Birchwood Financial Partners, Inc.

DOSSIER · 13F-HR · Q2 2026

Birchwood Financial Partners, Inc.

$122M in tracked AUM across 352 positions as of Q2 2026.

BF

CIK 0002110062 · last filed Jun 30, 2026

Total AUM

$122M

as of Q2 2026

Holdings

352

—

positions

Whale Score

51

51

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Birchwood Financial Partners, Inc. 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

ESGU

ISHARES ESG AWARE MSCI USA ETF

$8M48K6.5%02

BOND

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

$6M62K4.6%03

FNDF

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

$6M107K4.6%04

ESML

ISHARES ESG AWARE MSCI USA SMALL-CAP ETF

$6M100K4.6%05

VOO

VANGUARD S&P 500 ETF

$5M8K4.2%06

AAPL

APPLE INC

$5M17K4.1%07

WINN

HARBOR LONG-TERM GROWERS ETF

$4M128K3.4%08

DCI

DONALDSON INC COM

$4M39K2.9%09

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

$3M48K2.8%10

FNDE

SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF