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Portfolio (Quarterly) Guide ↗

BIRCH FINANCIAL GROUP, LLC

· CIK 0002083592
13F Portfolio $195M AUM 135 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 47 Added 47 Reduced 20 Exited
Page 1 of 3  ·  47 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VOO VANGUARD INDEX FDS 21,233.0 $14.6M 7.50% +4K +23.3% $686.83 +2.7%
2 VEA VANGUARD TAX-MANAGED FDS 75,362.0 $5.4M 2.76% +18K +32.2% $71.25 +2.3%
3 IJR ISHARES TR 32,772.0 $4.9M 2.50% +8K +34.2% $148.31 -2.6%
4 JNJ JOHNSON & JOHNSON Healthcare 14,610.0 $3.7M 1.91% +169.0 +1.2% $253.98 +4.7%
5 BAC BANK OF AMER CORP Financial Services 56,008.0 $3.2M 1.64% +584.0 +1.1% $56.98 +8.7%
6 SPEM SPDR INDEX SHS FDS 60,620.0 $3.1M 1.61% +17K +37.5% $51.78 +1.6%
7 SHY ISHARES TR 35,473.0 $2.9M 1.50% +3K +8.9% $82.11 -0.3%
8 NVDA NVIDIA CORPORATION Technology 10,911.0 $2.2M 1.12% +291.0 +2.7% $200.09 +10.2%
9 SCHP SCHWAB STRATEGIC TR 72,847.0 $1.9M 0.99% +7K +10.2% $26.50 -2.2%
10 SPTL SPDR SERIES TRUST 73,536.0 $1.9M 0.99% +6K +9.6% $26.23 -3.9%
11 AMD ADVANCED MICRO DEVICES INC Technology 3,166.0 $1.8M 0.95% +229.0 +7.8% $580.96 -19.0%
12 MUB ISHARES TR 15,551.0 $1.7M 0.86% +1K +10.2% $107.62 -2.3%
13 SCZ ISHARES TR 19,243.0 $1.6M 0.81% +6K +42.2% $82.27 +5.5%
14 LQD ISHARES TR 13,154.0 $1.4M 0.74% +1K +8.8% $109.07 -2.6%
15 QQQM INVESCO EXCH TRADED FD TR II 4,622.0 $1.4M 0.72% +77.0 +1.7% $302.96 -2.6%
16 BNDX VANGUARD CHARLOTTE FDS 26,219.0 $1.3M 0.65% +4K +19.5% $48.43 -1.8%
17 HYG ISHARES TR 14,835.0 $1.2M 0.61% +1K +9.2% $79.97 -0.2%
18 T AT&T INC Communication Services 56,039.0 $1.2M 0.60% +1K +2.6% $20.70 +25.0%
19 NEE NEXTERA ENERGY INC Utilities 13,108.0 $1.2M 0.59% +278.0 +2.2% $87.77 -6.2%
20 WEC WEC ENERGY GROUP INC Utilities 9,704.0 $1.1M 0.58% +83.0 +0.9% $116.77 -9.1%
Page 1 of 3  ·  47 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 36.7%
Technology 20.9%
Consumer Cyclical 8.2%
Healthcare 7.0%
Industrials 6.2%
Energy 5.7%
Consumer Defensive 5.1%
Utilities 5.0%
Communication Services 4.6%
Real Estate 0.6%