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Birch Financial Group

Latest statistics and disclosures from Birch Financial Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AXP, VOO, BRK.A, AAPL, VEA, and represent 29.54% of Birch Financial Group's stock portfolio.
Added to shares of these 10 stocks: XOM, NVDA, MU, Ishares Tr, GOOG, AAPL, QQQ, RTX, AMZN, PLTR.
Started 915 new stock positions in APG, BNY, FULT, DT, FANG, FIS, SYF, ATO, PANW, Dimensional Etf Trust.
Reduced shares in these 10 stocks: Proshares Tr, BRK.B, , PM, AEP, PGR, T, AWK, ADBE, CINF.
Sold out of its positions in Exxon Mobil Corporation, Proshares Tr.
Birch Financial Group was a net buyer of stock by $21M.
Birch Financial Group has $214M in assets under management (AUM), dropping by 9.89%.
Central Index Key (CIK): 0002083592

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Portfolio Holdings for Birch Financial Group

Birch Financial Group holds 1048 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Birch Financial Group has 1048 total positions. Only the first 250 positions are shown.

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Download the Birch Financial Group September 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Express Company M (AXP)	8.8	$19M		62k	304.10	View chart
Vanguard S&p 500 Etf P 500 Etf Shs (VOO)	7.0	$15M		21k	700.86	View chart
Berkshire Hathaway A (BRK.A)	7.0	$15M		20.00	747005.00	View chart
Apple Inc. - M (AAPL)	4.2	$8.9M	+4%	27k	333.02	View chart
Vanguard FTSE Developed Markets ETF N Ftse Dev Mkt (VEA)	2.5	$5.4M		76k	70.61	View chart
Microsoft Corporation - M (MSFT)	2.5	$5.3M	+4%	10k	512.89	View chart
Ameriprise Financial M (AMP)	2.3	$5.0M		10k	492.37	View chart
Ishares Core S&p Small-cap Etf Re S&p Scp Etf (IJR)	2.1	$4.5M		33k	136.04	View chart
Berkshire Hathaway Class Class B B New (BRK.B)	1.9	$4.1M	-28%	8.3k	497.95	View chart
Phillips 66 M (PSX)	1.9	$4.1M		16k	255.32	View chart
General Dynamics Corporation M (GD)	1.9	$4.1M		12k	331.82	View chart
Home Depot M (HD)	1.9	$4.0M		14k	284.49	View chart
Johnson & Johnson M (JNJ)	1.8	$3.8M		15k	264.75	View chart
Goldman Sachs Group M (GS)	1.7	$3.6M		4.1k	900.31	View chart
Amazon.com, Inc. - M (AMZN)	1.6	$3.4M	+11%	14k	249.15	View chart
State Street Spdr Portfolio Emerging Markets Etf Port Mark Etf (SPEM)	1.5	$3.2M	+2%	62k	51.76	View chart
NVIDIA Corporation - M (NVDA)	1.5	$3.2M	+27%	14k	228.38	View chart
Bank of America Corporation M (BAC)	1.4	$3.0M		56k	54.43	View chart
Alphabet Inc. - Class C Capital P STK CL C (GOOG)	1.4	$3.0M	+16%	8.8k	340.74	View chart
Ishares 1-3 Year Treasury Bond Etf 3 Yr Treas Bd (SHY)	1.4	$3.0M	+3%	37k	81.20	View chart
iShares Core S&P Total U.S. Stock Market ETF Re S&p Ttl Stk (ITOT)	1.1	$2.3M	-2%	14k	166.28	View chart
Schwab U.s. Tips Etf Tips Etf (SCHP)	0.9	$1.9M	+4%	76k	25.13	View chart
Advanced Micro Devices, Inc. - M (AMD)	0.9	$1.9M	-3%	3.0k	611.77	View chart
State Street Spdr Portfolio Long Term Treasury Etf Lon Treas Etf (SPTL)	0.9	$1.8M	+4%	77k	23.85	View chart
Philip Morris International M (PM)	0.8	$1.7M	-22%	9.0k	190.82	View chart
Ishares Msci Eafe Small-cap Etf Fe Sml Cp Etf (SCZ)	0.8	$1.6M		20k	84.42	View chart
Ishares National Muni Bond Etf Tional Mun Etf (MUB)	0.8	$1.6M	+2%	16k	101.10	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Oxx Inv Cp Etf (LQD)	0.7	$1.4M	+4%	14k	102.19	View chart
Invesco NASDAQ 100 ETF Sdaq 100 Etf (QQQM)	0.6	$1.3M	-4%	4.4k	304.61	View chart
Roundhill Memory Etf Mory Etf	0.6	$1.3M	+11%	22k	60.36	View chart
Chevron Corporation M (CVX)	0.6	$1.3M		6.4k	204.22	View chart
Vanguard Total International Bond ETF Tal Int Bd Etf (BNDX)	0.6	$1.3M		27k	46.87	View chart
Meta Platforms, Inc. - Class A A (META)	0.6	$1.2M	-5%	1.7k	725.25	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Oxx Hi Yd Etf (HYG)	0.6	$1.2M	+2%	15k	77.22	View chart
At&t M (T)	0.5	$1.1M	-17%	46k	24.40	View chart
Strive U.S. Semiconductor ETF Rive Us Semico (SHOC)	0.5	$1.1M		9.5k	111.93	View chart
Alphabet Inc. - Class A P Stk Cl A (GOOGL)	0.5	$1.1M	+2%	3.1k	344.07	View chart
Ishares Mbs Etf S Etf (MBB)	0.5	$1.0M	+3%	11k	89.63	View chart
Alpha Architect 1-3 Month Box ETF Pha Arch 1-3 (BOXX)	0.5	$1.0M		8.5k	118.38	View chart
AbbVie M (ABBV)	0.5	$998k	-3%	3.8k	261.58	View chart
WEC Energy Group M (WEC)	0.5	$988k		9.8k	100.78	View chart
NextEra Energy M (NEE)	0.4	$913k	-8%	12k	75.74	View chart
ExxonMobil Holdings Corporation M Shs a (XOM)	0.4	$898k	NEW	5.5k	162.75	View chart
Verizon Communications M (VZ)	0.4	$879k	-15%	19k	45.87	View chart
JP Morgan Chase & Co M (JPM)	0.4	$877k		2.7k	330.79	View chart
Citigroup M New (C)	0.4	$804k		6.2k	129.48	View chart
Cameco Corporation M (CCJ)	0.4	$777k	-16%	9.0k	86.67	View chart
Dell Technologies Inc. Class C C (DELL)	0.4	$751k	+49%	1.4k	537.81	View chart
State Street SPDR S&P 500 ETF Trust Unit (SPY)	0.3	$737k		966.00	762.71	View chart
Oracle Corporation M (ORCL)	0.3	$665k	+18%	4.8k	137.29	View chart
Visa M Cl A (V)	0.3	$650k	-3%	1.8k	359.31	View chart
Mastercard Incorporated A (MA)	0.3	$649k		1.2k	551.39	View chart
Micron Technology, Inc. - M (MU)	0.3	$631k	NEW	593.00	1064.64	View chart
Baker Hughes Co. A Class A A (BKR)	0.3	$625k		11k	54.90	View chart
Applovin Corporation - Class A M Cl A (APP)	0.3	$621k	-8%	2.1k	290.40	View chart
Progressive Corporation M (PGR)	0.3	$620k	-28%	3.0k	207.32	View chart
Walmart Inc. - M (WMT)	0.3	$598k	-4%	5.8k	103.92	View chart
Altria Group M (MO)	0.3	$592k	-20%	8.8k	67.34	View chart
Credo Technology Group Holding Ltd - Ordinary Shares Dinary Shares (CRDO)	0.3	$567k	+90%	2.9k	194.79	View chart
Coca-Cola Company M (KO)	0.3	$544k	-22%	6.3k	86.08	View chart
Union Pacific Corporation M (UNP)	0.3	$543k	+19%	2.0k	272.07	View chart
