Birch Financial Group

Birch Financial Group as of June 30, 2026

Portfolio Holdings for Birch Financial Group

Birch Financial Group holds 135 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
American Express Company (AXP) 10.8 $21M 62k 338.25
Berkshire Hathaway Inc Del Cl A (BRK.A) 7.7 $15M 20.00 748850.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.5 $15M 21k 686.83
Apple (AAPL) 3.8 $7.4M 26k 289.36
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.0 $5.8M 12k 500.39
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.8 $5.4M 75k 71.25
Home Depot (HD) 2.5 $4.9M 14k 352.68
Ishares Tr Core S&p Scp Etf (IJR) 2.5 $4.9M 33k 148.31
Proshares Tr Genius Money Mrk 2.4 $4.7M 47k 100.06
Ameriprise Financial (AMP) 2.4 $4.7M 10k 458.78
General Dynamics Corporation (GD) 2.2 $4.3M 12k 354.25
Goldman Sachs (GS) 2.1 $4.0M 4.0k 1011.27
Johnson & Johnson (JNJ) 1.9 $3.7M 15k 253.98
Microsoft Corporation (MSFT) 1.9 $3.7M 9.9k 373.04
Bank of America Corporation (BAC) 1.6 $3.2M 56k 56.98
Spdr Index Shs Fds St Port Mark Etf (SPEM) 1.6 $3.1M 61k 51.78
Amazon (AMZN) 1.5 $2.9M 12k 238.35
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.5 $2.9M 36k 82.11
Phillips 66 (PSX) 1.4 $2.7M 16k 169.05
Alphabet Cap Stk Cl C (GOOG) 1.4 $2.7M 7.6k 353.32
Ishares Tr Core S&p Ttl Stk (ITOT) 1.2 $2.4M 14k 164.26
NVIDIA Corporation (NVDA) 1.1 $2.2M 11k 200.09
Philip Morris International (PM) 1.1 $2.1M 12k 180.91
Schwab Strategic Tr Us Tips Etf (SCHP) 1.0 $1.9M 73k 26.50
Spdr Series Trust St Lon Treas Etf (SPTL) 1.0 $1.9M 74k 26.23
Advanced Micro Devices (AMD) 0.9 $1.8M 3.2k 580.96
Ishares Tr National Mun Etf (MUB) 0.9 $1.7M 16k 107.62
Ishares Tr Eafe Sml Cp Etf (SCZ) 0.8 $1.6M 19k 82.27
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.7 $1.4M 13k 109.07
Roundhill Etf Trust Memory Etf 0.7 $1.4M 19k 73.85
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.7 $1.4M 4.6k 302.96
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 0.7 $1.3M 26k 48.43
Applovin Corp Com Cl A (APP) 0.6 $1.2M 2.3k 515.22
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.6 $1.2M 15k 79.97
At&t (T) 0.6 $1.2M 56k 20.70
Ea Series Trust Strive Us Semico (SHOC) 0.6 $1.2M 9.5k 122.00
Nextera Energy (NEE) 0.6 $1.2M 13k 87.77
Wec Energy Group (WEC) 0.6 $1.1M 9.7k 116.77
Cameco Corporation (CCJ) 0.6 $1.1M 11k 101.86
Alphabet Cap Stk Cl A (GOOGL) 0.5 $1.1M 3.0k 357.33
Chevron Corporation (CVX) 0.5 $1.1M 6.4k 165.76
Ishares Tr Mbs Etf (MBB) 0.5 $1.0M 11k 94.52
Meta Platforms Cl A (META) 0.5 $1.0M 1.8k 563.29
Ea Series Trust Alpha Arch 1-3 (BOXX) 0.5 $1.0M 8.5k 117.08
Abbvie (ABBV) 0.5 $993k 3.9k 251.61
Verizon Communications (VZ) 0.5 $960k 23k 42.34
Progressive Corporation (PGR) 0.5 $916k 4.2k 218.43
Exxon Mobil Corporation (XOM) 0.5 $916k 6.7k 136.71
JPMorgan Chase & Co. (JPM) 0.4 $872k 2.7k 327.38
Citigroup Com New (C) 0.4 $871k 6.2k 139.97
Altria (MO) 0.4 $801k 11k 71.95
American Electric Power Company (AEP) 0.4 $745k 5.4k 136.82
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $718k 962.00 746.74
Wal-Mart Stores (WMT) 0.4 $682k 6.0k 113.27
Coca-Cola Company (KO) 0.3 $659k 8.1k 81.27
Visa Com Cl A (V) 0.3 $643k 1.9k 343.03
Baker Hughes Company Cl A (BKR) 0.3 $632k 11k 55.50
Cigna Corp (CI) 0.3 $629k 2.3k 275.64
Mastercard Incorporated Cl A (MA) 0.3 $616k 1.2k 513.40
Netflix (NFLX) 0.3 $604k 8.5k 71.40
Oracle Corporation (ORCL) 0.3 $599k 4.1k 146.55
American Intl Group Com New (AIG) 0.3 $590k 7.9k 74.53
Procter & Gamble Company (PG) 0.3 $550k 3.7k 146.66
Soundhound Ai Class A Com (SOUN) 0.3 $544k 84k 6.47
