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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, FNDF, BOND, ESML, AAPL, and represent 24.69% of Birchwood Financial Partners's stock portfolio.
Added to shares of these 10 stocks: ESML, BOND, VOO, CGSM, CGHM, VXF, PHYS, NULG, CGBL, JMST.
Started 21 new stock positions in AVSE, SPLV, HGER, LIN, PHYS, JEPI, PIPR, VYM, KAI, WSO. NUSC, OAKG, AGIX, VSNT, FEGE, CGSM, FEOE, WBD, JMST, CI, USAS.
Reduced shares in these 10 stocks: IAU, AAPL, BDX, Ceridian Hcm Hldg, ESGU, VTIP, IWD, PRFD, LRCX, RAVI.
Sold out of its positions in ABBV, APD, ALKT, AMP, BCE, BDX, Ceridian Hcm Hldg, CTVA, EMN, FBIN.
Birchwood Financial Partners was a net buyer of stock by $5.5M.
Birchwood Financial Partners has $104M in assets under management (AUM), dropping by 2.97%.
Central Index Key (CIK): 0002110062

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Portfolio Holdings for Birchwood Financial Partners

Birchwood Financial Partners holds 348 positions in its portfolio as reported in the March 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	$6.7M		48k	141.42	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	4.8	$5.0M	+2%	102k	48.93	View chart
Pimco Active Bond Exchange-traded Fund Etf (BOND)	4.5	$4.7M	+12%	51k	92.28	View chart
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)	4.5	$4.7M	+78%	99k	47.02	View chart
Apple Stock (AAPL)	4.4	$4.5M	-2%	18k	253.80	View chart
Vanguard S&p 500 Etf Etf (VOO)	3.8	$4.0M	+9%	6.7k	597.58	View chart
Donaldson Stock (DCI)	3.2	$3.4M		40k	84.87	View chart
Harbor Long-term Growers Etf Etf (WINN)	3.2	$3.3M	+4%	120k	27.73	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	2.9	$3.0M	+2%	77k	38.26	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	2.7	$2.8M	+5%	44k	64.08	View chart
Microsoft Stock (MSFT)	2.7	$2.8M		7.4k	370.16	View chart
Vanguard Extended Market Etf Etf (VXF)	2.0	$2.1M	+11%	10k	205.80	View chart
Jpmorgan Diversified Return Emerging Markets Equity Etf Etf (JPEM)	1.7	$1.8M		29k	62.13	View chart
Ishares Esg Aware Msci Em Etf Etf (ESGE)	1.7	$1.7M		38k	45.47	View chart
Unitedhealth Group Stock (UNH)	1.6	$1.7M		6.1k	270.60	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	1.6	$1.6M	+6%	50k	32.43	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	1.5	$1.6M	+10%	52k	30.68	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	1.5	$1.6M		17k	95.62	View chart
Ishares Core S&p 500 Etf Etf (IVV)	1.5	$1.6M		2.4k	653.22	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	1.5	$1.5M		52k	29.13	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	1.3	$1.3M		47k	27.85	View chart
Capital Group Growth Etf Etf (CGGR)	1.2	$1.2M	+11%	30k	40.19	View chart
3M Stock (MMM)	1.1	$1.2M		8.2k	145.23	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	1.0	$1.1M		41k	25.64	View chart
Capital Group Municipal High-income Etf Etf (CGHM)	1.0	$1.0M	+33%	40k	25.32	View chart
C H Robinson Worldwide Stock (CHRW)	0.9	$926k		5.6k	166.07	View chart
Capital Group Dividend Value Etf Etf (CGDV)	0.9	$902k	+10%	21k	42.54	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.8	$855k		1.8k	479.20	View chart
Capital Group Core Bond Etf Etf (CGCB)	0.8	$799k	+10%	30k	26.26	View chart
