BIRCH FINANCIAL GROUP, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 15, 2026, for the 2025 Q4 period, BIRCH FINANCIAL GROUP, LLC held in its portfolio 136 assets valued at $175,381,372 (i.e. $175.38M).
The most valuable assets in the portfolio included: AMERICAN EXPRESS CO ($22.94M), BERKSHIRE HATHAWAY INC DEL ($15.10M), and VANGUARD INDEX FDS ($9.08M).
The chart below shows the top 10 valuable assets, and the table below shows the top 136 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
BIRCH FINANCIAL GROUP, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| AMERICAN EXPRESS CO | 62020 | 22944169 | COM |
| BERKSHIRE HATHAWAY INC DEL | 20 | 15096000 | CL A |
| VANGUARD INDEX FDS | 14473 | 9076491 | S&P 500 ETF SHS |
| APPLE INC | 25670 | 6978611 | COM |
| BERKSHIRE HATHAWAY INC DEL | 12017 | 6040102 | CL B NEW |
| AMERIPRISE FINL INC | 10148 | 4975821 | COM |
| HOME DEPOT INC | 13941 | 4797129 | COM |
| MICROSOFT CORP | 9589 | 4637563 | COM |
| GENERAL DYNAMICS CORP | 12251 | 4124386 | COM |
| GOLDMAN SACHS GROUP INC | 3982 | 3500272 | COM |
| VANGUARD TAX-MANAGED FDS | 55490 | 3466489 | VAN FTSE DEV MKT |
| AMAZON COM INC | 14205 | 3278736 | COM |
| BANK AMERICA CORP | 55307 | 3041897 | COM |
| JOHNSON & JOHNSON | 14566 | 3014513 | COM |
| ALPHABET INC | 8794 | 2759430 | CAP STK CL C |
| ISHARES TR | 22752 | 2734343 | CORE S&P SCP ETF |
| ISHARES TR | 32160 | 2663523 | 1 3 YR TREAS BD |
| ISHARES TR | 15165 | 2254848 | CORE S&P TTL STK |
| PHILLIPS 66 | 16141 | 2082804 | COM |
| NVIDIA CORPORATION | 10710 | 1997435 | COM |
| SPDR INDEX SHS FDS | 40917 | 1915311 | PORTFOLIO EMG MK |
| SCHWAB STRATEGIC TR | 66315 | 1756675 | US TIPS ETF |
| SPDR SERIES TRUST | 66219 | 1752810 | STATE STREET SPD |
| PHILIP MORRIS INTL INC | 10498 | 1683898 | COM |
| APPLOVIN CORP | 2266 | 1526631 | COM CL A |
| ISHARES TR | 14245 | 1525745 | NATIONAL MUN ETF |
| AT&T INC | 60900 | 1512746 | COM |
| VISA INC | 3963 | 1389844 | COM CL A |
| ISHARES TR | 12030 | 1325575 | IBOXX INV CP ETF |
| ISHARES TR | 13734 | 1107383 | IBOXX HI YD ETF |
| VANGUARD CHARLOTTE FDS | 22131 | 1069368 | TOTAL INT BD ETF |
| MASTERCARD INCORPORATED | 1823 | 1040891 | CL A |
| VERIZON COMMUNICATIONS INC | 24738 | 1007594 | COM |
| WEC ENERGY GROUP INC | 9539 | 1006011 | COM |
| SHOPIFY INC | 6116 | 984520 | CL A SUB VTG SHS |
| CHEVRON CORP NEW | 6439 | 981315 | COM |
| NEXTERA ENERGY INC | 12203 | 979637 | COM |
| ISHARES TR | 12584 | 975626 | EAFE SML CP ETF |
| ISHARES TR | 10126 | 964203 | MBS ETF |
| SOUNDHOUND AI INC | 95580 | 952936 | CLASS A COM |
| NETFLIX INC | 9719 | 911231 | COM |
| ORACLE CORP | 4664 | 909121 | COM |
| ALPHABET INC | 2839 | 888517 | CAP STK CL A |
| ABBOTT LABS | 6937 | 869124 | COM |
| EXXON MOBIL CORP | 7198 | 866189 | COM |
| ABBVIE INC | 3757 | 858358 | COM |
| META PLATFORMS INC | 1262 | 833234 | CL A |
| JPMORGAN CHASE & CO. | 2566 | 826943 | COM |
| PROGRESSIVE CORP | 3226 | 734588 | COM |
| SPDR S&P 500 ETF TR | 1077 | 734195 | TR UNIT |
| THERMO FISHER SCIENTIFIC INC | 1259 | 729303 | COM |
| WALMART INC | 6401 | 713085 | COM |
| EA SERIES TRUST | 10236 | 702458 | STRIVE US SEMICO |
| INTERNATIONAL BUSINESS MACHS | 2355 | 697447 | COM |
| CITIGROUP INC | 5970 | 696661 | COM NEW |
| ADOBE INC | 1936 | 677710 | COM |
| AON PLC | 1870 | 659736 | SHS CL A |
| ALTRIA GROUP INC | 10948 | 631268 | COM |
| MSCI INC | 1075 | 617028 | COM |
| AMERICAN INTL GROUP INC | 6944 | 594029 | COM NEW |
| SAP SE | 2383 | 578748 | SPON ADR |
