Birch Financial Group
Latest statistics and disclosures from Birch Financial Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AXP, BRK.A, VOO, AAPL, BRK.B, and represent 32.52% of Birch Financial Group's stock portfolio.
- Added to shares of these 10 stocks: VOO, QQQM, CCJ, AWK, AXSM, MSFT, DDOG, COP, META, CRM.
- Started 8 new stock positions in APG, SN, DDOG, COP, CRM, URNM, BMY, AWK.
- Reduced shares in these 10 stocks: PAYC, LLY, , V, , ELV, , , MELI, BRK.B.
- Sold out of its positions in ELV, CSGP, EXACT Sciences Corporation, LPLA, LLY, MELI, PAYC, TQQQ.
- Birch Financial Group was a net buyer of stock by $4.6M.
- Birch Financial Group has $171M in assets under management (AUM), dropping by -2.39%.
- Central Index Key (CIK): 0002083592
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Portfolio Holdings for Birch Financial Group
Birch Financial Group holds 136 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| American Express Company (AXP) | 11.1 | $19M | 63k | 302.48 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 8.4 | $14M | 20.00 | 718140.00 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.0 | $10M | +18% | 17k | 597.54 |
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| Apple (AAPL) | 3.8 | $6.5M | 26k | 253.79 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.2 | $5.5M | -3% | 12k | 479.19 |
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| Home Depot (HD) | 2.7 | $4.6M | 14k | 328.90 |
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| Ameriprise Financial (AMP) | 2.6 | $4.5M | 10k | 444.40 |
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| General Dynamics Corporation (GD) | 2.5 | $4.2M | 12k | 343.22 |
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| Microsoft Corporation (MSFT) | 2.2 | $3.8M | +7% | 10k | 370.16 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.1 | $3.7M | +2% | 57k | 64.08 |
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| Johnson & Johnson (JNJ) | 2.1 | $3.5M | 14k | 244.44 |
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| Goldman Sachs (GS) | 2.0 | $3.4M | 4.0k | 845.89 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.8 | $3.0M | +7% | 24k | 124.31 |
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| Phillips 66 (PSX) | 1.7 | $2.9M | 16k | 182.18 |
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| Amazon (AMZN) | 1.7 | $2.9M | 14k | 208.26 |
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| Bank of America Corporation (BAC) | 1.6 | $2.7M | 55k | 48.75 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.6 | $2.7M | 33k | 82.57 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $2.4M | -5% | 8.3k | 286.84 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.2 | $2.1M | 15k | 142.43 |
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| Spdr Index Shs Fds State Street Spd (SPEM) | 1.2 | $2.1M | +7% | 44k | 46.91 |
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| Philip Morris International (PM) | 1.1 | $1.9M | +12% | 12k | 165.34 |
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| NVIDIA Corporation (NVDA) | 1.1 | $1.9M | 11k | 174.40 |
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| Spdr Series Trust State Street Spd (SPTL) | 1.0 | $1.8M | 67k | 26.30 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.0 | $1.8M | 66k | 26.61 |
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| At&t (T) | 0.9 | $1.6M | -10% | 55k | 28.99 |
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| Ishares Tr National Mun Etf (MUB) | 0.9 | $1.5M | 14k | 106.15 |
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| Exxon Mobil Corporation (XOM) | 0.8 | $1.4M | +13% | 8.2k | 169.67 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.8 | $1.3M | 12k | 108.99 |
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| Chevron Corporation (CVX) | 0.8 | $1.3M | 6.4k | 206.91 |
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| Nextera Energy (NEE) | 0.7 | $1.2M | +5% | 13k | 92.88 |
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| Cameco Corporation (CCJ) | 0.7 | $1.2M | +131% | 11k | 108.61 |
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| Verizon Communications (VZ) | 0.7 | $1.1M | -9% | 22k | 50.20 |
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| Wec Energy Group (WEC) | 0.7 | $1.1M | 9.6k | 115.77 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $1.1M | 14k | 79.56 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.6 | $1.1M | +444% | 4.5k | 237.60 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.6 | $1.1M | +7% | 14k | 78.41 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.6 | $1.1M | 22k | 48.05 |
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| Applovin Corp Com Cl A (APP) | 0.6 | $1.0M | +16% | 2.6k | 397.97 |
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| Meta Platforms Cl A (META) | 0.6 | $972k | +34% | 1.7k | 572.02 |
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| Ishares Tr Mbs Etf (MBB) | 0.6 | $948k | 10k | 94.95 |
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| Visa Com Cl A (V) | 0.5 | $887k | -25% | 2.9k | 302.20 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $878k | +7% | 3.1k | 287.58 |
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| Oracle Corporation (ORCL) | 0.5 | $845k | +23% | 5.7k | 147.12 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $844k | -7% | 1.7k | 499.68 |
