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CIK: 0002083592
Total reported value
$213.7M
$213.7M
135 檔
29.8%
According to the latest 13F quarterly dataset, Birch Financial Group, LLC managed an equity portfolio of $213.7M at the end of Q2 2026, spanning 135 distinct U.S. exchange-listed positions.
Birch Financial Group, LLC executed strategic sector rebalancing during Q2 2026, establishing 19 new positions while fully exiting 20 holdings and trimming 54 positions.
In terms of portfolio concentration, the top 5 core holdings (including AXP, BRK-A, VOO) accounted for 29.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
IQMM
市值: $4.7M
Top Position Liquidated / Trimmed
HON
前期市值: $647.3K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AXP | American Express Co | Stock-Financials | 10.80% | -1.97% | -0.98% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 7.70% | -0.71% | — | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.50% | -0.48% | +23.32% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.81% | +0.36% | -0.32% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.99% | -1.06% | +0.40% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.76% | -0.24% | +32.25% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 2.54% | -0.68% | +0.49% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.50% | -0.40% | +34.16% | |
| 9 | IQMM | Proshares Genius Mny Mkt ETF | ETF-Other | 2.43% | -2.43% | EXIT | |
| 10 | AMP | Ameriprise Financial Inc | Stock-Financials | 2.39% | -0.05% | -0.04% | |
| 11 | GD | General Dynamics CORP | Stock-Industrials | 2.23% | -0.33% | — | |
| 12 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.07% | -0.36% | — | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.91% | -0.12% | +1.17% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.89% | +0.59% | -4.39% | |
| 15 | BAC | Bank Of America CORP | Stock-Financials | 1.64% | -0.22% | +1.05% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 1.61% | -0.11% | +37.50% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.50% | +0.10% | -12.30% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.50% | -0.11% | +8.92% | |
| 19 | PSX | Phillips 66 | Stock-Energy | 1.40% | +0.52% | -0.05% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.37% | +0.03% | -9.12% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.22% | -0.13% | -3.35% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 1.12% | +0.37% | +2.74% | |
| 23 | PM | Philip Morris International | Stock-Consumer Staples | 1.08% | -0.28% | -1.25% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.99% | -0.09% | +10.16% | |
| 25 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.99% | -0.13% | +9.55% | |
| 26 | AMD | Advanced Micro Devices | Stock-Tech | 0.95% | -0.08% | +7.80% | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.86% | -0.10% | +10.24% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.81% | -0.04% | +42.24% | |
| 29 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.74% | -0.08% | +8.78% | |
| 30 | ✓ | Stock-Other | 0.74% | -0.13% | — | ||
| 31 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.72% | -0.09% | +1.69% | |
| 32 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.65% | -0.06% | +19.50% | |
| 33 | APP | Applovin Corp-class A | Stock-Tech | 0.62% | -0.33% | -11.48% | |
| 34 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.61% | -0.06% | +9.23% | |
| 35 | T | At&t Inc | Stock-Comm Services | 0.60% | -0.07% | +2.62% | |
| 36 | SHOC | Shoc US Semicon Equity ETF | ETF-Other | 0.60% | -0.10% | -15.54% | |
| 37 | NEE | Nextera Energy Inc | Stock-Utilities | 0.59% | -0.16% | +2.17% | |
| 38 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.58% | -0.12% | +0.86% | |
| 39 | CCJ | Cameco CORP | Stock-Energy | 0.56% | -0.20% | -0.28% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | -0.05% | -2.06% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.54% | +0.07% | +0.49% | |
| 42 | MBB | Ishares Mbs ETF | ETF-Other | 0.53% | -0.06% | +9.63% | |
| 43 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | +0.06% | +5.94% | |
| 44 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 0.51% | -0.04% | — | |
| 45 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | -0.04% | +2.76% | |
| 46 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.49% | -0.08% | +1.10% | |
| 47 | PGR | Progressive CORP | Stock-Financials | 0.47% | -0.18% | +1.72% | |
| 48 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.47% | EXIT | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.45% | -0.04% | +3.38% | |
| 50 | C | Citigroup Inc | Stock-Financials | 0.45% | -0.07% | +3.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IQMM | Proshares Genius Mny Mkt ETF | +2.4% | NEW | New buy |
| 2 | VOO | Vanguard S&p 500 ETF | +1.5% | +23.32% | Add |
| 3 | ✓ | +0.7% | NEW | New buy | |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.7% | +34.16% | Add |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.6% | +32.25% | Add |
| 6 | AMD | Advanced Micro Devices | +0.6% | +7.80% | Add |
| 7 | BOXX | Alpha Architect 1-3 Mnth Box | +0.5% | NEW | New buy |
| 8 | SPEM | State Street Sp Ptf Em ETF | +0.4% | +37.50% | Add |
| 9 | CRDO | Credo Technology Group Holding Ltd | +0.2% | NEW | New buy |
| 10 | ✓ | +0.2% | NEW | New buy | |
| 11 | DELL | Dell Technologies -c | +0.2% | NEW | New buy |
| 12 | SCZ | Ishares Msci Eafe Small-cap | +0.2% | +42.24% | Add |
| 13 | TQQQ | Proshares Ultrapro Qqq | +0.2% | NEW | New buy |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | NEW | New buy |
| 15 | ✓ | +0.2% | NEW | New buy | |
| 16 | ✓ | +0.2% | NEW | New buy | |
| 17 | INTC | Intel CORP | +0.2% | NEW | New buy |
| 18 | ✓ | Ascendis Pharma A/s | +0.1% | NEW | New buy |
| 19 | SHOC | Shoc US Semicon Equity ETF | +0.1% | -15.54% | Trim |
| 20 | DFNM | Dimensional National Muni Bd | +0.1% | NEW | New buy |
| 21 | PFE | Pfizer Inc | +0.1% | NEW | New buy |
| 22 | DFCF | Dimensional Core Fixed Inc | +0.1% | NEW | New buy |
| 23 | AFRM | Affirm Holdings Inc | +0.1% | NEW | New buy |
| 24 | GLW | Corning Inc | +0.1% | -0.19% | Trim |
| 25 | KLAC | Kla CORP | +0.1% | +853.76% | Add |
| 26 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 27 | APPF | Appfolio Inc - A | +0.1% | NEW | New buy |
| 28 | ETN | Eaton Corporation plc | +0.1% | NEW | New buy |
| 29 | GS | Goldman Sachs Group Inc | +0.1% | — | Unchanged |
| 30 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +1.69% | Add |
| 31 | DDOG | Datadog Inc - Class A | +0.1% | -21.96% | Trim |
| 32 | BAC | Bank Of America CORP | +0.1% | +1.05% | Add |
| 33 | DY | Dycom Industries Inc | +0.1% | — | Unchanged |
| 34 | SNOW | Snowflake Inc | +0.1% | -11.34% | Trim |
| 35 | C | Citigroup Inc | +0.1% | +3.34% | Add |
| 36 | CSCO | Cisco Systems Inc | +0.1% | -4.21% | Trim |
| 37 | NVDA | Nvidia CORP | 0% | +2.74% | Add |
| 38 | GOOGL | Alphabet Inc-cl A | 0% | -2.06% | Trim |
| 39 | UNH | Unitedhealth Group Inc | 0% | -9.51% | Trim |
| 40 | BNDX | Vanguard Total Intl Bond ETF | 0% | +19.50% | Add |
| 41 | TD | Toronto-dominion Bank | 0% | — | Unchanged |
| 42 | ABBV | Abbvie Inc | 0% | +2.76% | Add |
| 43 | TXN | Texas Instruments Inc | 0% | -13.52% | Trim |
| 44 | DFCA | Dimensional Calfornia Mb ETF | 0% | +36.75% | Add |
| 45 | SPG | Simon Property Group Inc | 0% | — | Unchanged |
| 46 | AAPL | Apple Inc | 0% | -0.32% | Trim |
| 47 | APP | Applovin Corp-class A | 0% | -11.48% | Trim |
| 48 | JPM | Jpmorgan Chase & Co | 0% | +3.38% | Add |
| 49 | CINF | Cincinnati Financial CORP | 0% | +3.13% | Add |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +16.14% | Add |
According to official SEC Form 13F filings, Birch Financial Group, LLC reported a total U.S. public equity portfolio value of $213.7M across 135 disclosed positions in Q2 2026.
During Q2 2026, Birch Financial Group, LLC's top holdings by market value included AXP (10.8%)、BRK-A (7.7%)、VOO (7.5%). The largest single position, AXP, represented 10.8% of total portfolio value.
In Q2 2026, Birch Financial Group, LLC made 146 total portfolio adjustments, initiating 19 new buys, adding to 53 positions, trimming 54 holdings, and fully liquidating 20 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.
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