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Birchwood Financial Partners, Inc. | Tormere

Birchwood Financial Partners, Inc.

Est. AUM

$103.5M

13F long equity, this entity only

Positions

342

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES ESG AWARE MSCI USA ETF	ETF	$6.7M	47593	6.51%	SOLE
2	SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF	ETF	$5.0M	102010	4.82%	SOLE
3	PIMCO ACTIVE BOND EXCHANGE-TRADED FUND	ETF	$4.7M	50727	4.52%	SOLE
4	ISHARES ESG AWARE MSCI USA SMALL-CAP ETF	ETF	$4.7M	99013	4.50%	SOLE
5	APPLE INC	Stock	$4.5M	17919	4.40%	SOLE
6	VANGUARD S&P 500 ETF	ETF	$4.0M	6677	3.86%	SOLE
7	DONALDSON INC COM	Stock	$3.4M	39685	3.26%	SOLE
8	HARBOR LONG-TERM GROWERS ETF	ETF	$3.3M	120285	3.22%	SOLE
9	SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF	ETF	$3.0M	77333	2.86%	SOLE
10	VANGUARD FTSE DEVELOPED MARKETS ETF	ETF	$2.8M	44393	2.75%	SOLE
11	MICROSOFT	Stock	$2.8M	7435	2.66%	SOLE
12	VANGUARD EXTENDED MARKET ETF	ETF	$2.1M	10258	2.04%	SOLE
13	JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF	ETF	$1.8M	28840	1.73%	SOLE
14	ISHARES ESG AWARE MSCI EM ETF	ETF	$1.7M	37705	1.66%	SOLE
15	UNITEDHEALTH GROUP	Stock	$1.7M	6107	1.60%	SOLE
16	SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF	ETF	$1.6M	50215	1.57%	SOLE
17	SCHWAB US DIVIDEND EQUITY ETF	ETF	$1.6M	51995	1.54%	SOLE
18	ISHARES ESG AWARE MSCI EAFE ETF	ETF	$1.6M	16457	1.52%	SOLE
19	ISHARES CORE S&P 500 ETF	ETF	$1.6M	2387	1.51%	SOLE
20	SCHWAB U.S. LARGE-CAP GROWTH ETF	ETF	$1.5M	51789	1.46%	SOLE
21	SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF	ETF	$1.3M	46743	1.26%	SOLE
22	CAPITAL GROUP GROWTH ETF	ETF	$1.2M	30418	1.18%	SOLE
23	3M CO COM	Stock	$1.2M	8159	1.15%	SOLE
24	SCHWAB U.S. LARGE-CAP ETF	ETF	$1.1M	41109	1.02%	SOLE
25	CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF	ETF	$1.0M	39647	0.97%	SOLE
26	C H ROBINSON WORLDWIDE INC	Stock	$926K	5575	0.90%	SOLE
27	CAPITAL GROUP DIVIDEND VALUE ETF	ETF	$902K	21210	0.87%	SOLE
28	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$855K	1784	0.83%	SOLE
29	CAPITAL GROUP CORE BOND ETF	ETF	$799K	30428	0.77%	SOLE
30	JPMORGAN INCOME ETF	ETF	$767K	16639	0.74%	SOLE
31	SCHWAB U.S. LARGE-CAP VALUE ETF	ETF	$765K	25079	0.74%	SOLE
32	XCEL ENERGY INC COM	Stock	$735K	9252	0.71%	SOLE
33	SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF	ETF	$713K	15377	0.69%	SOLE
34	FASTENAL CO	Stock	$687K	14796	0.66%	SOLE
35	VANGUARD ESG U.S. STOCK ETF	ETF	$664K	5918	0.64%	SOLE
36	PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	ETF	$654K	6507	0.63%	SOLE
37	HOME DEPOT	Stock	$639K	1943	0.62%	SOLE
38	JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF	ETF	$635K	9933	0.61%	SOLE
39	ISHARES ESG MSCI KLD 400 ETF	ETF	$617K	5093	0.60%	SOLE
40	SCHWAB U.S. SMALL-CAP ETF	ETF	$608K	20925	0.59%	SOLE
41	NUVEEN ESG LARGE-CAP GROWTH ETF	ETF	$601K	6614	0.58%	SOLE
42	EXXON MOBIL CORP COM	Stock	$579K	3415	0.56%	SOLE
43	CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF	ETF	$573K	19428	0.55%	SOLE
44	WELLS FARGO & CO COM	Stock	$567K	7125	0.55%	SOLE
45	META PLATFORMS INC CL A	Stock	$551K	963	0.53%	SOLE
46	LAM RESEARCH CORP COM NEW	Stock	$536K	2508	0.52%	SOLE
47	DAVIS SELECT INTERNATIONAL ETF	ETF	$530K	19687	0.51%	SOLE
48	OAKMARK U.S. LARGE CAP ETF	ETF	$514K	18659	0.50%	SOLE
49	JOHNSON & JOHNSON COM	Stock	$512K	2094	0.49%	SOLE
50	BROOKFIELD CORP CL A LTD VT SH	Stock	$507K	12528	0.49%	SOLE

1–50 of 342

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