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Birchwood Financial Partners

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

Central Index Key (CIK): 0002110062

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Portfolio Holdings for Birchwood Financial Partners

Birchwood Financial Partners holds 352 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	7.1	$7.2M	48k	148.98	View chart
Apple Stock (AAPL)	5.0	$5.0M	18k	271.86	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	4.5	$4.5M	100k	45.21	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	4.2	$4.2M	45k	93.08	View chart
Vanguard S&p 500 Etf Etf (VOO)	3.8	$3.8M	6.1k	627.16	View chart
Harbor Long-term Growers Etf Etf (WINN)	3.6	$3.6M	115k	31.10	View chart
Microsoft Stock (MSFT)	3.5	$3.6M	7.4k	483.64	View chart
Donaldson Stock (DCI)	3.5	$3.5M	40k	88.66	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	2.7	$2.7M	76k	36.06	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.6	$2.6M	42k	62.47	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	2.5	$2.5M	55k	45.98	View chart
Unitedhealth Group Stock (UNH)	2.0	$2.0M	6.1k	330.12	View chart
Vanguard Extended Market Etf Etf (VXF)	1.9	$1.9M	9.2k	209.12	View chart
Jpmorgan Diversified Return Emerging Markets Equity Etf Etf (JPEM)	1.7	$1.7M	29k	60.73	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	1.7	$1.7M	52k	32.62	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	1.7	$1.7M	38k	44.17	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.6	$1.6M	2.4k	684.85	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	1.6	$1.6M	17k	95.09	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	1.5	$1.5M	47k	31.51	View chart
3M Stock (MMM)	1.3	$1.3M	8.2k	160.10	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	1.3	$1.3M	47k	27.43	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	1.3	$1.3M	47k	27.21	View chart
Capital Group Growth Etf Etf (CGGR)	1.2	$1.2M	27k	44.47	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	1.1	$1.1M	41k	26.91	View chart
C H Robinson Worldwide Stock (CHRW)	0.9	$896k	5.6k	160.76	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.9	$894k	1.8k	502.65	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.8	$839k	19k	43.64	View chart
Jpmorgan Income Etf Etf (JPIE)	0.8	$766k	17k	46.29	View chart
Capital Group Municipal High-income Etf Etf (CGHM)	0.8	$756k	30k	25.48	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.7	$740k	25k	29.61	View chart
Capital Group Core Bond Etf Etf (CGCB)	0.7	$730k	28k	26.52	View chart
Schwab Fundamental International Small Equity Etf Etf (FNDC)	0.7	$685k	15k	44.55	View chart
Xcel Energy Stock (XEL)	0.7	$672k	9.1k	73.86	View chart
Wells Fargo & Co Stock (WFC)	0.7	$671k	7.2k	93.20	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.6	$652k	6.5k	100.35	View chart
Ishares Gold Trust Etf Etf (IAU)	0.6	$648k	8.0k	81.17	View chart
Meta Platforms Inc Cl A Stock (META)	0.6	$636k	963.00	660.15	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)	0.6	$613k	9.2k	66.43	View chart
Fastenal Stock (FAST)	0.6	$594k	15k	40.13	View chart
Oracle Corporation Stock (ORCL)	0.6	$588k	3.0k	194.91	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.6	$578k	20k	28.48	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.6	$575k	13k	45.89	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.6	$575k	4.8k	120.95	View chart
Home Depot Stock (HD)	0.6	$571k	1.7k	344.10	View chart
Davis Select International Etf Etf (DINT)	0.6	$561k	20k	28.50	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.5	$551k	4.3k	128.82	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.5	$504k	1.6k	313.72	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	0.5	$466k	7.1k	65.55	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.5	$464k	16k	29.55	View chart
Lam Research Corp Stock (LRCX)	0.5	$461k	2.7k	171.18	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.5	$455k	14k	32.75	View chart
Oakmark U.s. Large Cap Etf Etf (OAKM)	0.4	$438k	15k	28.36	View chart
Johnson & Johnson Stock (JNJ)	0.4	$433k	2.1k	206.95	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.4	$420k	4.3k	97.80	View chart
Exxon Mobil Corp Stock (XOM)	0.4	$411k	3.4k	120.35	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$407k	1.3k	313.10	View chart
Schwab International Equity Etf Etf (SCHF)	0.4	$407k	17k	24.04	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.4	$405k	2.4k	167.94	View chart
Procter & Gamble Stock (PG)	0.4	$400k	2.8k	143.32	View chart
State Street Spdr Msci World Strategicfactors Etf Etf (QWLD)	0.4	$397k	2.8k	143.25	View chart
Hartford Finl Svcs Group Stock (HIG)	0.4	$388k	2.8k	137.80	View chart
John Hancock Multifactor Small Cap Etf Etf (JHSC)	0.3	$329k	7.8k	41.99	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.3	$328k	2.8k	118.75	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.3	$309k	4.7k	66.00	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$301k	898.00	335.28	View chart
Graco Stock (GGG)	0.3	$274k	3.3k	81.98	View chart
Ishares Select Dividend Etf Etf (DVY)	0.3	$269k	1.9k	141.12	View chart
Schwab International Small-cap Equity Etf Etf (SCHC)	0.3	$267k	5.9k	45.53	View chart
Us Bancorp Stock (USB)	0.3	$267k	5.0k	53.36	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.3	$260k	2.2k	120.19	View chart
Pepsico Stock (PEP)	0.3	$259k	1.8k	143.53	View chart
Pimco Preferred And Capital Securities Active Etf Etf (PRFD)	0.2	$229k	4.4k	51.51	View chart
Toro Stock (TTC)	0.2	$215k	2.7k	78.72	View chart
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)	0.2	$208k	1.7k	123.28	View chart
Capital Group Conservative Equity Etf Etf (CGCV)	0.2	$206k	6.8k	30.49	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.2	$205k	4.1k	49.46	View chart
Medtronic Stock (MDT)	0.2	$204k	2.1k	96.06	View chart
Intl Business Machines Stock (IBM)	0.2	$203k	684.00	296.32	View chart
Mastercard Stock (MA)	0.2	$203k	355.00	570.88	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$199k	231.00	863.10	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.2	$199k	658.00	301.98	View chart
Ishares Short Duration Bond Active Etf Etf (NEAR)	0.2	$198k	3.9k	51.10	View chart
Eli Lilly & Co Stock (LLY)	0.2	$197k	183.00	1075.99	View chart
Jpmorgan Diversified Return Use Equity Etf (JPUS)	0.2	$190k	1.5k	123.96	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.2	$186k	882.00	210.29	View chart
Amazon.com Stock (AMZN)	0.2	$172k	745.00	230.82	View chart
Powershares Qqq Trust Etf Etf (QQQ)	0.2	$171k	278.00	614.53	View chart
Capital Group Core Balanced Etf Etf (CGBL)	0.2	$171k	4.8k	35.33	View chart
Bny Mellon International Equity Etf Etf (BKIE)	0.2	$169k	1.8k	92.55	View chart
Deere & Co Stock (DE)	0.2	$166k	356.00	465.19	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.2	$160k	1.6k	102.54	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.2	$155k	2.4k	65.48	View chart
Vanguard Esg International Stock Etf Etf (VSGX)	0.1	$151k	2.1k	71.63	View chart
Fedex Corp Stock (FDX)	0.1	$147k	509.00	288.86	View chart
Solventum Corp Stock (SOLV)	0.1	$143k	1.8k	79.24	View chart
