Birch Financial Group

Birch Financial Group as of March 31, 2026

Portfolio Holdings for Birch Financial Group

Birch Financial Group holds 136 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
American Express Company (AXP) 11.1 $19M 63k 302.48
Berkshire Hathaway Inc Del Cl A (BRK.A) 8.4 $14M 20.00 718140.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.0 $10M 17k 597.54
Apple (AAPL) 3.8 $6.5M 26k 253.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.2 $5.5M 12k 479.19
Home Depot (HD) 2.7 $4.6M 14k 328.90
Ameriprise Financial (AMP) 2.6 $4.5M 10k 444.40
General Dynamics Corporation (GD) 2.5 $4.2M 12k 343.22
Microsoft Corporation (MSFT) 2.2 $3.8M 10k 370.16
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.1 $3.7M 57k 64.08
Johnson & Johnson (JNJ) 2.1 $3.5M 14k 244.44
Goldman Sachs (GS) 2.0 $3.4M 4.0k 845.89
Ishares Tr Core S&p Scp Etf (IJR) 1.8 $3.0M 24k 124.31
Phillips 66 (PSX) 1.7 $2.9M 16k 182.18
Amazon (AMZN) 1.7 $2.9M 14k 208.26
Bank of America Corporation (BAC) 1.6 $2.7M 55k 48.75
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.6 $2.7M 33k 82.57
Alphabet Cap Stk Cl C (GOOG) 1.4 $2.4M 8.3k 286.84
Ishares Tr Core S&p Ttl Stk (ITOT) 1.2 $2.1M 15k 142.43
Spdr Index Shs Fds State Street Spd (SPEM) 1.2 $2.1M 44k 46.91
Philip Morris International (PM) 1.1 $1.9M 12k 165.34
NVIDIA Corporation (NVDA) 1.1 $1.9M 11k 174.40
Spdr Series Trust State Street Spd (SPTL) 1.0 $1.8M 67k 26.30
Schwab Strategic Tr Us Tips Etf (SCHP) 1.0 $1.8M 66k 26.61
At&t (T) 0.9 $1.6M 55k 28.99
Ishares Tr National Mun Etf (MUB) 0.9 $1.5M 14k 106.15
Exxon Mobil Corporation (XOM) 0.8 $1.4M 8.2k 169.67
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.8 $1.3M 12k 108.99
Chevron Corporation (CVX) 0.8 $1.3M 6.4k 206.91
Nextera Energy (NEE) 0.7 $1.2M 13k 92.88
Cameco Corporation (CCJ) 0.7 $1.2M 11k 108.61
Verizon Communications (VZ) 0.7 $1.1M 22k 50.20
Wec Energy Group (WEC) 0.7 $1.1M 9.6k 115.77
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $1.1M 14k 79.56
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.6 $1.1M 4.5k 237.60
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.6 $1.1M 14k 78.41
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.6 $1.1M 22k 48.05
Applovin Corp Com Cl A (APP) 0.6 $1.0M 2.6k 397.97
Meta Platforms Cl A (META) 0.6 $972k 1.7k 572.02
Ishares Tr Mbs Etf (MBB) 0.6 $948k 10k 94.95
Visa Com Cl A (V) 0.5 $887k 2.9k 302.20
Alphabet Cap Stk Cl A (GOOGL) 0.5 $878k 3.1k 287.58
Oracle Corporation (ORCL) 0.5 $845k 5.7k 147.12
Mastercard Incorporated Cl A (MA) 0.5 $844k 1.7k 499.68
Altria (MO) 0.5 $836k 13k 65.99
Abbvie (ABBV) 0.5 $835k 3.8k 217.50
Progressive Corporation (PGR) 0.5 $817k 4.1k 198.22
Ea Series Trust Strive Us Semico (SHOC) 0.5 $810k 11k 72.02
Netflix (NFLX) 0.5 $795k 8.3k 96.15
Wal-Mart Stores (WMT) 0.4 $769k 6.2k 124.28
JPMorgan Chase & Co. (JPM) 0.4 $758k 2.6k 294.19
Soundhound Ai Class A Com (SOUN) 0.4 $756k 110k 6.87
American Electric Power Company (AEP) 0.4 $740k 5.6k 131.08
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $703k 1.1k 650.59
Baker Hughes Company Cl A (BKR) 0.4 $695k 11k 61.05
Citigroup Com New (C) 0.4 $683k 6.0k 113.40
Shopify Cl A Sub Vtg Shs (SHOP) 0.4 $682k 5.7k 118.62
Abbott Laboratories (ABT) 0.4 $656k 6.4k 102.68
Honeywell International (HON) 0.4 $647k 2.9k 226.02
Cigna Corp (CI) 0.4 $640k 2.4k 266.71
Coca-Cola Company (KO) 0.4 $610k 8.0k 76.05
Advanced Micro Devices (AMD) 0.3 $598k 2.9k 203.43
American Intl Group Com New (AIG) 0.3 $588k 7.8k 75.25
Thermo Fisher Scientific (TMO) 0.3 $572k 1.2k 491.72
