Birch Financial Group

Birch Financial Group as of Dec. 31, 2025

Portfolio Holdings for Birch Financial Group

Birch Financial Group holds 136 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Express Company (AXP) 13.1 $23M 62k 369.95
Berkshire Hathaway Inc Del Cl A (BRK.A) 8.6 $15M 20.00 754800.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.2 $9.1M 15k 627.13
Apple (AAPL) 4.0 $7.0M 26k 271.86
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.4 $6.0M 12k 502.63
Ameriprise Financial (AMP) 2.8 $5.0M 10k 490.33
Home Depot (HD) 2.7 $4.8M 14k 344.10
Microsoft Corporation (MSFT) 2.6 $4.6M 9.6k 483.63
General Dynamics Corporation (GD) 2.4 $4.1M 12k 336.66
Goldman Sachs (GS) 2.0 $3.5M 4.0k 879.02
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.0 $3.5M 56k 62.47
Amazon (AMZN) 1.9 $3.3M 14k 230.82
Bank of America Corporation (BAC) 1.7 $3.0M 55k 55.00
Johnson & Johnson (JNJ) 1.7 $3.0M 15k 206.96
Alphabet Cap Stk Cl C (GOOG) 1.6 $2.8M 8.8k 313.79
Ishares Tr Core S&p Scp Etf (IJR) 1.6 $2.7M 23k 120.18
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.5 $2.7M 32k 82.82
Ishares Tr Core S&p Ttl Stk (ITOT) 1.3 $2.3M 15k 148.69
Phillips 66 (PSX) 1.2 $2.1M 16k 129.04
NVIDIA Corporation (NVDA) 1.1 $2.0M 11k 186.50
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.1 $1.9M 41k 46.81
Schwab Strategic Tr Us Tips Etf (SCHP) 1.0 $1.8M 66k 26.49
Spdr Series Trust State Street Spd (SPTL) 1.0 $1.8M 66k 26.47
Philip Morris International (PM) 1.0 $1.7M 11k 160.40
Applovin Corp Com Cl A (APP) 0.9 $1.5M 2.3k 673.71
Ishares Tr National Mun Etf (MUB) 0.9 $1.5M 14k 107.11
At&t (T) 0.9 $1.5M 61k 24.84
Visa Com Cl A (V) 0.8 $1.4M 4.0k 350.70
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.8 $1.3M 12k 110.19
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $1.1M 14k 80.63
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $1.1M 22k 48.32
Mastercard Incorporated Cl A (MA) 0.6 $1.0M 1.8k 570.98
Verizon Communications (VZ) 0.6 $1.0M 25k 40.73
Wec Energy Group (WEC) 0.6 $1.0M 9.5k 105.46
Shopify Cl A Sub Vtg Shs (SHOP) 0.6 $985k 6.1k 160.97
Chevron Corporation (CVX) 0.6 $981k 6.4k 152.40
Nextera Energy (NEE) 0.6 $980k 12k 80.28
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $976k 13k 77.53
Ishares Tr Mbs Etf (MBB) 0.5 $964k 10k 95.22
Soundhound Ai Class A Com (SOUN) 0.5 $953k 96k 9.97
Netflix (NFLX) 0.5 $911k 9.7k 93.76
Oracle Corporation (ORCL) 0.5 $909k 4.7k 194.92
Alphabet Cap Stk Cl A (GOOGL) 0.5 $889k 2.8k 312.97
Abbott Laboratories (ABT) 0.5 $869k 6.9k 125.29
Exxon Mobil Corporation (XOM) 0.5 $866k 7.2k 120.34
Abbvie (ABBV) 0.5 $858k 3.8k 228.47
Meta Platforms Cl A (META) 0.5 $833k 1.3k 660.25
JPMorgan Chase & Co. (JPM) 0.5 $827k 2.6k 322.27
Progressive Corporation (PGR) 0.4 $735k 3.2k 227.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $734k 1.1k 681.70
Thermo Fisher Scientific (TMO) 0.4 $729k 1.3k 579.27
Wal-Mart Stores (WMT) 0.4 $713k 6.4k 111.40
Ea Series Trust Strive Us Semico (SHOC) 0.4 $703k 10k 68.63
International Business Machines (IBM) 0.4 $697k 2.4k 296.16
Citigroup Com New (C) 0.4 $697k 6.0k 116.69
Adobe Systems Incorporated (ADBE) 0.4 $678k 1.9k 350.06
Aon Shs Cl A (AON) 0.4 $660k 1.9k 352.80
Altria (MO) 0.4 $631k 11k 57.66
Msci (MSCI) 0.4 $617k 1.1k 573.98
American Intl Group Com New (AIG) 0.3 $594k 6.9k 85.55
Sap Se Spon Adr (SAP) 0.3 $579k 2.4k 242.87
UnitedHealth (UNH) 0.3 $565k 1.7k 330.04
Honeywell International (HON) 0.3 $557k 2.9k 195.12
American Electric Power Company (AEP) 0.3 $556k 4.8k 115.31
Blackrock (BLK) 0.3 $523k 488.00 1070.77