Jpmorgan Income Etf Etf (JPIE)	0.7	$767k		17k	46.07	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.7	$765k		25k	30.50	View chart
Xcel Energy Stock (XEL)	0.7	$735k		9.3k	79.44	View chart
Schwab Fundamental International Small Equity Etf Etf (FNDC)	0.7	$713k		15k	46.36	View chart
Fastenal Stock (FAST)	0.7	$687k		15k	46.40	View chart
Vanguard Esg U.s. Stock Etf Etf (ESGV)	0.6	$665k	+24%	5.9k	112.28	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.6	$654k		6.5k	100.57	View chart
Home Depot Stock (HD)	0.6	$639k	+17%	1.9k	328.95	View chart
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)	0.6	$635k	+7%	9.9k	63.91	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.6	$617k	+19%	5.1k	121.18	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.6	$609k	+3%	21k	29.08	View chart
Nuveen Esg Large-cap Growth Etf Etf (NULG)	0.6	$602k	+54%	6.6k	90.94	View chart
Exxon Mobil Corp Stock (XOM)	0.6	$580k		3.4k	169.68	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.6	$573k	+23%	19k	29.49	View chart
Wells Fargo & Co Stock (WFC)	0.5	$567k		7.1k	79.61	View chart
Meta Platforms Inc Cl A Stock (META)	0.5	$551k		963.00	572.23	View chart
Lam Research Corp Stock (LRCX)	0.5	$536k	-6%	2.5k	213.66	View chart
Davis Select International Etf Etf (DINT)	0.5	$530k		20k	26.91	View chart
Oakmark U.s. Large Cap Etf Etf (OAKM)	0.5	$514k	+20%	19k	27.56	View chart
Johnson & Johnson Stock (JNJ)	0.5	$512k		2.1k	244.44	View chart
Brookfield Corp Cl A Ltd Vt Sh Stock (BN)	0.5	$507k		13k	40.47	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	0.5	$500k		7.2k	69.90	View chart
Ishares Gold Trust Etf Etf (IAU)	0.4	$461k	-34%	5.2k	88.16	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.4	$460k		1.6k	286.81	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.4	$458k		14k	32.95	View chart
Oracle Corporation Stock (ORCL)	0.4	$444k		3.0k	147.11	View chart
Schwab International Equity Etf Etf (SCHF)	0.4	$419k		17k	24.75	View chart
State Street Spdr Msci World Strategicfactors Etf Etf (QWLD)	0.4	$397k		2.8k	143.14	View chart
Procter & Gamble Stock (PG)	0.4	$383k	-5%	2.6k	144.45	View chart
Hartford Finl Svcs Group Stock (HIG)	0.4	$381k		2.8k	135.23	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$374k		1.3k	287.45	View chart
Ishares Core S&p U.s. Growth Etf Etf (IUSG)	0.4	$374k		2.4k	155.11	View chart
Capital Group Core Balanced Etf Etf (CGBL)	0.4	$371k	+123%	11k	34.41	View chart
John Hancock Multifactor Small Cap Etf Etf (JHSC)	0.3	$336k		7.8k	42.89	View chart
Capital Group Short Duration Municipal Income Etf Etf (CGSM)	0.3	$322k	NEW	12k	26.28	View chart
Ishares Msci Global Min Vol Factor Etf Etf (ACWV)	0.3	$321k	-2%	2.7k	119.51	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.3	$312k		4.6k	67.53	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.3	$291k		907.00	320.90	View chart
Ishares Select Dividend Etf Etf (DVY)	0.3	$291k		1.9k	151.42	View chart
Graco Stock (GGG)	0.3	$283k		3.3k	84.66	View chart
Pepsico Stock (PEP)	0.3	$277k		1.8k	155.30	View chart
Schwab International Small-cap Equity Etf Etf (SCHC)	0.3	$274k		5.9k	46.74	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.3	$269k		2.2k	124.30	View chart
Us Bancorp Stock (USB)	0.3	$261k		5.0k	52.01	View chart
Capital Group New Geography Equity Etf Etf (CGNG)	0.3	$260k	+109%	8.2k	31.57	View chart