Procter & Gamble Company M (PG)	0.3	$543k		3.7k	145.27	View chart
Thermo Fisher Scientific M (TMO)	0.2	$530k		785.00	675.21	View chart
iShares Nasdaq 100 ETF Sdaq 100 Etf a	0.2	$520k	NEW	21k	25.03	View chart
BlackRock M (BLK)	0.2	$510k		482.00	1058.80	View chart
SoundHound AI, Inc. - Class A Ass A Com (SOUN)	0.2	$507k		84k	6.02	View chart
Broadcom Inc. - M (AVGO)	0.2	$500k	+58%	1.4k	351.13	View chart
Snowflake M SHS (SNOW)	0.2	$489k	-16%	1.4k	339.60	View chart
Netflix, Inc. - M (NFLX)	0.2	$487k	-17%	7.0k	69.59	View chart
Merck & Company M (MRK)	0.2	$486k		3.3k	145.31	View chart
Datadog, Inc. - Class A A Com (DDOG)	0.2	$486k		1.8k	273.81	View chart
Cigna Group M (CI)	0.2	$469k	-24%	1.7k	271.78	View chart
Shopify Inc. - Class A Subordinate Voting Shares A Sub Vtg Shs (SHOP)	0.2	$440k	-2%	3.0k	148.28	View chart
CME Group Inc. - Class A M (CME)	0.2	$432k	-23%	1.6k	262.04	View chart
American International Group M New (AIG)	0.2	$430k	-26%	5.8k	74.42	View chart
Norfolk Southern Corporation M (NSC)	0.2	$417k	-3%	1.3k	309.07	View chart
Simon Property Group M (SPG)	0.2	$411k		2.0k	200.80	View chart
Invesco Qqq Tr It Ser 1 (QQQ)	0.2	$401k	NEW	542.00	739.80	View chart
Corning Incorporated M (GLW)	0.2	$400k	+26%	2.6k	153.76	View chart
UnitedHealth Group Incorporated M (UNH)	0.2	$398k	+12%	1.1k	367.02	View chart
Space Exploration Technologies Corp. - Class A Ass A Com Stk (SPCX)	0.2	$394k	+9%	2.6k	150.78	View chart
Intel Corporation - M (INTC)	0.2	$394k	+61%	3.3k	120.23	View chart
RTX Corporation M (RTX)	0.2	$380k	NEW	2.0k	185.65	View chart
ProShares UltraPro QQQ Trapro Qqq (TQQQ)	0.2	$379k	+6%	4.9k	78.03	View chart
McDonald's Corporation M (MCD)	0.2	$372k		1.6k	230.90	View chart
Abbott Laboratories M (ABT)	0.2	$370k	-4%	3.7k	98.83	View chart
iShares Core U.S. Aggregate Bond ETF Re Us Aggbd Et (AGG)	0.2	$362k		3.8k	94.53	View chart
Walt Disney Company M (DIS)	0.2	$350k		3.3k	104.91	View chart
Cisco Systems, Inc. - M (CSCO)	0.2	$349k		3.2k	107.62	View chart
PepsiCo, Inc. - M (PEP)	0.2	$348k		2.7k	126.73	View chart
Vanguard Tax-Exempt Bond ETF X Exempt Bd (VTEB)	0.2	$343k	-23%	7.2k	47.36	View chart
American Electric Power Company, Inc. - M (AEP)	0.2	$336k	-48%	2.8k	118.66	View chart
Toronto Dominion Bank M New (TD)	0.2	$329k		2.8k	117.53	View chart
Axsome Therapeutics, Inc. - M (AXSM)	0.2	$324k	+5%	1.8k	184.39	View chart
Tesla, Inc. - M (TSLA)	0.2	$323k	+4%	911.00	354.97	View chart
KLA Corporation - M New (KLAC)	0.2	$322k		1.7k	194.89	View chart
Allstate Corporation M (ALL)	0.1	$318k	-34%	1.4k	221.79	View chart
Taiwan Semiconductor Manufacturing Company Onsored Ads (TSM)	0.1	$316k		692.00	456.43	View chart
Strategy Shares Gold Enhanced Yield ETF Ld Enhanced Et (GOLY)	0.1	$315k	+9%	13k	24.27	View chart
Texas Instruments Incorporated - M (TXN)	0.1	$306k	+2%	1.1k	280.08	View chart
Palantir Technologies Inc. - Class A A (PLTR)	0.1	$297k	NEW	1.6k	187.10	View chart
