13F Insight
DOSSIER · 13F-HR · Q3 2026

BIRCHBROOK, INC.

$209M in tracked AUM across 295 positions as of Q3 2026.

BI
CIK 0002071468 · last filed Sep 30, 2026
Total AUM
$209M
as of Q3 2026
Holdings
295
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

BIRCHBROOK, INC. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VGIT
VANGUARD SCOTTSDALE FDS
$33M579K15.7%02
IGIB
ISHARES TR
$25M495K11.9%03
VEA
VANGUARD TAX-MANAGED FDS
$13M186K6.3%04
IEMG
ISHARES INC
$11M129K5.0%05
VOO
VANGUARD INDEX FDS
$9M13K4.2%06
IJH
ISHARES TR
$8M109K3.8%07
TLT
ISHARES TR
$7M91K3.4%08
IJR
ISHARES TR
$7M51K3.3%09
USMV
ISHARES TR
$7M70K3.3%10
SCHM
SCHWAB STRATEGIC TR
$5M139K2.3%

Filing history

2026Q3Sep 30
$209M▼ 2.0%
295 positionsView →2026Q2Jun 30
$213M▲ 4.5%
305 positionsView →2026Q1Mar 31
$204M▲ 1.7%
291 positionsView →2025Q4Dec 31
$201M▲ 3.7%
298 positionsView →2025Q3Sep 30
$193M▲ 3.6%
270 positionsLocked2025Q2Jun 30
$187M▲ 123.1%
276 positionsLocked2025Q1Mar 31
$84M▲ 1.7%
126 positionsLocked2024Q4Dec 31
$82M▼ 1.7%
141 positionsLocked2024Q3Sep 30
$84M▲ 3.6%
125 positionsLocked2024Q2Jun 30
$81M▲ 1.5%
122 positionsLocked2024Q1Mar 31
$80M▲ 19.4%
124 positionsLocked2023Q4Dec 31
$67M—
145 positionsLocked