Vishria Bird Financial Group, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Vishria Bird Financial Group, LLC 13F Holdings
CIK 0001746438
As of Sep 30, 2025, Vishria Bird Financial Group, LLC reported
97 positions worth $509.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | IBDT | — | 2,604,008 | $66.5M | 13.03% |
| ALPHABET INC | GOOGL | Equity | 121,008 | $29.4M | 5.77% |
| ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | IBMQ | — | 1,144,685 | $29.3M | 5.76% |
| APPLE INC | AAPL | Technology | 96,839 | $24.7M | 4.84% |
| FEDEX CORP | FDX | Industrials | 102,647 | $24.2M | 4.75% |
| ISHARES IBONDS DEC 2030 TERM CORPORATE ETF | IBDV | — | 877,222 |
|
9.4M3.81% |
| ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | IBDU | — | 826,064 |
9.4M | 3.80% |
| ISHARES IBONDS DEC 2031 TERM CORPORATE ETF | IBDW | — | 912,481 |
9.4M | 3.80% |
| MICROSOFT CORP | MSFT | Technology | 35,377 |
8.3M | 3.59% |
| AMAZON.COM INC | AMZN | Equity | 72,610 |
5.9M | 3.13% |
| CONFLUENT INC | CFLT | Technology | 745,621 |
4.8M | 2.90% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 24,344 |
4.6M | 2.87% |
| GLOBAL X US INFRASTRUCTURE DEVELOPMENT ETF | PAVE | — | 302,058 |
4.4M | 2.82% |
| INVESCO EXCH TRD SLF IDX FD | BSCW | — | 687,736 |
4.4M | 2.82% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 112,036 |
3.3M | 2.61% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 212,357 |
2.7M | 2.50% |
| INNOVATOR EQUITY DEFINED PROTECTION ETF - 2 YR TO JULY 2027 | TJUL | — | 381,472 |
1.2M | 2.19% |
| ISHARES TR | — | — | 408,263 |
0.6M | 2.07% |
| ISHARES TR | IBMS | — | 399,566 |
0.4M | 2.04% |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | IBDS | — | 408,784 | $9.9M | 1.95% |
| ISHARES TR | — | — | 382,903 | $9.8M | 1.92% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 131,791 | $8.6M | 1.69% |
| INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | BSCT | — | 443,196 | $8.3M | 1.63% |
| BLACKSTONE INC | BX | Financial Services | 48,669 | $8.3M | 1.63% |
| ISHARES BITCOIN TRUST ETF | IBIT | — | 123,700 | $8.0M | 1.58% |