13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002083592
Total reported value
$194.5M
$194.5M
136 檔
30.9%
During the Q4 2025 filing period, Birch Financial Group, LLC (CIK: 0002083592) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $194.5M across 136 reported positions.
In Q4 2025, Birch Financial Group, LLC displayed an active expansion posture, initiating 16 new positions and adding to 15 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AXP | American Express Co | Stock-Financials | 13.08% | -0.28% | +0.00% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 8.61% | -0.69% | — | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.18% | +1.49% | +2.22% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.98% | +0.01% | -8.52% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.44% | -0.25% | -0.16% | |
| 6 | AMP | Ameriprise Financial Inc | Stock-Financials | 2.84% | -0.25% | — | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 2.74% | -0.14% | +0.04% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.64% | -0.34% | +3.40% | |
| 9 | GD | General Dynamics CORP | Stock-Industrials | 2.35% | -0.23% | +0.40% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.00% | +0.10% | +0.03% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.98% | +0.63% | +2.82% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.87% | -0.20% | -7.84% | |
| 13 | BAC | Bank Of America CORP | Stock-Financials | 1.73% | +0.06% | +0.01% | |
| 14 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.72% | -0.15% | -0.12% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.57% | -0.02% | -15.85% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.56% | +0.73% | +4.09% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.52% | -0.07% | +4.14% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.29% | -0.02% | -5.83% | |
| 19 | PSX | Phillips 66 | Stock-Energy | 1.19% | -0.32% | +0.04% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.14% | +0.04% | -15.90% | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.09% | +0.40% | +4.10% | |
| 22 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.00% | -0.04% | +5.52% | |
| 23 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.00% | -0.04% | +3.74% | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 0.96% | -0.06% | +38.46% | |
| 25 | APP | Applovin Corp-class A | Stock-Tech | 0.87% | +0.01% | -21.10% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.87% | -0.01% | +2.99% | |
| 27 | T | At&t Inc | Stock-Comm Services | 0.86% | -0.32% | +21.98% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.79% | -0.19% | -9.79% | |
| 29 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.76% | -0.03% | +4.65% | |
| 30 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.63% | -0.02% | +6.03% | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.61% | +0.03% | +5.59% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.59% | -0.17% | +2.30% | |
| 33 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.57% | -0.17% | +71.33% | |
| 34 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.57% | -0.07% | +0.77% | |
| 35 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.56% | -0.22% | -4.78% | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.56% | -0.23% | +0.30% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.56% | -0.11% | +3.35% | |
| 38 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.56% | +0.19% | +7.93% | |
| 39 | MBB | Ishares Mbs ETF | ETF-Other | 0.55% | -0.02% | +4.46% | |
| 40 | SOUN | Soundhound Ai Inc-a | Stock-Tech | 0.54% | -0.16% | +154.09% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.52% | -0.15% | +976.30% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.52% | -0.18% | +1.79% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | +0.04% | -1.32% | |
| 44 | ABT | Abbott Laboratories | Stock-Healthcare | 0.50% | -0.20% | +1.79% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.34% | +70.09% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | +0.02% | -0.40% | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.48% | -0.05% | -38.05% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.47% | +0.01% | +0.23% | |
