Vishria Bird Financial Group, LLC Top Holdings and 13F Report (2025) About Vishria Bird Financial Group, LLCInvestment ActivityVishria Bird Financial Group, LLC has $300.86 million in total holdings as of June 30, 2025.Vishria Bird Financial Group, LLC owns shares of 89 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 5.72% of the portfolio was purchased this quarter.About 10.21% of the portfolio was sold this quarter.This quarter, Vishria Bird Financial Group, LLC has purchased 83 new stocks and bought additional shares in 8 stocks.Vishria Bird Financial Group, LLC sold shares of 29 stocks and completely divested from 5 stocks this quarter.Largest Holdings FedEx $21,626,046Alphabet $21,377,278Apple $20,094,374Confluent $18,552,432Microsoft $17,382,461 Largest New Holdings this Quarter 921943858 - Vanguard FTSE Developed Markets ETF $11,869,767 Holding25434V799 - Dimensional International Core Equity 2 ETF $741,590 Holding922908751 - Vanguard Small-Cap ETF $555,007 Holding46438G687 - ISHARES TR $407,455 Holding46436E163 - iShares iBonds Dec 2029 Term Muni Bond ETF $406,102 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 208,205 shares (about $11.87M)Dimensional International Core Equity 2 ETF 23,853 shares (about $741.59K)Vanguard Tax-Exempt Bond ETF 12,285 shares (about $602.33K)Vanguard Small-Cap ETF 2,342 shares (about $555.01K)ISHARES TR 15,879 shares (about $407.46K) Largest Sales this Quarter Confluent 490,748 shares (about $12.23M)Apple 7,436 shares (about $1.53M)Invesco BulletShares 2032 Corporate Bond ETF 47,200 shares (about $972.32K)iShares Treasury Floating Rate Bond ETF 6,275 shares (about $317.83K)Microsoft 546 shares (about $271.59K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVishria Bird Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFDXFedEx$21,626,0460.0%95,1397.2%TransportationGOOGLAlphabet$21,377,278$244,255 ▼-1.1%121,3037.1%Computer and TechnologyAAPLApple$20,094,374$1,525,646 ▼-7.1%97,9406.7%Computer and TechnologyCFLTConfluent$18,552,432$12,234,347 ▼-39.7%744,1816.2%Computer and TechnologyMSFTMicrosoft$17,382,461$271,585 ▼-1.5%34,9465.8%Computer and TechnologyAMZNAmazon.com$15,912,639$152,477 ▼-0.9%72,5315.3%Retail/WholesaleQQQInvesco QQQ$13,480,427$141,771 ▼-1.0%24,4374.5%FinancePAVEGlobal X U.S. Infrastructure Development ETF$13,220,167$125,685 ▼-0.9%303,3544.4%ETFIJRiShares Core S&P Small-Cap ETF$12,275,234$119,235 ▼-1.0%112,3184.1%ETFBSCWInvesco BulletShares 2032 Corporate Bond ETF$11,878,145$972,320 ▼-7.6%576,6093.9%ETFVEAVanguard FTSE Developed Markets ETF$11,869,767$11,869,767 ▲New Holding208,2053.9%ETFINNOVATOR ETFS TRUST$10,972,089$212,191 ▼-1.9%382,4363.6%EQUITY DEF PROTNBSCTInvesco BulletShares 2029 Corporate Bond ETF$8,359,854$82,018 ▼-1.0%447,0512.8%ETFIJHiShares Core S&P Mid-Cap ETF$8,201,339$25,304 ▼-0.3%132,2372.7%ETFISHARES BITCOIN TRUST ETF$7,579,879$125,970 ▲1.7%123,8342.5%SHS BEN INTBXBlackstone$7,298,506$62,824 ▼-0.9%48,7932.4%FinanceSPYSPDR S&P 500 ETF Trust$7,152,232$16,682 ▼-0.2%11,5762.4%FinanceTFLOiShares Treasury Floating Rate Bond ETF$7,064,206$317,829 ▼-4.3%139,4712.3%ETFVTEBVanguard Tax-Exempt Bond ETF$6,634,347$602,334 ▲10.0%135,3122.2%ETFHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$5,431,107$58,183 ▼-1.1%219,1731.8%ETFBSCVInvesco BulletShares 2031 Corporate Bond ETF$4,669,989$53,722 ▼-1.1%282,5161.6%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$4,491,923$201,347 ▼-4.3%48,9691.5%ETFRSPTInvesco S&P 500 Equal Weight Technology ETF$2,407,6510.0%59,0400.8%ETFGOOGAlphabet$2,341,3710.0%13,1990.8%Computer and TechnologyAMPLAmplitude$2,209,792$266,377 ▼-10.8%178,2090.7%Business ServicesUSFRWisdomTree Floating Rate Treasury Fund$2,174,298$31,645 ▼-1.4%43,2180.7%FinanceFSMBFirst Trust Short Duration Managed Municipal ETF$1,785,499$12,341 ▼-0.7%89,7010.6%ETFIWBiShares Russell 1000 ETF$1,420,0820.0%4,1820.5%ETFAMPAmeriprise Financial$1,402,387$242,269 ▲20.9%2,6280.5%FinancePMAYInnovator U.S. Equity Power Buffer ETF - May$1,149,1770.0%30,4110.