Birch Financial Group

Birch Financial Group as of Sept. 30, 2025

Portfolio Holdings for Birch Financial Group

Birch Financial Group holds 130 positions in its portfolio as reported in the September 2025 quarterly 13F filing

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