Managers / Q3 2020 · view latest →
Vishria Bird Financial Group, LLC
CIK 0001746438 · 1053 W REX ROAD, SUITE 2, MEMPHIS, TN, 38119 · 901-683-5858
Reported Value
$159M
Q3 2020
Positions
45
Filings on Record
28
2019–present window
Filed
Nov 2, 2020
original filing
Summary
Vishria Bird Financial Group, Llc reported $159M in U.S.-listed holdings across 45 positions for Q3 2020.
Its largest position, Vanguard Scottsdale Fds, represents 14.1% of the portfolio.
Compared with Q2 2020, the fund opened 5 new positions and exited 1.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 45.6% · $73M
- Common Stock · 44.3% · $70M
- ADR · 5.7% · $9M
- REIT · 4.4% · $7M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2020
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 ↗.