Vishria Bird Financial Group, LLC

MEMPHIS, TN · CIK 1746438 · 13F filing filed 2025-10-21

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyMemphis, TN

As an employer

US visa salary filings

Filings FY20241
Median salary offered$131,821
Middle half$131,821 – $131,821
Job titles1

Job title	Filings	Median	Range
Financial Planning SpecialistMemphis, TN	1	$131,821

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Vishria Bird Financial Group LLC.

$509.9m reported value +69.5% vs Q2 2025

97positions

52.3%in top 10

16 new 41 added 15 reduced 8 sold out vs Q2 2025

Holdings, Q3 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR IBDS DEC28 ETF IBDT	IBDT	2,604,008	$66.5m13.03%	13.03%	New
2	ALPHABET INC CAP STK CL A GOOGL	GOOGL	121,008	$29.4m5.77%	5.77%	Reduced -295	-295 -0.2%
3	ISHARES TR IBONDS DEC 28 IBMQ	IBMQ	1,144,685	$29.3m5.76%	5.76%	Added +1.1m	+1,128,756 7086.2%
4	APPLE INC COM AAPL	AAPL	96,839	$24.7m4.84%	4.84%	Reduced -1.1k	-1,101 -1.1%
5	FEDEX CORP COM FDX	FDX	102,647	$24.2m4.75%	4.75%	Added +7.5k	+7,508 7.9%
6	ISHARES TR IBONDS DEC 2030 IBDV	IBDV	877,222	$19.4m3.81%	3.81%	New
7	ISHARES TR IBONDS DEC 29 IBDU	IBDU	826,064	$19.4m3.80%	3.80%	New
8	ISHARES TR IBONDS DEC 2031 IBDW	IBDW	912,481	$19.4m3.80%	3.80%	New
9	MICROSOFT CORP COM MSFT	MSFT	35,377	$18.3m3.59%	3.59%	Added +431	+431 1.2%
10	AMAZON COM INC COM AMZN	AMZN	72,610	$15.9m3.13%	3.13%	Added +79	+79 0.1%
11	CONFLUENT INC CLASS A COM CFLT	CFLT	745,621	$14.8m2.90%	2.90%	Added +1.4k	+1,440 0.2%
12	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	24,344	$14.6m2.87%	2.87%	Reduced -93	-93 -0.4%
13	GLOBAL X FDS US INFR DEV ETF PAVE	PAVE	302,058	$14.4m2.82%	2.82%	Reduced -1.3k	-1,296 -0.4%
14	INVESCO EXCH TRD SLF IDX FD BULLETSHS 2032 BSCW	BSCW	687,736	$14.4m2.82%	2.82%	Added +111.1k	+111,127 19.3%
15	ISHARES TR CORE S&P SCP ETF IJR	IJR	112,036	$13.3m2.61%	2.61%	Reduced -282	-282 -0.2%
16	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	212,357	$12.7m2.50%	2.50%	Added +4.2k	+4,152 2.0%
17	INNOVATOR ETFS TRUST EQUITY DEF PROTN TJUL	TJUL	381,472	$11.2m2.19%	2.19%	Reduced -964	-964 -0.2%
18	ISHARES TR IBONDS DEC 2031 IBMT	IBMT	408,263	$10.6m2.07%	2.07%	New
19	ISHARES TR IBONDS DEC 2030 IBMS	IBMS	399,566	$10.4m2.04%	2.04%	Added +383.7k	+383,687 2416.3%
20	ISHARES TR IBONDS 27 ETF IBDS	IBDS	408,784	$9.9m1.95%	1.95%	New
21	ISHARES TR IBONDS DEC 2029 IBMR	IBMR	382,903	$9.8m1.92%	1.92%	Added +366.8k	+366,807 2278.9%
22	ISHARES TR CORE S&P MCP ETF IJH	IJH	131,791	$8.6m1.69%	1.69%	Reduced -446	-446 -0.3%
23	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	443,196	$8.3m1.63%	1.63%	Reduced -3.9k	-3,855 -0.9%
24	BLACKSTONE INC COM BX	BX	48,669	$8.3m1.63%	1.63%	Reduced -124	-124 -0.2%
25	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	123,700	$8.0m1.58%	1.58%	Reduced -134	-134 -0.1%
26	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	11,576	$7.7m1.51%	1.51%	Unchanged
27	ISHARES TR IBONDS DEC 27 IBMP	IBMP	232,359	$5.9m1.16%	1.16%	Added +216.5k	+216,455 1361.0%
28	INVESCO EXCH TRD SLF IDX FD BULETSHS 2031 CP BSCV	BSCV	280,579	$4.7m0.92%	0.92%	Reduced -1.9k	-1,937 -0.7%