Corning Incorporated (GLW) 0.3 $527k 2.1k 255.44
Allstate Corporation (ALL) 0.3 $523k 2.2k 237.92
International Business Machines (IBM) 0.3 $514k 1.8k 281.24
Dycom Industries (DY) 0.3 $506k 1.0k 505.59
Kla Corp Com New (KLAC) 0.3 $498k 1.7k 301.76
Cincinnati Financial Corporation (CINF) 0.3 $488k 2.6k 185.10
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $480k 9.5k 50.58
Cme (CME) 0.2 $478k 2.2k 220.88
Blackrock (BLK) 0.2 $471k 489.00 962.15
Datadog Cl A Com (DDOG) 0.2 $466k 1.8k 260.34
Simon Property (SPG) 0.2 $458k 2.0k 223.65
Union Pacific Corporation (UNP) 0.2 $455k 1.7k 272.06
Snowflake Com Shs (SNOW) 0.2 $442k 1.7k 254.55
Norfolk Southern (NSC) 0.2 $442k 1.4k 314.48
Merck & Co (MRK) 0.2 $436k 3.4k 128.50
McDonald's Corporation (MCD) 0.2 $434k 1.6k 270.25
American Water Works (AWK) 0.2 $422k 3.2k 131.58
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.2 $416k 1.5k 271.87
Duke Energy Corp Com New (DUK) 0.2 $413k 3.3k 126.58
Axsome Therapeutics (AXSM) 0.2 $410k 1.7k 244.79
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.2 $407k 2.4k 170.86
Dell Technologies CL C (DELL) 0.2 $403k 935.00 431.49
UnitedHealth (UNH) 0.2 $400k 961.00 415.83
Exelon Corporation (EXC) 0.2 $399k 8.6k 46.62
Thermo Fisher Scientific (TMO) 0.2 $394k 785.00 501.43
Xcel Energy (XEL) 0.2 $380k 4.7k 80.30
Cisco Systems (CSCO) 0.2 $380k 3.2k 117.47
Ishares Tr Core Us Aggbd Et (AGG) 0.2 $379k 3.8k 98.97
Proshares Tr Ultrapro Qqq (TQQQ) 0.2 $371k 4.6k 80.99
Pepsi (PEP) 0.2 $367k 2.7k 135.39
Tesla Motors (TSLA) 0.2 $366k 871.00 420.46
Abbott Laboratories (ABT) 0.2 $355k 3.9k 90.73
Shopify Cl A Sub Vtg Shs (SHOP) 0.2 $349k 3.1k 114.17
Toronto Dominion Bk Ont Com New (TD) 0.2 $344k 2.8k 121.42
Kroger (KR) 0.2 $342k 6.2k 55.53
Lowe's Companies (LOW) 0.2 $342k 1.6k 220.43
Broadcom (AVGO) 0.2 $339k 896.00 377.89
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.2 $332k 694.00 477.61
Honeywell International (HON) 0.2 $321k 1.4k 223.83
Walt Disney Company (DIS) 0.2 $321k 3.3k 96.26
Honeywell Aerospace (HONA) 0.2 $317k 1.4k 221.01
Texas Instruments Incorporated (TXN) 0.2 $317k 1.1k 298.06
CenterPoint Energy (CNP) 0.2 $314k 7.1k 44.04
Strategy Gold Enhanced Et (GOLY) 0.2 $299k 12k 25.15
Intel Corporation (INTC) 0.1 $283k 2.0k 139.62
Dimensional Etf Trust Calif Mun Bd Etf (DFCA) 0.1 $279k 5.6k 50.18
Ascendis Pharma A/s Ord Shs (ASND) 0.1 $265k 993.00 266.67
Us Foods Hldg Corp call (USFD) 0.1 $258k 2.5k 102.25
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.1 $248k 5.1k 48.33
Automatic Data Processing (ADP) 0.1 $245k 1.1k 223.88
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $244k 7.7k 31.71
Affiliated Managers (AMG) 0.1 $243k 717.00 338.52
Msci (MSCI) 0.1 $242k 433.00 559.49
Waste Management (WM) 0.1 $238k 1.1k 222.96
Public Service Enterprise (PEG) 0.1 $235k 2.9k 81.17
Adobe Systems Incorporated (ADBE) 0.1 $234k 1.1k 204.97
FedEx Corporation (FDX) 0.1 $233k 745.00 313.22
United Parcel Svcs CL B (UPS) 0.1 $230k 2.1k 107.48
Pfizer (PFE) 0.1 $230k 9.5k 24.08
Dimensional Etf Trust Core Fixe In Etf (DFCF) 0.1 $229k 5.4k 42.21
Affirm Hldgs Com Cl A (AFRM) 0.1 $228k 2.8k 81.54
Welltower Inc Com reit (WELL) 0.1 $228k 1.0k 227.08
Aon Shs Cl A (AON) 0.1 $224k 676.00 331.56
Bristol Myers Squibb (BMY) 0.1 $219k 3.8k 57.62
Starbucks Corporation (SBUX) 0.1 $217k 2.1k 102.18
Ge Vernova (GEV) 0.1 $213k 182.00 1172.68
Appfolio Com Cl A (APPF) 0.1 $213k 1.3k 160.35
Enterprise Products Partners (EPD) 0.1 $209k 5.7k 36.76
Eaton Corp SHS (ETN) 0.1 $207k 485.00 426.12
AES Corporation (AES) 0.1 $188k 13k 14.66
Biomea Fusion (BMEA) 0.0 $21k 14k 1.47