Vanguard Esg International Stock Etf Etf (VSGX)	0.2	$256k	+69%	3.6k	71.73	View chart
Toro Stock (TTC)	0.2	$256k		2.7k	93.44	View chart
Costco Wholesale Corporation Stock (COST)	0.2	$231k		231.00	997.68	View chart
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)	0.2	$216k	NEW	6.1k	35.44	View chart
Capital Group Conservative Equity Etf Etf (CGCV)	0.2	$202k		6.8k	29.81	View chart
Jpmorgan Diversified Return Use Equity Etf (JPUS)	0.2	$200k		1.5k	130.17	View chart
Vanguard Small-cap Growth Etf Etf (VBK)	0.2	$199k		658.00	302.48	View chart
Jpmorgan Betabuilders U.s. Equity Etf Etf (BBUS)	0.2	$198k		1.7k	117.16	View chart
Ishares Short Duration Bond Active Etf Etf (NEAR)	0.2	$197k		3.9k	50.84	View chart
Deere & Co Stock (DE)	0.2	$194k	-3%	344.00	562.93	View chart
Medtronic Stock (MDT)	0.2	$184k		2.1k	86.65	View chart
Pimco Preferred And Capital Securities Active Etf Etf (PRFD)	0.2	$178k	-20%	3.5k	50.67	View chart
Bny Mellon International Equity Etf Etf (BKIE)	0.2	$172k		1.8k	93.44	View chart
Mastercard Stock (MA)	0.2	$172k	-3%	344.00	499.66	View chart
Eli Lilly & Co Stock (LLY)	0.2	$169k		183.00	920.90	View chart
Intl Business Machines Stock (IBM)	0.2	$166k		684.00	242.50	View chart
Fedex Corp Stock (FDX)	0.2	$162k	-10%	456.00	356.18	View chart
Powershares Qqq Trust Etf Etf (QQQ)	0.2	$161k		278.00	578.13	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.2	$160k		1.6k	102.22	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.2	$159k		2.4k	67.12	View chart
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)	0.1	$150k	-27%	3.0k	49.95	View chart
Jpmorgan Ultra-short Municipal Income Etf Etf (JMST)	0.1	$150k	NEW	2.9k	50.98	View chart
Amazon.com Stock (AMZN)	0.1	$146k	-5%	703.00	208.27	View chart
Ecolab Stock (ECL)	0.1	$144k		540.00	265.88	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.1	$141k	+154%	5.4k	26.20	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.1	$135k	-28%	633.00	213.76	View chart
Yum Brands Stock (YUM)	0.1	$135k		869.00	155.43	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.1	$121k		3.1k	38.42	View chart
Solventum Corp Stock (SOLV)	0.1	$117k		1.8k	65.30	View chart
Union Pac Corp Stock (UNP)	0.1	$117k		480.00	242.62	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.1	$114k		175.00	650.45	View chart
Davis Select U.s. Equity Etf Etf (DUSA)	0.1	$111k		2.2k	50.74	View chart
Incyte Corp Stock (INCY)	0.1	$110k		1.2k	94.12	View chart
Ge Aerospace Stock (GE)	0.1	$106k		375.00	283.77	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.1	$102k		4.8k	21.49	View chart
Canadian Pacific Kansas City Stock (CP)	0.1	$98k		1.3k	78.66	View chart
Mcdonalds Corp Stock (MCD)	0.1	$97k		313.00	311.08	View chart
General Mills Stock (GIS)	0.1	$96k		2.6k	37.22	View chart
Sherwin Williams Stock (SHW)	0.1	$94k		293.00	320.55	View chart
Brookfield Asset Managmt Ltd Cl A Lmt Vtg Stock (BAM)	0.1	$93k		2.1k	44.45	View chart
Ishares U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTU)	0.1	$92k		1.3k	70.14	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$90k		1.2k	77.10	View chart
Eaton Vance Tax-advantaged Dividend Income Fund Cef (EVT)	0.1	$89k		3.6k	24.55	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.1	$88k		405.00	217.48	View chart
Flexshares Credit-scored Us Corporate Bond Index Fund Etf (SKOR)	0.1	$88k		1.8k	48.62	View chart
