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 32.79% of Birch Financial Group's stock portfolio.
- Added to shares of these 10 stocks: Proshares Tr, VOO, Roundhill Memory Etf, VEA, IJR, BOXX, SPEM, SCZ, KLAC, CRDO.
- Started 19 new stock positions in GEV, AFRM, PFE, Roundhill Memory Etf, Proshares Tr, BOXX, INTC, ASND, DELL, HONA. SPCX, DFNM, TSM, APPF, DFCF, TQQQ, ETN, HON, CRDO.
- Reduced shares in these 10 stocks: Honeywell International, QQQ, SAP, AXSM, AMZN, V, RTX, AON, , SHOP.
- Sold out of its positions in APG, ABNB, Ascendis Pharma A S, COP, Honeywell International, QQQ, NVO, ORLY, RTX, CRM. SAP, NOW, URNM, TJX, WDAY, ZTS, ACN, CLVT, SN, WTW.
- Birch Financial Group was a net buyer of stock by $9.8M.
- Birch Financial Group has $195M in assets under management (AUM), dropping by 13.62%.
- Central Index Key (CIK): 0002083592
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Portfolio Holdings for Birch Financial Group
Birch Financial Group holds 135 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| American Express Company (AXP) | 10.8 | $21M | 62k | 338.25 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 7.7 | $15M | 20.00 | 748850.00 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 7.5 | $15M | +23% | 21k | 686.83 |
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| Apple (AAPL) | 3.8 | $7.4M | 26k | 289.36 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.0 | $5.8M | 12k | 500.39 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.8 | $5.4M | +32% | 75k | 71.25 |
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| Home Depot (HD) | 2.5 | $4.9M | 14k | 352.68 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.5 | $4.9M | +34% | 33k | 148.31 |
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| Proshares Tr Genius Money Mrk | 2.4 | $4.7M | NEW | 47k | 100.06 |
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| Ameriprise Financial (AMP) | 2.4 | $4.7M | 10k | 458.78 |
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| General Dynamics Corporation (GD) | 2.2 | $4.3M | 12k | 354.25 |
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| Goldman Sachs (GS) | 2.1 | $4.0M | 4.0k | 1011.27 |
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| Johnson & Johnson (JNJ) | 1.9 | $3.7M | 15k | 253.98 |
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| Microsoft Corporation (MSFT) | 1.9 | $3.7M | -4% | 9.9k | 373.04 |
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| Bank of America Corporation (BAC) | 1.6 | $3.2M | 56k | 56.98 |
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| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 1.6 | $3.1M | +37% | 61k | 51.78 |
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| Amazon (AMZN) | 1.5 | $2.9M | -12% | 12k | 238.35 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.5 | $2.9M | +8% | 36k | 82.11 |
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| Phillips 66 (PSX) | 1.4 | $2.7M | 16k | 169.05 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $2.7M | -9% | 7.6k | 353.32 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.2 | $2.4M | -3% | 14k | 164.26 |
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| NVIDIA Corporation (NVDA) | 1.1 | $2.2M | +2% | 11k | 200.09 |
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| Philip Morris International (PM) | 1.1 | $2.1M | 12k | 180.91 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.0 | $1.9M | +10% | 73k | 26.50 |
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| Spdr Series Trust St Lon Treas Etf (SPTL) | 1.0 | $1.9M | +9% | 74k | 26.23 |
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| Advanced Micro Devices (AMD) | 0.9 | $1.8M | +7% | 3.2k | 580.96 |
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| Ishares Tr National Mun Etf (MUB) | 0.9 | $1.7M | +10% | 16k | 107.62 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.8 | $1.6M | +42% | 19k | 82.27 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.7 | $1.4M | +8% | 13k | 109.07 |
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| Roundhill Etf Trust Memory Etf | 0.7 | $1.4M | NEW | 19k | 73.85 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.7 | $1.4M | 4.6k | 302.96 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.7 | $1.3M | +19% | 26k | 48.43 |
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| Applovin Corp Com Cl A (APP) | 0.6 | $1.2M | -11% | 2.3k | 515.22 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $1.2M | +9% | 15k | 79.97 |
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| At&t (T) | 0.6 | $1.2M | +2% | 56k | 20.70 |
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| Ea Series Trust Strive Us Semico (SHOC) | 0.6 | $1.2M | -15% | 9.5k | 122.00 |
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| Nextera Energy (NEE) | 0.6 | $1.2M | +2% | 13k | 87.77 |
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| Wec Energy Group (WEC) | 0.6 | $1.1M | 9.7k | 116.77 |
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| Cameco Corporation (CCJ) | 0.6 | $1.1M | 11k | 101.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $1.1M | -2% | 3.0k | 357.33 |
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| Chevron Corporation (CVX) | 0.5 | $1.1M | 6.4k | 165.76 |
