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Filers›Asset Manager›Vishria Bird Financial Group, LLC
DOSSIER · 13F-HR · Q3 2025

Vishria Bird Financial Group, LLC

Vishria Bird Financial's asset manager based in New York, NY — $510M in tracked AUM across 97 positions as of Q3 2025.

VB
Vishria Bird Financial·New York, NY·Asset Manager
CIK 0001746438 · last filed Sep 30, 2025
Total AUM
$510M
▲ 8.0%
vs prior
Holdings
97
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
Top sector
Tech
16% weight
concentration
AI Analysis · Q3 2025 · Q3 2025

Vishria Bird Financial Group, LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
01
IBDT
ISHARES TR
$66M2.6M13.0%
02
GOOGL
ALPHABET INC
$29M121K5.8%
03
IBMQ
ISHARES TR
$29M1.1M5.8%
04
AAPL
APPLE INC
$25M97K4.8%
05
FDX
FEDEX CORP
$24M103K4.7%
06
IBDV
ISHARES TR
$19M877K3.8%
07
IBDU
ISHARES TR
$19M826K3.8%
08
IBDW
ISHARES TR
$19M912K3.8%
09
MSFT
MICROSOFT CORP
$18M35K3.6%
10
AMZN
AMAZON COM INC
$16M73K3.1%

Filing history

Filing history loading…
AI Agent · grounded in Vishria
haiku-4-5 · 97 positions indexed
Sector mix
  • Tech16%
  • Financials9%
  • Health Care8%
  • Cons. Disc.39%
  • Communications20%
  • Other8%
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