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Portfolio (Quarterly) Guide ↗

BIRCH FINANCIAL GROUP, LLC

· CIK 0002083592
13F Portfolio $171M AUM 136 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 58 Added 44 Reduced 8 Exited
Page 2 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PM PHILIP MORRIS INTL INC Consumer Defensive 11,758.0 $1.9M 1.14% +1K +12.0% $165.34 +9.8%
22 NVDA NVIDIA CORPORATION Technology 10,620.0 $1.9M 1.08% -90.0 -0.8% $174.40 +23.2%
23 SPTL SPDR SERIES TRUST 67,128.0 $1.8M 1.03% +909.0 +1.4% $26.30 -1.7%
24 SCHP SCHWAB STRATEGIC TR 66,126.0 $1.8M 1.03% $26.61 +0.4%
25 T AT&T INC Communication Services 54,606.0 $1.6M 0.93% -6K -10.3% $28.99 -13.7%
26 MUB ISHARES TR 14,107.0 $1.5M 0.88% -138.0 -1.0% $106.15 +0.5%
27 XOM EXXON MOBIL CORP Energy 8,180.0 $1.4M 0.81% +982.0 +13.6% $169.67 -8.7%
28 LQD ISHARES TR 12,092.0 $1.3M 0.77% +62.0 +0.5% $108.99 -0.2%
29 CVX CHEVRON CORPORATION Energy 6,357.0 $1.3M 0.77% -82.0 -1.3% $206.91 -10.7%
30 NEE NEXTERA ENERGY INC Utilities 12,830.0 $1.2M 0.70% +627.0 +5.1% $92.88 -5.6%
31 CCJ CAMECO CORP Energy 10,767.0 $1.2M 0.68% +6K +131.6% $108.61 -0.4%
32 VZ VERIZON COMMUNICATIONS INC Communication Services 22,429.0 $1.1M 0.66% -2K -9.3% $50.20 -3.7%
33 WEC WEC ENERGY GROUP INC Utilities 9,621.0 $1.1M 0.65% +82.0 +0.9% $115.77 -2.0%
34 HYG ISHARES TR 13,581.0 $1.1M 0.63% -153.0 -1.1% $79.56 +0.8%
35 QQQM INVESCO EXCH TRADED FD TR II 4,545.0 $1.1M 0.63% +4K +445.0% $237.60 +26.6%
36 SCZ ISHARES TR 13,529.0 $1.1M 0.62% +945.0 +7.5% $78.41 +10.2%
37 BNDX VANGUARD CHARLOTTE FDS 21,940.0 $1.1M 0.62% -191.0 -0.9% $48.05 +0.4%
38 APP APPLOVIN CORP Technology 2,631.0 $1.0M 0.61% +365.0 +16.1% $397.97 +29.2%
39 META META PLATFORMS INC Communication Services 1,700.0 $972K 0.57% +438.0 +34.7% $572.02 +7.0%
40 MBB ISHARES TR 9,984.0 $948K 0.55% -142.0 -1.4% $94.95 -0.7%
Page 2 of 7  ·  136 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 34.5%
Technology 18.1%
Consumer Cyclical 8.7%
Healthcare 7.3%
Communication Services 7.1%
Energy 7.1%
Industrials 6.7%
Consumer Defensive 5.1%
Utilities 4.8%
Real Estate 0.5%