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 33.89% of Birch Financial Group's stock portfolio.
- Added to shares of these 10 stocks: AXP (+$11M), HD, GS, BAC, GD, PSX, JNJ, AAPL, SOUN, NVDA.
- Started 20 new stock positions in MELI, GS, TJX, AMD, DY, SPG, AES, WTW, TSLA, SG. SCHD, BLK, CCJ, GLW, SOUN, WELL, ABNB, EPD, BKR, PSX.
- Reduced shares in these 10 stocks: GOOG, , ITOT, TDG, FI, OKE, POST, SAP, TD, ACN.
- Sold out of its positions in FI, LESL, OKE, POST, TDG, ICLR.
- Birch Financial Group was a net buyer of stock by $38M.
- Birch Financial Group has $170M in assets under management (AUM), dropping by 35.78%.
- Central Index Key (CIK): 0002083592
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Portfolio Holdings for Birch Financial Group
Birch Financial Group holds 130 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| American Express Company (AXP) | 12.1 | $21M | +111% | 62k | 332.16 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 8.9 | $15M | 20.00 | 754200.00 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 5.1 | $8.7M | +6% | 14k | 612.40 |
|
| Apple (AAPL) | 4.2 | $7.1M | +11% | 28k | 254.63 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.6 | $6.1M | 12k | 502.74 |
|
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| Home Depot (HD) | 3.3 | $5.6M | +203% | 14k | 405.20 |
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| Ameriprise Financial (AMP) | 2.9 | $5.0M | 10k | 491.23 |
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| Microsoft Corporation (MSFT) | 2.8 | $4.8M | +5% | 9.3k | 517.94 |
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| General Dynamics Corporation (GD) | 2.5 | $4.2M | +115% | 12k | 341.00 |
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| Amazon (AMZN) | 2.0 | $3.4M | +6% | 15k | 219.57 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 1.9 | $3.2M | +2% | 54k | 59.92 |
|
| Goldman Sachs (GS) | 1.9 | $3.2M | NEW | 4.0k | 796.45 |
|
| Bank of America Corporation (BAC) | 1.7 | $2.9M | +479% | 55k | 51.59 |
|
| Johnson & Johnson (JNJ) | 1.6 | $2.7M | +127% | 15k | 185.42 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.5 | $2.6M | +4% | 22k | 118.83 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 1.5 | $2.6M | +14% | 31k | 82.96 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $2.5M | -15% | 11k | 243.55 |
|
| NVIDIA Corporation (NVDA) | 1.4 | $2.4M | +34% | 13k | 186.59 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 1.4 | $2.3M | -10% | 16k | 145.65 |
|
| Phillips 66 (PSX) | 1.3 | $2.2M | NEW | 16k | 136.02 |
|
| Applovin Corp Com Cl A (APP) | 1.2 | $2.1M | -2% | 2.9k | 718.60 |
|
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.1 | $1.8M | +3% | 39k | 46.81 |
|
| Spdr Series Trust Portfolio Ln Tsr (SPTL) | 1.0 | $1.7M | +14% | 64k | 26.95 |
|
| Schwab Strategic Tr Us Tips Etf (SCHP) | 1.0 | $1.7M | +14% | 63k | 26.95 |
|
| Visa Com Cl A (V) | 0.9 | $1.5M | +13% | 4.4k | 341.39 |
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| Meta Platforms Cl A (META) | 0.9 | $1.5M | +17% | 2.0k | 734.37 |
|
| Ishares Tr National Mun Etf (MUB) | 0.9 | $1.5M | +17% | 14k | 106.49 |
|
| At&t (T) | 0.8 | $1.4M | +8% | 50k | 28.24 |
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| Oracle Corporation (ORCL) | 0.8 | $1.3M | +10% | 4.6k | 281.22 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.8 | $1.3M | +13% | 12k | 111.47 |
|
| Philip Morris International (PM) | 0.7 | $1.2M | +32% | 7.6k | 162.21 |
|
| Eli Lilly & Co. (LLY) | 0.6 | $1.1M | +18% | 1.4k | 762.92 |
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| Wec Energy Group (WEC) | 0.6 | $1.1M | 9.5k | 114.59 |
|
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| Netflix (NFLX) | 0.6 | $1.1M | +58% | 903.00 | 1198.73 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.6 | $1.1M | +13% | 13k | 81.19 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.6 | $1.0M | +13% | 21k | 49.46 |
|
| Mastercard Incorporated Cl A (MA) | 0.6 | $1.0M | +3% | 1.8k | 568.85 |
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| Chevron Corporation (CVX) | 0.6 | $997k | +32% | 6.4k | 155.30 |
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| Wal-Mart Stores (WMT) | 0.6 | $977k | +3% | 9.5k | 103.06 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.6 | $955k | +3% | 6.4k | 148.61 |
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| Novo-nordisk A S Adr (NVO) | 0.5 | $933k | +13% | 17k | 55.49 |
|
| Ishares Tr Mbs Etf (MBB) | 0.5 | $922k | +13% | 9.7k | 95.15 |
|