Honeywell International Inc. - M (HON)	0.1	$291k	-3%	1.4k	210.93	View chart
Pfizer M (PFE)	0.1	$290k	+6%	10k	28.52	View chart
Lowe's Companies M (LOW)	0.1	$288k		1.6k	184.34	View chart
Duke Energy Corporation M New (DUK)	0.1	$284k	-23%	2.5k	113.99	View chart
Automatic Data Processing, Inc. - M (ADP)	0.1	$281k		1.1k	257.96	View chart
Lam Research Corporation - M New (LRCX)	0.1	$280k	NEW	851.00	328.53	View chart
Xcel Energy Inc. - M (XEL)	0.1	$280k	-16%	4.0k	70.48	View chart
Kroger Company M (KR)	0.1	$277k	-23%	4.7k	58.61	View chart
Dycom Inds M (DY)	0.1	$269k		1.0k	269.08	View chart
Affiliated Managers Group M (AMG)	0.1	$259k		709.00	365.50	View chart
Sap Se Ads On Adr (SAP)	0.1	$244k	NEW	1.2k	208.41	View chart
Dimensional National Municipal Bond ETF Tl Mun Bd Etf (DFNM)	0.1	$241k	+2%	5.2k	46.03	View chart
Eli Lilly and Company M (LLY)	0.1	$237k	NEW	205.00	1157.91	View chart
AppFolio, Inc. - Class A M Cl A (APPF)	0.1	$236k	-11%	1.2k	200.51	View chart
Msci M (MSCI)	0.1	$236k		438.00	538.82	View chart
Schwab US Dividend Equity ETF Dividend Eq (SCHD)	0.1	$233k	-6%	7.2k	32.53	View chart
Bristol-Myers Squibb Company M (BMY)	0.1	$231k	-2%	3.7k	62.40	View chart
International Business Machines Corporation M (IBM)	0.1	$230k	-42%	1.0k	219.99	View chart
US Foods Holding Corp M (USFD)	0.1	$230k		2.5k	92.21	View chart
Welltower M (WELL)	0.1	$223k	-3%	967.00	230.21	View chart
Ascendis Pharma A/S - Ordinary Share D SHS (ASND)	0.1	$222k		976.00	227.88	View chart
Honeywell Aerospace Inc. - M (HONA)	0.1	$222k		1.4k	155.01	View chart
Cincinnati Financial Corporation - M (CINF)	0.1	$220k	-47%	1.4k	159.32	View chart
Waste Management M (WM)	0.1	$219k		1.1k	203.85	View chart
FedEx Corporation M (FDX)	0.1	$210k		737.00	285.20	View chart
Eaton Corporation, PLC Ordinary Shares S (ETN)	0.1	$208k		485.00	429.71	View chart
Dimensional Core Fixed Income ETF Re Fixe In Etf (DFCF)	0.1	$204k	-6%	5.1k	40.12	View chart
Enterprise Products Partners L.P M (EPD)	0.1	$204k		5.7k	35.61	View chart
Public Service Enterprise Group Incorporated M (PEG)	0.1	$202k	+3%	3.0k	67.35	View chart
Starbucks Corporation - M (SBUX)	0.1	$197k		2.1k	93.94	View chart
ConocoPhillips M (COP)	0.1	$197k	NEW	1.6k	125.15	View chart
AES Corporation M (AES)	0.1	$191k		13k	14.90	View chart
NEOS S&P 500 High Income ETF Os S&p 500 Hi (SPYI)	0.1	$191k	NEW	3.6k	53.18	View chart
Affirm Holdings, Inc. - Class A M Cl A (AFRM)	0.1	$189k	-2%	2.7k	69.22	View chart
Aon plc Class A Ordinary Shares S Cl A (AON)	0.1	$186k		671.00	276.78	View chart
American Water Works Company M (AWK)	0.1	$185k	-55%	1.4k	129.45	View chart
APi Group Corporation M STK (APG)	0.1	$184k	NEW	4.8k	38.60	View chart
iShares Core Dividend ETF Re Divid Etf (DIVB)	0.1	$182k	NEW	2.8k	64.52	View chart
Exelon Corporation - M (EXC)	0.1	$181k	-47%	4.5k	40.40	View chart