Ecolab Stock (ECL)	0.1	$142k	540.00	262.39	View chart
Yum Brands Stock (YUM)	0.1	$134k	883.00	151.34	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.1	$127k	3.1k	40.23	View chart
Capital Group New Geography Equity Etf Etf (CGNG)	0.1	$125k	3.9k	31.93	View chart
General Mills Stock (GIS)	0.1	$120k	2.6k	46.50	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$119k	175.00	680.61	View chart
Becton Dickinson & Co Stock (BDX)	0.1	$116k	600.00	194.07	View chart
Ge Aerospace Stock (GE)	0.1	$116k	375.00	308.03	View chart
Incyte Corp Stock (INCY)	0.1	$115k	1.2k	98.77	View chart
Davis Select U.s. Equity Etf Etf (DUSA)	0.1	$111k	2.2k	51.13	View chart
Union Pac Corp Stock (UNP)	0.1	$111k	480.00	231.32	View chart
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM)	0.1	$110k	2.1k	52.39	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.1	$99k	4.7k	20.89	View chart
Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU)	0.1	$97k	1.3k	74.09	View chart
Dayforce Stock	0.1	$97k	1.4k	69.16	View chart
Mcdonalds Corp Stock (MCD)	0.1	$96k	313.00	305.72	View chart
Constellation Energy Corp Stock (CEG)	0.1	$95k	269.00	353.27	View chart
Sherwin Williams Stock (SHW)	0.1	$95k	293.00	324.03	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$94k	201.00	468.76	View chart
Bank America Corp Stock (BAC)	0.1	$94k	1.7k	55.00	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$94k	761.00	123.22	View chart
Canadian Pacific Kansas City Stock (CP)	0.1	$92k	1.3k	73.63	View chart
Eaton Vance Tax-advantaged Dividend Income Fund Cef (EVT)	0.1	$90k	3.6k	25.18	View chart
Flexshares Credit-scored Us Corporate Bond Index Fund Etf (SKOR)	0.1	$88k	1.8k	49.12	View chart
Goldman Sachs Group Stock (GS)	0.1	$88k	100.00	879.00	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$88k	1.2k	75.42	View chart
Capital Group Global Equity Etf Etf (CGGE)	0.1	$87k	2.8k	31.63	View chart
Vanguard Large-cap Etf Etf (VV)	0.1	$87k	276.00	314.34	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$86k	404.00	211.98	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.1	$84k	1.9k	45.05	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$83k	883.00	94.16	View chart
Idexx Labs Stock (IDXX)	0.1	$82k	121.00	676.53	View chart
Nuveen Esg U.s. Aggregate Bond Etf Etf (NUBD)	0.1	$81k	3.6k	22.35	View chart
Capital One Finl Corp Stock (COF)	0.1	$80k	330.00	242.36	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$79k	398.00	198.62	View chart
John Hancock Preferred Income Fund Cef (HPI)	0.1	$73k	4.5k	16.19	View chart
Emerson Elec Stock (EMR)	0.1	$71k	538.00	132.68	View chart
Intel Corp Stock (INTC)	0.1	$71k	1.9k	36.89	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$71k	900.00	78.81	View chart
Visa Inc Com Cl A Stock (V)	0.1	$70k	200.00	350.88	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$70k	1.5k	46.54	View chart
Vanguard Value Etf Etf (VTV)	0.1	$69k	360.00	191.22	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$68k	385.00	177.75	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$66k	919.00	71.44	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.1	$64k	861.00	74.17	View chart
Target Corp Stock (TGT)	0.1	$62k	634.00	97.81	View chart
Ge Vernova Stock (GEV)	0.1	$61k	93.00	653.57	View chart
Bank Montreal Medium Stock (BMO)	0.1	$61k	467.00	129.79	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.1	$60k	458.00	131.71	View chart
Caterpillar Stock (CAT)	0.1	$60k	105.00	572.87	View chart
Nvidia Corporation Stock (NVDA)	0.1	$60k	321.00	186.50	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$59k	795.00	74.07	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.1	$58k	510.00	113.95	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$58k	645.00	89.47	View chart
Flexshares Ultra-short Income Fund Etf (RAVI)	0.1	$57k	750.00	75.37	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.1	$56k	2.1k	26.68	View chart
S&p Global Stock (SPGI)	0.1	$56k	107.00	522.59	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.1	$54k	894.00	60.81	View chart
Coca Cola Stock (KO)	0.1	$54k	773.00	69.91	View chart
General Amern Invs Cef (GAM)	0.1	$54k	918.00	58.73	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.1	$54k	1.0k	53.88	View chart
Disney Walt Stock (DIS)	0.1	$54k	470.00	113.77	View chart
Allstate Corp Stock (ALL)	0.1	$52k	250.00	208.15	View chart
Oreilly Automotive Stock (ORLY)	0.1	$52k	570.00	91.21	View chart
Vanguard Esg U.s. Corporate Bond Etf Etf (VCEB)	0.1	$52k	815.00	63.63	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$51k	1.0k	50.29	View chart
Vanguard Growth Etf Etf (VUG)	0.1	$51k	105.00	487.86	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$51k	158.00	322.33	View chart
Walmart Stock (WMT)	0.1	$51k	453.00	111.41	View chart
Ww Grainger Stock (GWW)	0.1	$51k	50.00	1009.06	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	0.1	$50k	1.3k	40.35	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.1	$50k	2.1k	24.27	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$50k	930.00	53.96	View chart
American Express Stock (AXP)	0.0	$49k	133.00	371.19	View chart
Wec Energy Group Stock (WEC)	0.0	$49k	465.00	105.57	View chart
Cisco Sys Stock (CSCO)	0.0	$49k	635.00	77.03	View chart
Davis Select Worldwide Etf Etf (DWLD)	0.0	$46k	985.00	46.64	View chart
Vaneck Pharmaceutical Etf Etf (PPH)	0.0	$45k	439.00	103.07	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$45k	850.00	52.88	View chart
Ishares Esg Aware 80/20 Aggressive Allocation Etf Etf (EAOA)	0.0	$43k	1.0k	41.36	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$43k	97.00	444.59	View chart
Chevron Corporation Stock (CVX)	0.0	$43k	283.00	152.34	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$43k	637.00	67.22	View chart
Intuitive Surgical Stock (ISRG)	0.0	$43k	75.00	566.36	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$42k	411.00	102.39	View chart
Morgan Stanley Stock (MS)	0.0	$42k	236.00	177.53	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.0	$41k	150.00	275.39	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$41k	700.00	58.73	View chart
Danaher Corporation Stock (DHR)	0.0	$41k	177.00	228.92	View chart
Otter Tail Corp Stock (OTTR)	0.0	$40k	500.00	80.81	View chart
Ishares Esg Select Screened S&p Small-cap Etf Etf (XJR)	0.0	$40k	949.00	42.56	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$40k	1.8k	23.03	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.0	$40k	2.1k	18.91	View chart
Nvent Electric Stock (NVT)	0.0	$40k	391.00	102.07	View chart
Waste Connections Stock (WCN)	0.0	$40k	225.00	175.36	View chart
Tjx Cos Stock (TJX)	0.0	$38k	250.00	153.61	View chart
Pfizer Stock (PFE)	0.0	$38k	1.5k	24.90	View chart
Honeywell Intl Stock (HON)	0.0	$37k	190.00	195.09	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$37k	389.00	95.22	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$36k	168.00	212.36	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.0	$36k	350.00	101.57	View chart
Aflac Stock (AFL)	0.0	$36k	322.00	110.32	View chart
Exelon Corp Stock (EXC)	0.0	$35k	807.00	43.60	View chart
