13F Insight
DOSSIER · 13F-HR · Q3 2025

Vishria Bird Financial Group, LLC

$510M in tracked AUM across 97 positions as of Q3 2025.

VB
CIK 0001746438 · last filed Sep 30, 2025
Total AUM
$510M
as of Q3 2025
Holdings
97
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

2025Q3Sep 30
$510M▲ 69.5%
97 positionsView →2025Q2Jun 30
$301M▲ 2.2%
89 positionsLocked2025Q1Mar 31
$294M▲ 3.1%
83 positionsLocked2024Q4Dec 31
$285M▲ 8.2%
79 positionsLocked2024Q3Sep 30
$264M▲ 10.8%
82 positionsLocked2024Q2Jun 30
$238M▲ 1.9%
62 positionsLocked2024Q1Mar 31
$234M▲ 10.4%
64 positionsLocked2023Q4Dec 31
$212M▲ 19.9%
59 positionsLocked2023Q3Sep 30
$176M▲ 4.9%
55 positionsLocked2023Q2Jun 30
$168M▲ 7.6%
55 positionsLocked2023Q1Mar 31
$156M▲ 108854.0%
55 positionsLocked2022Q4Dec 31
$143K▼ 3.4%
59 positionsLocked
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