13F Insight
DOSSIER · 13F-HR · Q1 2026

BIRCHBROOK, INC.

BIRCHBROOK's pension fund based in Omaha, NE — $204M in tracked AUM across 291 positions as of Q1 2026.

B
BIRCHBROOK·Omaha, NE·Pension Fund
CIK 0002071468 · last filed Mar 31, 2026
Total AUM
$204M
▼ 15.5%
vs prior
Holdings
291
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

BIRCHBROOK, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VGIT
VANGUARD SCOTTSDALE FDS
$35M586K17.1%
02
IGIB
ISHARES TR
$25M466K12.2%
03
VEA
VANGUARD TAX-MANAGED FDS
$13M196K6.2%
04
IEMG
ISHARES INC
$10M137K4.7%
05
IJH
ISHARES TR
$8M111K3.7%
06
TLT
ISHARES TR
$7M84K3.6%
07
VOO
VANGUARD INDEX FDS
$7M12K3.4%
08
USMV
ISHARES TR
$7M72K3.3%
09
IJR
ISHARES TR
$7M53K3.2%
10
SCHM
SCHWAB STRATEGIC TR
$5M156K2.4%

Filing history

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