Q2 2026 13F · SEC CIK 2083592

Birch Financial Group, LLC

Wealth managerFiled 2026-07-15 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $194.5M
Reported positions: 135
Holdings vs S&P 500, 3 yrs: —
Assets under management: $264.7M

Birch Financial Group, LLC is a wealth manager that reported 135 positions worth $194.5M in its Q2 2026 13F, filed 2026-07-15. Its largest holdings were American Express Co Com (AXP, 10.8%), Berkshire Hathaway Inc Del (BRK-A, 7.7%), Vanguard S&p 500 ETF (VOO, 7.5%).

Birch Financial Group, LLC holdings largest 50 of 135 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Birch Financial Group, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AXPAmerican Express Co Com	10.8%	11.1%	62,109	-1.0%	$21.0M
BRK-ABerkshire Hathaway Inc Del	7.7%	8.4%	20	+0.0%	$15.0M
VOOVanguard S&p 500 ETF	7.5%	6.0%	21,233	+23.3%	$14.6M
AAPLApple Inc	3.8%	3.8%	25,578	-0.3%	$7.4M
BRK-BBerkshire Hathaway Inc Del	3.0%	3.2%	11,605	+0.4%	$5.8M
VEAVanguard Tax-Managed Fds	2.8%	2.1%	75,362	+32.2%	$5.4M
HDHome Depot Inc Com	2.5%	2.7%	14,020	+0.5%	$4.9M
IJRIshares Core S&p Small Cap ETF	2.5%	1.8%	32,772	+34.2%	$4.9M
IQMMProshares Tr	2.4%	—	47,231	—	$4.7M
AMPAmeriprise Finl Inc	2.4%	2.6%	10,147	-0.0%	$4.7M
GDGeneral Dynamics Corp	2.2%	2.5%	12,251	+0.0%	$4.3M
GSGoldman Sachs Group Inc	2.1%	2.0%	3,983	+0.0%	$4.0M
JNJJohnson & Johnson	1.9%	2.1%	14,610	+1.2%	$3.7M
MSFTMicrosoft Corp	1.9%	2.2%	9,875	-4.4%	$3.7M
BACBank of Amer Corp	1.6%	1.6%	56,008	+1.1%	$3.2M
SPEMState Street Spdr Portfolio Emerging Mar	1.6%	1.2%	60,620	+37.5%	$3.1M
AMZNAmazon Com Inc Com	1.5%	1.7%	12,261	-12.3%	$2.9M
SHYiShs Lehman 1-3Tsy	1.5%	1.6%	35,473	+8.9%	$2.9M
PSXPhillips 66	1.4%	1.7%	16,126	-0.0%	$2.7M
GOOGAlphabet Inc	1.4%	1.4%	7,551	-9.1%	$2.7M
ITOTIshares Total US Stock Market ETF	1.2%	1.2%	14,417	-3.3%	$2.4M
NVDANvidia Corporation Com	1.1%	1.1%	10,911	+2.7%	$2.2M
PMPhilip Morris Intl Inc Com	1.1%	1.1%	11,611	-1.3%	$2.1M
SCHPSchwab Strategic Tr	1.0%	1.0%	72,847	+10.2%	$1.9M
SPTLSpdr Series Trust	1.0%	1.0%	73,536	+9.5%	$1.9M
AMDAdvanced Micro Devices Inc	0.9%	—	3,166	—	$1.8M
MUBIshares National Muni Bond ETF	0.9%	0.9%	15,551	+10.2%	$1.7M
SCZIshares Msci Eafe Small Cap	0.8%	0.6%	19,243	+42.2%	$1.6M
LQDIshares Tr	0.7%	0.8%	13,154	+8.8%	$1.4M
DRAMRoundhill ETF Trust	0.7%	—	19,392	—	$1.4M
QQQMInvesco Nasdaq 100 ETF	0.7%	0.6%	4,622	+1.7%	$1.4M
BNDXVanguard Charlotte Fds	0.7%	0.6%	26,219	+19.5%	$1.3M
APPApplovin Corp	0.6%	0.6%	2,329	-11.5%	$1.2M
HYGIshares Trust	0.6%	0.6%	14,835	+9.2%	$1.2M
TAt&t Inc Com	0.6%	0.9%	56,039	+2.6%	$1.2M
SHOCEa Series Trust	0.6%	0.5%	9,502	-15.5%	$1.2M
NEENextera Energy Inc Com	0.6%	0.7%	13,108	+2.2%	$1.2M
WECWEC Energy Group Inc.	0.6%	0.7%	9,704	+0.9%	$1.1M
CCJCameco Corp Com	0.6%	0.7%	10,737	-0.3%	$1.1M
GOOGLAlphabet Inc	0.5%	0.5%	2,991	-2.1%	$1.1M
CVXChevron Corp New	0.5%	0.8%	6,388	+0.5%	$1.1M
MBBIshares Tr	0.5%	0.6%	10,945	+9.6%	$1.0M
METAMeta Platforms Inc Class A	0.5%	0.6%	1,801	+5.9%	$1.0M
BOXXEa Series Trust	0.5%	—	8,546	—	$1.0M
ABBVAbbvie Inc	0.5%	0.5%	3,945	+2.8%	$993K
VZVerizon Communications Inc Com	0.5%	0.7%	22,675	+1.1%	$960K
PGRProgressive Corp.	0.5%	0.5%	4,194	+1.7%	$916K
XOMExxon Mobil Corp	0.5%	0.8%	6,700	-18.1%	$916K
JPMJpmorgan Chase & Co	0.4%	—	2,664	—	$872K
CCitigroup Inc Com New	0.4%	—	6,221	—	$871K