Stryker Corporation Stock (SYK)	0.0	$35k	100.00	351.47	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.0	$34k	167.00	204.85	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.0	$34k	348.00	97.76	View chart
Fidelity Crypto Industry And Digital Payments Etf Etf (FDIG)	0.0	$34k	879.00	38.54	View chart
Intuit Stock (INTU)	0.0	$33k	50.00	662.42	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$33k	666.00	49.65	View chart
Mckesson Corp Stock (MCK)	0.0	$33k	40.00	820.30	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$33k	105.00	310.24	View chart
At&t Stock (T)	0.0	$32k	1.3k	24.85	View chart
Heico Corp Stock (HEI)	0.0	$32k	99.00	323.59	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$32k	41.00	772.80	View chart
Capital Group Short Duration Income Etf Etf (CGSD)	0.0	$32k	1.2k	26.01	View chart
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)	0.0	$32k	260.00	121.28	View chart
Qualcomm Stock (QCOM)	0.0	$31k	179.00	171.25	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$30k	104.00	290.22	View chart
Ishares Esg Aware 60/40 Balanced Allocation Etf Etf (EAOR)	0.0	$30k	848.00	35.34	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$29k	50.00	579.46	View chart
Vulcan Matls Stock (VMC)	0.0	$29k	100.00	285.22	View chart
Cummins Stock (CMI)	0.0	$28k	55.00	514.29	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$28k	1.1k	26.23	View chart
Salesforce Stock (CRM)	0.0	$28k	104.00	264.91	View chart
Fidelity Dividend Etf For Rising Rates Etf (FDRR)	0.0	$26k	429.00	61.01	View chart
Ishares Esg Select Screened S&p Mid-cap Etf Etf (XJH)	0.0	$26k	581.00	44.65	View chart
Anheuser Busch Inbev Sa Nv Adr (BUD)	0.0	$26k	403.00	64.04	View chart
Moodys Corp Stock (MCO)	0.0	$26k	50.00	510.86	View chart
Lulus Fashion Lounge Holdings Stock (LVLU)	0.0	$25k	4.8k	5.22	View chart
Oddity Tech Ltd Shs Cl A Stock (ODD)	0.0	$24k	593.00	40.18	View chart
Ishares Esg Advanced High Yield Corporate Bond Etf Etf (HYXF)	0.0	$22k	470.00	47.26	View chart
John Hancock Multifactor Developed International Etf Etf (JHMD)	0.0	$22k	530.00	41.53	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$22k	63.00	342.97	View chart
Oge Energy Corp Stock (OGE)	0.0	$21k	500.00	42.70	View chart
Vale S A Adr (VALE)	0.0	$21k	1.6k	13.03	View chart
Ebay Stock (EBAY)	0.0	$21k	241.00	87.10	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$21k	115.00	181.30	View chart
Ark Genomic Revolution Etf Etf (ARKG)	0.0	$21k	716.00	28.96	View chart
Graphic Packaging Corp Del Stock (GPK)	0.0	$20k	1.4k	15.06	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$20k	99.00	199.68	View chart
Analog Devices Stock (ADI)	0.0	$20k	72.00	271.19	View chart
Enbridge Stock (ENB)	0.0	$19k	386.00	47.83	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$18k	24.00	762.17	View chart
Johnson Ctls Stock (JCI)	0.0	$18k	151.00	119.75	View chart
Flexshares Iboxx 3 Year Target Duration Tips Index Fund Etf (TDTT)	0.0	$18k	750.00	24.06	View chart
Microvision Inc Del Stock (MVIS)	0.0	$18k	22k	0.83	View chart
Ppl Corp Stock (PPL)	0.0	$18k	500.00	35.02	View chart
Synopsys Stock (SNPS)	0.0	$17k	36.00	469.72	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.0	$17k	515.00	32.73	View chart
Servicenow Stock (NOW)	0.0	$16k	105.00	153.19	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.0	$16k	350.00	45.85	View chart
Ishares World Ex U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTD)	0.0	$16k	291.00	54.66	View chart
Tyler Technologies Stock (TYL)	0.0	$16k	35.00	453.94	View chart
Newmont Corp Stock (NEM)	0.0	$16k	157.00	99.85	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.0	$15k	69.00	223.23	View chart
