# EDGAR Filing Document

**Accession Number:** 0001746438
**File Stem:** 0002063364-25-000248
**Filing Date:** 2025-10
**Character Count:** 13561
**Document Hash:** 1174fe025886d0737d3af8a8bef60caa
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002063364-25-000248.hdr.sgml**: 20251021

**ACCESSION NUMBER**: 0002063364-25-000248

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250930

**FILED AS OF DATE**: 20251021

**DATE AS OF CHANGE**: 20251021

**EFFECTIVENESS DATE**: 20251021

**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:** 251405951

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 09-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Vishria Bird Financial Group LLC<br>**Address:** 1053 W REX ROAD<br>SUITE 2<br>MEMPHIS, TN 38119

**Form 13F File Number:** 028-18856

**CRD Number (if applicable):** 000291979

**SEC File Number (if applicable):** 801-112527

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jim Cullen<br>**Title:** Filing Agent<br>**Phone:** 401-466-6010

**Signature, Place, and Date of Signing:**

Jim Cullen  East Providence, RI  10-21-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 97

**Form 13F Information Table Value Total:** $509892105

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 380652 | 1644 | SH |  | SOLE | 0 | 0 | 0 | 1644 |
| AIRBNB INC | COM CL A | 009066101 |  | 763489 | 6288 | SH |  | SOLE | 0 | 0 | 0 | 6288 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 29417045 | 121008 | SH |  | SOLE | 0 | 0 | 0 | 121008 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 3317638 | 13622 | SH |  | SOLE | 0 | 0 | 0 | 13622 |
| AMAZON COM INC | COM | 023135106 |  | 15942978 | 72610 | SH |  | SOLE | 0 | 0 | 0 | 72610 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 417736 | 1258 | SH |  | SOLE | 0 | 0 | 0 | 1258 |
| AMERIPRISE FINL INC | COM | 03076C106 |  | 1295682 | 2638 | SH |  | SOLE | 0 | 0 | 0 | 2638 |
| AMNEAL PHARMACEUTICALS INC | COM STK CL A | 03168L105 |  | 421061 | 42064 | SH |  | SOLE | 0 | 0 | 0 | 42064 |
| AMPLITUDE INC | COM CL A | 03213A104 |  | 1162370 | 108430 | SH |  | SOLE | 0 | 0 | 0 | 108430 |
| APPLE INC | COM | 037833100 |  | 24658115 | 96839 | SH |  | SOLE | 0 | 0 | 0 | 96839 |
| APPLOVIN CORP | COM CL A | 03831W108 |  | 410286 | 571 | SH |  | SOLE | 0 | 0 | 0 | 571 |
| BANK AMERICA CORP | COM | 060505104 |  | 276161 | 5353 | SH |  | SOLE | 0 | 0 | 0 | 5353 |
| BLACKSTONE INC | COM | 09260D107 |  | 8315099 | 48669 | SH |  | SOLE | 0 | 0 | 0 | 48669 |
| BROADCOM INC | COM | 11135F101 |  | 3755366 | 11383 | SH |  | SOLE | 0 | 0 | 0 | 11383 |
| CATERPILLAR INC | COM | 149123101 |  | 767734 | 1609 | SH |  | SOLE | 0 | 0 | 0 | 1609 |
| CHEVRON CORP NEW | COM | 166764100 |  | 820699 | 5285 | SH |  | SOLE | 0 | 0 | 0 | 5285 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 |  | 1443782 | 4278 | SH |  | SOLE | 0 | 0 | 0 | 4278 |
| CONFLUENT INC | CLASS A COM | 20717M103 |  | 14763296 | 745621 | SH |  | SOLE | 0 | 0 | 0 | 745621 |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 |  | 235045 | 7733 | SH |  | SOLE | 0 | 0 | 0 | 7733 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 |  | 235350 | 5103 | SH |  | SOLE | 0 | 0 | 0 | 5103 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 |  | 1122828 | 34243 | SH |  | SOLE | 0 | 0 | 0 | 34243 |
| FEDEX CORP | COM | 31428X106 |  | 24205189 | 102647 | SH |  | SOLE | 0 | 0 | 0 | 102647 |
| FIRST HORIZON CORPORATION | COM | 320517105 |  | 434632 | 19223 | SH |  | SOLE | 0 | 0 | 0 | 19223 |
| FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | 33734X135 |  | 859670 | 14475 | SH |  | SOLE | 0 | 0 | 0 | 14475 |
| GERON CORP | COM | 374163103 |  | 33243 | 24265 | SH |  | SOLE | 0 | 0 | 0 | 24265 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 |  | 14387023 | 302058 | SH |  | SOLE | 0 | 0 | 0 | 302058 |
| HOME DEPOT INC | COM | 437076102 |  | 443278 | 1094 | SH |  | SOLE | 0 | 0 | 0 | 1094 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C797 |  | 475436 | 11031 | SH |  | SOLE | 0 | 0 | 0 | 11031 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C383 |  | 750246 | 17086 | SH |  | SOLE | 0 | 0 | 0 | 17086 |
| INNOVATOR ETFS TRUST | EQUITY DEF PROTN | 45783Y541 |  | 11171408 | 381472 | SH |  | SOLE | 0 | 0 | 0 | 381472 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C318 |  | 1182836 | 30411 | SH |  | SOLE | 0 | 0 | 0 | 30411 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 45782C813 |  | 403606 | 8851 | SH |  | SOLE | 0 | 0 | 0 | 8851 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 347057 | 1230 | SH |  | SOLE | 0 | 0 | 0 | 1230 |
| INVESCO EXCH TRADED FD TR II | RAFI EMRGNG MRKT | 46138E727 |  | 206588 | 8127 | SH |  | SOLE | 0 | 0 | 0 | 8127 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2029 | 46138J577 |  | 8336517 | 443196 | SH |  | SOLE | 0 | 0 | 0 | 443196 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2031 CP | 46138J429 |  | 4680058 | 280579 | SH |  | SOLE | 0 | 0 | 0 | 280579 |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 2032 | 46139W858 |  | 14359928 | 687736 | SH |  | SOLE | 0 | 0 | 0 | 687736 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1500 | 46137V597 |  | 211158 | 4649 | SH |  | SOLE | 0 | 0 | 0 | 4649 |
| INVESCO EXCHANGE TRADED FD T | S EQL TEC | 46137V282 |  | 2631780 | 59035 | SH |  | SOLE | 0 | 0 | 0 | 59035 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 |  | 313486 | 6934 | SH |  | SOLE | 0 | 0 | 0 | 6934 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 14615407 | 24344 | SH |  | SOLE | 0 | 0 | 0 | 24344 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 8040500 | 123700 | SH |  | SOLE | 0 | 0 | 0 | 123700 |
| ISHARES TR | IBONDS DEC 2029 | 46436E163 |  | 9775514 | 382903 | SH |  | SOLE | 0 | 0 | 0 | 382903 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 8600681 | 131791 | SH |  | SOLE | 0 | 0 | 0 | 131791 |
| ISHARES TR | IBONDS DEC 27 | 46435U283 |  | 5919346 | 232359 | SH |  | SOLE | 0 | 0 | 0 | 232359 |
| ISHARES TR | CORE S ETF | 464287200 |  | 1113715 | 1664 | SH |  | SOLE | 0 | 0 | 0 | 1664 |
| ISHARES TR | IBDS DEC28 ETF | 46435U515 |  | 66454284 | 2604008 | SH |  | SOLE | 0 | 0 | 0 | 2604008 |
| ISHARES TR | IBONDS DEC 29 | 46436E205 |  | 19387722 | 826064 | SH |  | SOLE | 0 | 0 | 0 | 826064 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 1528437 | 4182 | SH |  | SOLE | 0 | 0 | 0 | 4182 |
| ISHARES TR | MSCI INTL MOMENT | 46434V449 |  | 234947 | 4907 | SH |  | SOLE | 0 | 0 | 0 | 4907 |
| ISHARES TR | IBONDS DEC2026 | 46435GAA0 |  | 2113444 | 86973 | SH |  | SOLE | 0 | 0 | 0 | 86973 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 478534 | 3964 | SH |  | SOLE | 0 | 0 | 0 | 3964 |
| ISHARES TR | IBONDS 27 ETF | 46435UAA9 |  | 9949803 | 408784 | SH |  | SOLE | 0 | 0 | 0 | 408784 |
| ISHARES TR | IBONDS DEC 2030 | 46436E726 |  | 19430467 | 877222 | SH |  | SOLE | 0 | 0 | 0 | 877222 |
| ISHARES TR | IBONDS DEC 28 | 46435U325 |  | 29349723 | 1144685 | SH |  | SOLE | 0 | 0 | 0 | 1144685 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 13313238 | 112036 | SH |  | SOLE | 0 | 0 | 0 | 112036 |
| ISHARES TR | IBONDS DEC 2030 | 46438G687 |  | 10420681 | 399566 | SH |  | SOLE | 0 | 0 | 0 | 399566 |
| ISHARES TR | IBONDS DEC 2031 | 46436E486 |  | 19362847 | 912481 | SH |  | SOLE | 0 | 0 | 0 | 912481 |
| ISHARES TR | IBONDS DEC 2031 | 46438G356 |  | 10567888 | 408263 | SH |  | SOLE | 0 | 0 | 0 | 408263 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 479311 | 2585 | SH |  | SOLE | 0 | 0 | 0 | 2585 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 654517 | 2075 | SH |  | SOLE | 0 | 0 | 0 | 2075 |
| LISTED FDS TR | WAHED DOW JONES | 53656F268 |  | 222048 | 8057 | SH |  | SOLE | 0 | 0 | 0 | 8057 |
| LISTED FDS TR | WAHED FTSE ETF | 53656F607 |  | 847213 | 14280 | SH |  | SOLE | 0 | 0 | 0 | 14280 |
| MERCK  CO INC | COM | 58933Y105 |  | 513568 | 6119 | SH |  | SOLE | 0 | 0 | 0 | 6119 |
| META PLATFORMS INC | CL A | 30303M102 |  | 609652 | 830 | SH |  | SOLE | 0 | 0 | 0 | 830 |
| MICROSOFT CORP | COM | 594918104 |  | 18323517 | 35377 | SH |  | SOLE | 0 | 0 | 0 | 35377 |
| NETFLIX INC | COM | 64110L106 |  | 291338 | 243 | SH |  | SOLE | 0 | 0 | 0 | 243 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1235552 | 6622 | SH |  | SOLE | 0 | 0 | 0 | 6622 |
| ORACLE CORP | COM | 68389X105 |  | 1059150 | 3766 | SH |  | SOLE | 0 | 0 | 0 | 3766 |
| PACKAGING CORP AMER | COM | 695156109 |  | 238197 | 1093 | SH |  | SOLE | 0 | 0 | 0 | 1093 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 |  | 824574 | 5759 | SH |  | SOLE | 0 | 0 | 0 | 5759 |
| ROBLOX CORP | CL A | 771049103 |  | 303359 | 2190 | SH |  | SOLE | 0 | 0 | 0 | 2190 |
| RTX CORPORATION | COM | 75513E101 |  | 453799 | 2712 | SH |  | SOLE | 0 | 0 | 0 | 2712 |
| SAMSARA INC | COM CL A | 79589L106 |  | 935795 | 25122 | SH |  | SOLE | 0 | 0 | 0 | 25122 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 1115841 | 42363 | SH |  | SOLE | 0 | 0 | 0 | 42363 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 |  | 569801 | 24476 | SH |  | SOLE | 0 | 0 | 0 | 24476 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | 808524748 |  | 352030 | 7909 | SH |  | SOLE | 0 | 0 | 0 | 7909 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 367304 | 11007 | SH |  | SOLE | 0 | 0 | 0 | 11007 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 432283 | 15494 | SH |  | SOLE | 0 | 0 | 0 | 15494 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 |  | 884942 | 33648 | SH |  | SOLE | 0 | 0 | 0 | 33648 |
| SCHWAB STRATEGIC TR | FUNDAMENTAL EMER | 808524730 |  | 620940 | 17172 | SH |  | SOLE | 0 | 0 | 0 | 17172 |
| SCHWAB STRATEGIC TR | INTL SCEQT ETF | 808524888 |  | 264959 | 5822 | SH |  | SOLE | 0 | 0 | 0 | 5822 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 965749 | 4030 | SH |  | SOLE | 0 | 0 | 0 | 4030 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 447030 | 1586 | SH |  | SOLE | 0 | 0 | 0 | 1586 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 |  | 402733 | 2710 | SH |  | SOLE | 0 | 0 | 0 | 2710 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 510578 | 1101 | SH |  | SOLE | 0 | 0 | 0 | 1101 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 7711700 | 11576 | SH |  | SOLE | 0 | 0 | 0 | 11576 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 589474 | 989 | SH |  | SOLE | 0 | 0 | 0 | 989 |
| SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 |  | 4539591 | 49478 | SH |  | SOLE | 0 | 0 | 0 | 49478 |
| TESLA INC | COM | 88160R101 |  | 1238545 | 2785 | SH |  | SOLE | 0 | 0 | 0 | 2785 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 250411 | 2556 | SH |  | SOLE | 0 | 0 | 0 | 2556 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 563390 | 920 | SH |  | SOLE | 0 | 0 | 0 | 920 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 754463 | 2299 | SH |  | SOLE | 0 | 0 | 0 | 2299 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 618155 | 2431 | SH |  | SOLE | 0 | 0 | 0 | 2431 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 |  | 233050 | 757 | SH |  | SOLE | 0 | 0 | 0 | 757 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 12724431 | 212357 | SH |  | SOLE | 0 | 0 | 0 | 212357 |
| WALMART INC | COM | 931142103 |  | 730386 | 7087 | SH |  | SOLE | 0 | 0 | 0 | 7087 |

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