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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 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AXP AMERICAN EXPRESS CO Financial Services 62,109.0 $21.0M 10.80% -613.0 -1.0% $338.25 -2.4%
2 BERKSHIRE HATHAWAY INC DEL 20.0 $15.0M 7.70% $748850.00
3 VOO VANGUARD INDEX FDS 21,233.0 $14.6M 7.50% +4K +23.3% $686.83 +2.7%
4 AAPL APPLE INC Technology 25,578.0 $7.4M 3.81% $289.36 +9.5%
5 BERKSHIRE HATHAWAY INC DEL 11,605.0 $5.8M 2.98% $500.39
6 VEA VANGUARD TAX-MANAGED FDS 75,362.0 $5.4M 2.76% +18K +32.2% $71.25 +2.3%
7 HD HOME DEPOT INC Consumer Cyclical 14,020.0 $4.9M 2.54% $352.68 -7.0%
8 IJR ISHARES TR 32,772.0 $4.9M 2.50% +8K +34.2% $148.31 -2.6%
9 PROSHARES TR 47,231.0 $4.7M 2.43% NEW $100.06
10 AMP AMERIPRISE FINL INC Financial Services 10,147.0 $4.7M 2.39% $458.78 +20.6%
11 GD GENERAL DYNAMICS CORP Industrials 12,251.0 $4.3M 2.23% $354.25 +4.8%
12 GS GOLDMAN SACHS GROUP INC Financial Services 3,983.0 $4.0M 2.07% $1011.27 +1.4%
13 JNJ JOHNSON & JOHNSON Healthcare 14,610.0 $3.7M 1.91% +169.0 +1.2% $253.98 +4.7%
14 MSFT MICROSOFT CORP Technology 9,875.0 $3.7M 1.89% -453.0 -4.4% $373.04 +36.0%
15 BAC BANK OF AMER CORP Financial Services 56,008.0 $3.2M 1.64% +584.0 +1.1% $56.98 +8.7%
16 SPEM SPDR INDEX SHS FDS 60,620.0 $3.1M 1.61% +17K +37.5% $51.78 +1.6%
17 AMZN AMAZON COM INC Consumer Cyclical 12,261.0 $2.9M 1.50% -2K -12.3% $238.35 +9.0%
18 SHY ISHARES TR 35,473.0 $2.9M 1.50% +3K +8.9% $82.11 -0.3%
19 PSX PHILLIPS 66 Energy 16,126.0 $2.7M 1.40% $169.05 +45.9%
20 GOOG ALPHABET INC 7,551.0 $2.7M 1.37% -758.0 -9.1% $353.32
Page 1 of 7  ·  135 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%