What Birch Financial Group, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

SCZ Ishares Msci Eafe Small Cap+42.2% shares
SPEM State Street Spdr Portfolio Emerging Mar+37.5% shares
IJR Ishares Core S&p Small Cap ETF+34.2% shares
VEA Vanguard Tax-Managed Fds+32.2% shares
VOO Vanguard S&p 500 ETF+23.3% shares
BNDX Vanguard Charlotte Fds+19.5% shares
MUB Ishares National Muni Bond ETF+10.2% shares
SCHP Schwab Strategic Tr+10.2% shares

Reduced

XOM Exxon Mobil Corp-18.1% shares
SHOC Ea Series Trust-15.5% shares
AMZN Amazon Com Inc Com-12.3% shares
APP Applovin Corp-11.5% shares
GOOG Alphabet Inc-9.1% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.4% /yr; S&P 500 +22.0%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$194.5M	135
Q1 2026	$171.2M	136
Q4 2025	$175.4M	136
Q3 2025	$169.8M	130
Q2 2025	$125.0M	116

Questions about Birch Financial Group, LLC's portfolio

What stocks does Birch Financial Group, LLC own?

Birch Financial Group, LLC's latest 13F, for Q2 2026 and filed Jul 15, 2026, lists 135 positions worth $194.5M. The largest are American Express Co Com (AXP) at 10.8%, Berkshire Hathaway Inc Del (BRK-A) at 7.7%, Vanguard S&p 500 ETF (VOO) at 7.5%, Apple Inc (AAPL) at 3.8% and Berkshire Hathaway Inc Del (BRK-B) at 3.0%.

What did Birch Financial Group, LLC buy last quarter?

In Q2 2026, Birch Financial Group, LLC added Ishares Msci Eafe Small Cap (SCZ) (+42.2% shares), State Street Spdr Portfolio Emerging Mar (SPEM) (+37.5% shares) and Ishares Core S&p Small Cap ETF (IJR) (+34.2% shares), compared with its Q1 2026 filing.

What did Birch Financial Group, LLC sell last quarter?

In Q2 2026, Birch Financial Group, LLC cut from its top 50 Visa Inc Com Cl A (V), cut from its top 50 Oracle Corp (ORCL), cut from its top 50 Mastercard Inc. (MA), cut from its top 50 Altria Group Inc (MO), cut from its top 50 Netflix Inc Total (NFLX), Exxon Mobil Corp (XOM) (-18.1% shares), Ea Series Trust (SHOC) (-15.5% shares) and Amazon Com Inc Com (AMZN) (-12.3% shares), compared with its Q1 2026 filing.

When is Birch Financial Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Birch Financial Group, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Birch Financial Group, LLC manage?

Birch Financial Group, LLC reported $264.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $194.5M.