Latest Vishria Bird Financial Group, LLC Stock Portfolio

Vishria Bird Financial Group, LLC Performance:

2025 Q3: 6.12%YTD: 4.32%2024: 10.5%

Performance for 2025 Q3 is 6.12%, and YTD is 4.32%, and 2024 is 10.5%.

About Vishria Bird Financial Group, LLC and 13F Hedge Fund Stock Holdings

Vishria Bird Financial Group, LLC is a hedge fund based in MEMPHIS, TN. On 28-Jun-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $398.7 Millions. In it's latest 13F Holdings report, Vishria Bird Financial Group, LLC reported an equity portfolio of $509.9 Millions as of 30 Sep, 2025.

The top stock holdings of Vishria Bird Financial Group, LLC are BGRN, GOOG, BGRN. The fund has invested 13% of it's portfolio in ISHARES TR and 5.8% of portfolio in ALPHABET INC.

The fund managers got completely rid off ISHARES TR (ACWF), VANGUARD MUN BD FDS (VTEB) and SPDR SERIES TRUST (BIL) stocks. They significantly reduced their stock positions in AMPLITUDE INC (AMPL), TESLA INC (TSLA) and APPLE INC (AAPL). Vishria Bird Financial Group, LLC opened new stock positions in ISHARES TR (BGRN), ISHARES TR (DMXF) and ISHARES TR. The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (BGRN), ISHARES TR and ISHARES TR (DMXF).

Vishria Bird Financial Group, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Vishria Bird Financial Group, LLC made a return of 6.12% in the last quarter. In trailing 12 months, it's portfolio return was 8.27%.

New Buys

Ticker	$ Bought
ishares tr	66,454,300
ishares tr	19,430,500
ishares tr	19,387,700
ishares tr	19,362,800
ishares tr	10,567,900
ishares tr	9,949,800
broadcom inc	3,755,370
ishares tr	2,113,440

New stocks bought by Vishria Bird Financial Group, LLC

Additions

Ticker	% Inc.
ishares tr	7,086
ishares tr	2,416
ishares tr	2,278
ishares tr	1,361
nvidia corporation	76.87
samsara inc	61.54
coinbase global inc	48.44
dimensional etf trust	43.56

Additions to existing portfolio by Vishria Bird Financial Group, LLC

Reductions

Ticker	% Reduced
amplitude inc	-39.16
tesla inc	-3.63
apple inc	-1.12
invesco exch trd slf idx fd	-0.86
invesco exch trd slf idx fd	-0.69
global x fds	-0.43
invesco qqq tr	-0.38
ishares tr	-0.34

Vishria Bird Financial Group, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
spdr series trust	-5,431,110
ishares tr	-7,064,210
vanguard mun bd fds	-6,634,350
first tr exch traded fd iii	-1,785,500
wisdomtree tr	-2,174,300
first tr exchange-traded fd	-745,649
ishares tr	-1,077,380
philip morris intl inc	-206,171

Vishria Bird Financial Group, LLC got rid off the above stocks

Sector Distribution

Vishria Bird Financial Group, LLC has about 67.3% of it's holdings in Others sector.

Sector	%
Others	67.3
Technology	13.6
Communication Services	7
Industrials	5.1
Consumer Cyclical	3.7
Financial Services	2.6

Market Cap. Distribution

Vishria Bird Financial Group, LLC has about 29.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	67.3
MEGA-CAP	21.2
LARGE-CAP	8.2
MID-CAP	3.1

Stocks belong to which Index?

About 28.5% of the stocks held by Vishria Bird Financial Group, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	71.1
S&P 500	28.5

Top 5 Winners (%)		%
HOOD	robinhood mkts inc	42.1 %
TSLA	tesla inc	40.0 %
GOOG	alphabet inc	37.9 %
GOOG	alphabet inc	35.7 %
ORCL	oracle corp	27.2 %

Top 5 Winners ($)		$
GOOG	alphabet inc	8.1 M
AAPL	apple inc	4.8 M
QQQ	invesco qqq tr	1.2 M
IJR	ishares tr	1.1 M
BX	blackstone inc	1.0 M

Top 5 Losers (%)		%
CFLT	confluent inc	-20.6 %
AMPL	amplitude inc	-13.6 %
NFLX	netflix inc	-9.7 %
AMP	ameriprise finl inc	-7.9 %
ABNB	airbnb inc	-7.0 %

Top 5 Losers ($)		$
CFLT	confluent inc	-3.8 M
AMPL	amplitude inc	-0.3 M
AMP	ameriprise finl inc	-0.1 M
ABNB	airbnb inc	-0.1 M
IOT	samsara inc	0.0 M

Vishria Bird Financial Group, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Vishria Bird Financial Group, LLC

Vishria Bird Financial Group, LLC has 95 stocks in it's portfolio. About 52.3% of the portfolio is in top 10 stocks. CFLT proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Vishria Bird Financial Group, LLC last quarter.

Last Reported on: 21 Oct, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	4.84	96,839	24,658,100	reduced	-1.12

ABBV	abbvie inc	0.07	1,644	380,652	added	6.61

ABNB	airbnb inc	0.15	6,288	763,489	added	20.05

ACWF	ishares tr	0.05	4,907	234,947	new

ACWF	ishares tr	0.00	0.00	0.00	sold off	-100

AGNG	global x fds	2.82	302,058	14,387,000	reduced	-0.43

AGT	ishares tr	0.41	86,973	2,113,440	new

AMP	ameriprise finl inc	0.25	2,638	1,295,680	added	0.38

AMPL	amplitude inc	0.23	108,430	1,162,370	reduced	-39.16

AMRX	amneal pharmaceuticals inc	0.08	42,064	421,061	added	0.65

AMZN	amazon com inc	3.13	72,610	15,943,000	added	0.11

APP	applovin corp	0.08	571	410,286	new

AVGO	broadcom inc	0.74	11,383	3,755,370	new

AXP	american express co	0.08	1,258	417,736	added	2.53

BAC	bank america corp	0.05	5,353	276,161	added	0.85

BALT	innovator etfs trust	2.19	381,472	11,171,400	reduced	-0.25

BAPR	innovator etfs trust	0.23	30,411	1,182,840	unchanged	0.00

BAPR	innovator etfs trust	0.15	17,086	750,246	unchanged	0.00

BAPR	innovator etfs trust	0.09	11,031	475,436	unchanged	0.00

BAPR	innovator etfs trust	0.08	8,851	403,606	unchanged	0.00