Paycom Software (PAYC) 0.3 $522k 3.3k 159.36
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $522k 849.00 614.21
Baker Hughes Company Cl A (BKR) 0.3 $518k 11k 45.54
Cigna Corp (CI) 0.3 $518k 1.9k 275.28
Coca-Cola Company (KO) 0.3 $493k 7.0k 69.91
Workday Cl A (WDAY) 0.3 $480k 2.2k 214.82
Procter & Gamble Company (PG) 0.3 $479k 3.3k 143.29
Eli Lilly & Co. (LLY) 0.3 $472k 439.00 1074.92
Advanced Micro Devices (AMD) 0.3 $464k 2.2k 214.14
McDonald's Corporation (MCD) 0.3 $461k 1.5k 305.56
Cme (CME) 0.3 $459k 1.7k 273.01
Cameco Corporation (CCJ) 0.2 $425k 4.7k 91.48
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $424k 4.2k 99.89
Novo-nordisk A S Adr (NVO) 0.2 $422k 8.3k 50.88
Norfolk Southern (NSC) 0.2 $412k 1.4k 288.75
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $410k 8.2k 50.29
CoStar (CSGP) 0.2 $403k 6.0k 67.24
Pepsi (PEP) 0.2 $384k 2.7k 143.50
Union Pacific Corporation (UNP) 0.2 $383k 1.7k 231.28
Starbucks Corporation (SBUX) 0.2 $382k 4.5k 84.21
Simon Property (SPG) 0.2 $378k 2.0k 185.08
Zoetis Cl A (ZTS) 0.2 $377k 3.0k 125.81
Duke Energy Corp Com New (DUK) 0.2 $376k 3.2k 117.21
Lowe's Companies (LOW) 0.2 $371k 1.5k 241.21
Walt Disney Company (DIS) 0.2 $364k 3.2k 113.76
Cincinnati Financial Corporation (CINF) 0.2 $348k 2.1k 163.33
Strategy Gold Enhanced Et (GOLY) 0.2 $343k 9.8k 34.95
Automatic Data Processing (ADP) 0.2 $342k 1.3k 257.32
Dycom Industries (DY) 0.2 $338k 1.0k 337.90
Allstate Corporation (ALL) 0.2 $334k 1.6k 208.13
Merck & Co (MRK) 0.2 $320k 3.0k 105.27
Broadcom (AVGO) 0.2 $318k 919.00 346.22
Raytheon Technologies Corp (RTX) 0.2 $317k 1.7k 183.38
Servicenow (NOW) 0.2 $316k 2.1k 153.20
Exelon Corporation (EXC) 0.2 $311k 7.1k 43.59
Tesla Motors (TSLA) 0.2 $311k 692.00 449.43
Airbnb Com Cl A (ABNB) 0.2 $304k 2.2k 135.71
Accenture Plc Ireland Shs Class A (ACN) 0.2 $303k 1.1k 268.21
Xcel Energy (XEL) 0.2 $285k 3.9k 73.87
Affiliated Managers (AMG) 0.2 $284k 985.00 288.28
Willis Towers Watson SHS (WTW) 0.2 $275k 837.00 328.67
Snowflake Com Shs (SNOW) 0.2 $274k 1.3k 219.32
EXACT Sciences Corporation (EXAS) 0.2 $270k 2.7k 101.55
Toronto Dominion Bk Ont Com New (TD) 0.2 $267k 2.8k 94.20
Corning Incorporated (GLW) 0.1 $262k 3.0k 87.55
Kroger (KR) 0.1 $260k 4.2k 62.48
Cisco Systems (CSCO) 0.1 $260k 3.4k 77.02
Anthem (ELV) 0.1 $248k 707.00 350.31
Us Foods Hldg Corp call (USFD) 0.1 $247k 3.3k 75.32
Proshares Tr Ultrapro Qqq (TQQQ) 0.1 $241k 4.6k 52.72
United Parcel Service CL B (UPS) 0.1 $239k 2.4k 99.18
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $236k 8.6k 27.43
Lpl Financial Holdings (LPLA) 0.1 $234k 654.00 357.43
O'reilly Automotive (ORLY) 0.1 $233k 2.6k 91.22
CenterPoint Energy (CNP) 0.1 $232k 6.1k 38.34
Public Service Enterprise (PEG) 0.1 $231k 2.9k 80.29
Waste Management (WM) 0.1 $229k 1.0k 219.72
Ascendis Pharma A/s Sponsored Adr (ASND) 0.1 $224k 1.1k 213.23
Texas Instruments Incorporated (TXN) 0.1 $223k 1.3k 173.48
MercadoLibre (MELI) 0.1 $221k 110.00 2007.54
TJX Companies (TJX) 0.1 $220k 1.4k 153.56
FedEx Corporation (FDX) 0.1 $218k 755.00 288.73
Enterprise Products Partners (EPD) 0.1 $217k 6.8k 32.06
Kla Corp Com New (KLAC) 0.1 $214k 176.00 1213.22
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $211k 834.00 252.97
Welltower Inc Com reit (WELL) 0.1 $207k 1.1k 185.56
Dimensional Etf Trust Calif Mun Bd Etf (DFCA) 0.1 $204k 4.1k 50.08
Axsome Therapeutics (AXSM) 0.1 $200k 1.1k 182.58
AES Corporation (AES) 0.1 $184k 13k 14.34
Clarivate Ord Shs (CLVT) 0.0 $62k 19k 3.34
Biomea Fusion (BMEA) 0.0 $17k 14k 1.24