Ishares Esg Select Screened S&p Small-cap Etf Etf (XJR)	0.1	$86k	+107%	2.0k	43.53	View chart
Intel Corp Stock (INTC)	0.1	$85k		1.9k	44.12	View chart
Nuveen Esg Large-cap Value Etf Etf (NULV)	0.1	$85k		1.9k	45.50	View chart
Goldman Sachs Group Stock (GS)	0.1	$85k		100.00	845.99	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.1	$84k	-2%	743.00	113.11	View chart
Capital Group Global Equity Etf Etf (CGGE)	0.1	$84k		2.8k	30.50	View chart
Vanguard Large-cap Etf Etf (VV)	0.1	$83k		276.00	299.29	View chart
Ge Vernova Stock (GEV)	0.1	$81k		93.00	872.90	View chart
Nuveen Esg U.s. Aggregate Bond Etf Etf (NUBD)	0.1	$80k		3.6k	22.21	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$79k		201.00	390.41	View chart
Target Corp Stock (TGT)	0.1	$77k		634.00	121.28	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$76k		398.00	191.81	View chart
Constellation Energy Corp Stock (CEG)	0.1	$75k		269.00	279.25	View chart
Caterpillar Stock (CAT)	0.1	$74k		105.00	709.00	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.1	$74k	-9%	799.00	92.74	View chart
Bank Of Amer Corp Stock (BAC)	0.1	$73k	-12%	1.5k	48.75	View chart
John Hancock Preferred Income Fund Cef (HPI)	0.1	$72k	+2%	4.6k	15.69	View chart
Vanguard Value Etf Etf (VTV)	0.1	$71k		361.00	196.10	View chart
Vanguard Short-term Bond Etf Etf (BSV)	0.1	$71k		900.00	78.41	View chart
Emerson Elec Stock (EMR)	0.1	$71k		538.00	130.98	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$69k		1.5k	46.19	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.1	$68k		919.00	74.38	View chart
Idexx Labs Stock (IDXX)	0.1	$68k		121.00	561.89	View chart
Bank Montreal Medium Stock (BMO)	0.1	$63k		467.00	135.34	View chart
Dimensional U.s. Equity Market Etf Etf (DFUS)	0.1	$61k		861.00	70.91	View chart
Ishares S&p Mid-cap 400 Value Etf Etf (IJJ)	0.1	$61k		460.00	132.49	View chart
Visa Inc Com Cl A Stock (V)	0.1	$61k		200.00	302.39	View chart
Capital One Finl Corp Stock (COF)	0.1	$60k		330.00	182.43	View chart
Seagate Technology Hldngs Plc Ord Stock (STX)	0.1	$59k		150.00	391.76	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.1	$58k		645.00	90.54	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$56k		930.00	60.67	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$56k		385.00	146.28	View chart
Walmart Stock (WMT)	0.1	$56k		453.00	124.28	View chart
Wec Energy Group Stock (WEC)	0.1	$54k		465.00	115.89	View chart
General Amern Invs Cef (GAM)	0.1	$54k		918.00	58.47	View chart
Ww Grainger Stock (GWW)	0.1	$54k	-2%	49.00	1091.51	View chart
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)	0.1	$53k		1.0k	53.22	View chart
Coca Cola Stock (KO)	0.1	$53k	-9%	699.00	76.05	View chart
Oreilly Automotive Stock (ORLY)	0.1	$53k		570.00	92.31	View chart
Chevron Corporation Stock (CVX)	0.1	$52k	-10%	253.00	206.79	View chart
Allstate Corp Stock (ALL)	0.0	$52k		250.00	207.34	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	0.0	$51k		1.3k	40.84	View chart
Vanguard Esg U.s. Corporate Bond Etf Etf (VCEB)	0.0	$51k		815.00	62.83	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.0	$51k		1.0k	49.89	View chart
Ishares Ibonds Dec 2027 Term Corporate Etf Etf (IBDS)	0.0	$51k		2.1k	24.24	View chart
Ishares Esg Aware 80/20 Aggressive Allocation Etf Etf (EAOA)	0.0	$50k	+17%	1.2k	40.52	View chart
Harbor Commodity All-weather Strategy Etf Etf (HGER)	0.0	$49k	NEW	1.6k	31.01	View chart
Cisco Sys Stock (CSCO)	0.0	$49k		635.00	77.59	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.0	$49k	-6%	834.00	58.18	View chart
Jpmorgan Chase & Co Stock (JPM)	0.0	$47k		158.00	294.26	View chart
Ishares Esg Aware 60/40 Balanced Allocation Etf Etf (EAOR)	0.0	$46k	+56%	1.3k	34.81	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$46k		105.00	436.79	View chart
Vaneck Pharmaceutical Etf Etf (PPH)	0.0	$46k		439.00	103.77	View chart
S&p Global Stock (SPGI)	0.0	$46k		107.00	425.34	View chart
Disney Walt Stock (DIS)	0.0	$45k		471.00	96.30	View chart
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf (IGSB)	0.0	$45k		850.00	52.56	View chart
Nvidia Corporation Stock (NVDA)	0.0	$45k	-20%	256.00	174.40	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$44k		637.00	69.75	View chart
Otter Tail Corp Stock (OTTR)	0.0	$44k		500.00	87.77	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$43k	-26%	588.00	73.64	View chart
Davis Select Worldwide Etf Etf (DWLD)	0.0	$43k		985.00	43.81	View chart
Honeywell Intl Stock (HON)	0.0	$43k		190.00	226.03	View chart
Pfizer Stock (PFE)	0.0	$43k		1.5k	28.08	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$43k		411.00	103.43	View chart
At&t Stock (T)	0.0	$42k	+11%	1.5k	29.00	View chart
Nuveen Esg Small-cap Etf Etf (NUSC)	0.0	$42k	NEW	933.00	45.06	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$42k	+4%	1.8k	22.91	View chart
American Express Stock (AXP)	0.0	$40k		133.00	303.50	View chart
Tjx Cos Stock (TJX)	0.0	$40k		250.00	159.70	View chart
First Eagle Overseas Equity Etf Etf (FEOE)	0.0	$40k	NEW	785.00	50.46	View chart
Exelon Corp Stock (EXC)	0.0	$40k		807.00	49.03	View chart
Vanguard S&p 500 Growth Etf Etf (VOOG)	0.0	$40k		97.00	407.69	View chart
Global X U.s. Preferred Etf Etf (PFFD)	0.0	$39k		2.1k	18.40	View chart
Morgan Stanley Stock (MS)	0.0	$39k		236.00	164.57	View chart
Ishares Msci Eafe Growth Etf Etf (EFG)	0.0	$37k	-35%	330.00	111.42	View chart
Waste Connections Stock (WCN)	0.0	$37k		225.00	162.44	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.0	$36k		168.00	211.57	View chart
Vanguard S&p Small-cap 600 Value Etf Etf (VIOV)	0.0	$35k		348.00	101.74	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.0	$35k		350.00	101.14	View chart
Aflac Stock (AFL)	0.0	$35k		322.00	109.76	View chart
Mckesson Corp Stock (MCK)	0.0	$35k		40.00	865.35	View chart
Intuitive Surgical Stock (ISRG)	0.0	$35k		75.00	460.99	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$34k		105.00	327.07	View chart
Vanguard S&p 500 Value Etf Etf (VOOV)	0.0	$34k		167.00	203.79	View chart
Danaher Corp Del Stock (DHR)	0.0	$33k		176.00	189.60	View chart
Stryker Corporation Stock (SYK)	0.0	$33k		100.00	329.38	View chart
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)	0.0	$32k		260.00	124.46	View chart
Avantis Responsible Emerging Markets Equity Etf Etf (AVSE)	0.0	$32k	NEW	478.00	66.62	View chart
Regeneron Pharmaceuticals Stock (REGN)	0.0	$32k		41.00	774.54	View chart
Capital Group Short Duration Income Etf Etf (CGSD)	0.0	$31k		1.2k	25.79	View chart
Vanguard Mid-cap Etf Etf (VO)	0.0	$30k		104.00	287.18	View chart
