Vishria Bird Financial Group, LLC current holdings: USA ETF
Vishria Bird Financial Group, LLC reported $0.35 billion in exchange-traded fund shares (known by the fund name on the filing) (listed in the US), 57 positions, in its Form 13F for the quarter ended 2025-09-30; the largest are IBDT, IBMQ, IBDV.
- IBDT: Country of operation —; Class IBDS DEC28 ETF; Shares 2,604,008; Value $66,454,284.
- IBMQ: Country of operation —; Class IBONDS DEC 28; Shares 1,144,685; Value $29,349,723.
- IBDV: Country of operation —; Class IBONDS DEC 2030; Shares 877,222; Value $19,430,467.
- IBDU: Country of operation —; Class IBONDS DEC 29; Shares 826,064; Value $19,387,722.
Form 13F-HR as filed (SEC CIK 1746438): quarter ended 2025-09-30, filed 2025-10-21. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2025-09-30 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | Quarter end | Filed | Performance |
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IBDT ISHARES TR | | IBDS DEC28 ETF | 2,604,008 | $66,454,284 | 2025-09-30 | 2025-10-21 | |
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IBMQ ISHARES TR | | IBONDS DEC 28 | 1,144,685 | $29,349,723 | 2025-09-30 | 2025-10-21 | |
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IBDV ISHARES TR | | IBONDS DEC 2030 | 877,222 | $19,430,467 | 2025-09-30 | 2025-10-21 | |
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IBDU ISHARES TR | | IBONDS DEC 29 | 826,064 | $19,387,722 | 2025-09-30 | 2025-10-21 | |
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IBDW ISHARES TR | | IBONDS DEC 2031 | 912,481 | $19,362,847 | 2025-09-30 | 2025-10-21 | |
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QQQ INVESCO QQQ TR | | UNIT SER 1 | 24,344 | $14,615,407 | 2025-09-30 | 2025-10-21 | +20.11% |
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PAVE GLOBAL X FDS | | US INFR DEV ETF | 302,058 | $14,387,023 | 2025-09-30 | 2025-10-21 | |
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BSCW INVESCO EXCH TRD SLF IDX FD | | BULLETSHS 2032 | 687,736 | $14,359,928 | 2025-09-30 | 2025-10-21 | |
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IJR ISHARES TR | | CORE S&P SCP ETF | 112,036 | $13,313,238 | 2025-09-30 | 2025-10-21 | |
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VEA VANGUARD TAX-MANAGED FDS | | VAN FTSE DEV MKT | 212,357 | $12,724,431 | 2025-09-30 | 2025-10-21 | |
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TJUL INNOVATOR ETFS TRUST | | EQUITY DEF PROTN | 381,472 | $11,171,408 | 2025-09-30 | 2025-10-21 | |
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IBMT ISHARES TR | | IBONDS DEC 2031 | 408,263 | $10,567,888 | 2025-09-30 | 2025-10-21 | |
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IBMS ISHARES TR | | IBONDS DEC 2030 | 399,566 | $10,420,681 | 2025-09-30 | 2025-10-21 | |
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IBDS ISHARES TR | | IBONDS 27 ETF | 408,784 | $9,949,803 | 2025-09-30 | 2025-10-21 | |
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IBMR ISHARES TR | | IBONDS DEC 2029 | 382,903 | $9,775,514 | 2025-09-30 | 2025-10-21 | |
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IJH ISHARES TR | | CORE S&P MCP ETF | 131,791 | $8,600,681 | 2025-09-30 | 2025-10-21 | |
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BSCT INVESCO EXCH TRD SLF IDX FD | | BULETSHS 2029 | 443,196 | $8,336,517 | 2025-09-30 | 2025-10-21 | |
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IBIT ISHARES BITCOIN TRUST ETF | | SHS BEN INT | 123,700 | $8,040,500 | 2025-09-30 | 2025-10-21 | |
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SPY SPDR S&P 500 ETF TR | | TR UNIT | 11,576 | $7,711,700 | 2025-09-30 | 2025-10-21 | |
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IBMP ISHARES TR | | IBONDS DEC 27 | 232,359 | $5,919,346 | 2025-09-30 | 2025-10-21 | |
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BSCV INVESCO EXCH TRD SLF IDX FD | | BULETSHS 2031 CP | 280,579 | $4,680,058 | 2025-09-30 | 2025-10-21 | |
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BIL SPDR SERIES TRUST | | BLOOMBERG 1-3 MO | 49,478 | $4,539,591 | 2025-09-30 | 2025-10-21 | |
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RSPT INVESCO EXCHANGE TRADED FD T | | S&P500 EQL TEC | 59,035 | $2,631,780 | 2025-09-30 | 2025-10-21 | |
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IBDR ISHARES TR | | IBONDS DEC2026 | 86,973 | $2,113,444 | 2025-09-30 | 2025-10-21 | |
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IWB ISHARES TR | | RUS 1000 ETF | 4,182 | $1,528,437 | 2025-09-30 | 2025-10-21 | |
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PMAY INNOVATOR ETFS TRUST | | US EQTY PWR BUF | 30,411 | $1,182,836 | 2025-09-30 | 2025-10-21 | |
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DFIC DIMENSIONAL ETF TRUST | | INTL CORE EQUITY | 34,243 | $1,122,828 | 2025-09-30 | 2025-10-21 | |
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SCHX SCHWAB STRATEGIC TR | | US LRG CAP ETF | 42,363 | $1,115,841 | 2025-09-30 | 2025-10-21 | |
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IVV ISHARES TR | | CORE S&P500 ETF | 1,664 | $1,113,715 | 2025-09-30 | 2025-10-21 | |
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XLY SELECT SECTOR SPDR TR | | SBI CONS DISCR | 4,030 | $965,749 | 2025-09-30 | 2025-10-21 | |
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FNDX SCHWAB STRATEGIC TR | | FUNDAMENTAL US L | 33,648 | $884,942 | 2025-09-30 | 2025-10-21 | |
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FXO FIRST TR EXCHANGE TRADED FD | | FINLS ALPHADEX | 14,475 | $859,670 | 2025-09-30 | 2025-10-21 | |
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HLAL LISTED FDS TR | | WAHED FTSE ETF | 14,280 | $847,213 | 2025-09-30 | 2025-10-21 | |
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VTI VANGUARD INDEX FDS | | TOTAL STK MKT | 2,299 | $754,463 | 2025-09-30 | 2025-10-21 | |
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PMAR INNOVATOR ETFS TRUST | | US EQTY PWR BUF | 17,086 | $750,246 | 2025-09-30 | 2025-10-21 | |
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FNDE SCHWAB STRATEGIC TR | | FUNDAMENTAL EMER | 17,172 | $620,940 | 2025-09-30 | 2025-10-21 | |
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VB VANGUARD INDEX FDS | | SMALL CP ETF | 2,431 | $618,155 | 2025-09-30 | 2025-10-21 | |
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MDY SPDR S&P MIDCAP 400 ETF TR | | UTSER1 S&PDCRP | 989 | $589,474 | 2025-09-30 | 2025-10-21 | |
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SCHF SCHWAB STRATEGIC TR | | INTL EQTY ETF | 24,476 | $569,801 | 2025-09-30 | 2025-10-21 | |
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VOO VANGUARD INDEX FDS | | S&P 500 ETF SHS | 920 | $563,390 | 2025-09-30 | 2025-10-21 | |
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DIA SPDR DOW JONES INDL AVERAGE | | UT SER 1 | 1,101 | $510,578 | 2025-09-30 | 2025-10-21 | |
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IVW ISHARES TR | | S&P 500 GRWT ETF | 3,964 | $478,534 | 2025-09-30 | 2025-10-21 | |
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POCT INNOVATOR ETFS TRUST | | US EQTY PWR BUF | 11,031 | $475,436 | 2025-09-30 | 2025-10-21 | |
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XLK SELECT SECTOR SPDR TR | | TECHNOLOGY | 1,586 | $447,030 | 2025-09-30 | 2025-10-21 | |
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SCHA SCHWAB STRATEGIC TR | | US SML CAP ETF | 15,494 | $432,283 | 2025-09-30 | 2025-10-21 | |
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PJUL INNOVATOR ETFS TRUST | | US EQTY PWR BUF | 8,851 | $403,606 | 2025-09-30 | 2025-10-21 | |
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SCHE SCHWAB STRATEGIC TR | | EMRG MKTEQ ETF | 11,007 | $367,304 | 2025-09-30 | 2025-10-21 | |
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FNDC SCHWAB STRATEGIC TR | | FUNDAMENTAL INTL | 7,909 | $352,030 | 2025-09-30 | 2025-10-21 | |
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PRF INVESCO EXCHANGE TRADED FD T | | RAFI US 1000 ETF | 6,934 | $313,486 | 2025-09-30 | 2025-10-21 | |
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SCHC SCHWAB STRATEGIC TR | | INTL SCEQT ETF | 5,822 | $264,959 | 2025-09-30 | 2025-10-21 | |
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DFIV DIMENSIONAL ETF TRUST | | INTERNATNAL VAL | 5,103 | $235,350 | 2025-09-30 | 2025-10-21 | |
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DIHP DIMENSIONAL ETF TRUST | | INTL HIGH PROFIT | 7,733 | $235,045 | 2025-09-30 | 2025-10-21 | |
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IMTM ISHARES TR | | MSCI INTL MOMENT | 4,907 | $234,947 | 2025-09-30 | 2025-10-21 | |
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VV VANGUARD INDEX FDS | | LARGE CAP ETF | 757 | $233,050 | 2025-09-30 | 2025-10-21 | |
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UMMA LISTED FDS TR | | WAHED DOW JONES | 8,057 | $222,048 | 2025-09-30 | 2025-10-21 | |
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PRFZ INVESCO EXCHANGE TRADED FD T | | RAFI US 1500 | 4,649 | $211,158 | 2025-09-30 | 2025-10-21 | |
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PXH INVESCO EXCH TRADED FD TR II | | RAFI EMRGNG MRKT | 8,127 | $206,588 | 2025-09-30 | 2025-10-21 | |
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