| 49 | PGR | Progressive CORP | Stock-Financials | 0.42% | -0.01% | +62.11% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | -0.04% | +12.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AXP | American Express Co | +1% | +0.00% | Add |
| 2 | PM | Philip Morris International | +0.2% | +38.46% | Add |
| 3 | XOM | Exxon Mobil CORP | +0.2% | +70.09% | Add |
| 4 | IBM | Intl Business Machines CORP | +0.2% | +109.15% | Add |
| 5 | VZ | Verizon Communications Inc | +0.2% | +71.33% | Add |
| 6 | SOUN | Soundhound Ai Inc-a | +0.2% | +154.09% | Add |
| 7 | CI | THE Cigna Group | +0.1% | +94.82% | Add |
| 8 | GS | Goldman Sachs Group Inc | +0.1% | +0.03% | Add |
| 9 | JNJ | Johnson & Johnson | +0.1% | -0.12% | Trim |
| 10 | KO | Coca-cola Co/the | +0.1% | +87.69% | Add |
| 11 | PGR | Progressive CORP | +0.1% | +62.11% | Add |
| 12 | AEP | American Electric Power | +0.1% | +72.51% | Add |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.1% | +2.82% | Add |
| 14 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.22% | Add |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | -15.85% | Trim |
| 16 | WMT | Walmart Inc | -0.2% | -32.45% | Trim |
| 17 | AVGO | Broadcom Inc | -0.2% | -56.51% | Trim |
| 18 | ORCL | Oracle CORP | -0.2% | +1.79% | Add |
| 19 | NVDA | Nvidia CORP | -0.3% | -15.90% | Trim |
| 20 | NVO | Novo-nordisk A/s-spons Adr | -0.3% | -50.76% | Trim |
| 21 | APP | Applovin Corp-class A | -0.4% | -21.10% | Trim |
| 22 | LLY | Eli Lilly & Co | -0.4% | -69.19% | Trim |
| 23 | META | Meta Platforms Inc-class A | -0.4% | -38.05% | Trim |
| 24 | HD | Home Depot Inc | -0.6% | +0.04% | Add |
| 25 | MO | Altria Group Inc | — | NEW | New buy |
| 26 | AIG | American International Group | — | NEW | New buy |
| 27 | CME | Cme Group Inc | — | NEW | New buy |
| 28 | DUK | Duke Energy CORP | — | NEW | New buy |
| 29 | SO | Southern Co/the | — | EXIT | Sold out |
| 30 | CINF | Cincinnati Financial CORP | — | NEW | New buy |
| 31 | GOLY | Strategy Shares Gold Enhance | — | NEW | New buy |
| 32 | EXC | Exelon CORP | — | NEW | New buy |
| 33 | TRGP | Targa Resources CORP | — | EXIT | Sold out |
| 34 | XEL | Xcel Energy Inc | — | NEW | New buy |
| 35 | EXK | Exact Sciences CORP | — | NEW | New buy |
| 36 | DASH | Doordash Inc - A | — | EXIT | Sold out |
| 37 | KR | Kroger Co | — | NEW | New buy |
| 38 | ELV | Elevance Health Inc | — | NEW | New buy |
| 39 | DDOG | Datadog Inc - Class A | — | EXIT | Sold out |
| 40 | TQQQ | Proshares Ultrapro Qqq | — | NEW | New buy |
| 41 | GDDY | Godaddy Inc - Class A | — | EXIT | Sold out |
| 42 | CNP | Centerpoint Energy Inc | — | NEW | New buy |
| 43 | KKR | Kkr & Co Inc | — | EXIT | Sold out |
| 44 | SHEL | Shell Plc-adr | — | EXIT | Sold out |
| 45 | FDX | Fedex CORP | — | NEW | New buy |
| 46 | SPOT | Spotify Technology S.A. | — | EXIT | Sold out |
| 47 | KLAC | Kla CORP | — | NEW | New buy |
| 48 | QQQM | Invesco Nasdaq 100 ETF | — | NEW | New buy |
| 49 | FOUR | Shift4 Payments Inc-class A | — | EXIT | Sold out |
| 50 | AFRM | Affirm Holdings Inc | — | EXIT | Sold out |
According to official SEC Form 13F filings, Birch Financial Group, LLC reported a total U.S. public equity portfolio value of $194.5M across 136 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AXP, BRK-A, VOO) accounted for 30.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
MO
市值: $631.3K
Top Position Liquidated / Trimmed
SO
前期市值: $351.0K
During Q4 2025, Birch Financial Group, LLC's top holdings by market value included AXP (13.1%)、BRK-A (8.6%)、VOO (5.2%). The largest single position, AXP, represented 13.1% of total portfolio value.
In Q4 2025, Birch Financial Group, LLC made 50 total portfolio adjustments, initiating 16 new buys, adding to 15 positions, trimming 9 holdings, and fully liquidating 10 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.