Tesla Stock (TSLA)	0.0	$15k	34.00	449.71	View chart
Costar Grp Stock (CSGP)	0.0	$15k	220.00	67.24	View chart
Ritchie Bros Auctioneers Stock (RBA)	0.0	$15k	141.00	102.87	View chart
Medpace Hldgs Stock (MEDP)	0.0	$14k	25.00	561.64	View chart
GSK Adr (GSK)	0.0	$14k	284.00	49.04	View chart
Dominion Energy Stock (D)	0.0	$14k	232.00	58.59	View chart
Toronto Dominion Bk Ont Stock (TD)	0.0	$14k	144.00	94.20	View chart
Fair Isaac Corp Stock (FICO)	0.0	$14k	8.00	1690.62	View chart
Amgen Stock (AMGN)	0.0	$14k	41.00	329.80	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$13k	185.00	72.68	View chart
Ark Autonomous Technology & Robotics Etf Etf (ARKQ)	0.0	$13k	115.00	114.30	View chart
West Pharmaceutical Svsc Stock (WST)	0.0	$13k	46.00	275.13	View chart
Piper Jaffray Cos Stock (PIPR)	0.0	$13k	37.00	339.70	View chart
Dimensional International Small Cap Etf Etf (DFIS)	0.0	$12k	373.00	32.94	View chart
Verisk Analytics Stock (VRSK)	0.0	$12k	54.00	223.69	View chart
Rollins Stock (ROL)	0.0	$12k	200.00	60.02	View chart
American Elec Pwr Stock (AEP)	0.0	$12k	101.00	115.21	View chart
Brookfield Infrastructure Part Lp Int Unit Stock (BIP)	0.0	$12k	333.00	34.74	View chart
Entergy Corp Stock (ETR)	0.0	$12k	124.00	92.43	View chart
Cintas Corp Stock (CTAS)	0.0	$11k	60.00	188.07	View chart
Netflix Stock (NFLX)	0.0	$11k	120.00	93.76	View chart
Five Below Stock (FIVE)	0.0	$11k	57.00	188.37	View chart
Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR)	0.0	$11k	52.00	205.60	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$10k	121.00	84.64	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$10k	124.00	82.02	View chart
Ensign Group Stock (ENSG)	0.0	$10k	58.00	174.21	View chart
Privia Health Group Stock (PRVA)	0.0	$9.5k	402.00	23.71	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$9.2k	19.00	483.68	View chart
Duke Energy Corp Stock (DUK)	0.0	$9.1k	78.00	116.73	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$9.1k	118.00	76.74	View chart
Kinsale Cap Group Stock (KNSL)	0.0	$9.0k	23.00	391.13	View chart
Sap Se Adr (SAP)	0.0	$9.0k	37.00	242.92	View chart
Cambria Global Asset Allocation Etf Etf (GAA)	0.0	$8.8k	272.00	32.51	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$8.8k	88.00	100.30	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.0	$8.8k	126.00	69.67	View chart
Pentair Stock (PNR)	0.0	$8.7k	84.00	104.14	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$8.4k	96.00	87.16	View chart
Paycom Software Stock (PAYC)	0.0	$8.3k	52.00	159.37	View chart
Grayscale Bitcoin Covered Call Etf Etf (BTCC)	0.0	$7.9k	368.00	21.53	View chart
Zimmer Hldgs Stock (ZBH)	0.0	$7.9k	88.00	90.02	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$7.7k	63.00	121.65	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.0	$7.6k	144.00	52.77	View chart
Guidewire Software Stock (GWRE)	0.0	$7.4k	37.00	201.00	View chart
Starbucks Corp Stock (SBUX)	0.0	$7.4k	88.00	84.20	View chart
Paypal Hldgs Stock (PYPL)	0.0	$7.3k	125.00	58.51	View chart
Workiva Inc Com Cl A Stock (WK)	0.0	$7.1k	82.00	86.26	View chart
Spdr Ser Tr S&p Divid Etf Etf (SDY)	0.0	$7.0k	50.00	139.02	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$6.7k	70.00	96.29	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	0.0	$6.4k	58.00	110.19	View chart
Motorola Solutions Stock (MSI)	0.0	$6.1k	16.00	383.31	View chart
Clearfield Stock (CLFD)	0.0	$5.8k	200.00	29.15	View chart
Yum China Hldgs Stock (YUMC)	0.0	$5.7k	119.00	47.89	View chart
