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

Birchwood Financial Partners, Inc.

Birchwood Financial's hedge fund based in Omaha, NE — $104M in tracked AUM across 348 positions as of Q1 2026.

BF
Birchwood Financial·Omaha, NE·Hedge Fund
CIK 0002110062 · last filed Mar 31, 2026
Total AUM
$104M
▲ 6.9%
vs prior
Holdings
348
—
positions
Whale Score
51
51
tracked
Activity
—
no data
changes this Q
Top sector
Tech
50% weight
concentration
AI Analysis · Q1 2026 · 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
$3M77K2.9%
10
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
$3M44K2.7%

Filing history

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