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| Altria (MO) | 0.5 | $836k | +15% | 13k | 65.99 |
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| Abbvie (ABBV) | 0.5 | $835k | +2% | 3.8k | 217.50 |
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| Progressive Corporation (PGR) | 0.5 | $817k | +27% | 4.1k | 198.22 |
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| Ea Series Trust Strive Us Semico (SHOC) | 0.5 | $810k | +9% | 11k | 72.02 |
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| Netflix (NFLX) | 0.5 | $795k | -14% | 8.3k | 96.15 |
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| Wal-Mart Stores (WMT) | 0.4 | $769k | -3% | 6.2k | 124.28 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $758k | 2.6k | 294.19 |
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| Soundhound Ai Class A Com (SOUN) | 0.4 | $756k | +15% | 110k | 6.87 |
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| American Electric Power Company (AEP) | 0.4 | $740k | +16% | 5.6k | 131.08 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $703k | 1.1k | 650.59 |
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| Baker Hughes Company Cl A (BKR) | 0.4 | $695k | 11k | 61.05 |
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| Citigroup Com New (C) | 0.4 | $683k | 6.0k | 113.40 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.4 | $682k | -6% | 5.7k | 118.62 |
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| Abbott Laboratories (ABT) | 0.4 | $656k | -7% | 6.4k | 102.68 |
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| Honeywell International (HON) | 0.4 | $647k | 2.9k | 226.02 |
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| Cigna Corp (CI) | 0.4 | $640k | +27% | 2.4k | 266.71 |
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| Coca-Cola Company (KO) | 0.4 | $610k | +13% | 8.0k | 76.05 |
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| Advanced Micro Devices (AMD) | 0.3 | $598k | +35% | 2.9k | 203.43 |
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| American Intl Group Com New (AIG) | 0.3 | $588k | +12% | 7.8k | 75.25 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $572k | -7% | 1.2k | 491.72 |
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| Axsome Therapeutics (AXSM) | 0.3 | $568k | +206% | 3.4k | 169.03 |
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| Cme (CME) | 0.3 | $565k | +13% | 1.9k | 295.36 |
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| Aon Shs Cl A (AON) | 0.3 | $533k | -11% | 1.7k | 322.70 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $529k | +8% | 917.00 | 576.92 |
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| Procter & Gamble Company (PG) | 0.3 | $505k | +4% | 3.5k | 144.46 |
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| Msci (MSCI) | 0.3 | $480k | -17% | 891.00 | 538.96 |
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| McDonald's Corporation (MCD) | 0.3 | $472k | 1.5k | 310.79 |
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| Blackrock (BLK) | 0.3 | $472k | 491.00 | 961.35 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $469k | 1.9k | 243.08 |
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| Allstate Corporation (ALL) | 0.3 | $467k | +40% | 2.3k | 207.35 |
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| International Business Machines (IBM) | 0.3 | $463k | -18% | 1.9k | 242.43 |
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| Sap Se Spon Adr (SAP) | 0.3 | $444k | +8% | 2.6k | 171.19 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $418k | 3.2k | 130.96 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $417k | 4.2k | 99.27 |
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| Pepsi (PEP) | 0.2 | $413k | 2.7k | 155.31 |
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| Kroger (KR) | 0.2 | $410k | +36% | 5.7k | 72.36 |
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| American Water Works (AWK) | 0.2 | $409k | NEW | 3.0k | 136.11 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $408k | 8.2k | 49.89 |
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| Exelon Corporation (EXC) | 0.2 | $407k | +16% | 8.3k | 49.02 |
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| Union Pacific Corporation (UNP) | 0.2 | $405k | 1.7k | 242.65 |
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| Norfolk Southern (NSC) | 0.2 | $405k | 1.4k | 286.97 |
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| Cincinnati Financial Corporation (CINF) | 0.2 | $403k | +20% | 2.6k | 157.36 |
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| Simon Property (SPG) | 0.2 | $382k | 2.0k | 186.53 |
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| Merck & Co (MRK) | 0.2 | $380k | +3% | 3.2k | 120.28 |
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| Xcel Energy (XEL) | 0.2 | $375k | +22% | 4.7k | 79.44 |
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| Lowe's Companies (LOW) | 0.2 | $361k | 1.5k | 236.31 |
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| Strategy Gold Enhanced Et (GOLY) | 0.2 | $354k | +22% | 12k | 29.45 |
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| Dycom Industries (DY) | 0.2 | $339k | 1.0k | 338.82 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $333k | 1.7k | 192.89 |
