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Vishria Bird Financial Group, LLC — 13F Holdings & Portfolio

CIK 1746438 · latest 13F-HR filed 2025-10-21

Backtest portfolio

Vishria Bird Financial Group, LLC manages $509.9M in 13F-reported U.S. long-equity assets across 97 reported positions as of its 2025-09-30 13F-HR filing. Its largest disclosed positions are IBDT (13.03%), GOOGL (5.77%), IBMQ (5.76%). Quarter over quarter (versus its 2025-06-30 filing) the fund opened 16 new positions and exited 8; 64 existing positions rose in reported value and 3 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$509.9M

Long-equity book

Holdings
97

Distinct positions

Period
2025-09-30

Filed 2025-10-21

Q/Q Activity
+16 / −8 / ↑64 / ↓3

vs 2025-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 25
IBDT13.0% · newGOOGL5.8% · -0%IBMQ5.8% · +7086%AAPL4.8% · -1%FDX4.7% · +8%IBDV3.8% · newIBDU3.8% · newIBDW3.8% · newMSFT3.6% · +1%AMZN3.1% · +0%CFLT2.9% · +0%QQQ2.9% · -0%PAVE2.8% · -0%BSCW2.8% · +19%IJR2.6% · -0%VEA2.5% · +2%TJUL2.2% · -0%IBMT2.1% · newIBMS2.0% · +2416%IBDS2.0% · newIBMR1.9% · +2279%IJH1.7% · -0%BSCT1.6% · -1%BX1.6% · -0%IBIT1.6% · -0%SPY1.5% · 0%IBMP1.2% · +1361%BSCV0.9% · -1%BIL0.9% · +1%AVGO0.7% · newGOOG0.7% · +3%RSPT0.5% · -0%IBDR0.4% · newIWB0.3% · 0%COIN0.3% · +48%AMP0.3% · +0%TSLA0.2% · -4%NVDA0.2% · +77%PMAY0.2% · 0%AMPL0.2% · -39%DFIC0.2% · +44%SCHX0.2% · -0%IVV0.2% · 0%ORCL0.2% · +4%XLY0.2% · 0%IOT0.2% · +62%FNDX0.2% · 0%FXO0.2% · 0%HLAL0.2% · 0%HOOD0.2% · +17%CVX0.2% · +1%CAT0.2% · +0%ABNB0.1% · +20%VTI0.1% · 0%PMAR0.1% · 0%WMT0.1% · +2%JPM0.1% · +8%FNDE0.1% · 0%VB0.1% · +4%META0.1% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 25 → Q3 25

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

2 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 52.3%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Apr 8, 2025.

Assets Under Management
$599.7M
Discretionary
$534.7M
Employees
7
Accounts
1,243
Address
1053 W REX ROAD
SUITE 102
MEMPHIS, TN 38119
Phone
(901) 216-1600
Website
Name Title / Status Ownership Type
KHAKAL TRUST II ControlMEMBER
since Jan 2018
Less than 5%Domestic Entity
KHAKUJI TRUST ControlMEMBER
since Jan 2018
Less than 5%Domestic Entity
MERCER GLOBAL ADVISORS INC. ControlPARENT COMPANY
since Mar 2025
75% or moreDomestic Entity
TODD, SUSAN, FISHER ControlCHIEF COMPLIANCE OFFICER
since Jan 2018
Less than 5%Individual
VISHRIA, HARISH, VASANJI ControlMANAGER
since Jan 2018
Less than 5%Individual
VISHRIA, URMILAMEMBER
since Jan 2018
Less than 5%Individual
Vishria, Aaron Control
Indirect owner via KHAKUJI TRUST
TRUSTEE
since Oct 2012
General partner, trustee or managerIndividual
Vishria, Aaron Control
Indirect owner via KHAKAL TRUST II
TRUSTEE
since Jan 2018
General partner, trustee or managerIndividual
Ownership & leadership changes · 1 filing with changes since Jan 29, 2018

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Apr 8, 2025 filing
  • AddedMERCER GLOBAL ADVISORS INC. · PARENT COMPANY · 75% or more · control person
  • ChangedKHAKAL TRUST II · ownership 25–50% → Less than 5%
  • ChangedKHAKUJI TRUST · ownership 25–50% → Less than 5%
Jan 29, 2018 filing (earliest on record)
  • ListedKHAKAL TRUST II · MEMBER · 25–50% · control person
  • ListedKHAKUJI TRUST · MEMBER · 25–50% · control person
  • ListedTODD, SUSAN, FISHER · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ListedVISHRIA, HARISH, VASANJI · MANAGER · Less than 5% · control person
  • ListedVISHRIA, URMILA · MEMBER · Less than 5%
  • ListedVishria, Aaron · TRUSTEE · General partner, trustee or manager · indirect via KHAKUJI TRUST · control person
  • ListedVishria, Aaron · TRUSTEE · General partner, trustee or manager · indirect via KHAKAL TRUST II · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 64 →

