Managers / Q3 2025
Vishria Bird Financial Group, LLC
CIK 0001746438 · 1053 W REX ROAD, SUITE 2, MEMPHIS, TN, 38119 · 901-683-5858
Reported Value
$510M
Q3 2025
Positions
97
Filings on Record
28
2019–present window
Filed
Oct 21, 2025
original filing
Summary
Vishria Bird Financial Group, Llc reported $510M in U.S.-listed holdings across 97 positions for Q3 2025.
Its largest position, IBDT, represents 13.0% of the portfolio.
Compared with Q2 2025, the fund opened 16 new positions and exited 8.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q3 2025 | $510M | 97 | Oct 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $301M | 89 | Jul 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $294M | 83 | Apr 28, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $285,422 | 79 | Jan 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $263,742 | 82 | Nov 6, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $238,031 | 62 | Jul 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $233,632 | 64 | Apr 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $211,547 | 59 | Jan 25, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $176,488 | 55 | Oct 26, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $168,231 | 55 | Jul 19, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $156,301 | 55 | Apr 17, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $143M | 59 | Feb 1, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $149M | 56 | Oct 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $150M | 58 | Aug 4, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $181M | 59 | May 3, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $215M | 66 | Jan 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $191M | 62 | Oct 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $203M | 58 | Aug 2, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $181M | 54 | Apr 27, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $176M | 49 | Jan 26, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $159M | 45 | Nov 2, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $128M | 41 | Jul 20, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $95M | 43 | Apr 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $103M | 49 | Jan 9, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $87M | 48 | Oct 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $100M | 51 | Jul 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $99M | 50 | Apr 5, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $90M | 48 | Jan 17, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.