ServiceNow M (NOW)	0.1	$178k	NEW	1.3k	134.04	View chart
Constellation Energy Corporation - Common Stock When-Issued M (CEG)	0.1	$175k	NEW	690.00	253.94	View chart
Omnicom Group M (OMC)	0.1	$173k	NEW	2.4k	73.63	View chart
Oneok M a (OKE)	0.1	$173k	NEW	2.0k	85.29	View chart
Travelers Companies M (TRV)	0.1	$173k	NEW	485.00	356.35	View chart
Workday, Inc. - Class A A (WDAY)	0.1	$173k	NEW	907.00	190.41	View chart
JPMorgan Core Plus Bond ETF Re Plus Bd Etf (JCPB)	0.1	$172k	NEW	3.8k	44.78	View chart
QUALCOMM Incorporated - M (QCOM)	0.1	$171k	NEW	930.00	183.97	View chart
Sprott Uranium Miners ETF Ani Miner Etf (URNM)	0.1	$171k	NEW	3.6k	47.46	View chart
GE Vernova M (GEV)	0.1	$171k		180.00	948.32	View chart
JPMorgan Equity Premium Income ETF Uity Premium (JEPI)	0.1	$165k	NEW	2.9k	56.21	View chart
Palo Alto Networks, Inc. - M (PANW)	0.1	$165k	NEW	416.00	397.17	View chart
Spotify Technology S.A. Ordinary Shares S (SPOT)	0.1	$165k	NEW	339.00	487.35	View chart
DoorDash, Inc. - A (DASH)	0.1	$164k	NEW	895.00	183.63	View chart
Talen Energy Corporation - M (TLN)	0.1	$164k	NEW	525.00	312.94	View chart
SharkNinja, Inc. Ordinary Shares M SHS (SN)	0.1	$164k	NEW	908.00	180.16	View chart
LPL Financial Holdings Inc. - M (LPLA)	0.1	$161k	NEW	526.00	305.77	View chart
Chubb M (CB)	0.1	$159k	NEW	489.00	325.05	View chart
Salesforce M (CRM)	0.1	$152k	NEW	660.00	229.65	View chart
Vertiv Holdings, LLC Class A M Cl A (VRT)	0.1	$150k	NEW	620.00	241.15	View chart
Viking Therapeutics M (VKTX)	0.1	$147k	NEW	4.5k	32.60	View chart
CenterPoint Energy M (CNP)	0.1	$142k	-45%	3.9k	36.80	View chart
CVS Health Corporation M (CVS)	0.1	$140k	NEW	1.6k	85.69	View chart
Airbnb, Inc. - Class A M Cl A (ABNB)	0.1	$140k	NEW	870.00	160.72	View chart
Comcast Corporation - Class A A (CMCSA)	0.1	$138k	NEW	6.3k	21.76	View chart
GE Aerospace M New (GE)	0.1	$137k	NEW	440.00	312.08	View chart
Select Water Solutions, Inc. Class A A Com (WTTR)	0.1	$137k	NEW	6.9k	19.79	View chart
Medpace Holdings, Inc. - M (MEDP)	0.1	$136k	NEW	218.00	623.59	View chart
ASML Holding N.V. - New York Registry Shares Y Registry Shs (ASML)	0.1	$136k	NEW	75.00	1807.95	View chart
Dimensional California Municipal Bond ETF Lif Mun Bd Etf (DFCA)	0.1	$135k	-49%	2.8k	47.68	View chart
State Street Technology Select Sector SPDR ETF Str Techn Etf (XLK)	0.1	$132k	NEW	675.00	195.73	View chart
Coinbase Global, Inc. - Class A M Cl A (COIN)	0.1	$131k	NEW	702.00	186.50	View chart
Suncor Energy M (SU)	0.1	$130k	NEW	1.9k	67.87	View chart
O'Reilly Automotive, Inc. - M (ORLY)	0.1	$127k	NEW	1.5k	85.38	View chart
Microchip Technology Incorporated - M (MCHP)	0.1	$126k	NEW	1.6k	77.78	View chart
Air Products and Chemicals M (APD)	0.1	$124k	NEW	445.00	278.16	View chart
Nebius Group N.V. - Class A Ordinary Shares S Class A (NBIS)	0.1	$122k	NEW	517.00	236.05	View chart
Accenture plc Class A Ordinary Shares S Class A (ACN)	0.1	$119k	NEW	650.00	183.41	View chart