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| Ishares Tr Mbs Etf (MBB) | 0.5 | $1.0M | +9% | 11k | 94.52 |
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| Meta Platforms Cl A (META) | 0.5 | $1.0M | +5% | 1.8k | 563.29 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.5 | $1.0M | NEW | 8.5k | 117.08 |
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| Abbvie (ABBV) | 0.5 | $993k | +2% | 3.9k | 251.61 |
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| Verizon Communications (VZ) | 0.5 | $960k | 23k | 42.34 |
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| Progressive Corporation (PGR) | 0.5 | $916k | 4.2k | 218.43 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $916k | -18% | 6.7k | 136.71 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $872k | +3% | 2.7k | 327.38 |
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| Citigroup Com New (C) | 0.4 | $871k | +3% | 6.2k | 139.97 |
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| Altria (MO) | 0.4 | $801k | -12% | 11k | 71.95 |
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| American Electric Power Company (AEP) | 0.4 | $745k | -3% | 5.4k | 136.82 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $718k | -11% | 962.00 | 746.74 |
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| Wal-Mart Stores (WMT) | 0.4 | $682k | -2% | 6.0k | 113.27 |
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| Coca-Cola Company (KO) | 0.3 | $659k | 8.1k | 81.27 |
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| Visa Com Cl A (V) | 0.3 | $643k | -36% | 1.9k | 343.03 |
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| Baker Hughes Company Cl A (BKR) | 0.3 | $632k | 11k | 55.50 |
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| Cigna Corp (CI) | 0.3 | $629k | -4% | 2.3k | 275.64 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $616k | -28% | 1.2k | 513.40 |
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| Netflix (NFLX) | 0.3 | $604k | +2% | 8.5k | 71.40 |
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| Oracle Corporation (ORCL) | 0.3 | $599k | -28% | 4.1k | 146.55 |
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| American Intl Group Com New (AIG) | 0.3 | $590k | 7.9k | 74.53 |
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| Procter & Gamble Company (PG) | 0.3 | $550k | +7% | 3.7k | 146.66 |
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| Soundhound Ai Class A Com (SOUN) | 0.3 | $544k | -23% | 84k | 6.47 |
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| Corning Incorporated (GLW) | 0.3 | $527k | 2.1k | 255.44 |
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| Allstate Corporation (ALL) | 0.3 | $523k | -2% | 2.2k | 237.92 |
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| International Business Machines (IBM) | 0.3 | $514k | -4% | 1.8k | 281.24 |
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| Dycom Industries (DY) | 0.3 | $506k | 1.0k | 505.59 |
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| Kla Corp Com New (KLAC) | 0.3 | $498k | +853% | 1.7k | 301.76 |
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| Cincinnati Financial Corporation (CINF) | 0.3 | $488k | +3% | 2.6k | 185.10 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $480k | +16% | 9.5k | 50.58 |
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| Cme (CME) | 0.2 | $478k | +13% | 2.2k | 220.88 |
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| Blackrock (BLK) | 0.2 | $471k | 489.00 | 962.15 |
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| Datadog Cl A Com (DDOG) | 0.2 | $466k | -21% | 1.8k | 260.34 |
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| Simon Property (SPG) | 0.2 | $458k | 2.0k | 223.65 |
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| Union Pacific Corporation (UNP) | 0.2 | $455k | 1.7k | 272.06 |
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| Snowflake Com Shs (SNOW) | 0.2 | $442k | -11% | 1.7k | 254.55 |
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| Norfolk Southern (NSC) | 0.2 | $442k | 1.4k | 314.48 |
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| Merck & Co (MRK) | 0.2 | $436k | +7% | 3.4k | 128.50 |
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| McDonald's Corporation (MCD) | 0.2 | $434k | +5% | 1.6k | 270.25 |
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| American Water Works (AWK) | 0.2 | $422k | +6% | 3.2k | 131.58 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.2 | $416k | NEW | 1.5k | 271.87 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $413k | +2% | 3.3k | 126.58 |
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| Axsome Therapeutics (AXSM) | 0.2 | $410k | -50% | 1.7k | 244.79 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.2 | $407k | NEW | 2.4k | 170.86 |
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| Dell Technologies CL C (DELL) | 0.2 | $403k | NEW | 935.00 | 431.49 |
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| UnitedHealth (UNH) | 0.2 | $400k | -9% | 961.00 | 415.83 |
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| Exelon Corporation (EXC) | 0.2 | $399k | +2% | 8.6k | 46.62 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $394k | -32% | 785.00 | 501.43 |
