Birch Financial Group, LLC 13F Holdings · Q2 2026
Birch Financial Group, LLC reported 135 securities worth $194.51M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: AXP (10.80%), BRK/A (7.70%), VOO (7.50%). Among its top 25 positions this quarter: 1 new, 12 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AXP | AMERICAN EXPRESS CO | $21.0M | 10.80% | 62,109 | Trimmed |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $15.0M | 7.70% | 20 | Hold |
| 3 | VOO | VANGUARD INDEX FDS | $14.6M | 7.50% | 21,233 | Added |
| 4 | AAPL | APPLE INC | $7.4M | 3.81% | 25,578 | Trimmed |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.8M | 2.99% | 11,605 | Added |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $5.4M | 2.76% | 75,362 | Added |
| 7 | HD | HOME DEPOT INC | $4.9M | 2.54% | 14,020 | Added |
| 8 | IJR | ISHARES TR | $4.9M | 2.50% | 32,772 | Added |
| 9 | IQMM | PROSHARES TR | $4.7M | 2.43% | 47,231 | New |
| 10 | AMP | AMERIPRISE FINL INC | $4.7M | 2.39% | 10,147 | Trimmed |
| 11 | GD | GENERAL DYNAMICS CORP | $4.3M | 2.23% | 12,251 | Hold |
| 12 | GS | GOLDMAN SACHS GROUP INC | $4.0M | 2.07% | 3,983 | Hold |
| 13 | JNJ | JOHNSON & JOHNSON | $3.7M | 1.91% | 14,610 | Added |
| 14 | MSFT | MICROSOFT CORP | $3.7M | 1.89% | 9,875 | Trimmed |
| 15 | BAC | BANK OF AMER CORP | $3.2M | 1.64% | 56,008 | Added |
| 16 | SPEM | SPDR INDEX SHS FDS | $3.1M | 1.61% | 60,620 | Added |
| 17 | AMZN | AMAZON COM INC | $2.9M | 1.50% | 12,261 | Trimmed |
| 18 | SHY | ISHARES TR | $2.9M | 1.50% | 35,473 | Added |
| 19 | PSX | PHILLIPS 66 | $2.7M | 1.40% | 16,126 | Trimmed |
| 20 | GOOG | ALPHABET INC | $2.7M | 1.37% | 7,551 | Trimmed |
| 21 | ITOT | ISHARES TR | $2.4M | 1.22% | 14,417 | Trimmed |
| 22 | NVDA | NVIDIA CORPORATION | $2.2M | 1.12% | 10,911 | Added |
| 23 | PM | PHILIP MORRIS INTL INC | $2.1M | 1.08% | 11,611 | Trimmed |
| 24 | SCHP | SCHWAB STRATEGIC TR | $1.9M | 0.99% | 72,847 | Added |
| 25 | SPTL | SPDR SERIES TRUST | $1.9M | 0.99% | 73,536 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR