Vishria Bird Financial Group, LLC - Portfolio overview

Vishria Bird Financial Group, LLC has 97 reported holdings in this dataset, with the latest filing dated 2025-10-21.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. IBDT - ISHARES TR, 13.03%
2. GOOGL - ALPHABET INC, 5.77%
3. IBMQ - ISHARES TR, 5.76%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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