Global X Uranium ETF Obal X Uranium (URA)	0.1	$117k	NEW	2.9k	39.85	View chart
PNC Financial Services Group M (PNC)	0.1	$116k	NEW	520.00	222.39	View chart
iShares 0-5 Year TIPS Bond ETF 5 Yr Tips Etf (STIP)	0.1	$115k	NEW	1.2k	99.73	View chart
Southern Company M (SO)	0.1	$115k	NEW	1.4k	82.92	View chart
Solaris Energy Infrastructure, Inc. Class A M Cl A (SEI)	0.1	$114k	NEW	1.6k	71.18	View chart
Consolidated Edison M (ED)	0.1	$114k	NEW	1.1k	102.19	View chart
Dominion Energy M (D)	0.1	$113k	NEW	1.9k	60.50	View chart
Novo-nordisk A S F Sponsored Adr 1 Adr Reps 1 Ord R (NVO)	0.1	$113k	NEW	3.0k	37.91	View chart
United Parcel Svc Inc Class Class B B (UPS)	0.1	$113k	-43%	1.2k	93.45	View chart
Global-E Online Ltd. - ordinary shares S (GLBE)	0.1	$112k	NEW	2.8k	39.73	View chart
Transdigm Group Incorporated M (TDG)	0.1	$112k	NEW	103.00	1082.07	View chart
Charles Schwab Corporation M (SCHW)	0.1	$111k	NEW	1.1k	97.73	View chart
State Street SPDR Portfolio High Yield Bond ETF Port High Etf (SPHY)	0.1	$111k	NEW	4.9k	22.59	View chart
MongoDB, Inc. - Class A A (MDB)	0.1	$110k	NEW	315.00	348.07	View chart
State Street Corporation M (STT)	0.1	$109k	NEW	625.00	174.66	View chart
Gilead Sciences, Inc. - M (GILD)	0.1	$108k	NEW	725.00	148.99	View chart
Paychex, Inc. - M (PAYX)	0.1	$108k	NEW	1.1k	98.54	View chart
Linde plc - Ordinary Shares S (LIN)	0.0	$106k	NEW	223.00	473.63	View chart
Carlisle Companies Incorporated M (CSL)	0.0	$105k	NEW	326.00	322.02	View chart
Interactive Brokers Group, Inc. - Class A M Cl A (IBKR)	0.0	$104k	NEW	1.2k	85.40	View chart
State Street Energy Select Sector Spdr Etf Str Energ Etf (XLE)	0.0	$102k	NEW	1.7k	61.50	View chart
Super Micro Computer M New (SMCI)	0.0	$98k	NEW	2.4k	41.07	View chart
Boeing Company M (BA)	0.0	$98k	NEW	525.00	185.88	View chart
Ares Management Corporation Class A A Com Stk (ARES)	0.0	$97k	NEW	835.00	116.16	View chart
iShares Bitcoin Trust S Ben Int (IBIT)	0.0	$97k	NEW	2.0k	47.35	View chart
Marathon Petroleum Corporation M (MPC)	0.0	$95k	NEW	240.00	396.15	View chart
VanEck Semiconductor ETF Miconductr Etf (SMH)	0.0	$95k	NEW	156.00	607.79	View chart
Global X Silver Miners Etf Obal X Silver (SIL)	0.0	$95k	NEW	1.1k	86.01	View chart
Willis Towers Watson Public Limited Company - Ordinary Shares S (WTW)	0.0	$95k	NEW	328.00	288.53	View chart
Illumina, Inc. - M (ILMN)	0.0	$94k	NEW	343.00	273.88	View chart
iShares ESG Aware U.S. Aggregate Bond ETF G Awr Us Agrgt (EAGG)	0.0	$93k	NEW	2.0k	45.26	View chart
iShares Core S&P Mid-Cap ETF Re S&p Mcp Etf (IJH)	0.0	$93k	NEW	1.3k	71.92	View chart
Brown & Brown M (BRO)	0.0	$92k	NEW	1.5k	60.92	View chart
Vanguard Morningstar Mid-Cap ETF Ngstr Mid Cap (VO)	0.0	$92k	NEW	1.2k	78.39	View chart
State Street Health Care Select Sector SPDR ETF Str Care Etf (XLV)	0.0	$91k	NEW	540.00	168.46	View chart
Fortinet, Inc. - M (FTNT)	0.0	$90k	NEW	504.00	178.64	View chart