| UNITEDHEALTH GROUP INC | 1712 | 565021 | COM |
| HONEYWELL INTL INC | 2855 | 557078 | COM |
| AMERICAN ELEC PWR CO INC | 4825 | 556353 | COM |
| BLACKROCK INC | 488 | 522537 | COM |
| PAYCOM SOFTWARE INC | 3277 | 522223 | COM |
| INVESCO QQQ TR | 849 | 521466 | UNIT SER 1 |
| BAKER HUGHES COMPANY | 11379 | 518221 | CL A |
| THE CIGNA GROUP | 1880 | 517534 | COM |
| COCA COLA CO | 7046 | 492552 | COM |
| WORKDAY INC | 2235 | 480125 | CL A |
| PROCTER AND GAMBLE CO | 3339 | 478455 | COM |
| ELI LILLY & CO | 439 | 471889 | COM |
| ADVANCED MICRO DEVICES INC | 2165 | 463609 | COM |
| MCDONALDS CORP | 1507 | 460474 | COM |
| CME GROUP INC | 1680 | 458660 | COM |
| CAMECO CORP | 4650 | 425405 | COM |
| ISHARES TR | 4243 | 423831 | CORE US AGGBD ET |
| NOVO-NORDISK A S | 8284 | 421471 | ADR |
| NORFOLK SOUTHN CORP | 1426 | 411758 | COM |
| VANGUARD MUN BD FDS | 8161 | 410430 | TAX EXEMPT BD |
| COSTAR GROUP INC | 5988 | 402656 | COM |
| PEPSICO INC | 2673 | 383569 | COM |
| UNION PAC CORP | 1654 | 382545 | COM |
| STARBUCKS CORP | 4537 | 382073 | COM |
| SIMON PPTY GROUP INC NEW | 2042 | 377928 | COM |
| ZOETIS INC | 2999 | 377303 | CL A |
| DUKE ENERGY CORP NEW | 3210 | 376254 | COM NEW |
| LOWES COS INC | 1537 | 370740 | COM |
| DISNEY WALT CO | 3201 | 364141 | COM |
| CINCINNATI FINL CORP | 2128 | 347557 | COM |
| STRATEGY SHS | 9814 | 342992 | GOLD ENHANCED ET |
| AUTOMATIC DATA PROCESSING IN | 1330 | 342230 | COM |
| DYCOM INDS INC | 1000 | 337900 | COM |
| ALLSTATE CORP | 1604 | 333835 | COM |
| MERCK & CO INC | 3043 | 320344 | COM |
| BROADCOM INC | 919 | 318173 | COM |
| RTX CORPORATION | 1727 | 316693 | COM |
| SERVICENOW INC | 2063 | 316045 | COM |
| EXELON CORP | 7143 | 311370 | COM |
| TESLA INC | 692 | 311003 | COM |
| AIRBNB INC | 2243 | 304404 | COM CL A |
| ACCENTURE PLC IRELAND | 1129 | 302804 | SHS CLASS A |
| XCEL ENERGY INC | 3856 | 284838 | COM |
| AFFILIATED MANAGERS GROUP IN | 985 | 283957 | COM |
| WILLIS TOWERS WATSON PLC LTD | 837 | 275098 | SHS |
| SNOWFLAKE INC | 1250 | 274146 | COM SHS |
| EXACT SCIENCES CORP | 2661 | 270215 | COM |
| TORONTO DOMINION BK ONT | 2831 | 266667 | COM NEW |
| CORNING INC | 2992 | 261953 | COM |
| KROGER CO | 4161 | 259980 | COM |
| CISCO SYS INC | 3373 | 259805 | COM |
| ELEVANCE HEALTH INC FORMERLY | 707 | 247668 | COM |
| US FOODS HLDG CORP | 3273 | 246538 | COM |
| PROSHARES TR | 4562 | 240500 | ULTRAPRO QQQ |
| UNITED PARCEL SERVICE INC | 2411 | 239125 | CL B |
| SCHWAB STRATEGIC TR | 8608 | 236114 | US DIVIDEND EQ |
| LPL FINL HLDGS INC | 654 | 233757 | COM |
| OREILLY AUTOMOTIVE INC | 2553 | 232875 | COM |
| CENTERPOINT ENERGY INC | 6062 | 232421 | COM |
| PUBLIC SVC ENTERPRISE GRP IN | 2873 | 230669 | COM |
| WASTE MGMT INC DEL | 1044 | 229391 | COM |
| ASCENDIS PHARMA A/S | 1050 | 223893 | SPONSORED ADR |
| TEXAS INSTRS INC | 1286 | 223096 | COM |
| MERCADOLIBRE INC | 110 | 220829 | COM |
| TJX COS INC NEW | 1434 | 220202 | COM |
| FEDEX CORP | 755 | 217990 | COM |
| ENTERPRISE PRODS PARTNERS L | 6780 | 217355 | COM |
| KLA CORP | 176 | 213526 | COM NEW |
| INVESCO EXCH TRADED FD TR II | 834 | 210975 | NASDAQ 100 ETF |
| WELLTOWER INC | 1113 | 206527 | COM |
| DIMENSIONAL ETF TRUST | 4065 | 203578 | CALIF MUN BD ETF |
| AXSOME THERAPEUTICS INC | 1097 | 200289 | COM |
| AES CORP | 12823 | 183888 | COM |
| CLARIVATE PLC | 18635 | 62242 | ORD SHS |
| BIOMEA FUSION INC | 14000 | 17360 | COM |
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