0002063364-25-000097.txt : 20250707 0002063364-25-000097.hdr.sgml : 20250707 20250707132722 ACCESSION NUMBER: 0002063364-25-000097 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20250630 FILED AS OF DATE: 20250707 DATE AS OF CHANGE: 20250707 EFFECTIVENESS DATE: 20250707 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Vishria Bird Financial Group, LLC CENTRAL INDEX KEY: 0001746438 ORGANIZATION NAME: EIN: 824081603 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18856 FILM NUMBER: 251107828 BUSINESS ADDRESS: STREET 1: 1053 W REX ROAD STREET 2: SUITE 2 CITY: MEMPHIS STATE: TN ZIP: 38119 BUSINESS PHONE: 901-683-5858 MAIL ADDRESS: STREET 1: 1053 W REX ROAD STREET 2: SUITE 2 CITY: MEMPHIS STATE: TN ZIP: 38119 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001746438 XXXXXXXX 06-30-2025 06-30-2025 Vishria Bird Financial Group, LLC

1053 W REX ROAD SUITE 2 MEMPHIS TN 38119

13F HOLDINGS REPORT 028-18856 000291979 801-112527 N Jim Cullen 401-466-6010 Jim Cullen East Providence RI 07-07-2025 0 89 300856361 false INFORMATION TABLE 2 VBFG.13F.2025Q2.xml ABBVIE INC COM 00287Y109 286226 1542 SH SOLE 0 0 0 1542 AIRBNB INC COM CL A 009066101 693178 5238 SH SOLE 0 0 0 5238 ALPHABET INC CAP STK CL A 02079K305 21377278 121303 SH SOLE 0 0 0 121303 ALPHABET INC CAP STK CL C 02079K107 2341371 13199 SH SOLE 0 0 0 13199 AMAZON COM INC COM 023135106 15912639 72531 SH SOLE 0 0 0 72531 AMERICAN EXPRESS CO COM 025816109 391272 1227 SH SOLE 0 0 0 1227 AMERIPRISE FINL INC COM 03076C106 1402387 2628 SH SOLE 0 0 0 2628 AMNEAL PHARMACEUTICALS INC COM STK CL A 03168L105 338097 41792 SH SOLE 0 0 0 41792 AMPLITUDE INC COM CL A 03213A104 2209792 178209 SH SOLE 0 0 0 178209 APPLE INC COM 037833100 20094374 97940 SH SOLE 0 0 0 97940 BANK AMERICA CORP COM 060505104 251175 5308 SH SOLE 0 0 0 5308 BLACKSTONE INC COM 09260D107 7298506 48793 SH SOLE 0 0 0 48793 CATERPILLAR INC COM 149123101 623738 1607 SH SOLE 0 0 0 1607 CHEVRON CORP NEW COM 166764100 747444 5220 SH SOLE 0 0 0 5220 COINBASE GLOBAL INC COM CL A 19260Q107 1010112 2882 SH SOLE 0 0 0 2882 CONFLUENT INC CLASS A COM 20717M103 18552432 744181 SH SOLE 0 0 0 744181 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 741590 23853 SH SOLE 0 0 0 23853 FEDEX CORP COM 31428X106 21626046 95139 SH SOLE 0 0 0 95139 FIRST HORIZON CORPORATION COM 320517105 406192 19160 SH SOLE 0 0 0 19160 FIRST TR EXCH TRADED FD III SHRT DUR MNG MUN 33739P830 1785499 89701 SH SOLE 0 0 0 89701 FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 33734X135 811469 14475 SH SOLE 0 0 0 14475 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 745649 15137 SH SOLE 0 0 0 15137 GERON CORP COM 374163103 34214 24265 SH SOLE 0 0 0 24265 GLOBAL X FDS US INFR DEV ETF 37954Y673 13220167 303354 SH SOLE 0 0 0 303354 HOME DEPOT INC COM 437076102 397855 1085 SH SOLE 0 0 0 1085 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C383 721542 17086 SH SOLE 0 0 0 17086 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C797 455580 11031 SH SOLE 0 0 0 11031 INNOVATOR ETFS TRUST EQUITY DEF PROTN 45783Y541 10972089 382436 SH SOLE 0 0 0 382436 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C318 1149177 30411 SH SOLE 0 0 0 30411 INNOVATOR ETFS TRUST US EQTY PWR BUF 45782C813 388116 8851 SH SOLE 0 0 0 8851 INTERNATIONAL BUSINESS MACHS COM 459200101 351967 1194 SH SOLE 0 0 0 1194 INVESCO EXCH TRD SLF IDX FD BULLETSHS 2032 46139W858 11878145 576609 SH SOLE 0 0 0 576609 INVESCO EXCH TRD SLF IDX FD BULETSHS 2031 CP 46138J429 4669989 282516 SH SOLE 0 0 0 282516 INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 46138J577 8359854 447051 SH SOLE 0 0 0 447051 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 2407651 59040 SH SOLE 0 0 0 59040 INVESCO EXCHANGE TRADED FD T RAFI US 1000 ETF 46137V613 293100 6934 SH SOLE 0 0 0 6934 INVESCO QQQ TR UNIT SER 1 46090E103 13480427 24437 SH SOLE 0 0 0 24437 ISHARES BITCOIN TRUST ETF SHS BEN INT 46438F101 7579879 123834 SH SOLE 0 0 0 123834 ISHARES TR IBONDS DEC 27 46435U283 403166 15904 SH SOLE 0 0 0 15904 ISHARES TR CORE S&P500 ETF 464287200 1033178 1664 SH SOLE 0 0 0 1664 ISHARES TR IBONDS DEC 2029 46436E163 406102 16096 SH SOLE 0 0 0 16096 ISHARES TR TRS FLT RT BD 46434V860 7064206 139471 SH SOLE 0 0 0 139471 ISHARES TR S&P 500 GRWT ETF 464287309 436436 3964 SH SOLE 0 0 0 3964 ISHARES TR RUS 1000 ETF 464287622 1420082 4182 SH SOLE 0 0 0 4182 ISHARES TR 0-3 MNTH TREASRY 46436E718 1077383 10700 SH SOLE 0 0 0 10700 ISHARES TR CORE S&P MCP ETF 464287507 8201339 132237 SH SOLE 0 0 0 132237 ISHARES TR IBONDS DEC 28 46435U325 404756 15929 SH SOLE 0 0 0 15929 ISHARES TR IBONDS DEC 2030 46438G687 407455 15879 SH SOLE 0 0 0 15879 ISHARES TR CORE S&P SCP ETF 464287804 12275234 112318 SH SOLE 0 0 0 112318 JOHNSON & JOHNSON COM 478160104 387221 2535 SH SOLE 0 0 0 2535 JPMORGAN CHASE & CO. 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