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Vishria Bird Financial Group, LLC
Vishria Bird Financial Group, LLC is a US-based registered investment advisor that provides independent and unbiased financial planning and investment advice. The firm is described as a values-based financial planning company and is now part of Mercer Advisors, a large investment adviser headquartered in Denver, Colorado. Vishria Bird operates under the Mercer Advisors family, delivering investment-related services across various branch offices. Founded in 2018, Vishria Bird has approximately 7 employees and focuses on serving individual and institutional clients seeking financial planning, retirement, and investment management services.
Investment Strategy
Vishria Bird Financial Group emphasizes values-based, independent, and unbiased financial advice, tailored to individual client needs in areas such as planning, retirement, and investment management. The firm constructs diversified portfolios comprising U.S. large-cap, technology, ETFs, and fixed income holdings, reflecting an adaptive approach to asset allocation. Investment decisions focus on portfolio optimization and proactive management, shown by regular rebalancing and position adjustments across a broad array of stocks and ETFs, with a significant focus on technology, index funds, and risk management.
Latest 13F Filing Activity
Vishria Bird Financial Group, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 95 equity positions with a total 13F market value of $510M. The fund increased holdings in Ishares TR, Ishares TR, Ishares TR among other positions. Vishria Bird Financial Group, LLC reduced exposure to Ishares TR, Vanguard Mun BD FDS, SPDR Series Trust among others.
Top Holdings
Equity Positions (95)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IBDT | ISHARES TR | 13.03% | $66.5M | 2,604,008 | $25.52 | $25.52 | +$66.5M |
| ALPHABET INC | 5.77% | $29.4M | 121,008 | $135.85 | $243.10 | +$8.0M | |
I IBMQ | ISHARES TR | 5.76% | $29.3M | 1,144,685 | $25.64 | $25.64 | +$28.9M |
A AAPL | APPLE INC | 4.84% | $24.7M | 96,839 | $80.98 | $254.63 | +$4.6M |
F FDX | FEDEX CORP | 4.75% | $24.2M | 102,647 | $233.84 | $235.81 | +$2.6M |
Industry Allocation
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