DOSSIER · 13F-HR · Q2 2026

BIRCH FINANCIAL GROUP, LLC

$195M in tracked AUM across 135 positions as of Q2 2026.

BF
CIK 0002083592 · last filed Jun 30, 2026
Total AUM
$195M
as of Q2 2026
Holdings
135
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

BIRCH FINANCIAL GROUP, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AXP
AMERICAN EXPRESS CO
$21M62K10.8%
02
BRK/A
BERKSHIRE HATHAWAY INC DEL
$15M207.7%
03
VOO
VANGUARD INDEX FDS
$15M21K7.5%
04
AAPL
APPLE INC
$7M26K3.8%
05
BRK/B
BERKSHIRE HATHAWAY INC DEL
$6M12K3.0%
06
VEA
VANGUARD TAX-MANAGED FDS
$5M75K2.8%
07
HD
HOME DEPOT INC
$5M14K2.5%
08
IJR
ISHARES TR
$5M33K2.5%
09
IQMM
PROSHARES TR
$5M47K2.4%
10
AMP
AMERIPRISE FINL INC
$5M10K2.4%

Filing history

2026Q2Jun 30
$195M 13.6%
135 positionsView →
2026Q1Mar 31
$171M 2.4%
136 positionsView →
2025Q4Dec 31
$175M 271.0%
136 positionsView →
2025Q3Sep 30
$47M 31.6%
60 positionsView →
2025Q2Jun 30
$36M 22.0%
51 positionsLocked
2025Q1Mar 31
$29M 13.9%
46 positionsLocked
2024Q4Dec 31
$26M
42 positionsLocked