Top Trims

Show all 3 →

New Positions

Show all 16 →

Exited Positions

Show all 8 →

Vishria Bird Financial Group, LLC Holdings (2025-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IBDT 46435U515 $66.5M 13.03% 2,604,008 SH
2 ALPHABET INC GOOGL 02079K305 $29.4M 5.77% 121,008 SH
3 ISHARES TR IBMQ 46435U325 $29.3M 5.76% 1,144,685 SH
4 APPLE INC AAPL 037833100 $24.7M 4.84% 96,839 SH
5 FEDEX CORP FDX 31428X106 $24.2M 4.75% 102,647 SH
6 ISHARES TR IBDV 46436E726 $19.4M 3.81% 877,222 SH
7 ISHARES TR IBDU 46436E205 $19.4M 3.80% 826,064 SH
8 ISHARES TR IBDW 46436E486 $19.4M 3.80% 912,481 SH
9 MICROSOFT CORP MSFT 594918104 $18.3M 3.59% 35,377 SH
10 AMAZON COM INC AMZN 023135106 $15.9M 3.13% 72,610 SH
11 CONFLUENT INC CFLT 20717M103 $14.8M 2.90% 745,621 SH
12 INVESCO QQQ TR QQQ 46090E103 $14.6M 2.87% 24,344 SH
13 GLOBAL X FDS PAVE 37954Y673 $14.4M 2.82% 302,058 SH
14 INVESCO EXCH TRD SLF IDX FD BSCW 46139W858 $14.4M 2.82% 687,736 SH
15 ISHARES TR IJR 464287804 $13.3M 2.61% 112,036 SH
16 VANGUARD TAX-MANAGED FDS VEA 921943858 $12.7M 2.50% 212,357 SH
17 INNOVATOR ETFS TRUST TJUL 45783Y541 $11.2M 2.19% 381,472 SH
18 ISHARES TR IBMT 46438G356 $10.6M 2.07% 408,263 SH
19 ISHARES TR IBMS 46438G687 $10.4M 2.04% 399,566 SH
20 ISHARES TR IBDS 46435UAA9 $9.9M 1.95% 408,784 SH
21 ISHARES TR IBMR 46436E163 $9.8M 1.92% 382,903 SH
22 ISHARES TR IJH 464287507 $8.6M 1.69% 131,791 SH
23 INVESCO EXCH TRD SLF IDX FD BSCT 46138J577 $8.3M 1.63% 443,196 SH
24 BLACKSTONE INC BX 09260D107 $8.3M 1.63% 48,669 SH
25 ISHARES BITCOIN TRUST ETF IBIT 46438F101 $8.0M 1.58% 123,700 SH
26 SPDR S&P 500 ETF TR SPY 78462F103 $7.7M 1.51% 11,576 SH
27 ISHARES TR IBMP 46435U283 $5.9M 1.16% 232,359 SH
28 INVESCO EXCH TRD SLF IDX FD BSCV 46138J429 $4.7M 0.92% 280,579 SH
29 SPDR SERIES TRUST BIL 78468R663 $4.5M 0.89% 49,478 SH
30 BROADCOM INC AVGO 11135F101 $3.8M 0.74% 11,383 SH
31 ALPHABET INC GOOG 02079K107 $3.3M 0.65% 13,622 SH
32 INVESCO EXCHANGE TRADED FD T RSPT 46137V282 $2.6M 0.52% 59,035 SH
33 ISHARES TR IBDR 46435GAA0 $2.1M 0.41% 86,973 SH
34 ISHARES TR IWB 464287622 $1.5M 0.30% 4,182 SH
35 COINBASE GLOBAL INC COIN 19260Q107 $1.4M 0.28% 4,278 SH
36 AMERIPRISE FINL INC AMP 03076C106 $1.3M 0.25% 2,638 SH
37 TESLA INC TSLA 88160R101 $1.2M 0.24% 2,785 SH
38 NVIDIA CORPORATION NVDA 67066G104 $1.2M 0.24% 6,622 SH
39 INNOVATOR ETFS TRUST PMAY 45782C318 $1.2M 0.23% 30,411 SH
40 AMPLITUDE INC AMPL 03213A104 $1.2M 0.23% 108,430 SH
41 DIMENSIONAL ETF TRUST DFIC 25434V799 $1.1M 0.22% 34,243 SH
42 SCHWAB STRATEGIC TR SCHX 808524201 $1.1M 0.22% 42,363 SH
43 ISHARES TR IVV 464287200 $1.1M 0.22% 1,664 SH
44 ORACLE CORP ORCL 68389X105 $1.1M 0.21% 3,766 SH
45 SELECT SECTOR SPDR TR XLY 81369Y407 $965.7K 0.19% 4,030 SH
46 SAMSARA INC IOT 79589L106 $935.8K 0.18% 25,122 SH
47 SCHWAB STRATEGIC TR FNDX 808524771 $884.9K 0.17% 33,648 SH
48 FIRST TR EXCHANGE TRADED FD FXO 33734X135 $859.7K 0.17% 14,475 SH
49 LISTED FDS TR HLAL 53656F607 $847.2K 0.17% 14,280 SH
50 ROBINHOOD MKTS INC HOOD 770700102 $824.6K 0.16% 5,759 SH
Filing History
Period Filed AUM Holdings Accession
2025-09-30 2025-10-21 $509.9M 97 0002063364-25-000248
2025-06-30 2025-07-07 $300.9M 89 0002063364-25-000097