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Birchwood Financial Partners

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

Top 5 stock holdings are ESGU, BOND, FNDF, ESML, VOO, and represent 24.56% of Birchwood Financial Partners's stock portfolio.
Added to shares of these 10 stocks: BOND, VXF, VOO, CGGR, Exxon Mobil Corp, CGXU, SCHD, CGCB, CGHM, FNDF.
Started 12 new stock positions in HONA, FDXF, DFIV, CNP, VT, Advisorshares Tr activ bear etf, RSP, FENI, AVLV, Exxon Mobil Corp. IQLT, HON.
Reduced shares in these 10 stocks: , AAPL, UNH, CHRW, IUSB, DYNF, QUAL, IVW, Honeywell International, FAST.
Sold out of its positions in Enhabit Ord, XOM, Honeywell International, IYW, EMB, HEFA, KD, MVIS.
Birchwood Financial Partners was a net buyer of stock by $6.8M.
Birchwood Financial Partners has $122M in assets under management (AUM), dropping by 17.88%.
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 June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	6.5	$7.9M		48k	163.67	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	4.6	$5.7M	+21%	62k	92.21	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	4.6	$5.7M	+5%	107k	52.76	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	4.6	$5.6M		100k	55.93	View chart
Vanguard S&p 500 Etf Etf (VOO)	4.2	$5.2M	+12%	7.5k	686.80	View chart
Apple Stock (AAPL)	4.1	$5.0M	-4%	17k	289.35	View chart
Harbor Long-term Growers Etf Etf (WINN)	3.4	$4.1M	+6%	128k	32.47	View chart
Donaldson Stock (DCI)	2.9	$3.5M		40k	89.77	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.8	$3.4M	+7%	48k	71.25	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	2.7	$3.3M	+6%	83k	39.68	View chart
Vanguard Extended Market Etf Etf (VXF)	2.6	$3.1M	+24%	13k	246.21	View chart
Microsoft Stock (MSFT)	2.3	$2.8M		7.4k	373.00	View chart
Unitedhealth Group Stock (UNH)	2.0	$2.4M	-5%	5.8k	415.65	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	1.7	$2.1M	+2%	39k	54.69	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	1.6	$2.0M	+5%	53k	38.06	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	1.6	$2.0M	+19%	62k	31.71	View chart
Capital Group Growth Etf Etf (CGGR)	1.6	$2.0M	+36%	42k	47.20	View chart
Jpmorgan Diversified Return Emerging Markets Equity Etf Etf (JPEM)	1.5	$1.9M	+2%	30k	62.78	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.5	$1.8M		2.4k	749.01	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	1.5	$1.8M	+5%	17k	102.81	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	1.4	$1.8M		52k	33.84	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	1.2	$1.5M		47k	31.10	View chart
Capital Group Municipal High-income Etf Etf (CGHM)	1.1	$1.3M	+28%	51k	25.85	View chart
3M Stock (MMM)	1.1	$1.3M		8.0k	161.92	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	1.0	$1.2M		41k	29.43	View chart
Capital Group Dividend Value Etf Etf (CGDV)	1.0	$1.2M	+12%	24k	49.28	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.9	$1.1M	+67%	33k	34.62	View chart
Capital Group Core Bond Etf Etf (CGCB)	0.9	$1.1M	+40%	43k	26.18	View chart
Lam Research Corp Stock (LRCX)	0.9	$1.1M		2.5k	433.33	View chart
Jpmorgan Income Etf Etf (JPIE)	0.8	$948k	+23%	21k	46.05	View chart
C H Robinson Worldwide Stock (CHRW)	0.8	$919k	-12%	4.9k	188.34	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.7	$895k		1.8k	500.39	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.7	$876k		25k	34.81	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.7	$870k	+12%	7.4k	117.06	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.7	$851k	+17%	6.0k	142.38	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.7	$850k	+8%	6.4k	132.24	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)	0.7	$812k	+20%	12k	67.58	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.7	$798k	+5%	22k	36.13	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.6	$755k	+15%	7.5k	100.82	View chart
Schwab Fundamental International Small Equity Etf Etf (FNDC)	0.6	$751k		16k	48.56	View chart
Xcel Energy Stock (XEL)	0.6	$717k	-3%	8.9k	80.30	View chart
Home Depot Stock (HD)	0.6	$685k		1.9k	352.75	View chart
Fastenal Stock (FAST)	0.5	$672k	-5%	14k	48.03	View chart
Oakmark U.s. Large Cap Etf Etf (OAKM)	0.5	$643k	+22%	23k	28.17	View chart
Wells Fargo & Co Stock (WFC)	0.5	$589k		7.1k	82.64	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.5	$566k		1.6k	353.31	View chart
Davis Select International Etf Etf (DINT)	0.5	$561k		20k	28.50	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	0.4	$546k		7.2k	75.64	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$543k		963.00	563.43	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.4	$534k		13k	42.59	View chart
Capital Group New Geography Equity Etf Etf (CGNG)	0.4	$510k	+65%	14k	37.46	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.4	$505k		14k	36.26	View chart
Johnson & Johnson Stock (JNJ)	0.4	$499k	-6%	2.0k	253.97	View chart
Schwab International Equity Etf Etf (SCHF)	0.4	$477k		17k	27.70	View chart
Exxonmobil Holdings Corp Stock	0.4	$467k	NEW	3.4k	136.74	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$465k		1.3k	357.27	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.4	$454k		2.4k	188.09	View chart
Oracle Corporation Stock (ORCL)	0.4	$442k		3.0k	146.55	View chart
State Street Spdr Msci World Strategicfactors Etf Etf (QWLD)	0.3	$421k		2.8k	151.91	View chart
Capital Group Core Balanced Etf Etf (CGBL)	0.3	$420k	+2%	11k	37.96	View chart
Vanguard Morningstar Total Stock Market Etf Etf (VTI)	0.3	$395k	+17%	1.1k	370.13	View chart
Ishares Gold Trust Etf Etf (IAU)	0.3	$394k		5.2k	75.51	View chart
John Hancock Multifactor Small Cap Etf Etf (JHSC)	0.3	$381k		7.8k	48.56	View chart
Hartford Finl Svcs Group Stock (HIG)	0.3	$375k		2.8k	132.54	View chart
Procter & Gamble Stock (PG)	0.3	$373k	-3%	2.5k	146.65	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.3	$359k		4.7k	77.10	View chart
Vanguard Esg International Stock Etf Etf (VSGX)	0.3	$350k	+19%	4.3k	82.34	View chart
Capital Group Short Duration Municipal Income Etf Etf (CGSM)	0.3	$327k		12k	26.39	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.3	$325k		2.7k	120.21	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.3	$323k		2.2k	148.31	View chart
Us Bancorp Stock (USB)	0.2	$303k		5.0k	60.40	View chart
Ishares Select Dividend Etf Etf (DVY)	0.2	$303k		1.9k	156.28	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.2	$294k	+106%	11k	26.52	View chart
Schwab International Small-cap Equity Etf Etf (SCHC)	0.2	$283k		5.9k	48.12	View chart
Intel Corp Stock (INTC)	0.2	$270k		1.9k	139.61	View chart
Toro Stock (TTC)	0.2	$267k		2.7k	97.42	View chart
Graco Stock (GGG)	0.2	$253k		3.3k	75.62	View chart
Pepsico Stock (PEP)	0.2	$241k		1.8k	135.41	View chart
Vanguard Morningstar Small-cap Growth Etf Etf (VBK)	0.2	$241k		659.00	365.78	View chart
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)	0.2	$228k		1.7k	134.73	View chart
Capital Group Conservative Equity Etf Etf (CGCV)	0.2	$227k	+2%	6.9k	32.82	View chart
Eli Lilly & Co Stock (LLY)	0.2	$220k		183.00	1200.90	View chart
Deere & Co Stock (DE)	0.2	$218k		344.00	634.04	View chart
Jpmorgan Diversified Return Use Equity Etf (JPUS)	0.2	$216k		1.5k	140.22	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$216k		231.00	936.64	View chart
Powershares Qqq Trust Etf Etf (QQQ)	0.2	$205k		278.00	737.61	View chart
Ishares Short Duration Bond Active Etf Etf (NEAR)	0.2	$197k		3.9k	50.67	View chart
Intl Business Machines Stock (IBM)	0.2	$193k		684.00	281.37	View chart
Bny Mellon International Equity Etf Etf (BKIE)	0.2	$187k		1.9k	100.62	View chart