Axsome Therapeutics (AXSM) 0.3 $568k 3.4k 169.03
Cme (CME) 0.3 $565k 1.9k 295.36
Aon Shs Cl A (AON) 0.3 $533k 1.7k 322.70
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $529k 917.00 576.92
Procter & Gamble Company (PG) 0.3 $505k 3.5k 144.46
Msci (MSCI) 0.3 $480k 891.00 538.96
McDonald's Corporation (MCD) 0.3 $472k 1.5k 310.79
Blackrock (BLK) 0.3 $472k 491.00 961.35
Adobe Systems Incorporated (ADBE) 0.3 $469k 1.9k 243.08
Allstate Corporation (ALL) 0.3 $467k 2.3k 207.35
International Business Machines (IBM) 0.3 $463k 1.9k 242.43
Sap Se Spon Adr (SAP) 0.3 $444k 2.6k 171.19
Duke Energy Corp Com New (DUK) 0.2 $418k 3.2k 130.96
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $417k 4.2k 99.27
Pepsi (PEP) 0.2 $413k 2.7k 155.31
Kroger (KR) 0.2 $410k 5.7k 72.36
American Water Works (AWK) 0.2 $409k 3.0k 136.11
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $408k 8.2k 49.89
Exelon Corporation (EXC) 0.2 $407k 8.3k 49.02
Union Pacific Corporation (UNP) 0.2 $405k 1.7k 242.65
Norfolk Southern (NSC) 0.2 $405k 1.4k 286.97
Cincinnati Financial Corporation (CINF) 0.2 $403k 2.6k 157.36
Simon Property (SPG) 0.2 $382k 2.0k 186.53
Merck & Co (MRK) 0.2 $380k 3.2k 120.28
Xcel Energy (XEL) 0.2 $375k 4.7k 79.44
Lowe's Companies (LOW) 0.2 $361k 1.5k 236.31
Strategy Gold Enhanced Et (GOLY) 0.2 $354k 12k 29.45
Dycom Industries (DY) 0.2 $339k 1.0k 338.82
Raytheon Technologies Corp (RTX) 0.2 $333k 1.7k 192.89
Tesla Motors (TSLA) 0.2 $331k 891.00 371.69
Starbucks Corporation (SBUX) 0.2 $323k 3.6k 89.59
Workday Cl A (WDAY) 0.2 $320k 2.5k 129.93
CenterPoint Energy (CNP) 0.2 $316k 7.3k 43.16
Walt Disney Company (DIS) 0.2 $315k 3.3k 96.38
Automatic Data Processing (ADP) 0.2 $306k 1.5k 203.12
Broadcom (AVGO) 0.2 $299k 967.00 309.48
Zoetis Cl A (ZTS) 0.2 $296k 2.5k 118.19
Snowflake Com Shs (SNOW) 0.2 $295k 2.0k 150.83
UnitedHealth (UNH) 0.2 $287k 1.1k 270.50
Corning Incorporated (GLW) 0.2 $281k 2.1k 135.96
Novo-nordisk A S Adr (NVO) 0.2 $275k 7.5k 36.75
Datadog Cl A Com (DDOG) 0.2 $271k 2.3k 118.06
FedEx Corporation (FDX) 0.2 $265k 744.00 356.20
Toronto Dominion Bk Ont Com New (TD) 0.2 $264k 2.8k 93.31
ConocoPhillips (COP) 0.2 $263k 2.0k 132.00
Cisco Systems (CSCO) 0.2 $262k 3.4k 77.58
Us Foods Hldg Corp call (USFD) 0.2 $261k 2.8k 92.20
Enterprise Products Partners (EPD) 0.2 $258k 6.8k 37.84
Kla Corp Com New (KLAC) 0.1 $255k 173.00 1473.17
salesforce (CRM) 0.1 $250k 1.3k 186.61
Ascendis Pharma A/s Sponsored Adr (ASND) 0.1 $242k 1.1k 228.76
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $240k 7.8k 30.68
Waste Management (WM) 0.1 $240k 1.0k 229.85
Texas Instruments Incorporated (TXN) 0.1 $238k 1.2k 194.07
O'reilly Automotive (ORLY) 0.1 $238k 2.6k 92.33
Servicenow (NOW) 0.1 $237k 2.3k 104.56
Public Service Enterprise (PEG) 0.1 $234k 2.9k 80.96
United Parcel Svcs CL B (UPS) 0.1 $227k 2.3k 98.36
Bristol Myers Squibb (BMY) 0.1 $226k 3.7k 60.65
Affiliated Managers (AMG) 0.1 $226k 817.00 276.58
TJX Companies (TJX) 0.1 $223k 1.4k 159.71
Airbnb Com Cl A (ABNB) 0.1 $218k 1.7k 126.26
Accenture Plc Ireland Shs Class A (ACN) 0.1 $217k 1.1k 198.21
Sprott Fds Tr Uranium Miners E (URNM) 0.1 $214k 3.4k 63.15
Welltower Inc Com reit (WELL) 0.1 $210k 1.1k 197.67
Sharkninja Com Shs (SN) 0.1 $207k 2.0k 105.92
Willis Towers Watson SHS (WTW) 0.1 $205k 707.00 290.51
Dimensional Etf Trust Calif Mun Bd Etf (DFCA) 0.1 $203k 4.1k 49.85
Api Group Corp Com Stk (APG) 0.1 $201k 5.0k 40.52
AES Corporation (AES) 0.1 $181k 13k 14.09
Clarivate Ord Shs (CLVT) 0.0 $47k 19k 2.53
Biomea Fusion (BMEA) 0.0 $21k 14k 1.53