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CIK: 0002110062
Total reported value
$122.3M
$122.3M
352 檔
20.2%
As reported in its official Q4 2025 Form 13F filing, Birchwood Financial Partners, Inc.'s tracked investment portfolio stood at $122.3M with 352 total positions.
During Q4 2025, Birchwood Financial Partners, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 352 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 7.11% | -0.03% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.98% | -0.32% | — | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 4.48% | -0.18% | — | |
| 4 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 4.17% | +0.14% | — | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.80% | +0.38% | — | |
| 6 | WINN | Harbor Long-term Growers ETF | ETF-Other | 3.55% | +0.17% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.55% | -0.38% | — | |
| 8 | DCI | Donaldson Co Inc | Stock-Industrials | 3.49% | -0.35% | — | |
| 9 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-Other | 2.71% | -0.17% | — | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.61% | +0.05% | — | |
| 11 | ESML | Ishares Esg Aware Msci USA S | ETF-Other | 2.53% | +0.10% | — | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.00% | +0.38% | — | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.91% | +0.53% | — | |
| 14 | JPEM | JPM Diversified Ret Em Equit | ETF-Other | 1.73% | -0.21% | — | |
| 15 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.68% | -0.02% | — | |
| 16 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 1.67% | +0.08% | — | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.63% | -0.03% | — | |
| 18 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 1.56% | -0.06% | — | |
| 19 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-Other | 1.47% | +0.07% | — | |
| 20 | MMM | 3m Co | Stock-Industrials | 1.30% | -0.08% | — | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.28% | +0.08% | — | |
| 22 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 1.28% | -0.07% | — | |
| 23 | CGGR | Cap Group Growth Equity | ETF-Other | 1.20% | +0.42% | — | |
| 24 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.10% | -0.03% | — | |
| 25 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 0.89% | -0.14% | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.09% | — | |
| 27 | CGDV | Cap Group Dividend Value | ETF-Other | 0.83% | +0.09% | — | |
| 28 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.76% | +0.04% | — | |
| 29 | CGHM | Cap Group Muni High-income | ETF-Other | 0.75% | +0.10% | — | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.73% | -0.02% | — | |
| 31 | CGCB | Cap Group Core Bond | ETF-Other | 0.72% | +0.14% | — | |
| 32 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.68% | -0.08% | — | |
| 33 | XEL | Xcel Energy Inc | Stock-Utilities | 0.67% | -0.12% | — | |
| 34 | WFC | Wells Fargo & Co | Stock-Financials | 0.67% | -0.07% | — | |
| 35 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.65% | -0.01% | — | |
| 36 | IAU | Ishares Gold Trust | ETF-Commodities | 0.64% | -0.12% | — | |
| 37 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.09% | — | |
| 38 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 0.61% | +0.05% | — | |
| 39 | FAST | Fastenal Co | Stock-Industrials | 0.59% | -0.11% | — | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.58% | -0.07% | — | |
| 41 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.57% | +0.06% | — | |
| 42 | BN | Brookfield CORP | Stock-Financials | 0.57% | -0.05% | — | |
| 43 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.57% | +0.06% | — | |
| 44 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | -0.06% | — | |
| 45 | DINT | Davis Select International | ETF-Other | 0.56% | -0.05% | — | |
| 46 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.55% | +0.10% | — | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.02% | — | |
| 48 | PXF | Invesco Rafi Developed Marke | ETF-Other | 0.46% | -0.03% | — | |
| 49 | CGXU | Cap Group Intl Focus | ETF-Other | 0.46% | +0.37% | — | |
| 50 | LRCX | Lam Research CORP | Stock-Tech | 0.46% | +0.36% | — |
According to official SEC Form 13F filings, Birchwood Financial Partners, Inc. reported a total U.S. public equity portfolio value of $122.3M across 352 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including ESGU, AAPL, FNDF) accounted for 20.2% of total reported equity market value during Q4 2025.
During Q4 2025, Birchwood Financial Partners, Inc.'s top holdings by market value included ESGU (7.1%)、AAPL (5.0%)、FNDF (4.5%). The largest single position, ESGU, represented 7.1% of total portfolio value.
In Q4 2025, Birchwood Financial Partners, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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