8%
Value
$29m
Shares
1,144,685
+7086%
AppleAAPL
Share
4.8%
Value
$25m
Shares
96,839
Held
FedExFDX
Share
4.7%
Value
$24m
Shares
102,647
+8%
Ishares TRIBDV
Share
3.8%
Value
$19m
Shares
877,222
New
Ishares TRIBDU
Share
3.8%
Value
$19m
Shares
826,064
New
Ishares TRIBDW
Share
3.8%
Value
$19m
Shares
912,481
New
MicrosoftMSFT
Share
3.6%
Value
$18m
Shares
35,377
Held
Amazon.comAMZN
Share
3.1%
Value
$16m
Shares
72,610
Held
Confluent
Share
2.9%
Value
$15m
Shares
745,621
Held
Invesco QQQ TRQQQ
Share
2.9%
Value
$15m
Shares
24,344
Held
Global X FDSPAVE
Share
2.8%
Value
$14m
Shares
302,058
Held
Invesco Exch TRD SLF IDX FDBSCW
Share
2.8%
Value
$14m
Shares
687,736
+19%
Ishares TRIJR
Share
2.6%
Value
$13m
Shares
112,036
Held
Vanguard Tax-Managed FDSVEA
Share
2.5%
Value
$13m
Shares
212,357
Held
Innovator Etfs TrustTJUL
Share
2.2%
Value
$11m
Shares
381,472
Held
Ishares TRIBMT
Share
2.1%
Value
$11m
Shares
408,263
New
Ishares TRIBMS
Share
2.0%
Value
$10m
Shares
399,566
+2416%
Ishares TRIBDS
Share
2.0%
Value
$10m
Shares
408,784
New
Ishares TRIBMR
Share
1.9%
Value
$10m
Shares
382,903
+2279%
Ishares TRIJH
Share
1.7%
Value
$9m
Shares
131,791
Held
Invesco Exch TRD SLF IDX FDBSCT
Share
1.6%
Value
$8m
Shares
443,196
Held
BlackstoneBX
Share
1.6%
Value
$8m
Shares
48,669
Held
Ishares Bitcoin Trust ETFIBIT
Share
1.6%
Value
$8m
Shares
123,700
Held
State STR Spdr S&P 500 ETF TSPY
Share
1.5%
Value
$8m
Shares
11,576
Held
Ishares TRIBMP
Share
1.2%
Value
$6m
Shares
232,359
+1361%
Invesco Exch TRD SLF IDX FDBSCV
Share
0.9%
Value
$5m
Shares
280,579
Held
Spdr Series TrustBIL
Share
0.9%
Value
$5m
Shares
49,478
Held
BroadcomAVGO
Share
0.7%
Value
$4m
Shares
11,383
New
AlphabetGOOG
Share
0.7%
Value
$3m
Shares
13,622
+3%
Invesco Exchange Traded FD TRSPT
Share
0.5%
Value
$3m
Shares
59,035
Held
Ishares TRIBDR
Share
0.4%
Value
$2m
Shares
86,973
New
Ishares TRIWB
Share
0.3%
Value
$2m
Shares
4,182
Held
Coinbase GlobalCOIN
Share
0.3%
Value
$1m
Shares
4,278
+48%
Ameriprise FinancialAMP
Share
0.3%
Value
$1m
Shares
2,638
Held
TeslaTSLA
Share
0.2%
Value
$1m
Shares
2,785
-4%
NvidiaNVDA
Share
0.2%
Value
$1m
Shares
6,622
+77%
Innovator Etfs TrustPMAY
Share
0.2%
Value
$1m
Shares
30,411
Held
AmplitudeAMPL
Share
0.2%
Value
$1m
Shares
108,430
-39%
Dimensional ETF TrustDFIC
Share
0.2%
Value
$1m
Shares
34,243
+44%
Schwab Strategic TRSCHX
Share
0.2%
Value
$1m
Shares
42,363
Held
Ishares TRIVV
Share
0.2%
Value
$1m
Shares
1,664
Held
OracleORCL
Share
0.2%
Value
$1m
Shares
3,766
+4%
Select Sector Spdr TRXLY
Share
0.2%
Value
$965,749
Shares
4,030
Held
SamsaraIOT
Share
0.2%
Value
$935,795
Shares
25,122
+62%
Schwab Strategic TRFNDX
Share
0.2%
Value
$884,942
Shares
33,648
Held
First TR Exchange-Traded FDFXO
Share
0.2%
Value
$859,670
Shares
14,475
Held
Listed FDS TRHLAL
Share
0.2%
Value
$847,213
Shares
14,280
Held
Robinhood MarketsHOOD
Share
0.2%
Value
$824,574
Shares
5,759
+17%
ChevronCVX
Share
0.2%
Value
$820,699
Shares
5,285
Held
CaterpillarCAT
Share
0.2%
Value
$767,734