| Abbott Laboratories (ABT) | 0.5 | $913k | +3% | 6.8k | 133.94 |
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| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.5 | $895k | +2% | 12k | 76.72 |
|
| Nextera Energy (NEE) | 0.5 | $891k | +33% | 12k | 75.49 |
|
| Abbvie (ABBV) | 0.5 | $873k | +60% | 3.8k | 231.54 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $808k | +19% | 2.6k | 315.43 |
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| UnitedHealth (UNH) | 0.4 | $721k | +38% | 2.1k | 345.38 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $700k | +3% | 2.9k | 243.13 |
|
| Broadcom (AVGO) | 0.4 | $697k | -9% | 2.1k | 329.92 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $680k | +10% | 1.9k | 352.77 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $646k | -10% | 1.3k | 484.89 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.4 | $636k | 955.00 | 666.35 |
|
|
| Verizon Communications (VZ) | 0.4 | $635k | +15% | 14k | 43.95 |
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| Sap Se Spon Adr (SAP) | 0.4 | $619k | -15% | 2.3k | 267.21 |
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| Aon Shs Cl A (AON) | 0.4 | $612k | +11% | 1.7k | 356.54 |
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| Paycom Software (PAYC) | 0.4 | $607k | +46% | 2.9k | 208.13 |
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| Citigroup Com New (C) | 0.4 | $605k | +27% | 6.0k | 101.50 |
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| Msci (MSCI) | 0.4 | $605k | +3% | 1.1k | 567.55 |
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| Soundhound Ai Class A Com (SOUN) | 0.4 | $605k | NEW | 38k | 16.08 |
|
| Honeywell International (HON) | 0.4 | $601k | 2.9k | 210.54 |
|
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| Ea Series Trust Strive Us Semico (SHOC) | 0.3 | $590k | +11% | 9.5k | 62.47 |
|
| Blackrock (BLK) | 0.3 | $567k | NEW | 487.00 | 1165.19 |
|
| Baker Hughes Company Cl A (BKR) | 0.3 | $554k | NEW | 11k | 48.72 |
|
| Workday Cl A (WDAY) | 0.3 | $532k | -4% | 2.2k | 240.72 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $526k | -6% | 876.00 | 600.40 |
|
| CoStar (CSGP) | 0.3 | $496k | +55% | 5.9k | 84.37 |
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| Progressive Corporation (PGR) | 0.3 | $491k | +20% | 2.0k | 246.94 |
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| Procter & Gamble Company (PG) | 0.3 | $485k | +6% | 3.2k | 153.65 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $477k | -5% | 4.2k | 112.74 |
|
| McDonald's Corporation (MCD) | 0.3 | $457k | +9% | 1.5k | 303.80 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.3 | $457k | -7% | 4.6k | 100.25 |
|
| Norfolk Southern (NSC) | 0.3 | $431k | -3% | 1.4k | 300.50 |
|
| Zoetis Cl A (ZTS) | 0.2 | $418k | +19% | 2.9k | 146.31 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.2 | $417k | +50% | 8.3k | 50.07 |
|
| Union Pacific Corporation (UNP) | 0.2 | $389k | +8% | 1.6k | 236.33 |
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| Snowflake Com Shs (SNOW) | 0.2 | $385k | +14% | 1.7k | 225.61 |
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| Simon Property (SPG) | 0.2 | $383k | NEW | 2.0k | 187.70 |
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| Lowe's Companies (LOW) | 0.2 | $380k | +17% | 1.5k | 251.36 |
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| Automatic Data Processing (ADP) | 0.2 | $374k | -11% | 1.3k | 293.43 |
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| Pepsi (PEP) | 0.2 | $372k | -9% | 2.6k | 140.44 |
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| Walt Disney Company (DIS) | 0.2 | $369k | +51% | 3.2k | 114.50 |
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| Servicenow (NOW) | 0.2 | $369k | -6% | 401.00 | 919.29 |
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| Starbucks Corporation (SBUX) | 0.2 | $356k | +54% | 4.2k | 84.60 |
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| Southern Company (SO) | 0.2 | $351k | +14% | 3.7k | 94.78 |
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| Advanced Micro Devices (AMD) | 0.2 | $332k | NEW | 2.1k | 161.82 |
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| International Business Machines (IBM) | 0.2 | $318k | +11% | 1.1k | 282.06 |
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| Cameco Corporation (CCJ) | 0.2 | $315k | NEW | 3.8k | 83.86 |
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| American Electric Power Company (AEP) | 0.2 | $315k | +2% | 2.8k | 112.52 |