29	SPDR SER TR BLOOMBERG 1-3 MO BIL	BIL	49,478	$4.5m0.89%	0.89%	Added +509	+509 1.0%
30	BROADCOM INC COM AVGO	AVGO	11,383	$3.8m0.74%	0.74%	New
31	ALPHABET INC CAP STK CL C GOOG	GOOG	13,622	$3.3m0.65%	0.65%	Added +423	+423 3.2%
32	INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC RSPT	RSPT	59,035	$2.6m0.52%	0.52%	Reduced -5	-5 -0.0%
33	ISHARES TR IBONDS DEC2026 IBDR	IBDR	86,973	$2.1m0.41%	0.41%	New
34	ISHARES TR RUS 1000 ETF IWB	IWB	4,182	$1.5m0.30%	0.30%	Unchanged
35	COINBASE GLOBAL INC COM CL A COIN	COIN	4,278	$1.4m0.28%	0.28%	Added +1.4k	+1,396 48.4%
36	AMERIPRISE FINL INC COM AMP	AMP	2,638	$1.3m0.25%	0.25%	Added +10	+10 0.4%
37	TESLA INC COM TSLA	TSLA	2,785	$1.2m0.24%	0.24%	Reduced -105	-105 -3.6%
38	NVIDIA CORPORATION COM NVDA	NVDA	6,622	$1.2m0.24%	0.24%	Added +2.9k	+2,878 76.9%
39	INNOVATOR ETFS TRUST US EQTY PWR BUF PMAY	PMAY	30,411	$1.2m0.23%	0.23%	Unchanged
40	AMPLITUDE INC COM CL A AMPL	AMPL	108,430	$1.2m0.23%	0.23%	Reduced -69.8k	-69,779 -39.2%
41	DIMENSIONAL ETF TRUST INTL CORE EQUITY DFIC	DFIC	34,243	$1.1m0.22%	0.22%	Added +10.4k	+10,390 43.6%
42	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	42,363	$1.1m0.22%	0.22%	Reduced -6	-6 -0.0%
43	ISHARES TR CORE S&P500 ETF IVV	IVV	1,664	$1.1m0.22%	0.22%	Unchanged
44	ORACLE CORP COM ORCL	ORCL	3,766	$1.1m0.21%	0.21%	Added +149	+149 4.1%
45	SELECT SECTOR SPDR TR SBI CONS DISCR XLY	XLY	4,030	$965.7k0.19%	0.19%	Unchanged
46	SAMSARA INC COM CL A IOT	IOT	25,122	$935.8k0.18%	0.18%	Added +9.6k	+9,570 61.5%
47	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	33,648	$884.9k0.17%	0.17%	Unchanged
48	FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX FXO	FXO	14,475	$859.7k0.17%	0.17%	Unchanged
49	LISTED FDS TR WAHED FTSE ETF HLAL	HLAL	14,280	$847.2k0.17%	0.17%	Added +6	+6 0.0%
50	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	5,759	$824.6k0.16%	0.16%	Added +828	+828 16.8%
51	CHEVRON CORP NEW COM CVX	CVX	5,285	$820.7k0.16%	0.16%	Added +65	+65 1.2%
52	CATERPILLAR INC COM CAT	CAT	1,609	$767.7k0.15%	0.15%	Added +2	+2 0.1%
53	AIRBNB INC COM CL A ABNB	ABNB	6,288	$763.5k0.15%	0.15%	Added +1.1k	+1,050 20.1%
54	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,299	$754.5k0.15%	0.15%	Unchanged
55	INNOVATOR ETFS TRUST US EQTY PWR BUF PMAR	PMAR	17,086	$750.2k0.15%	0.15%	Unchanged
56	WALMART INC COM WMT	WMT	7,087	$730.4k0.14%	0.14%	Added +118	+118 1.7%
57	JPMORGAN CHASE & CO COM JPM	JPM	2,075	$654.5k0.13%	0.13%	Added +162	+162 8.5%
58	SCHWAB STRATEGIC TR FUNDAMENTAL EMER FNDE	FNDE	17,172	$620.9k0.12%	0.12%	Unchanged
59	VANGUARD INDEX FDS SMALL CP ETF VB	VB	2,431	$618.2k0.12%	0.12%	Added +89	+89 3.8%
60	META PLATFORMS INC CL A META	META	830	$609.7k0.12%	0.12%	New
61	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	989	$589.5k0.12%	0.12%	Unchanged
62	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	24,476	$569.8k0.11%	0.11%	Unchanged
63	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	920	$563.4k0.11%	0.11%	Added +140	+140 17.9%
64	MERCK & CO INC COM MRK	MRK	6,119	$513.6k0.10%	0.10%	Added +364	+364 6.3%
65	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	1,101	$510.6k0.10%	0.10%	Unchanged