Shares
1,609
Held
AirbnbABNB
Share
0.1%
Value
$763,489
Shares
6,288
+20%
Vanguard Index FDSVTI
Share
0.1%
Value
$754,463
Shares
2,299
Held
Innovator Etfs TrustPMAR
Share
0.1%
Value
$750,246
Shares
17,086
Held
WalmartWMT
Share
0.1%
Value
$730,386
Shares
7,087
Held
JPMorgan ChaseJPM
Share
0.1%
Value
$654,517
Shares
2,075
+8%
Schwab Strategic TRFNDE
Share
0.1%
Value
$620,940
Shares
17,172
Held
Vanguard Index FDSVB
Share
0.1%
Value
$618,155
Shares
2,431
+4%
Meta PlatformsMETA
Share
0.1%
Value
$609,652
Shares
830
New
State STR Spdr S&P Midcap 40MDY
Share
0.1%
Value
$589,474
Shares
989
Held
Schwab Strategic TRSCHF
Share
0.1%
Value
$569,801
Shares
24,476
Held
Vanguard Index FDSVOO
Share
0.1%
Value
$563,390
Shares
920
+18%
MerckMRK
Share
0.1%
Value
$513,568
Shares
6,119
+6%
State STR Spdr DOW Jones INDDIA
Share
0.1%
Value
$510,578
Shares
1,101
Held
Johnson & JohnsonJNJ
Share
<0.1%
Value
$479,311
Shares
2,585
Held
Ishares TRIVW
Share
<0.1%
Value
$478,534
Shares
3,964
Held
Innovator Etfs TrustPOCT
Share
<0.1%
Value
$475,436
Shares
11,031
Held
RTXRTX
Share
<0.1%
Value
$453,799
Shares
2,712
Held
Select Sector Spdr TRXLK
Share
<0.1%
Value
$447,030
Shares
1,586
Held
Home DepotHD
Share
<0.1%
Value
$443,278
Shares
1,094
Held
First HorizonFHN
Share
<0.1%
Value
$434,632
Shares
19,223
Held
Schwab Strategic TRSCHA
Share
<0.1%
Value
$432,283
Shares
15,494
Held
Amneal PharmaceuticalsAMRX
Share
<0.1%
Value
$421,061
Shares
42,064
Held
American ExpressAXP
Share
<0.1%
Value
$417,736
Shares
1,258
+3%
AppLovinAPP
Share
<0.1%
Value
$410,286
Shares
571
New
Innovator Etfs TrustPJUL
Share
<0.1%
Value
$403,606
Shares
8,851
Held
ShopifySHOP
Share
<0.1%
Value
$402,733
Shares
2,710
Held
AbbVieABBV
Share
<0.1%
Value
$380,652
Shares
1,644
+7%
Schwab Strategic TRSCHE
Share
<0.1%
Value
$367,304
Shares
11,007
Held
Schwab Strategic TRFNDC
Share
<0.1%
Value
$352,030
Shares
7,909
Held
International Business MachinesIBM
Share
<0.1%
Value
$347,057
Shares
1,230
+3%
Invesco Exchange Traded FD TPRF
Share
<0.1%
Value
$313,486
Shares
6,934
Held
RobloxRBLX
Share
<0.1%
Value
$303,359
Shares
2,190
New
NetflixNFLX
Share
<0.1%
Value
$291,338
Shares
243
+9%
Bank of AmericaBAC
Share
<0.1%
Value
$276,161
Shares
5,353
Held
Schwab Strategic TRSCHC
Share
<0.1%
Value
$264,959
Shares
5,822
Held
Uber TechnologiesUBER
Share
<0.1%
Value
$250,411
Shares
2,556
+6%
Packaging Corp of AmericaPKG
Share
<0.1%
Value
$238,197
Shares
1,093
Held
Dimensional ETF TrustDFIV
Share
<0.1%
Value
$235,350
Shares
5,103
New
Dimensional ETF TrustDIHP
Share
<0.1%
Value
$235,045
Shares
7,733
New
Ishares TRIMTM
Share
<0.1%
Value
$234,947
Shares
4,907
New
Vanguard Index FDSVV
Share
<0.1%
Value
$233,050
Shares
757
Held
Listed FDS TRUMMA
Share
<0.1%
Value
$222,048
Shares
8,057
Held
Invesco Exchange Traded FD TPRFZ
Share
<0.1%
Value
$211,158
Shares
4,649
New
Invesco Exch Traded FD TR IIPXH
Share
<0.1%
Value
$206,588
Shares
8,127
New
GeronGERN
Share
<0.1%
Value
$33,243
Shares
24,265
Held

