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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 2 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ITOT ISHARES TR 14,417.0 $2.4M 1.22% -499.0 -3.4% $164.26 +2.2%
22 NVDA NVIDIA CORPORATION Technology 10,911.0 $2.2M 1.12% +291.0 +2.7% $200.09 +10.2%
23 PM PHILIP MORRIS INTL INC Consumer Defensive 11,611.0 $2.1M 1.08% -147.0 -1.2% $180.91 +3.5%
24 SCHP SCHWAB STRATEGIC TR 72,847.0 $1.9M 0.99% +7K +10.2% $26.50 -2.2%
25 SPTL SPDR SERIES TRUST 73,536.0 $1.9M 0.99% +6K +9.6% $26.23 -3.9%
26 AMD ADVANCED MICRO DEVICES INC Technology 3,166.0 $1.8M 0.95% +229.0 +7.8% $580.96 -19.0%
27 MUB ISHARES TR 15,551.0 $1.7M 0.86% +1K +10.2% $107.62 -2.3%
28 SCZ ISHARES TR 19,243.0 $1.6M 0.81% +6K +42.2% $82.27 +5.5%
29 LQD ISHARES TR 13,154.0 $1.4M 0.74% +1K +8.8% $109.07 -2.6%
30 DRAM ROUNDHILL ETF TRUST 19,392.0 $1.4M 0.74% NEW $73.85 -23.0%
31 QQQM INVESCO EXCH TRADED FD TR II 4,622.0 $1.4M 0.72% +77.0 +1.7% $302.96 -2.6%
32 BNDX VANGUARD CHARLOTTE FDS 26,219.0 $1.3M 0.65% +4K +19.5% $48.43 -1.8%
33 APP APPLOVIN CORP Technology 2,329.0 $1.2M 0.62% -302.0 -11.5% $515.22 -39.4%
34 HYG ISHARES TR 14,835.0 $1.2M 0.61% +1K +9.2% $79.97 -0.2%
35 T AT&T INC Communication Services 56,039.0 $1.2M 0.60% +1K +2.6% $20.70 +25.0%
36 SHOC EA SERIES TRUST 9,502.0 $1.2M 0.60% -2K -15.5% $122.00 -15.3%
37 NEE NEXTERA ENERGY INC Utilities 13,108.0 $1.2M 0.59% +278.0 +2.2% $87.77 -6.2%
38 WEC WEC ENERGY GROUP INC Utilities 9,704.0 $1.1M 0.58% +83.0 +0.9% $116.77 -9.1%
39 CCJ CAMECO CORP Energy 10,737.0 $1.1M 0.56% $101.86 -3.0%
40 GOOGL ALPHABET INC Communication Services 2,991.0 $1.1M 0.55% -63.0 -2.1% $357.33 -5.0%
Page 2 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%