Pimco Preferred And Capital Securities Active Etf Etf (PRFD)	0.1	$181k		3.5k	51.35	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.1	$180k	-2%	6.0k	30.17	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.1	$178k		2.4k	74.96	View chart
Mastercard Stock (MA)	0.1	$177k		344.00	513.60	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.1	$172k		1.6k	110.15	View chart
Amazon.com Stock (AMZN)	0.1	$167k		701.00	238.34	View chart
Medtronic Stock (MDT)	0.1	$166k		2.1k	78.23	View chart
Ishares Esg Select Screened S&p Small-cap Etf Etf (XJR)	0.1	$160k	+54%	3.0k	52.75	View chart
Ishares Esg Aware 60/40 Balanced Allocation Etf Etf (EAOR)	0.1	$157k	+212%	4.1k	37.91	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$154k		634.00	242.61	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$153k		201.00	763.14	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.1	$151k		3.0k	50.23	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$151k		3.0k	51.00	View chart
Ecolab Stock (ECL)	0.1	$150k		540.00	278.47	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.1	$145k		150.00	965.00	View chart
Fedex Corp Stock (FDX)	0.1	$143k		456.00	313.13	View chart
Ge Aerospace Stock (GE)	0.1	$140k		375.00	373.73	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.1	$140k		3.2k	44.47	View chart
Yum Brands Stock (YUM)	0.1	$139k		869.00	159.88	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$137k	+37%	1.6k	85.48	View chart
Solventum Corp Stock (SOLV)	0.1	$136k	-2%	1.8k	77.15	View chart
Incyte Corp Stock (INCY)	0.1	$132k		1.2k	113.36	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$131k		175.00	748.26	View chart
Union Pac Corp Stock (UNP)	0.1	$131k		480.00	272.00	View chart
Davis Select U.s. Equity Etf Etf (DUSA)	0.1	$122k		2.2k	56.18	View chart
Ishares Esg Aware 80/20 Aggressive Allocation Etf Etf (EAOA)	0.1	$121k	+116%	2.7k	45.42	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.1	$114k		4.8k	23.68	View chart
First Eagle Overseas Equity Etf Etf (FEOE)	0.1	$113k	+169%	2.1k	53.40	View chart
Caterpillar Stock (CAT)	0.1	$112k		105.00	1066.44	View chart
Ge Vernova Stock (GEV)	0.1	$109k		93.00	1174.86	View chart
Canadian Pacific Kansas City Stock (CP)	0.1	$108k		1.3k	86.65	View chart
Harbor Commodity All-weather Strategy Etf Etf (HGER)	0.1	$106k	+127%	3.6k	29.34	View chart
Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU)	0.1	$105k		1.3k	80.16	View chart
Eaton Vance Tax-advantaged Dividend Income Fund Cef (EVT)	0.1	$102k		3.7k	27.68	View chart
Goldman Sachs Group Stock (GS)	0.1	$101k		100.00	1011.37	View chart
Sherwin Williams Stock (SHW)	0.1	$101k		293.00	344.32	View chart
Vanguard Morningstar Small-cap Value Etf Etf (VBR)	0.1	$99k		406.00	243.25	View chart
Capital Group Global Equity Etf Etf (CGGE)	0.1	$97k		2.8k	35.24	View chart
Vanguard Large-cap Etf Etf (VV)	0.1	$95k		277.00	344.14	View chart
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM)	0.1	$94k		2.1k	44.85	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.1	$93k		1.9k	49.99	View chart
General Mills Stock (GIS)	0.1	$90k		2.6k	34.80	View chart
Flexshares Credit-scored Us Corporate Bond Index Fund Etf (SKOR)	0.1	$87k		1.8k	48.54	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$85k		1.5k	56.98	View chart
Mcdonalds Corp Stock (MCD)	0.1	$85k		314.00	269.90	View chart
Target Corp Stock (TGT)	0.1	$83k		634.00	130.69	View chart
Bank Montreal Medium Stock (BMO)	0.1	$83k		467.00	176.70	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.1	$81k	+128%	800.00	101.31	View chart
Nuveen Esg U.s. Aggregate Bond Etf Etf (NUBD)	0.1	$80k		3.6k	22.14	View chart
Vanguard Morningstar Value Etf Etf (VTV)	0.1	$79k		363.00	217.70	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$77k		800.00	96.51	View chart
Emerson Elec Stock (EMR)	0.1	$77k		538.00	143.10	View chart
John Hancock Preferred Income Fund Cef (HPI)	0.1	$76k	+2%	4.7k	16.21	View chart
Cisco Sys Stock (CSCO)	0.1	$75k		635.00	117.46	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.1	$71k		863.00	81.95	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$70k		900.00	77.91	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$68k	+32%	1.4k	50.58	View chart
Visa Inc Com Cl A Stock (V)	0.1	$68k		199.00	343.26	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.1	$68k		462.00	147.60	View chart
Constellation Energy Corp Stock (CEG)	0.1	$67k		269.00	248.37	View chart
Ww Grainger Stock (GWW)	0.1	$67k		49.00	1362.18	View chart
Capital One Finl Corp Stock (COF)	0.1	$66k		330.00	200.62	View chart
Idexx Labs Stock (IDXX)	0.1	$64k		121.00	526.44	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$63k		656.00	96.52	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$62k	-12%	808.00	76.58	View chart
Allstate Corp Stock (ALL)	0.0	$60k		250.00	237.94	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$59k	-42%	429.00	137.65	View chart
General Amern Invs Cef (GAM)	0.0	$59k		918.00	63.75	View chart
Coca Cola Stock (KO)	0.0	$57k		699.00	81.27	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	0.0	$56k		1.3k	44.03	View chart
Wec Energy Group Stock (WEC)	0.0	$55k		469.00	116.89	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	0.0	$54k	+500%	631.00	86.10	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$54k		930.00	57.64	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.0	$53k		1.0k	53.17	View chart
Oreilly Automotive Stock (ORLY)	0.0	$53k		570.00	92.09	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$52k		158.00	327.44	View chart
Walmart Stock (WMT)	0.0	$51k		453.00	113.26	View chart
Nvidia Corporation Stock (NVDA)	0.0	$51k		256.00	200.09	View chart
Vanguard Esg U.s. Corporate Bond Etf Etf (VCEB)	0.0	$51k		815.00	62.76	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.0	$51k		2.1k	24.22	View chart
Avantis Responsible Emerging Markets Equity Etf Etf (AVSE)	0.0	$50k	+26%	607.00	81.82	View chart
Morgan Stanley Stock (MS)	0.0	$49k		236.00	209.04	View chart
Advisorshares Ranger Equity Bear Etf Etf	0.0	$49k	NEW	3.0k	16.49	View chart
Nuveen Esg Small-cap Etf Etf (NUSC)	0.0	$49k		933.00	52.12	View chart
Vaneck Pharmaceutical Etf Etf (PPH)	0.0	$48k		442.00	109.40	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$48k	+501%	583.00	82.57	View chart
Davis Select Worldwide Etf Etf (DWLD)	0.0	$46k		985.00	46.24	View chart
Disney Walt Stock (DIS)	0.0	$45k		471.00	96.17	View chart
American Express Stock (AXP)	0.0	$45k		133.00	339.38	View chart
Otter Tail Corp Stock (OTTR)	0.0	$45k		500.00	89.98	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.0	$45k		385.00	116.67	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$45k		850.00	52.41	View chart
Kraneshares Public-private Ai & Technology Etf Etf (AGIX)	0.0	$44k	+47%	932.00	46.89	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$43k		591.00	73.43	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$43k	-18%	522.00	82.80	View chart
S&p Global Stock (SPGI)	0.0	$43k		106.00	407.26	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$42k		412.00	102.22	View chart
Enbridge Stock (ENB)	0.0	$42k	+100%	775.00	54.21	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.0	$42k	-52%	191.00	219.82	View chart
Chevron Corporation Stock (CVX)	0.0	$42k		253.00	165.68	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$42k		1.8k	22.78	View chart
Nvent Elec Stock (NVT)	0.0	$41k		242.00	169.74	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.0	$41k		349.00	117.47	View chart