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| Tesla Motors (TSLA) | 0.2 | $331k | +28% | 891.00 | 371.69 |
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| Starbucks Corporation (SBUX) | 0.2 | $323k | -20% | 3.6k | 89.59 |
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| Workday Cl A (WDAY) | 0.2 | $320k | +10% | 2.5k | 129.93 |
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| CenterPoint Energy (CNP) | 0.2 | $316k | +20% | 7.3k | 43.16 |
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| Walt Disney Company (DIS) | 0.2 | $315k | 3.3k | 96.38 |
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| Automatic Data Processing (ADP) | 0.2 | $306k | +13% | 1.5k | 203.12 |
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| Broadcom (AVGO) | 0.2 | $299k | +5% | 967.00 | 309.48 |
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| Zoetis Cl A (ZTS) | 0.2 | $296k | -16% | 2.5k | 118.19 |
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| Snowflake Com Shs (SNOW) | 0.2 | $295k | +56% | 2.0k | 150.83 |
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| UnitedHealth (UNH) | 0.2 | $287k | -37% | 1.1k | 270.50 |
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| Corning Incorporated (GLW) | 0.2 | $281k | -30% | 2.1k | 135.96 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $275k | -9% | 7.5k | 36.75 |
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| Datadog Cl A Com (DDOG) | 0.2 | $271k | NEW | 2.3k | 118.06 |
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| FedEx Corporation (FDX) | 0.2 | $265k | 744.00 | 356.20 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $264k | 2.8k | 93.31 |
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| ConocoPhillips (COP) | 0.2 | $263k | NEW | 2.0k | 132.00 |
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| Cisco Systems (CSCO) | 0.2 | $262k | 3.4k | 77.58 |
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| Us Foods Hldg Corp call (USFD) | 0.2 | $261k | -13% | 2.8k | 92.20 |
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| Enterprise Products Partners (EPD) | 0.2 | $258k | 6.8k | 37.84 |
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| Kla Corp Com New (KLAC) | 0.1 | $255k | 173.00 | 1473.17 |
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| salesforce (CRM) | 0.1 | $250k | NEW | 1.3k | 186.61 |
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| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.1 | $242k | 1.1k | 228.76 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $240k | -9% | 7.8k | 30.68 |
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| Waste Management (WM) | 0.1 | $240k | 1.0k | 229.85 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $238k | -4% | 1.2k | 194.07 |
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| O'reilly Automotive (ORLY) | 0.1 | $238k | 2.6k | 92.33 |
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| Servicenow (NOW) | 0.1 | $237k | +9% | 2.3k | 104.56 |
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| Public Service Enterprise (PEG) | 0.1 | $234k | 2.9k | 80.96 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $227k | -4% | 2.3k | 98.36 |
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| Bristol Myers Squibb (BMY) | 0.1 | $226k | NEW | 3.7k | 60.65 |
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| Affiliated Managers (AMG) | 0.1 | $226k | -17% | 817.00 | 276.58 |
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| TJX Companies (TJX) | 0.1 | $223k | -2% | 1.4k | 159.71 |
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| Airbnb Com Cl A (ABNB) | 0.1 | $218k | -22% | 1.7k | 126.26 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $217k | -3% | 1.1k | 198.21 |
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| Sprott Fds Tr Uranium Miners E (URNM) | 0.1 | $214k | NEW | 3.4k | 63.15 |
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| Welltower Inc Com reit (WELL) | 0.1 | $210k | -4% | 1.1k | 197.67 |
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| Sharkninja Com Shs (SN) | 0.1 | $207k | NEW | 2.0k | 105.92 |
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| Willis Towers Watson SHS (WTW) | 0.1 | $205k | -15% | 707.00 | 290.51 |
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| Dimensional Etf Trust Calif Mun Bd Etf (DFCA) | 0.1 | $203k | 4.1k | 49.85 |
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| Api Group Corp Com Stk (APG) | 0.1 | $201k | NEW | 5.0k | 40.52 |
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| AES Corporation (AES) | 0.1 | $181k | 13k | 14.09 |
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| Clarivate Ord Shs (CLVT) | 0.0 | $47k | 19k | 2.53 |
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| Biomea Fusion (BMEA) | 0.0 | $21k | 14k | 1.53 |
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Past Filings by Birch Financial Group
SEC 13F filings are viewable for Birch Financial Group going back to 2024
- Birch Financial Group 2026 Q1 filed April 17, 2026
- Birch Financial Group 2025 Q4 filed Jan. 15, 2026
- Birch Financial Group 2025 Q3 filed Oct. 31, 2025
- Birch Financial Group 2025 Q2 filed Oct. 31, 2025
- Birch Financial Group 2025 Q1 filed Oct. 31, 2025
- Birch Financial Group 2024 Q4 filed Oct. 31, 2025