BIRCH FINANCIAL GROUP, LLC

Est. AUM

$194.5M

13F long equity, this entity only

Positions

135

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	AMERICAN EXPRESS CO	COM	$21.0M	62109	10.80%	SOLE
2	BERKSHIRE HATHAWAY INC DEL	CL A	$15.0M	20	7.70%	SOLE
3	VANGUARD INDEX FDS	S&P 500 ETF SHS	$14.6M	21233	7.50%	SOLE
4	APPLE INC	COM	$7.4M	25578	3.80%	SOLE
5	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.8M	11605	2.99%	SOLE
6	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.4M	75362	2.76%	SOLE
7	HOME DEPOT INC	COM	$4.9M	14020	2.54%	SOLE
8	ISHARES TR	CORE S&P SCP ETF	$4.9M	32772	2.50%	SOLE
9	PROSHARES TR	GENIUS MONEY MRK	$4.7M	47231	2.43%	SOLE
10	AMERIPRISE FINL INC	COM	$4.7M	10147	2.39%	SOLE
11	GENERAL DYNAMICS CORP	COM	$4.3M	12251	2.23%	SOLE
12	GOLDMAN SACHS GROUP INC	COM	$4.0M	3983	2.07%	SOLE
13	JOHNSON & JOHNSON	COM	$3.7M	14610	1.91%	SOLE
14	MICROSOFT CORP	COM	$3.7M	9875	1.89%	SOLE
15	BANK OF AMER CORP	COM	$3.2M	56008	1.64%	SOLE
16	SPDR INDEX SHS FDS	ST PORT MARK ETF	$3.1M	60620	1.61%	SOLE
17	AMAZON COM INC	COM	$2.9M	12261	1.50%	SOLE
18	ISHARES TR	1 3 YR TREAS BD	$2.9M	35473	1.50%	SOLE
19	PHILLIPS 66	COM	$2.7M	16126	1.40%	SOLE
20	ALPHABET INC	CAP STK CL C	$2.7M	7551	1.37%	SOLE
21	ISHARES TR	CORE S&P TTL STK	$2.4M	14417	1.22%	SOLE
22	NVIDIA CORPORATION	COM	$2.2M	10911	1.12%	SOLE
23	PHILIP MORRIS INTL INC	COM	$2.1M	11611	1.08%	SOLE
24	SCHWAB STRATEGIC TR	US TIPS ETF	$1.9M	72847	0.99%	SOLE
25	SPDR SERIES TRUST	ST LON TREAS ETF	$1.9M	73536	0.99%	SOLE
26	ADVANCED MICRO DEVICES INC	COM	$1.8M	3166	0.95%	SOLE
27	ISHARES TR	NATIONAL MUN ETF	$1.7M	15551	0.86%	SOLE
28	ISHARES TR	EAFE SML CP ETF	$1.6M	19243	0.81%	SOLE
29	ISHARES TR	IBOXX INV CP ETF	$1.4M	13154	0.74%	SOLE
30	ROUNDHILL ETF TRUST	MEMORY ETF	$1.4M	19392	0.74%	SOLE
31	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.4M	4622	0.72%	SOLE
32	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.3M	26219	0.65%	SOLE
33	APPLOVIN CORP	COM CL A	$1.2M	2329	0.62%	SOLE
34	ISHARES TR	IBOXX HI YD ETF	$1.2M	14835	0.61%	SOLE
35	AT&T INC	COM	$1.2M	56039	0.60%	SOLE
36	EA SERIES TRUST	STRIVE US SEMICO	$1.2M	9502	0.60%	SOLE
37	NEXTERA ENERGY INC	COM	$1.1M	13108	0.59%	SOLE
38	WEC ENERGY GROUP INC	COM	$1.1M	9704	0.58%	SOLE
39	CAMECO CORP	COM	$1.1M	10737	0.56%	SOLE
40	ALPHABET INC	CAP STK CL A	$1.1M	2991	0.55%	SOLE
41	CHEVRON CORPORATION	COM	$1.1M	6388	0.54%	SOLE
42	ISHARES TR	MBS ETF	$1.0M	10945	0.53%	SOLE
43	META PLATFORMS INC	CL A	$1.0M	1801	0.52%	SOLE
44	EA SERIES TRUST	ALPHA ARCH 1-3	$1.0M	8546	0.51%	SOLE
45	ABBVIE INC	COM	$993K	3945	0.51%	SOLE
46	VERIZON COMMUNICATIONS INC	COM	$960K	22675	0.49%	SOLE
47	PROGRESSIVE CORP	COM	$916K	4194	0.47%	SOLE
48	EXXON MOBIL CORP	COM	$916K	6700	0.47%	SOLE
49	JPMORGAN CHASE & CO	COM	$872K	2664	0.45%	SOLE
50	CITIGROUP INC	COM NEW	$871K	6221	0.45%	SOLE

1–50 of 135

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.