Company	Share of fund	Value	Shares	Change
Ishares TRIBDT	13.0%	$66m	2,604,008	New
AlphabetGOOGL	5.8%	$29m	121,008	Held
Ishares TRIBMQ	5.8%	$29m	1,144,685	+7086%
AppleAAPL	4.8%	$25m	96,839	Held
FedExFDX	4.7%	$24m	102,647	+8%
Ishares TRIBDV	3.8%	$19m	877,222	New
Ishares TRIBDU	3.8%	$19m	826,064	New
Ishares TRIBDW	3.8%	$19m	912,481	New
MicrosoftMSFT	3.6%	$18m	35,377	Held
Amazon.comAMZN	3.1%	$16m	72,610	Held
Confluent	2.9%	$15m	745,621	Held
Invesco QQQ TRQQQ	2.9%	$15m	24,344	Held
Global X FDSPAVE	2.8%	$14m	302,058	Held
Invesco Exch TRD SLF IDX FDBSCW	2.8%	$14m	687,736	+19%
Ishares TRIJR	2.6%	$13m	112,036	Held
Vanguard Tax-Managed FDSVEA	2.5%	$13m	212,357	Held
Innovator Etfs TrustTJUL	2.2%	$11m	381,472	Held
Ishares TRIBMT	2.1%	$11m	408,263	New
Ishares TRIBMS	2.0%	$10m	399,566	+2416%
Ishares TRIBDS	2.0%	$10m	408,784	New
Ishares TRIBMR	1.9%	$10m	382,903	+2279%
Ishares TRIJH	1.7%	$9m	131,791	Held
Invesco Exch TRD SLF IDX FDBSCT	1.6%	$8m	443,196	Held
BlackstoneBX	1.6%	$8m	48,669	Held
Ishares Bitcoin Trust ETFIBIT	1.6%	$8m	123,700	Held
State STR Spdr S&P 500 ETF TSPY	1.5%	$8m	11,576	Held
Ishares TRIBMP	1.2%	$6m	232,359	+1361%
Invesco Exch TRD SLF IDX FDBSCV	0.9%	$5m	280,579	Held
Spdr Series TrustBIL	0.9%	$5m	49,478	Held
BroadcomAVGO	0.7%	$4m	11,383	New
AlphabetGOOG	0.7%	$3m	13,622	+3%
Invesco Exchange Traded FD TRSPT	0.5%	$3m	59,035	Held
Ishares TRIBDR	0.4%	$2m	86,973	New
Ishares TRIWB	0.3%	$2m	4,182	Held
Coinbase GlobalCOIN	0.3%	$1m	4,278	+48%
Ameriprise FinancialAMP	0.3%	$1m	2,638	Held
TeslaTSLA	0.2%	$1m	2,785	-4%
NvidiaNVDA	0.2%	$1m	6,622	+77%
Innovator Etfs TrustPMAY	0.2%	$1m	30,411	Held
AmplitudeAMPL	0.2%	$1m	108,430	-39%
Dimensional ETF TrustDFIC	0.2%	$1m	34,243	+44%
Schwab Strategic TRSCHX	0.2%	$1m	42,363	Held
Ishares TRIVV	0.2%	$1m	1,664	Held
OracleORCL	0.2%	$1m	3,766	+4%
Select Sector Spdr TRXLY	0.2%	$965,749	4,030	Held
SamsaraIOT	0.2%	$935,795	25,122	+62%
Schwab Strategic TRFNDX	0.2%	$884,942	33,648	Held
First TR Exchange-Traded FDFXO	0.2%	$859,670	14,475	Held
Listed FDS TRHLAL	0.2%	$847,213	14,280	Held
Robinhood MarketsHOOD	0.2%	$824,574	5,759	+17%
ChevronCVX	0.2%	$820,699	5,285	Held
CaterpillarCAT	0.2%	$767,734	1,609	Held
AirbnbABNB	0.1%	$763,489	6,288	+20%
Vanguard Index FDSVTI	0.1%	$754,463	2,299	Held
Innovator Etfs TrustPMAR	0.1%	$750,246	17,086	Held