66	JOHNSON & JOHNSON COM JNJ	JNJ	2,585	$479.3k0.09%	0.09%	Added +50	+50 2.0%
67	ISHARES TR S&P 500 GRWT ETF IVW	IVW	3,964	$478.5k0.09%	0.09%	Unchanged
68	INNOVATOR ETFS TRUST US EQTY PWR BUF POCT	POCT	11,031	$475.4k0.09%	0.09%	Unchanged
69	RTX CORPORATION COM RTX	RTX	2,712	$453.8k0.09%	0.09%	Added +31	+31 1.2%
70	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,586	$447.0k0.09%	0.09%	Unchanged
71	HOME DEPOT INC COM HD	HD	1,094	$443.3k0.09%	0.09%	Added +9	+9 0.8%
72	FIRST HORIZON CORPORATION COM FHN	FHN	19,223	$434.6k0.09%	0.09%	Added +63	+63 0.3%
73	SCHWAB STRATEGIC TR US SML CAP ETF SCHA	SCHA	15,494	$432.3k0.08%	0.08%	Unchanged
74	AMNEAL PHARMACEUTICALS INC COM STK CL A AMRX	AMRX	42,064	$421.1k0.08%	0.08%	Added +272	+272 0.7%
75	AMERICAN EXPRESS CO COM AXP	AXP	1,258	$417.7k0.08%	0.08%	Added +31	+31 2.5%
76	APPLOVIN CORP COM CL A APP	APP	571	$410.3k0.08%	0.08%	New
77	INNOVATOR ETFS TRUST US EQTY PWR BUF PJUL	PJUL	8,851	$403.6k0.08%	0.08%	Unchanged
78	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	2,710	$402.7k0.08%	0.08%	Unchanged
79	ABBVIE INC COM ABBV	ABBV	1,644	$380.7k0.07%	0.07%	Added +102	+102 6.6%
80	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	11,007	$367.3k0.07%	0.07%	Unchanged
81	SCHWAB STRATEGIC TR FUNDAMENTAL INTL FNDC	FNDC	7,909	$352.0k0.07%	0.07%	Unchanged
82	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,230	$347.1k0.07%	0.07%	Added +36	+36 3.0%
83	INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF PRF	PRF	6,934	$313.5k0.06%	0.06%	Unchanged
84	ROBLOX CORP CL A RBLX	RBLX	2,190	$303.4k0.06%	0.06%	New
85	NETFLIX INC COM NFLX	NFLX	243	$291.3k0.06%	0.06%	Added +21	+21 9.5%
86	BANK AMERICA CORP COM BAC	BAC	5,353	$276.2k0.05%	0.05%	Added +45	+45 0.8%
87	SCHWAB STRATEGIC TR INTL SCEQT ETF SCHC	SCHC	5,822	$265.0k0.05%	0.05%	Unchanged
88	UBER TECHNOLOGIES INC COM UBER	UBER	2,556	$250.4k0.05%	0.05%	Added +144	+144 6.0%
89	PACKAGING CORP AMER COM PKG	PKG	1,093	$238.2k0.05%	0.05%	Added +2	+2 0.2%
90	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	5,103	$235.3k0.05%	0.05%	New
91	DIMENSIONAL ETF TRUST INTL HIGH PROFIT DIHP	DIHP	7,733	$235.0k0.05%	0.05%	New
92	ISHARES TR MSCI INTL MOMENT IMTM	IMTM	4,907	$234.9k0.05%	0.05%	New
93	VANGUARD INDEX FDS LARGE CAP ETF VV	VV	757	$233.1k0.05%	0.05%	Unchanged
94	LISTED FDS TR WAHED DOW JONES UMMA	UMMA	8,057	$222.0k0.04%	0.04%	Added +26	+26 0.3%
95	INVESCO EXCHANGE TRADED FD T RAFI US 1500 PRFZ	PRFZ	4,649	$211.2k0.04%	0.04%	New
96	INVESCO EXCH TRADED FD TR II FTSE RAFI EMNG PXH	PXH	8,127	$206.6k0.04%	0.04%	New
97	GERON CORP COM GERN	GERN	24,265	$33.2k0.01%	0.01%	Unchanged

Sold out since Q2 2025

Security	Ticker	Shares held before	Value then
ISHARES TR TFLO	TFLO	139,471	$7.1m139.5k shares
VANGUARD MUN BD FDS VTEB	VTEB	135,312	$6.6m135.3k shares
SPDR SER TR HYMB	HYMB	219,173	$5.4m219.2k shares
WISDOMTREE TR USFR	USFR	43,218	$2.2m43.2k shares
FIRST TR EXCH TRADED FD III FSMB	FSMB	89,701	$1.8m89.7k shares
ISHARES TR SGOV	SGOV	10,700	$1.1m10.7k shares
FIRST TR EXCHANGE-TRADED FD LMBS	LMBS	15,137	$745.6k15.1k shares
PHILIP MORRIS INTL INC PM	PM	1,132	$206.2k1.1k shares