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)	0.0	$40k		260.00	153.64	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.0	$40k		2.1k	18.69	View chart
Cummins Stock (CMI)	0.0	$40k		55.00	718.58	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$39k		105.00	370.59	View chart
Tjx Cos Stock (TJX)	0.0	$38k		250.00	151.50	View chart
Aflac Stock (AFL)	0.0	$38k		322.00	117.30	View chart
Fidelity Crypto Industry And Digital Payments Etf Etf (FDIG)	0.0	$38k		883.00	42.73	View chart
Exelon Corp Stock (EXC)	0.0	$38k		807.00	46.63	View chart
Waste Connections Stock (WCN)	0.0	$38k		225.00	166.69	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.0	$37k		168.00	218.82	View chart
Pfizer Stock (PFE)	0.0	$37k		1.5k	24.08	View chart
Vanguard Morningstar Mid-cap Etf Etf (VO)	0.0	$36k	+324%	441.00	80.64	View chart
Fedex Fght Hldg Stock (FDXF)	0.0	$34k	NEW	228.00	151.00	View chart
Danaher Corp Del Stock (DHR)	0.0	$34k		176.00	190.48	View chart
Anheuser Busch Inbev Sa Nv Adr (BUD)	0.0	$33k		403.00	82.40	View chart
Qualcomm Stock (QCOM)	0.0	$33k		179.00	185.23	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$32k	+48%	201.00	158.22	View chart
Stryker Corporation Stock (SYK)	0.0	$32k		100.00	315.60	View chart
Capital Group Short Duration Income Etf Etf (CGSD)	0.0	$31k		1.2k	25.74	View chart
Ishares Esg Select Screened S&p Mid-cap Etf Etf (XJH)	0.0	$30k		584.00	52.12	View chart
Mckesson Corp Stock (MCK)	0.0	$30k		40.00	755.60	View chart
Intuitive Surgical Stock (ISRG)	0.0	$30k		75.00	397.68	View chart
Ark Genomic Revolution Etf Etf (ARKG)	0.0	$30k		704.00	42.05	View chart
Vulcan Matls Stock (VMC)	0.0	$30k		100.00	295.01	View chart
Flexshares Ultra-short Income Fund Etf (RAVI)	0.0	$28k		375.00	75.42	View chart
Analog Devices Stock (ADI)	0.0	$28k		71.00	397.17	View chart
Fidelity Dividend Etf For Rising Rates Etf (FDRR)	0.0	$28k		434.00	64.91	View chart
Heico Corp Stock (HEI)	0.0	$27k		76.00	356.18	View chart
At&t Stock (T)	0.0	$27k	-10%	1.3k	20.71	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$26k		41.00	626.00	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$26k		116.00	220.82	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$25k		50.00	501.36	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$25k	-34%	110.00	226.57	View chart
Vale S A Adr (VALE)	0.0	$24k		1.6k	15.04	View chart
Oge Energy Corp Stock (OGE)	0.0	$24k		500.00	48.66	View chart
Ebay Stock (EBAY)	0.0	$24k		211.00	111.75	View chart
John Hancock Multifactor Developed International Etf Etf (JHMD)	0.0	$24k		530.00	44.41	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$23k	+712%	195.00	119.23	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$23k		63.00	366.60	View chart
Moodys Corp Stock (MCO)	0.0	$23k		50.00	452.92	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$22k		666.00	33.29	View chart
Johnson Ctls Stock (JCI)	0.0	$22k		151.00	146.11	View chart
Ishares Esg Advanced High Yield Corporate Bond Etf Etf (HYXF)	0.0	$22k		470.00	46.71	View chart
Vanguard Total World Stock Etf Etf (VT)	0.0	$22k	NEW	139.00	156.39	View chart
Honeywell Intl Stock (HON)	0.0	$21k	NEW	95.00	223.91	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$21k	-48%	170.00	124.77	View chart
Honeywell Aerospace Stock (HONA)	0.0	$21k	NEW	95.00	221.08	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$20k		350.00	58.20	View chart
Centerpoint Energy Stock (CNP)	0.0	$19k	NEW	436.00	44.04	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.0	$19k		520.00	36.87	View chart
Ppl Corp Stock (PPL)	0.0	$18k		500.00	36.35	View chart
Toronto Dominion Bk Ont Stock (TD)	0.0	$18k		144.00	121.43	View chart
Ishares World Ex U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTD)	0.0	$17k		296.00	57.62	View chart
West Pharmaceutical Svsc Stock (WST)	0.0	$16k	-2%	45.00	359.00	View chart
