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Latest Vishria Bird Financial Group, LLC Stock Portfolio

$509Million | No. of Holdings #95

Vishria Bird Financial Group, LLC Performance

2025 Q3+6.12%
YTD+4.32%
2024+10.50%

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 2025-10-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Vishria Bird Financial Group, LLC reported an equity portfolio of $509.9 Millions as of 30 Sep, 2025. <br><br> 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. <br><br> 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 Equity Portfolio Value
Last Reported on: 21 Oct, 2025
$509Million
  as of Oct 21, 2025

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%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr66,454,300
ishares tr19,430,500
ishares tr19,387,700
ishares tr19,362,800
ishares tr10,567,900
ishares tr9,949,800
broadcom inc3,755,370
ishares tr2,113,440
New stocks bought by Vishria Bird Financial Group, LLC

Additions

Ticker% Inc.
ishares tr7,086
ishares tr2,416
ishares tr2,278
ishares tr1,361
nvidia corporation76.87
samsara inc61.54
coinbase global inc48.44
dimensional etf trust43.56
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.

  • Others
  • Technology
  • Communication Services
  • Industrials
  • Consumer Cyclical
  • Financial Services
Sector%
Others67.3
Technology13.6
Communication Services7
Industrials5.1
Consumer Cyclical3.7
Financial Services2.6

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.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
Category%
UNALLOCATED67.3
MEGA-CAP21.2
LARGE-CAP8.2
MID-CAP3.1

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.

  • Others
  • S&P 500
Index%
Others71.1
S&P 50028.5
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.

$509.89MTotal Value
105Positions
21 Oct, 2025Last Reported
Current holdings of Current Stock Holdings of Vishria Bird Financial Group, LLC, last reported on 21 Oct, 2025. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWF
Ishares Tr

Ishares Tr

ACWF
Vishria Bird Financial Group, LLC's holding in Ishares Tr over time
0.05%4,907
$234.9K
0.05%
new position
ACWF
Ishares Tr

Ishares Tr

ACWF
Vishria Bird Financial Group, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
AGNG
Global X Fds

Global X Fds

AGNG
Vishria Bird Financial Group, LLC's holding in Global X Fds over time
2.82%302,058
$14.39M
2.82%
decreased 0.43 percentreduced
AGT
Ishares Tr

Ishares Tr

AGT
Vishria Bird Financial Group, LLC's holding in Ishares Tr over time
0.41%86,973
$2.11M
0.41%
new position
BALT
Innovator Etfs Trust

Innovator Etfs Trust

BALT
Vishria Bird Financial Group, LLC's holding in Innovator Etfs Trust over time
2.19%381,472
$11.17M
2.19%
decreased 0.25 percentreduced
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Vishria Bird Financial Group, LLC's holding in Innovator Etfs Trust over time
0.23%30,411
$1.18M
0.23%
unchanged 0 percentunchanged
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Vishria Bird Financial Group, LLC's holding in Innovator Etfs Trust over time
0.15%17,086
$750.2K
0.15%
unchanged 0 percentunchanged
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Vishria Bird Financial Group, LLC's holding in Innovator Etfs Trust over time
0.09%11,031
$475.4K
0.09%
unchanged 0 percentunchanged
BAPR
Innovator Etfs Trust

Innovator Etfs Trust

BAPR
Vishria Bird Financial Group, LLC's holding in Innovator Etfs Trust over time
0.08%8,851
$403.6K
0.08%
unchanged 0 percentunchanged