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Livermore
Livermore
ZHEN

Vishria Bird Financial Group, LLC

SEC CIK
0001746438
Latest filing
Oct 21, 2025

The latest 13F from Vishria Bird Financial Group, LLC covers Q3 2025 (filed Oct 21, 2025): 97 long positions worth $509.9M. The top 10 holdings make up 52.3% of the portfolio, and the largest is iShares Ibonds Dec 2028 Term Corporate ETF at 13.0%. Livermore has 19 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q3 2025

Share counts compared with Q2 2025: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
16
Est. +$153.5M
Added
41
Est. +$60.9M
Reduced
15
Est. −$1.49M
Sold out
8
Est. −$25.1M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Ibonds Dec 2028 Term Corporate ETF46435U515
    13.0%$66.5M
  2. GOOGLAlphabet Inc.
    5.8%$29.4MHistory
  3. iShares Ibonds Dec 2028 Term Muni Bond ETF46435U325
    5.8%$29.3M
  4. AAPLApple Inc.
    4.8%$24.7MHistory
  5. FDXFedEx Corp
    4.7%$24.2MHistory

Share of portfolio

Top 5 holdings and the other 92 positions, by share of portfolio value

  1. iShares Ibonds Dec 2028 Term Corporate ETF13.0%
  2. GOOGL5.8%
  3. iShares Ibonds Dec 2028 Term Muni Bond ETF5.8%
  4. AAPL4.8%
  5. FDX4.7%
  6. Other 92 positions65.9%

Biggest buys

New and added positions, by estimated amount bought

  1. iShares Ibonds Dec 2028 Term Corporate ETF46435U515
    +$66.5MNew
  2. iShares Ibonds Dec 2028 Term Muni Bond ETF46435U325
    +$28.9MAdded
  3. iShares Ibonds Dec 2030 Term Corporate ETF46436E726
    +$19.4MNew
  4. iShares Ibonds Dec 2029 Term Corporate ETF46436E205
    +$19.4MNew
  5. iShares Ibonds Dec 2031 Term Corporate ETF46436E486
    +$19.4MNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Ibonds Dec 2028 Term Corporate ETF46435U515
    +13.03 pp0.0% → 13.0%
  2. iShares Ibonds Dec 2028 Term Muni Bond ETF46435U325
    +5.62 pp0.1% → 5.8%
  3. iShares Ibonds Dec 2030 Term Corporate ETF46436E726
    +3.81 pp0.0% → 3.8%
  4. iShares Ibonds Dec 2029 Term Corporate ETF46436E205
    +3.80 pp0.0% → 3.8%
  5. iShares Ibonds Dec 2031 Term Corporate ETF46436E486
    +3.80 pp0.0% → 3.8%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. iShares Tr46434V860
    −$7.06MSold out
  2. Vanguard Mun BD FDS922907746
    −$6.63MSold out
  3. SPDR Series Trust78464A284
    −$5.43MSold out
  4. WisdomTree Tr97717Y527
    −$2.17MSold out
  5. First Tr Exch Traded FD III33739P830
    −$1.79MSold out

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr46434V860
    −2.35 pp2.3% → 0.0%
  2. Vanguard Mun BD FDS922907746
    −2.21 pp2.2% → 0.0%
  3. AAPLApple Inc.
    −1.84 pp6.7% → 4.8%History
  4. SPDR Series Trust78464A284
    −1.81 pp1.8% → 0.0%
  5. Invesco QQQ Trust Series I46090E103
    −1.61 pp4.5% → 2.9%

Metrics

13F metrics for Q3 2025, computed only from the numbers in the filings. Definitions below.

Portfolio value
$509.9M
+$209.0M (+69.5%) vs. prior quarter
Positions
97
+8 vs. prior quarter
Top 10 concentration
52.3%
Top 10 as share of value
Turnover
6.6%
Q3 2025, one quarter
Average holding period
9.2 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $509.9M (Q3 2025)

Q1 2021: $181.2MQ2 2021: $203.2MQ3 2021: $190.6MQ4 2021: $214.9MQ1 2022: $181.0MQ2 2022: $150.3MQ3 2022: $148.5MQ4 2022: $143.5MQ1 2023: $156.3MQ2 2023: $168.2MQ3 2023: $176.5MQ4 2023: $211.5MQ1 2024: $233.6MQ2 2024: $238.0MQ3 2024: $263.7MQ4 2024: $285.4MQ1 2025: $294.4MQ2 2025: $300.9MQ3 2025: $509.9M
Q1 2021Q3 2025
13F filings of Vishria Bird Financial Group, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q3 2025Oct 21, 202597$509.9MiShares Ibonds Dec 2028 Term Corporate ETFGOOGLiShares Ibonds Dec 2028 Term Muni Bond ETFvs. Q2 2025SEC
Q2 2025Jul 7, 202589$300.9MFDXGOOGLAAPLvs. Q1 2025SEC
Q1 2025Apr 28, 202583$294.4MCFLTAAPLFDXvs. Q4 2024SEC
Q4 2024Jan 21, 202579$285.4MFDXAAPLGOOGLvs. Q3 2024SEC
Q3 2024Nov 6, 202482$263.7MFDXAAPLMSFTvs. Q2 2024SEC
Q2 2024Jul 23, 202462$238.0MFDXAAPLMSFTvs. Q1 2024SEC
Q1 2024Apr 22, 202464$233.6MFDXAAPLMSFTvs. Q4 2023SEC
Q4 2023Jan 25, 202459$211.5MFDXAAPLMSFTvs. Q3 2023SEC
Q3 2023Oct 26, 202355$176.5MFDXAAPLMSFTvs. Q2 2023SEC
Q2 2023Jul 19, 202355$168.2MAAPLFDXMSFTvs. Q1 2023SEC
Q1 2023Apr 17, 202355$156.3MAAPLFDXiShares Core S&P Small Cap ETFvs. Q4 2022SEC
Q4 2022Feb 1, 202359$143.5MAAPLFDXiShares Core S&P Small Cap ETFvs. Q3 2022SEC
Q3 2022Oct 27, 202256$148.5MAAPLiShares Core S&P Small Cap ETFFDXvs. Q2 2022SEC
Q2 2022Aug 4, 202258$150.3MAAPLFDXiShares Core S&P Small Cap ETFvs. Q1 2022SEC
Q1 2022May 3, 202259$181.0MAAPLFDXiShares Core S&P Small Cap ETFvs. Q4 2021SEC
Q4 2021Jan 27, 202265$214.9MAAPLFirst Tr Exchange-Traded FDFDXvs. Q3 2021SEC
Q3 2021Oct 15, 202162$190.6MFirst Tr Exchange-Traded FDAAPLiShares Core S&P Small Cap ETFvs. Q2 2021SEC
Q2 2021Aug 2, 202158$203.2MFDXAAPLiShares Core S&P Small Cap ETFvs. Q1 2021SEC
Q1 2021Apr 27, 202154$181.2MFDXiShares Core S&P Small Cap ETFAAPL–SEC