Salesforce Stock (CRM)	0.0	$16k		103.00	156.66	View chart
Ritchie Bros Auctioneers Stock (RBA)	0.0	$16k		138.00	116.45	View chart
Synopsys Stock (SNPS)	0.0	$16k		36.00	446.08	View chart
Dominion Energy Stock (D)	0.0	$16k		232.00	68.29	View chart
First Eagle Global Equity Etf Etf (FEGE)	0.0	$15k		307.00	48.92	View chart
Amgen Stock (AMGN)	0.0	$15k		41.00	364.88	View chart
GSK Adr (GSK)	0.0	$15k		284.00	52.42	View chart
Newmont Corp Stock (NEM)	0.0	$15k		157.00	93.40	View chart
Graphic Packaging Corp Del Stock (GPK)	0.0	$14k		1.4k	10.57	View chart
Entergy Corp Stock (ETR)	0.0	$14k		124.00	114.86	View chart
Tesla Stock (TSLA)	0.0	$14k	-2%	33.00	420.61	View chart
American Elec Pwr Stock (AEP)	0.0	$14k		101.00	136.68	View chart
Tyler Technologies Stock (TYL)	0.0	$14k		47.00	292.47	View chart
Ark Autonomous Technology & Robotics Etf Etf (ARKQ)	0.0	$13k		102.00	131.75	View chart
Dimensional International Small Cap Etf Etf (DFIS)	0.0	$13k		377.00	35.07	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.0	$13k	-80%	286.00	46.19	View chart
Intuit Stock (INTU)	0.0	$13k		50.00	261.00	View chart
Medpace Hldgs Stock (MEDP)	0.0	$13k	-4%	24.00	529.58	View chart
Servicenow Stock (NOW)	0.0	$13k		126.00	99.28	View chart
Brookfield Infrastructure Part Lp Int Unit Stock (BIP)	0.0	$12k		333.00	36.49	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.0	$12k		67.00	177.46	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$12k		123.00	95.08	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.0	$11k	-80%	166.00	68.13	View chart
Piper Jaffray Cos Stock (PIPR)	0.0	$11k		148.00	72.34	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$11k	-44%	103.00	101.87	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.0	$10k		126.00	82.58	View chart
Privia Health Group Stock (PRVA)	0.0	$10k		399.00	25.73	View chart
Cintas Corp Stock (CTAS)	0.0	$10k		59.00	170.08	View chart
Five Below Stock (FIVE)	0.0	$9.9k		55.00	179.78	View chart
Duke Energy Corp Stock (DUK)	0.0	$9.8k		78.00	126.06	View chart
Verisk Analytics Stock (VRSK)	0.0	$9.5k		53.00	179.53	View chart
Cambria Global Asset Allocation Etf Etf (GAA)	0.0	$9.4k		274.00	34.32	View chart
Ensign Group Stock (ENSG)	0.0	$9.1k		57.00	160.30	View chart
Oddity Tech Ltd Shs Cl A Stock (ODD)	0.0	$9.0k		593.00	15.13	View chart
Flexshares Iboxx 3 Year Target Duration Tips Index Fund Etf (TDTT)	0.0	$9.0k		375.00	23.91	View chart
Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR)	0.0	$8.9k		49.00	181.14	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$8.9k		110.00	80.62	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$8.8k		89.00	99.22	View chart
Linde Stock (LIN)	0.0	$8.8k		17.00	518.94	View chart
Oakmark Global Large Cap Etf Etf (OAKG)	0.0	$8.8k	+7%	350.00	25.14	View chart
Starbucks Corp Stock (SBUX)	0.0	$8.8k		86.00	102.19	View chart
Watsco Stock (WSO)	0.0	$8.8k		21.00	416.71	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$8.7k	+406%	319.00	27.37	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.0	$8.7k		116.00	74.80	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.0	$8.6k		175.00	49.28	View chart
Netflix Stock (NFLX)	0.0	$8.6k		120.00	71.40	View chart
Fair Isaac Corp Stock (FICO)	0.0	$8.4k	-12%	7.00	1194.71	View chart
Rollins Stock (ROL)	0.0	$8.3k		198.00	41.74	View chart
Clearfield Stock (CLFD)	0.0	$8.0k		200.00	39.79	View chart
Kadant Stock (KAI)	0.0	$7.9k		25.00	314.24	View chart
Spdr Ser Tr S&p Divid Etf Etf (SDY)	0.0	$7.7k		50.00	153.00	View chart
Zimmer Hldgs Stock (ZBH)	0.0	$7.6k		88.00	86.19	View chart
Kinsale Cap Group Stock (KNSL)	0.0	$7.3k		22.00	329.82	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.0	$6.6k		54.00	121.72	View chart
Pentair Stock (PNR)	0.0	$6.4k		84.00	76.65	View chart