Cummins Stock (CMI)	0.0	$30k		55.00	542.07	View chart
Fidelity Crypto Industry And Digital Payments Etf Etf (FDIG)	0.0	$29k		880.00	32.78	View chart
Nvent Elec Stock (NVT)	0.0	$29k	-38%	242.00	118.28	View chart
Flexshares Ultra-short Income Fund Etf (RAVI)	0.0	$28k	-50%	375.00	75.41	View chart
Anheuser Busch Inbev Sa Nv Adr (BUD)	0.0	$28k		403.00	69.37	View chart
Vulcan Matls Stock (VMC)	0.0	$27k		100.00	272.30	View chart
Ishares Esg Select Screened S&p Mid-cap Etf Etf (XJH)	0.0	$26k		582.00	45.40	View chart
Vale S A Adr (VALE)	0.0	$26k		1.6k	15.91	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$26k		666.00	38.42	View chart
Fidelity Dividend Etf For Rising Rates Etf (FDRR)	0.0	$25k		432.00	58.74	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$25k		50.00	491.54	View chart
Oge Energy Corp Stock (OGE)	0.0	$24k		500.00	47.96	View chart
Qualcomm Stock (QCOM)	0.0	$23k		179.00	129.03	View chart
Analog Devices Stock (ADI)	0.0	$23k		72.00	318.14	View chart
John Hancock Multifactor Developed International Etf Etf (JHMD)	0.0	$23k		530.00	42.37	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.0	$22k		115.00	190.22	View chart
Moodys Corp Stock (MCO)	0.0	$22k		50.00	436.26	View chart
Ishares Esg Advanced High Yield Corporate Bond Etf Etf (HYXF)	0.0	$22k		470.00	46.31	View chart
Intuit Stock (INTU)	0.0	$22k		50.00	432.38	View chart
Enbridge Stock (ENB)	0.0	$21k		386.00	54.14	View chart
Heico Corp Stock (HEI)	0.0	$21k	-23%	76.00	274.20	View chart
Kraneshares Artificial Intelligence & Technology Etf Etf (AGIX)	0.0	$21k	NEW	632.00	32.77	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.0	$21k	-50%	350.00	58.54	View chart
Ishares S&p 100 Etf Etf (OEF)	0.0	$20k		63.00	318.06	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.0	$20k	NEW	135.00	148.10	View chart
Johnson Ctls Stock (JCI)	0.0	$20k		151.00	130.95	View chart
Salesforce Stock (CRM)	0.0	$19k		103.00	186.67	View chart
Ebay Stock (EBAY)	0.0	$19k	-12%	211.00	91.02	View chart
Ppl Corp Stock (PPL)	0.0	$19k		500.00	38.20	View chart
Ark Genomic Revolution Etf Etf (ARKG)	0.0	$19k		704.00	26.41	View chart
Ishares Mbs Etf Etf (MBB)	0.0	$18k	-52%	186.00	94.95	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.0	$18k		515.00	33.97	View chart
Newmont Corp Stock (NEM)	0.0	$17k		157.00	108.25	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$17k		24.00	706.25	View chart
Tyler Technologies Stock (TYL)	0.0	$16k	+34%	47.00	342.38	View chart
Ishares World Ex U.s. Carbon Transition Readiness Aware Active Etf Etf (LCTD)	0.0	$16k		291.00	55.29	View chart
GSK Adr (GSK)	0.0	$16k		284.00	55.19	View chart
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)	0.0	$15k		185.00	78.66	View chart
Amgen Stock (AMGN)	0.0	$15k		41.00	354.51	View chart
First Eagle Global Equity Etf Etf (FEGE)	0.0	$14k	NEW	307.00	47.00	View chart
Dominion Energy Stock (D)	0.0	$14k		232.00	61.82	View chart
Synopsys Stock (SNPS)	0.0	$14k		36.00	396.47	View chart
Entergy Corp Stock (ETR)	0.0	$14k		124.00	112.36	View chart
Microvision Inc Del Stock (MVIS)	0.0	$14k		22k	0.64	View chart
Graphic Packaging Corp Del Stock (GPK)	0.0	$14k		1.4k	9.94	View chart
Toronto Dominion Bk Ont Stock (TD)	0.0	$13k		144.00	93.31	View chart
Ritchie Bros Auctioneers Stock (RBA)	0.0	$13k		139.00	95.85	View chart
