Birch Financial Group
$195M 13F equity value
153 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Birch Financial Group covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | 62,109 | $21M | 10.8% |
| BRKA | BERKSHIRE HATHAWAY INC DEL | 20 | $15M | 7.7% |
| VOO | VANGUARD INDEX FDS | 21,233 | $15M | 7.5% |
| AAPL | APPLE INC | 25,578 | $7M | 3.8% |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 11,605 | $6M | 3.0% |
| VEA | VANGUARD TAX-MANAGED FDS | 75,362 | $5M | 2.8% |
| HD | HOME DEPOT INC | 14,020 | $5M | 2.5% |
| IJR | ISHARES TR | 32,772 | $5M | 2.5% |
| IQMM | PROSHARES TR | 47,231 | $5M | 2.4% |
| AMP | AMERIPRISE FINL INC | 10,147 | $5M | 2.4% |
Track Birch Financial Group's 13F portfolio: $195M in reported holdings, 153 positions. Top holdings and quarterly changes on SentiSense.
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