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| Xcel Energy (XEL) | 0.2 | $380k | 4.7k | 80.30 |
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| Cisco Systems (CSCO) | 0.2 | $380k | -4% | 3.2k | 117.47 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.2 | $379k | -8% | 3.8k | 98.97 |
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| Proshares Tr Ultrapro Qqq (TQQQ) | 0.2 | $371k | NEW | 4.6k | 80.99 |
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| Pepsi (PEP) | 0.2 | $367k | 2.7k | 135.39 |
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| Tesla Motors (TSLA) | 0.2 | $366k | -2% | 871.00 | 420.46 |
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| Abbott Laboratories (ABT) | 0.2 | $355k | -38% | 3.9k | 90.73 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.2 | $349k | -46% | 3.1k | 114.17 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.2 | $344k | 2.8k | 121.42 |
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| Kroger (KR) | 0.2 | $342k | +8% | 6.2k | 55.53 |
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| Lowe's Companies (LOW) | 0.2 | $342k | 1.6k | 220.43 |
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| Broadcom (AVGO) | 0.2 | $339k | -7% | 896.00 | 377.89 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $332k | NEW | 694.00 | 477.61 |
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| Honeywell International (HON) | 0.2 | $321k | NEW | 1.4k | 223.83 |
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| Walt Disney Company (DIS) | 0.2 | $321k | 3.3k | 96.26 |
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| Honeywell Aerospace (HONA) | 0.2 | $317k | NEW | 1.4k | 221.01 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $317k | -13% | 1.1k | 298.06 |
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| CenterPoint Energy (CNP) | 0.2 | $314k | -2% | 7.1k | 44.04 |
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| Strategy Gold Enhanced Et (GOLY) | 0.2 | $299k | 12k | 25.15 |
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| Intel Corporation (INTC) | 0.1 | $283k | NEW | 2.0k | 139.62 |
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| Dimensional Etf Trust Calif Mun Bd Etf (DFCA) | 0.1 | $279k | +36% | 5.6k | 50.18 |
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| Ascendis Pharma A/s Ord Shs (ASND) | 0.1 | $265k | NEW | 993.00 | 266.67 |
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| Us Foods Hldg Corp call (USFD) | 0.1 | $258k | -10% | 2.5k | 102.25 |
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| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.1 | $248k | NEW | 5.1k | 48.33 |
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| Automatic Data Processing (ADP) | 0.1 | $245k | -27% | 1.1k | 223.88 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $244k | 7.7k | 31.71 |
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| Affiliated Managers (AMG) | 0.1 | $243k | -12% | 717.00 | 338.52 |
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| Msci (MSCI) | 0.1 | $242k | -51% | 433.00 | 559.49 |
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| Waste Management (WM) | 0.1 | $238k | +2% | 1.1k | 222.96 |
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| Public Service Enterprise (PEG) | 0.1 | $235k | 2.9k | 81.17 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $234k | -40% | 1.1k | 204.97 |
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| FedEx Corporation (FDX) | 0.1 | $233k | 745.00 | 313.22 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $230k | -7% | 2.1k | 107.48 |
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| Pfizer (PFE) | 0.1 | $230k | NEW | 9.5k | 24.08 |
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| Dimensional Etf Trust Core Fixe In Etf (DFCF) | 0.1 | $229k | NEW | 5.4k | 42.21 |
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| Affirm Hldgs Com Cl A (AFRM) | 0.1 | $228k | NEW | 2.8k | 81.54 |
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| Welltower Inc Com reit (WELL) | 0.1 | $228k | -5% | 1.0k | 227.08 |
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| Aon Shs Cl A (AON) | 0.1 | $224k | -59% | 676.00 | 331.56 |
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| Bristol Myers Squibb (BMY) | 0.1 | $219k | 3.8k | 57.62 |
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| Starbucks Corporation (SBUX) | 0.1 | $217k | -41% | 2.1k | 102.18 |
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| Ge Vernova (GEV) | 0.1 | $213k | NEW | 182.00 | 1172.68 |
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| Appfolio Com Cl A (APPF) | 0.1 | $213k | NEW | 1.3k | 160.35 |
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| Enterprise Products Partners (EPD) | 0.1 | $209k | -16% | 5.7k | 36.76 |
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| Eaton Corp SHS (ETN) | 0.1 | $207k | NEW | 485.00 | 426.12 |
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| AES Corporation (AES) | 0.1 | $188k | 13k | 14.66 |
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| Biomea Fusion (BMEA) | 0.0 | $21k | 14k | 1.47 |
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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 Q2 filed July 15, 2026
- 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