Motorola Solutions Stock (MSI)	0.0	$6.2k	-6%	15.00	415.27	View chart
Costar Grp Stock (CSGP)	0.0	$6.1k		216.00	28.32	View chart
Grayscale Bitcoin Covered Call Etf Etf (BTCC)	0.0	$5.9k	+12%	470.00	12.47	View chart
Sap Se Adr (SAP)	0.0	$5.7k		37.00	154.11	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$5.6k		54.00	103.56	View chart
Paypal Hldgs Stock (PYPL)	0.0	$5.4k		126.00	43.21	View chart
Synchrony Financial Stock (SYF)	0.0	$5.0k		66.00	76.48	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$5.0k		78.00	64.01	View chart
Freshpet Stock (FRPT)	0.0	$4.9k		83.00	59.12	View chart
Guidewire Software Stock (GWRE)	0.0	$4.4k		36.00	123.06	View chart
Yum China Hldgs Stock (YUMC)	0.0	$4.3k		106.00	40.99	View chart
Floor & Decor Hldgs Inc Cl A Stock (FND)	0.0	$4.3k		73.00	59.36	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$4.3k	+7%	149.00	29.06	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$4.2k	+59%	70.00	59.73	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$4.2k		47.00	88.60	View chart
Stanley Black & Decker Stock (SWK)	0.0	$4.1k		44.00	94.11	View chart
Encompass Health Corp Stock (EHC)	0.0	$4.0k		40.00	101.08	View chart
Teck Resources Ltd Cl B Stock (TECK)	0.0	$3.6k		61.00	59.46	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$3.5k		144.00	24.55	View chart
Haleon Plc Spon Ads Adr (HLN)	0.0	$3.3k		355.00	9.33	View chart
The Cigna Group Stock (CI)	0.0	$3.3k		12.00	275.67	View chart
Travelers Companies Stock (TRV)	0.0	$3.3k		10.00	330.10	View chart
Agilent Technologies Stock (A)	0.0	$3.2k		24.00	132.83	View chart
Viatris Stock (VTRS)	0.0	$3.0k		187.00	15.88	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$3.0k	-83%	31.00	95.19	View chart
Echostar Holding Corp Stock	0.0	$2.8k		28.00	101.50	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$2.7k	-67%	31.00	86.68	View chart
HP Stock (HPQ)	0.0	$2.5k		113.00	21.99	View chart
Wabtec Stock (WAB)	0.0	$2.4k		9.00	270.00	View chart
Paylocity Hldg Corp Stock (PCTY)	0.0	$2.3k		22.00	104.55	View chart
Globant S A Stock (GLOB)	0.0	$2.2k		77.00	28.94	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$2.1k	NEW	10.00	212.80	View chart
Inspire Med Sys Stock (INSP)	0.0	$1.8k		40.00	44.60	View chart
Nrg Energy Stock (NRG)	0.0	$1.8k		12.00	146.08	View chart
Keycorp Stock (KEY)	0.0	$1.7k		73.00	22.95	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.0	$1.6k	-78%	31.00	52.81	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.0	$1.4k	NEW	28.00	49.54	View chart
Brookfield Infrastructure Corp Com Sub Vtg A Stock (BIPC)	0.0	$1.4k		36.00	38.50	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.0	$1.4k	NEW	15.00	91.20	View chart
Citigroup Stock (C)	0.0	$1.3k		9.00	140.00	View chart
Ark Next Generation Internet Etf Etf (ARKW)	0.0	$1.0k		7.00	144.86	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$960.001200		36.00	26.67	View chart
Fidelity Enhanced International Etf Etf (FENI)	0.0	$922.999200	NEW	23.00	40.13	View chart
Dimensional International Value Etf Etf (DFIV)	0.0	$810.000000	NEW	15.00	54.00	View chart
Ark Blockchain & Fintech Innovation Etf Etf (ARKF)	0.0	$750.000300		19.00	39.47	View chart
Americas Gold And Silver Corp Stock (USAS)	0.0	$575.998600		122.00	4.72	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$407.000300		7.00	58.14	View chart
Gilead Sciences Stock (GILD)	0.0	$253.000000		2.00	126.50	View chart
Nike Inc Cl B Stock (NKE)	0.0	$246.000000		6.00	41.00	View chart
Versant Media Group Inc Com Cl A Stock (VSNT)	0.0	$180.000000		5.00	36.00	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 2026 Q2 filed Aug. 6, 2026
Birchwood Financial Partners 2026 Q1 filed May 5, 2026
Birchwood Financial Partners 2025 Q4 filed Feb. 19, 2026

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