WalmartWMT	0.1%	$730,386	7,087	Held
JPMorgan ChaseJPM	0.1%	$654,517	2,075	+8%
Schwab Strategic TRFNDE	0.1%	$620,940	17,172	Held
Vanguard Index FDSVB	0.1%	$618,155	2,431	+4%
Meta PlatformsMETA	0.1%	$609,652	830	New
State STR Spdr S&P Midcap 40MDY	0.1%	$589,474	989	Held
Schwab Strategic TRSCHF	0.1%	$569,801	24,476	Held
Vanguard Index FDSVOO	0.1%	$563,390	920	+18%
MerckMRK	0.1%	$513,568	6,119	+6%
State STR Spdr DOW Jones INDDIA	0.1%	$510,578	1,101	Held
Johnson & JohnsonJNJ	<0.1%	$479,311	2,585	Held
Ishares TRIVW	<0.1%	$478,534	3,964	Held
Innovator Etfs TrustPOCT	<0.1%	$475,436	11,031	Held
RTXRTX	<0.1%	$453,799	2,712	Held
Select Sector Spdr TRXLK	<0.1%	$447,030	1,586	Held
Home DepotHD	<0.1%	$443,278	1,094	Held
First HorizonFHN	<0.1%	$434,632	19,223	Held
Schwab Strategic TRSCHA	<0.1%	$432,283	15,494	Held
Amneal PharmaceuticalsAMRX	<0.1%	$421,061	42,064	Held
American ExpressAXP	<0.1%	$417,736	1,258	+3%
AppLovinAPP	<0.1%	$410,286	571	New
Innovator Etfs TrustPJUL	<0.1%	$403,606	8,851	Held
ShopifySHOP	<0.1%	$402,733	2,710	Held
AbbVieABBV	<0.1%	$380,652	1,644	+7%
Schwab Strategic TRSCHE	<0.1%	$367,304	11,007	Held
Schwab Strategic TRFNDC	<0.1%	$352,030	7,909	Held
International Business MachinesIBM	<0.1%	$347,057	1,230	+3%
Invesco Exchange Traded FD TPRF	<0.1%	$313,486	6,934	Held
RobloxRBLX	<0.1%	$303,359	2,190	New
NetflixNFLX	<0.1%	$291,338	243	+9%
Bank of AmericaBAC	<0.1%	$276,161	5,353	Held
Schwab Strategic TRSCHC	<0.1%	$264,959	5,822	Held
Uber TechnologiesUBER	<0.1%	$250,411	2,556	+6%
Packaging Corp of AmericaPKG	<0.1%	$238,197	1,093	Held
Dimensional ETF TrustDFIV	<0.1%	$235,350	5,103	New
Dimensional ETF TrustDIHP	<0.1%	$235,045	7,733	New
Ishares TRIMTM	<0.1%	$234,947	4,907	New
Vanguard Index FDSVV	<0.1%	$233,050	757	Held
Listed FDS TRUMMA	<0.1%	$222,048	8,057	Held
Invesco Exchange Traded FD TPRFZ	<0.1%	$211,158	4,649	New
Invesco Exch Traded FD TR IIPXH	<0.1%	$206,588	8,127	New
GeronGERN	<0.1%	$33,243	24,265	Held

Over time and by industry

Value over time

Sep '25

Value is up 69.5% since 30 June 2025.

Where the money is

Technology10.2%

Media & telecom6.7%

Industrials5.0%

Retail & consumer3.6%

Financial services2.7%

Health care0.4%

Energy0.2%

Everyday goods0.1%

Materials0.0%

Other71.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.