Vishria Bird Financial Group, LLC

RIA/Wealth

Vishria Bird Financial Group, LLC is a RIA/Wealth based in Memphis, TN led by Susan Fisher Todd, reporting $599.7M in AUM as of Q3 2025 with 68% ETF concentration and 53% concentrated in top 10 holdings.

CCOSusan Fisher Todd

Portfolio Value: $499.3M
Positions: 96
Top Holding: IBDT at 13.31%
Last Reported: Q3 2025

Address1053 W Rex Road, Suite 102, Memphis, TN, 38119, United States

Top Holdings

Largest long holdings in Vishria Bird Financial Group, LLC's portfolio (53.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares iBonds Dec 2028 Term Corporate IBDT	ETF ETF	$66.5M	13.31%	+$66.5M New	— 2.6M shares	Q3 2025 Held for 2 months
2 Alphabet Inc. GOOGL	Internet Content & Information Communication Services	$29.4M	5.89%	-$71.7K Sold	0.00% 121.0K shares	Q2 2018 Held for 7y 5m
3 iShares iBonds Dec 2028 Term Muni Bond IBMQ	ETF ETF	$29.3M	5.88%	+$28.9M Bought	— 1.1M shares	Q2 2025 Held for 5 months
4 Apple AAPL	Consumer Electronics Technology	$24.7M	4.94%	-$280.3K Sold	0.00% 96.8K shares	Q2 2018 Held for 7y 5m
5 FedEx FDX	Integrated Freight & Logistics Industrials	$24.2M	4.85%	+$1.8M Bought	0.04% 102.6K shares	Q2 2018 Held for 7y 5m
6 iShares iBonds Dec 2030 Term Corporate ETF IBDV	ETF ETF	$19.4M	3.89%	+$19.4M New	— 877.2K shares	Q3 2025 Held for 2 months
7 IBDU iShares iBonds Dec 2029 Term Corporate ETF IBDU	ETF ETF	$19.4M	3.88%	+$19.4M New	— 826.1K shares	Q3 2025 Held for 2 months
8 iShares iBonds Dec 2031 Term Corporate IBDW	ETF ETF	$19.4M	3.88%	+$19.4M New	— 912.5K shares	Q3 2025 Held for 2 months
9 Microsoft MSFT	Software - Infrastructure Technology	$18.3M	3.67%	+$223.2K Bought	0.00% 35.4K shares	Q2 2018 Held for 7y 5m
10 Amazon AMZN	Specialty Retail Consumer Cyclical	$15.9M	3.19%	+$17.3K Bought	0.00% 72.6K shares	Q2 2018 Held for 7y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Vishria Bird Financial Group, LLC's latest filing

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Market Value

$499.3M

Prior: $300.9M

Q/Q Change

+65.97%

+$198.5M

Net Flows % of MV

+35.3%

Turnover Ratio

23.07%

New Purchases

13 stocks

$142.0M

Added To

41 stocks

+$60.9M

Sold Out Of

8 stocks

$25.1M

Reduced Holdings

15 stocks

-$1.5M

Increased Positions

Position	Shares Δ	Change
1 iShares iBonds Dec 2028 Term Corporate IBDT	New	0 → 2.6M +$66.5M
2 iShares iBonds Dec 2030 Term Corporate ETF IBDV	New	0 → 877.2K +$19.4M
3 IBDU iShares iBonds Dec 2029 Term Corporate ETF IBDU	New	0 → 826.1K +$19.4M
4 iShares iBonds Dec 2031 Term Corporate IBDW	New	0 → 912.5K +$19.4M
5 iShares iBonds Dec 2027 Term Corporate ETF IBDS	New	0 → 408.8K +$9.9M

Decreased Positions

Position	Shares Δ	Change
1 iShares Treasury Floating Rate Bond TFLO	Sold	139.5K → 0 −$7.1M
2 Vanguard Tax-Exempt Bond Index Fund VTEB	Sold	135.3K → 0 −$6.6M
3 SPDR Nuveen Bloomberg High Yield Municipal Bond HYMB	Sold	219.2K → 0 −$5.4M
4 WisdomTree Floating Rate Treasury Fund USFR	Sold	43.2K → 0 −$2.2M
5 First Trust Short Duration Managed Municipal FSMB	Sold	89.7K → 0 −$1.8M