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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PROSHARES TR 47,231.0 $4.7M 2.43% NEW $100.06
2 DRAM ROUNDHILL ETF TRUST 19,392.0 $1.4M 0.74% NEW $73.85 -23.0%
3 BOXX EA SERIES TRUST 8,546.0 $1.0M 0.51% NEW $117.08 +0.8%
4 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,530.0 $416K 0.21% NEW $271.87 -16.8%
5 SPACE EXPLORATION TECHN CORP 2,379.0 $406K 0.21% NEW $170.86
6 DELL DELL TECHNOLOGIES INC Technology 935.0 $403K 0.21% NEW $431.49 +6.0%
7 TQQQ PROSHARES TR 4,581.0 $371K 0.19% NEW $80.99 -11.2%
8 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 694.0 $331K 0.17% NEW $477.61 -13.0%
9 HONEYWELL INTL INC 1,433.0 $321K 0.17% NEW $223.83
10 HONEYWELL AEROSPACE INC 1,433.0 $317K 0.16% NEW $221.01
11 INTC INTEL CORP Technology 2,024.0 $283K 0.14% NEW $139.62 -35.9%
12 ASCENDIS PHARMA A/S 993.0 $265K 0.14% NEW $266.67
13 DFNM DIMENSIONAL ETF TRUST 5,133.0 $248K 0.13% NEW $48.33 -1.7%
14 PFE PFIZER INC Healthcare 9,529.0 $229K 0.12% NEW $24.08 +18.2%
15 DFCF DIMENSIONAL ETF TRUST 5,431.0 $229K 0.12% NEW $42.21 -1.7%
16 AFRM AFFIRM HLDGS INC Technology 2,793.0 $228K 0.12% NEW $81.54 -8.7%
17 GEV GE VERNOVA INC Utilities 182.0 $213K 0.11% NEW $1172.68 -23.4%
18 APPF APPFOLIO INC Technology 1,326.0 $213K 0.11% NEW $160.35 +46.1%
19 ETN EATON CORP PLC Industrials 485.0 $207K 0.11% NEW $426.12 -5.7%

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%