American Elec Pwr Stock (AEP)	0.0	$13k		101.00	130.96	View chart
Servicenow Stock (NOW)	0.0	$13k	+20%	126.00	104.55	View chart
Five Below Stock (FIVE)	0.0	$13k		56.00	228.48	View chart
Tesla Stock (TSLA)	0.0	$13k		34.00	371.76	View chart
Dimensional International Small Cap Etf Etf (DFIS)	0.0	$13k		373.00	33.67	View chart
Brookfield Infrastructure Part Lp Int Unit Stock (BIP)	0.0	$12k		333.00	36.12	View chart
Medpace Hldgs Stock (MEDP)	0.0	$12k		25.00	480.20	View chart
Veeva Sys Inc Cl A Stock (VEEV)	0.0	$12k		68.00	175.66	View chart
Ensign Group Stock (ENSG)	0.0	$12k		58.00	201.50	View chart
Netflix Stock (NFLX)	0.0	$12k		120.00	96.15	View chart
West Pharmaceutical Svsc Stock (WST)	0.0	$12k		46.00	250.63	View chart
Ark Autonomous Technology & Robotics Etf Etf (ARKQ)	0.0	$11k	-11%	102.00	112.05	View chart
Piper Jaffray Cos Stock (PIPR)	0.0	$11k	NEW	148.00	76.55	View chart
Abrdn Physical Precious Metals Basket Shares Etf Etf (GLTR)	0.0	$11k	-5%	49.00	218.71	View chart
Rollins Stock (ROL)	0.0	$11k		200.00	53.41	View chart
Ishares Core Msci Total International Stock Etf Etf (IXUS)	0.0	$11k		121.00	86.64	View chart
Verisk Analytics Stock (VRSK)	0.0	$10k		54.00	189.76	View chart
Duke Energy Corp Stock (DUK)	0.0	$10k		78.00	130.41	View chart
Cintas Corp Stock (CTAS)	0.0	$10k		60.00	169.13	View chart
Flexshares Morningstar Global Upstream Natural Resources Index Fund Etf (GUNR)	0.0	$9.7k	-50%	175.00	55.16	View chart
Cambria Global Asset Allocation Etf Etf (GAA)	0.0	$9.1k		272.00	33.45	View chart
Flexshares Iboxx 3 Year Target Duration Tips Index Fund Etf (TDTT)	0.0	$9.1k	-50%	375.00	24.24	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.0	$9.0k		126.00	71.13	View chart
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)	0.0	$8.8k		89.00	98.93	View chart
Costar Grp Stock (CSGP)	0.0	$8.8k		217.00	40.34	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.0	$8.7k	-51%	48.00	181.42	View chart
Ishares Core High Dividend Etf Etf (HDV)	0.0	$8.6k		63.00	136.62	View chart
Fair Isaac Corp Stock (FICO)	0.0	$8.5k		8.00	1067.50	View chart
Linde Stock (LIN)	0.0	$8.4k	NEW	17.00	495.76	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.0	$8.4k	NEW	115.00	73.28	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.0	$8.3k		96.00	86.69	View chart
Privia Health Group Stock (PRVA)	0.0	$8.3k		402.00	20.57	View chart
Zimmer Hldgs Stock (ZBH)	0.0	$8.0k		88.00	90.52	View chart
Oddity Tech Ltd Shs Cl A Stock (ODD)	0.0	$7.9k		593.00	13.38	View chart
Oakmark Global Large Cap Etf Etf (OAKG)	0.0	$7.9k	NEW	325.00	24.26	View chart
Starbucks Corp Stock (SBUX)	0.0	$7.8k		87.00	89.59	View chart
Watsco Stock (WSO)	0.0	$7.6k	NEW	21.00	363.81	View chart
Kinsale Cap Group Stock (KNSL)	0.0	$7.5k	-4%	22.00	341.68	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.0	$7.5k		144.00	51.93	View chart
Ark Innovation Etf Etf (ARKK)	0.0	$7.4k	-6%	110.00	67.42	View chart
Pentair Stock (PNR)	0.0	$7.3k		84.00	87.11	View chart
Kadant Stock (KAI)	0.0	$7.3k	NEW	25.00	292.36	View chart
Spdr Ser Tr S&p Divid Etf Etf (SDY)	0.0	$7.3k		50.00	145.80	View chart
Motorola Solutions Stock (MSI)	0.0	$6.9k		16.00	434.00	View chart
Grayscale Bitcoin Covered Call Etf Etf (BTCC)	0.0	$6.5k	+13%	419.00	15.54	View chart
Sap Se Adr (SAP)	0.0	$6.3k		37.00	171.22	View chart
