Birchwood Financial Partners, Inc.

DOSSIER · 13F-HR · Q1 2026

Birchwood Financial Partners, Inc.

$104M in tracked AUM across 348 positions as of Q1 2026.

BF

CIK 0002110062 · last filed Mar 31, 2026

Total AUM

$104M

as of Q1 2026

Holdings

348

—

positions

Whale Score

49

49

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Birchwood Financial Partners, 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

ESGU

ISHARES ESG AWARE MSCI USA ETF

$7M48K6.5%02

FNDF

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

$5M102K4.8%03

BOND

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

$5M51K4.5%04

ESML

ISHARES ESG AWARE MSCI USA SMALL-CAP ETF

$5M99K4.5%05

AAPL

APPLE INC

$5M18K4.4%06

VOO

VANGUARD S&P 500 ETF

$4M7K3.8%07

DCI

DONALDSON INC COM

$3M40K3.2%08

WINN

HARBOR LONG-TERM GROWERS ETF

$3M120K3.2%09

FNDE

SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF