# EDGAR Filing Document

**Accession Number:** 0001746438
**File Stem:** 0001746438-23-000003
**Filing Date:** 2023-2
**Character Count:** 9304
**Document Hash:** 753daa7e13f771065ebf4012ed61074c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001746438-23-000003.hdr.sgml**: 20230201

**ACCESSION NUMBER**: 0001746438-23-000003

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230201

**DATE AS OF CHANGE**: 20230201

**EFFECTIVENESS DATE**: 20230201

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Vishria Bird Financial Group, LLC
- **CENTRAL INDEX KEY:** 0001746438
- **IRS NUMBER:** 824081603

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-18856
- **FILM NUMBER:** 23576882

**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:** 12-31-2022

**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:** Susan Todd<br>**Title:** Chief Compliance Officer<br>**Phone:** 901-683-5858

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

Susan Todd  Memphis, TN  02-01-2023<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:** 60

**Form 13F Information Table Value Total:** $143456

      (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 |  | 243 | 1505 | SH |  | SOLE | 0 | 0 | 0 | 1505 |
| AIRBNB INC | COM CL A | 009066101 |  | 450 | 5261 | SH |  | SOLE | 0 | 0 | 0 | 5261 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 4840 | 54851 | SH |  | SOLE | 0 | 0 | 0 | 54851 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 1539 | 17348 | SH |  | SOLE | 0 | 0 | 0 | 17348 |
| AMAZON COM INC | COM | 023135106 |  | 6621 | 78817 | SH |  | SOLE | 0 | 0 | 0 | 78817 |
| AMERIPRISE FINL INC | COM | 03076C106 |  | 314 | 1009 | SH |  | SOLE | 0 | 0 | 0 | 1009 |
| AMPLITUDE INC | COM CL A | 03213A104 |  | 2370 | 196169 | SH |  | SOLE | 0 | 0 | 0 | 196169 |
| APPLE INC | COM | 037833100 |  | 14347 | 110425 | SH |  | SOLE | 0 | 0 | 0 | 110425 |
| BANK AMERICA CORP | COM | 060505104 |  | 247 | 7473 | SH |  | SOLE | 0 | 0 | 0 | 7473 |
| BLACKSTONE INC | COM | 09260D107 |  | 3871 | 52173 | SH |  | SOLE | 0 | 0 | 0 | 52173 |
| BP PLC | SPONSORED ADR | 055622104 |  | 5739 | 164302 | SH |  | SOLE | 0 | 0 | 0 | 164302 |
| CATERPILLAR INC | COM | 149123101 |  | 385 | 1606 | SH |  | SOLE | 0 | 0 | 0 | 1606 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1101 | 6133 | SH |  | SOLE | 0 | 0 | 0 | 6133 |
| CONFLUENT INC | CLASS A COM | 20717M103 |  | 1574 | 70786 | SH |  | SOLE | 0 | 0 | 0 | 70786 |
| FEDEX CORP | COM | 31428X106 |  | 11410 | 65880 | SH |  | SOLE | 0 | 0 | 0 | 65880 |
| FIRST TR EXCH TRADED FD III | SHRT DUR MNG MUN | 33739P830 |  | 1841 | 93255 | SH |  | SOLE | 0 | 0 | 0 | 93255 |
| FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | 33734X135 |  | 627 | 15317 | SH |  | SOLE | 0 | 0 | 0 | 15317 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 |  | 821 | 17327 | SH |  | SOLE | 0 | 0 | 0 | 17327 |
| GERON CORP | COM | 374163103 |  | 50 | 20615 | SH |  | SOLE | 0 | 0 | 0 | 20615 |
| GLOBAL X FDS | US INFR DEV ETF | 37954Y673 |  | 9146 | 345264 | SH |  | SOLE | 0 | 0 | 0 | 345264 |
| HOME DEPOT INC | COM | 437076102 |  | 401 | 1271 | SH |  | SOLE | 0 | 0 | 0 | 1271 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C318 |  | 904 | 32186 | SH |  | SOLE | 0 | 0 | 0 | 32186 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C797 |  | 357 | 11878 | SH |  | SOLE | 0 | 0 | 0 | 11878 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C813 |  | 267 | 8851 | SH |  | SOLE | 0 | 0 | 0 | 8851 |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 45782C383 |  | 548 | 17853 | SH |  | SOLE | 0 | 0 | 0 | 17853 |
| INVESCO EXCHANGE TRADED FD T | S EQL TEC | 46137V282 |  | 1474 | 6067 | SH |  | SOLE | 0 | 0 | 0 | 6067 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 6978 | 26207 | SH |  | SOLE | 0 | 0 | 0 | 26207 |
| ISHARES TR | US HLTHCARE ETF | 464287762 |  | 2337 | 8237 | SH |  | SOLE | 0 | 0 | 0 | 8237 |
| ISHARES TR | TRS FLT RT BD | 46434V860 |  | 7431 | 147415 | SH |  | SOLE | 0 | 0 | 0 | 147415 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 11240 | 118761 | SH |  | SOLE | 0 | 0 | 0 | 118761 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 247 | 4215 | SH |  | SOLE | 0 | 0 | 0 | 4215 |
| ISHARES TR | RUS 1000 ETF | 464287622 |  | 880 | 4182 | SH |  | SOLE | 0 | 0 | 0 | 4182 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 1196 | 11940 | SH |  | SOLE | 0 | 0 | 0 | 11940 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 210 | 869 | SH |  | SOLE | 0 | 0 | 0 | 869 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 469 | 2656 | SH |  | SOLE | 0 | 0 | 0 | 2656 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 258 | 1927 | SH |  | SOLE | 0 | 0 | 0 | 1927 |
| KRANESHARES TR | CSI CHI INTERNET | 500767306 |  | 332 | 11001 | SH |  | SOLE | 0 | 0 | 0 | 11001 |
| LISTED FD TR | WAHED FTSE ETF | 53656F607 |  | 211 | 6000 | SH |  | SOLE | 0 | 0 | 0 | 6000 |
| MERCK  CO INC | COM | 58933Y105 |  | 382 | 3446 | SH |  | SOLE | 0 | 0 | 0 | 3446 |
| MICROSOFT CORP | COM | 594918104 |  | 9109 | 37983 | SH |  | SOLE | 0 | 0 | 0 | 37983 |
| MODERNA INC | COM | 60770K107 |  | 278 | 1550 | SH |  | SOLE | 0 | 0 | 0 | 1550 |
| NETFLIX INC | COM | 64110L106 |  | 244 | 826 | SH |  | SOLE | 0 | 0 | 0 | 826 |
| NEW RELIC INC | COM | 64829B100 |  | 918 | 16267 | SH |  | SOLE | 0 | 0 | 0 | 16267 |
| PFIZER INC | COM | 717081103 |  | 228 | 4458 | SH |  | SOLE | 0 | 0 | 0 | 4458 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 275 | 2725 | SH |  | SOLE | 0 | 0 | 0 | 2725 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 7796 | 172671 | SH |  | SOLE | 0 | 0 | 0 | 172671 |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 81369Y407 |  | 521 | 4030 | SH |  | SOLE | 0 | 0 | 0 | 4030 |
| SNOWFLAKE INC | CL A | 833445109 |  | 3429 | 23891 | SH |  | SOLE | 0 | 0 | 0 | 23891 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 574 | 1732 | SH |  | SOLE | 0 | 0 | 0 | 1732 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 4916 | 12854 | SH |  | SOLE | 0 | 0 | 0 | 12854 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 440 | 993 | SH |  | SOLE | 0 | 0 | 0 | 993 |
| TESLA INC | COM | 88160R101 |  | 328 | 2664 | SH |  | SOLE | 0 | 0 | 0 | 2664 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 289 | 1513 | SH |  | SOLE | 0 | 0 | 0 | 1513 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 6944 | 140314 | SH |  | SOLE | 0 | 0 | 0 | 140314 |
| WALMART INC | COM | 931142103 |  | 243 | 1716 | SH |  | SOLE | 0 | 0 | 0 | 1716 |
| WISDOMTREE TR | FLOATNG RAT TREA | 97717Y527 |  | 2254 | 44840 | SH |  | SOLE | 0 | 0 | 0 | 44840 |
| WP CAREY INC | COM | 92936U109 |  | 331 | 4240 | SH |  | SOLE | 0 | 0 | 0 | 4240 |
| ZILLOW GROUP INC | CL C CAP STK | 98954M200 |  | 366 | 11349 | SH |  | SOLE | 0 | 0 | 0 | 11349 |
| ZILLOW GROUP INC | CL A | 98954M101 |  | 315 | 10082 | SH |  | SOLE | 0 | 0 | 0 | 10082 |

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