Synchrony Financial Stock (SYF)	0.0	$5.5k	66.00	83.91	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.0	$5.4k	54.00	99.52	View chart
Freshpet Stock (FRPT)	0.0	$5.1k	84.00	60.93	View chart
Globant S A Stock (GLOB)	0.0	$5.1k	78.00	65.37	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$5.1k	53.00	96.04	View chart
Alkami Technology Stock (ALKT)	0.0	$5.0k	216.00	23.07	View chart
Air Products And Chemicals Stock (APD)	0.0	$4.9k	20.00	247.00	View chart
Agilent Technologies Stock (A)	0.0	$4.9k	36.00	136.08	View chart
Ishares Tips Bond Etf Etf (TIP)	0.0	$4.8k	44.00	109.91	View chart
Bce Stock (BCE)	0.0	$4.7k	198.00	23.82	View chart
Floor & Decor Hldgs Inc Cl A Stock (FND)	0.0	$4.5k	74.00	60.89	View chart
Ameriprise Finl Stock (AMP)	0.0	$4.4k	9.00	490.33	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$4.3k	144.00	29.89	View chart
Encompass Health Corp Stock (EHC)	0.0	$4.2k	40.00	106.15	View chart
Inspire Med Sys Stock (INSP)	0.0	$3.7k	40.00	92.22	View chart
Haleon Plc Spon Ads Adr (HLN)	0.0	$3.6k	355.00	10.11	View chart
Paylocity Hldg Corp Stock (PCTY)	0.0	$3.5k	23.00	152.52	View chart
Stanley Black & Decker Stock (SWK)	0.0	$3.3k	44.00	74.27	View chart
Kyndryl Hldgs Stock (KD)	0.0	$3.2k	120.00	26.56	View chart
Spdr Gold Etf Etf (GLD)	0.0	$3.2k	8.00	396.25	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.0	$3.0k	38.00	80.21	View chart
Echostar Holding Corp Stock (SATS)	0.0	$3.0k	28.00	108.71	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.0	$2.9k	71.00	41.37	View chart
Teck Resources Ltd Cl B Stock (TECK)	0.0	$2.9k	61.00	47.89	View chart
Travelers Companies Stock (TRV)	0.0	$2.9k	10.00	290.10	View chart
Vanguard Total International Bond Etf Etf (BNDX)	0.0	$2.9k	60.00	48.32	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.0	$2.8k	74.00	37.96	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.0	$2.5k	50.00	50.46	View chart
HP Stock (HPQ)	0.0	$2.5k	112.00	22.23	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$2.4k	44.00	53.75	View chart
Viatris Stock (VTRS)	0.0	$2.3k	187.00	12.45	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$2.3k	47.00	48.57	View chart
Ppg Inds Stock (PPG)	0.0	$2.2k	21.00	102.48	View chart
Ark Next Generation Internet Etf Etf (ARKW)	0.0	$2.1k	14.00	147.71	View chart
Wabtec Stock (WAB)	0.0	$1.9k	9.00	213.78	View chart
Nrg Energy Stock (NRG)	0.0	$1.9k	12.00	159.25	View chart
Ark Blockchain & Fintech Innovation Etf Etf (ARKF)	0.0	$1.8k	38.00	47.63	View chart
Ishares U.s. Infrastructure Etf Etf (IFRA)	0.0	$1.8k	34.00	52.62	View chart
Brookfield Infrastructure Corp Com Sub Vtg A Stock (BIPC)	0.0	$1.6k	36.00	45.39	View chart
Keycorp Stock (KEY)	0.0	$1.5k	73.00	20.55	View chart
Citigroup Stock (C)	0.0	$1.4k	12.00	116.67	View chart
Keysight Technologies Stock (KEYS)	0.0	$1.2k	6.00	203.17	View chart
Abbvie Stock (ABBV)	0.0	$457.000000	2.00	228.50	View chart
Nike Inc Cl B Stock (NKE)	0.0	$382.000200	6.00	63.67	View chart
Corteva Stock (CTVA)	0.0	$335.000000	5.00	67.00	View chart
Eastman Chem Stock (EMN)	0.0	$255.000000	4.00	63.75	View chart
Gilead Sciences Stock (GILD)	0.0	$245.000000	2.00	122.50	View chart
Enhabit Stock (EHAB)	0.0	$184.000000	20.00	9.20	View chart
Fortune Brands Innovations Stock (FBIN)	0.0	$100.000000	2.00	50.00	View chart
Brunswick Corp Stock (BC)	0.0	$0	0	0.00	View chart

Past Filings by Birchwood Financial Partners

SEC 13F filings are viewable for Birchwood Financial Partners going back to 2025

Birchwood Financial Partners 2025 Q4 filed Feb. 19, 2026

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