Target Corporation M (TGT)	0.0	$89k	NEW	568.00	156.63	View chart
PPL Corporation M (PPL)	0.0	$87k	NEW	2.7k	32.89	View chart
Morgan Stanley M New (MS)	0.0	$87k	NEW	463.00	188.19	View chart
CSX Corporation - M (CSX)	0.0	$86k	NEW	1.8k	46.50	View chart
Shift4 Payments, Inc. Class A A (FOUR)	0.0	$86k	NEW	2.4k	36.17	View chart
Deere & Company M (DE)	0.0	$85k	NEW	127.00	671.03	View chart
Fastenal Company - M (FAST)	0.0	$85k	NEW	1.7k	49.54	View chart
Atmos Energy Corporation M (ATO)	0.0	$82k	NEW	526.00	156.58	View chart
TJX Companies M (TJX)	0.0	$82k	NEW	622.00	132.28	View chart
KKR & Co M (KKR)	0.0	$82k	NEW	900.00	91.33	View chart
Danaher Corporation M (DHR)	0.0	$82k	NEW	370.00	221.25	View chart
Hilton Worldwide Holdings M (HLT)	0.0	$82k	NEW	257.00	318.40	View chart
Genuine Parts Company M (GPC)	0.0	$81k	NEW	646.00	125.79	View chart
Main International ETF In Intnl Etf (INTL)	0.0	$81k	NEW	2.6k	30.50	View chart
Hershey Company M (HSY)	0.0	$80k	NEW	510.00	157.62	View chart
Lamar Advertising Company - Class A A (LAMR)	0.0	$80k	NEW	558.00	144.04	View chart
Williams Companies M (WMB)	0.0	$80k	NEW	1.2k	67.99	View chart
Brookfield Corporation Class A Limited Voting Shares A Ltd Vt Sh (BN)	0.0	$80k	NEW	2.2k	36.45	View chart
Booking Holdings Inc. - M (BKNG)	0.0	$80k	NEW	490.00	163.06	View chart
McKesson Corporation M (MCK)	0.0	$80k	NEW	93.00	857.80	View chart
Heico Corporation A (HEI.A)	0.0	$80k	NEW	349.00	228.46	View chart
Applied Materials, Inc. - M (AMAT)	0.0	$79k	NEW	155.00	510.04	View chart
Vanguard Real Estate ETF Al Estate Etf (VNQ)	0.0	$79k	NEW	881.00	89.66	View chart
Freeport-McMoRan B (FCX)	0.0	$79k	NEW	1.1k	70.01	View chart
Targa Resources M (TRGP)	0.0	$79k	NEW	291.00	270.56	View chart
State Street SPDR Dow Jones Industrial Average ETF Trust Ser 1 (DIA)	0.0	$78k	NEW	154.00	507.06	View chart
Post Holdings M (POST)	0.0	$78k	NEW	1.1k	72.88	View chart
Yum! Brands M (YUM)	0.0	$77k	NEW	563.00	136.35	View chart
Marsh & Mclennan Cos M (MRSH)	0.0	$76k	NEW	445.00	170.78	View chart
CoreWeave, Inc. - Class A M Cl A (CRWV)	0.0	$76k	NEW	870.00	87.16	View chart
HubSpot M (HUBS)	0.0	$76k	NEW	370.00	204.94	View chart
Keysight Technologies M (KEYS)	0.0	$76k	NEW	208.00	364.25	View chart
Boston Scientific Corporation M (BSX)	0.0	$74k	NEW	1.7k	43.65	View chart
ProShares S&P 500 Dividend Aristocrats ETF P 500 Dv Arist (NOBL)	0.0	$74k	NEW	1.4k	54.08	View chart
Westinghouse Air Brake Technologies Corporation M (WAB)	0.0	$74k	NEW	256.00	287.26	View chart
Main Thematic Innovation ETF In Thematc In (TMAT)	0.0	$73k	NEW	2.5k	29.81	View chart

Past Filings by Birch Financial Group

SEC 13F filings are viewable for Birch Financial Group going back to 2024

Birch Financial Group 2026 Q3 filed Oct. 27, 2026
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

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