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,077,383$90,118 ▼-7.7%10,7000.4%ETFSCHXSchwab US Large-Cap ETF$1,035,498$23,609 ▼-2.2%42,3690.3%ETFIVViShares Core S&P 500 ETF$1,033,1780.0%1,6640.3%ETFCOINCoinbase Global$1,010,1120.0%2,8820.3%FinanceTSLATesla$918,1200.0%2,8900.3%Auto/Tires/TrucksXLYConsumer Discretionary Select Sector SPDR Fund$875,8400.0%4,0300.3%FinanceFNDXSchwab Fundamental U.S. Large Company ETF$825,7220.0%33,6480.3%ETFFXOFirst Trust Financials AlphaDEX Fund$811,4690.0%14,4750.3%ETFORCLOracle$790,785$29,734 ▼-3.6%3,6170.3%Computer and TechnologyHLALWahed FTSE USA Shariah ETF$763,966$133,804 ▲21.2%14,2740.3%ETFCVXChevron$747,4440.0%5,2200.2%EnergyLMBSFirst Trust Low Duration Opportunities ETF$745,649$56,206 ▼-7.0%15,1370.2%ManufacturingDFICDimensional International Core Equity 2 ETF$741,590$741,590 ▲New Holding23,8530.2%ETFPMARInnovator U.S. Equity Power Buffer ETF - March$721,542$17,525 ▼-2.4%17,0860.2%TransportationVTIVanguard Total Stock Market ETF$698,7350.0%2,2990.2%ETFABNBAirbnb$693,1780.0%5,2380.2%Consumer DiscretionaryWMTWalmart$681,4290.0%6,9690.2%Retail/WholesaleCATCaterpillar$623,7380.0%1,6070.2%IndustrialsIOTSamsara$618,659$298,947 ▲93.5%15,5520.2%Computer and TechnologyNVDANVIDIA$591,548$158 ▼0.0%3,7440.2%Computer and TechnologyFNDESchwab Fundamental Emerging Markets Equity ETF$566,8480.0%17,1720.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$560,2490.0%9890.2%ETFVBVanguard Small-Cap ETF$555,007$555,007 ▲New Holding2,3420.2%ETFJPMJPMorgan Chase & Co.$554,646$2,899 ▲0.5%1,9130.2%FinanceSCHFSchwab International Equity ETF$540,9200.0%24,4760.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$485,1560.0%1,1010.2%FinanceHOODRobinhood Markets$461,690$281 ▼-0.1%4,9310.2%FinancePOCTInnovator U.S. Equity Power Buffer ETF - October$455,580$7,971 ▼-1.7%11,0310.2%ETFMRKMerck & Co., Inc.$455,5660.0%5,7550.2%MedicalVOOVanguard S&P 500 ETF$443,063$131,215 ▲42.1%7800.1%ETFIVWiShares S&P 500 Growth ETF$436,4360.0%3,9640.1%ETFISHARES TR$407,455$407,455 ▲New Holding15,8790.1%IBONDS DEC 2030FHNFirst Horizon$406,1920.0%19,1600.1%FinanceIBMRiShares iBonds Dec 2029 Term Muni Bond ETF$406,102$406,102 ▲New Holding16,0960.1%ETFIBMQiShares iBonds Dec 2028 Term Muni Bond ETF$404,756$404,756 ▲New Holding15,9290.1%ETFIBMPiShares iBonds Dec 2027 Term Muni Bond ETF$403,166$403,166 ▲New Holding15,9040.1%ETFXLKTechnology Select Sector SPDR Fund$401,6230.0%1,5860.1%ETFHDHome Depot$397,8550.0%1,0850.1%Retail/WholesaleSCHASchwab US Small-Cap ETF$391,9980.0%15,4940.1%ETFRTXRTX$391,4800.0%2,6810.1%AerospaceAXPAmerican Express$391,272$9,567 ▲2.5%1,2270.1%FinancePJULInnovator U.S. Equity Power Buffer ETF - July$388,1160.0%8,8510.1%ETFJNJJohnson & Johnson$387,2210.0%2,5350.1%MedicalIBMInternational Business Machines$351,9670.0%1,1940.1%Computer and TechnologyAMRXAMNEAL PHARMACEUTICALS$338,0970.0%41,7920.1%MedicalFNDCSchwab Fundamental International Small Equity ETF$332,5730.0%7,9090.1%ETFSCHESchwab Emerging Markets Equity ETF$331,7510.0%11,0070.1%ETFSHOPShopify$312,5990.0%2,7100.1%Computer and TechnologyNFLXNetflix$297,2870.0%2220.1%Consumer DiscretionaryPRFInvesco RAFI US 1000 ETF$293,1000.0%6,9340.1%ETFABBVAbbVie$286,2260.0%1,5420.1%MedicalBACBank of America$251,1750.0%5,3080.1%FinanceSCHCSchwab International Small-Cap Equity ETF$247,9590.0%5,8220.1%ETFUBERUber Technologies$225,040$225,040 ▲New Holding2,4120.1%Computer and TechnologyVVVanguard Large-Cap ETF$215,972$215,972 ▲New Holding7570.1%ETFUMMAWahed Dow Jones Islamic World ETF$213,951$213,951 ▲New Holding8,0310.1%ETFPMPhilip Morris International$206,171$206,171 ▲New Holding1,1320.1%Consumer StaplesPKGPackaging Corporation of America$205,5990.0%1,0910.1%IndustrialsGERNGeron$34,2140.0%24,2650.0%MedicalBPBP$0$4,704,987 ▼-100.0%00.0%EnergySNOWSnowflake$0$3,380,388 ▼-100.0%00.0%Computer and TechnologyCMFiShares California Muni Bond ETF$0$2,391,506 ▼-100.0%00.0%ETFIYHiShares U.S. Healthcare ETF$0$2,375,136 ▼-100.0%00.0%ETFFNDASchwab Fundamental U.S. Small Company ETF$0$514,056 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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