StockDriftsStockDriftsTop 50 Vishria Bird Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IBDT | ISHARES TR | 13.03% | 2.60M | $66.5M | new | $25.42(+0.08%) | 2025-09-30 | |
| GOOGL | ALPHABET INC | 5.77% | 121.0K | $29.4M | -0.24%(-295) | $127.55(+145.79%) | 2025-09-30 | |
| IBMQ | ISHARES TR | 5.76% | 1.14M | $29.3M | +7086.17%(+1.13M) | $25.58(-0.08%) | 2025-09-30 | |
| AAPL | APPLE INC | 4.84% | 96.8K | $24.7M | -1.12%(-1.10K) | $56.49(+383.99%) | 2025-09-30 | |
| FDX | FEDEX CORP | 4.75% | 102.6K | $24.2M | +7.89%(+7.51K) | $247.93(+19.52%) | 2025-09-30 | |
| IBDV | ISHARES TR | 3.81% | 877.2K | $19.4M | new | $22.04(+0.25%) | 2025-09-30 | |
| IBDU | ISHARES TR | 3.8% | 826.1K | $19.4M | new | $23.37(+0.20%) | 2025-09-30 | |
| IBDW | ISHARES TR | 3.8% | 912.5K | $19.4M | new | $21.09(+0.37%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 3.59% | 35.4K | $18.3M | +1.23%(+431) | $157.53(+209.61%) | 2025-09-30 | |
| AMZN | AMAZON COM INC | 3.13% | 72.6K | $15.9M | +0.11%(+79) | $84.22(+176.09%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (12 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.59% | +62.61% | — | — | +62.61% |
| Top 20 Holdings Unweighted | +16.09% | +56.47% | — | — | +56.47% |
Vishria Bird Financial Group, Llc reports $509.89M in US-listed equity holdings across 97 positions in its most recent 13F filing. Its largest disclosed positions are IBDT (13.0%), GOOGL (5.8%) and IBMQ (5.8%). The top 20 holdings account for 77.05% of reported assets. Its disclosed equity book has returned +62.61% on a three-year cumulative basis. Figures reflect the Q3 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Vishria Bird Financial Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1746438). View Vishria Bird Financial Group, Llc’s 13F filings on SEC