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| Targa Res Corp (TRGP) | 0.2 | $302k | +10% | 1.8k | 167.57 |
|
| Dycom Industries (DY) | 0.2 | $292k | NEW | 1.0k | 291.76 |
|
| Willis Towers Watson SHS (WTW) | 0.2 | $289k | NEW | 836.00 | 345.45 |
|
| Cigna Corp (CI) | 0.2 | $278k | +14% | 965.00 | 288.10 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $274k | -24% | 1.1k | 246.57 |
|
| Airbnb Com Cl A (ABNB) | 0.2 | $273k | NEW | 2.2k | 121.43 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $266k | -3% | 1.6k | 167.37 |
|
| Doordash Cl A (DASH) | 0.2 | $265k | -4% | 973.00 | 271.90 |
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| Allstate Corporation (ALL) | 0.2 | $260k | +10% | 1.2k | 214.68 |
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| Tesla Motors (TSLA) | 0.2 | $260k | NEW | 584.00 | 444.47 |
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| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.2 | $258k | -4% | 1.3k | 198.74 |
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| Merck & Co (MRK) | 0.2 | $256k | -19% | 3.0k | 83.92 |
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| Us Foods Hldg Corp call (USFD) | 0.1 | $254k | -3% | 3.3k | 76.62 |
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| O'reilly Automotive (ORLY) | 0.1 | $253k | -2% | 2.4k | 107.82 |
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| Coca-Cola Company (KO) | 0.1 | $249k | +12% | 3.8k | 66.33 |
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| Corning Incorporated (GLW) | 0.1 | $245k | NEW | 3.0k | 82.04 |
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| Datadog Cl A Com (DDOG) | 0.1 | $241k | +8% | 1.7k | 142.41 |
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| MercadoLibre (MELI) | 0.1 | $241k | NEW | 103.00 | 2340.68 |
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| Affiliated Managers (AMG) | 0.1 | $238k | -8% | 999.00 | 238.52 |
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| Public Service Enterprise (PEG) | 0.1 | $235k | 2.8k | 83.45 |
|
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| Cisco Systems (CSCO) | 0.1 | $234k | +13% | 3.4k | 68.42 |
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| Godaddy Cl A (GDDY) | 0.1 | $233k | +17% | 1.7k | 136.86 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $233k | NEW | 8.5k | 27.30 |
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| Toronto Dominion Bk Ont Com New (TD) | 0.1 | $226k | -30% | 2.8k | 79.95 |
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| Waste Management (WM) | 0.1 | $225k | +8% | 1.0k | 220.73 |
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| Kkr & Co (KKR) | 0.1 | $224k | 1.7k | 129.96 |
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| Shell Spon Ads (SHEL) | 0.1 | $223k | +3% | 3.1k | 71.53 |
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| Lpl Financial Holdings (LPLA) | 0.1 | $222k | 667.00 | 332.58 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $221k | 1.2k | 183.77 |
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| TJX Companies (TJX) | 0.1 | $218k | NEW | 1.5k | 144.56 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $216k | 310.00 | 697.75 |
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| United Parcel Service CL B (UPS) | 0.1 | $212k | -10% | 2.5k | 83.54 |
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| Shift4 Pmts Cl A (FOUR) | 0.1 | $205k | 2.6k | 77.40 |
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| Enterprise Products Partners (EPD) | 0.1 | $205k | NEW | 6.5k | 31.27 |
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| Affirm Hldgs Com Cl A (AFRM) | 0.1 | $203k | -11% | 2.8k | 73.08 |
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| Dimensional Etf Trust Calif Mun Bd Etf (DFCA) | 0.1 | $203k | 4.1k | 49.83 |
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| Welltower Inc Com reit (WELL) | 0.1 | $201k | NEW | 1.1k | 178.16 |
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| AES Corporation (AES) | 0.1 | $169k | NEW | 13k | 13.16 |
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| Sweetgreen Com Cl A (SG) | 0.1 | $86k | NEW | 11k | 7.98 |
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| Clarivate Ord Shs (CLVT) | 0.0 | $75k | -20% | 20k | 3.83 |
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| Biomea Fusion (BMEA) | 0.0 | $28k | 14k | 2.02 |
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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 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