Paypal Hldgs Stock (PYPL)	0.0	$5.7k		126.00	45.11	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$5.6k	-37%	78.00	71.18	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.0	$5.4k		54.00	100.17	View chart
Guidewire Software Stock (GWRE)	0.0	$5.4k	-2%	36.00	149.56	View chart
Clearfield Stock (CLFD)	0.0	$5.3k		200.00	26.47	View chart
Yum China Hldgs Stock (YUMC)	0.0	$5.2k	-10%	106.00	48.69	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.0	$5.1k		53.00	97.13	View chart
Freshpet Stock (FRPT)	0.0	$4.9k		83.00	58.96	View chart
Synchrony Financial Stock (SYF)	0.0	$4.5k		66.00	68.41	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$4.1k		144.00	28.71	View chart
Encompass Health Corp Stock (EHC)	0.0	$3.9k		40.00	96.72	View chart
Floor & Decor Hldgs Inc Cl A Stock (FND)	0.0	$3.7k		73.00	50.79	View chart
Solstice Advanced Matls Stock (SOLS)	0.0	$3.6k		47.00	76.17	View chart
Haleon Plc Spon Ads Adr (HLN)	0.0	$3.6k		355.00	10.01	View chart
Globant S A Stock (GLOB)	0.0	$3.6k		77.00	46.10	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$3.5k	-87%	139.00	25.12	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.0	$3.3k	-50%	35.00	93.94	View chart
Echostar Holding Corp Stock (SATS)	0.0	$3.3k		28.00	117.07	View chart
The Cigna Group Stock (CI)	0.0	$3.2k	NEW	12.00	266.75	View chart
Teck Resources Ltd Cl B Stock (TECK)	0.0	$3.2k		61.00	51.75	View chart
Stanley Black & Decker Stock (SWK)	0.0	$3.1k		44.00	71.07	View chart
Ishares Currency Hedged Msci Eafe Etf Etf (HEFA)	0.0	$3.0k		71.00	42.49	View chart
Travelers Companies Stock (TRV)	0.0	$2.9k		10.00	291.70	View chart
Agilent Technologies Stock (A)	0.0	$2.7k	-33%	24.00	114.00	View chart
Viatris Stock (VTRS)	0.0	$2.5k		187.00	13.51	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$2.4k		44.00	54.05	View chart
Paylocity Hldg Corp Stock (PCTY)	0.0	$2.4k	-4%	22.00	108.05	View chart
Wabtec Stock (WAB)	0.0	$2.3k		9.00	250.33	View chart
HP Stock (HPQ)	0.0	$2.2k		113.00	19.25	View chart
Inspire Med Sys Stock (INSP)	0.0	$2.1k		40.00	51.58	View chart
Nrg Energy Stock (NRG)	0.0	$1.8k		12.00	146.17	View chart
Kyndryl Hldgs Stock (KD)	0.0	$1.6k		120.00	13.12	View chart
Keycorp Stock (KEY)	0.0	$1.5k		73.00	19.96	View chart
Brookfield Infrastructure Corp Com Sub Vtg A Stock (BIPC)	0.0	$1.4k		36.00	39.53	View chart
Citigroup Stock (C)	0.0	$1.0k	-25%	9.00	113.44	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.0	$988.999200	NEW	36.00	27.47	View chart
Ark Next Generation Internet Etf Etf (ARKW)	0.0	$843.999800	-50%	7.00	120.57	View chart
Ark Blockchain & Fintech Innovation Etf Etf (ARKF)	0.0	$722.000000	-50%	19.00	38.00	View chart
Americas Gold And Silver Corp Stock (USAS)	0.0	$636.998600	NEW	122.00	5.22	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.0	$399.000000	NEW	7.00	57.00	View chart
Nike Inc Cl B Stock (NKE)	0.0	$316.999800		6.00	52.83	View chart
Enhabit Stock (EHAB)	0.0	$282.000000		20.00	14.10	View chart
Gilead Sciences Stock (GILD)	0.0	$279.000000		2.00	139.50	View chart
Versant Media Group Inc Com Cl A Stock (VSNT)	0.0	$185.000000	NEW	5.00	37.00	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 Q1 filed May 5, 2026
Birchwood Financial Partners 2025 Q4 filed Feb. 19, 2026

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