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Portfolio (Quarterly) Guide ↗

Birchwood Financial Partners, Inc.

· CIK 0002110062
13F Portfolio $122M AUM 352 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 352 New
Page 15 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 TDTT FLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND 375.0 $9K 0.01% NEW $23.91 -1.3%
282 GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF Financial Services 49.0 $9K 0.01% NEW $181.14 +15.6%
283 ARKK ARK INNOVATION ETF 110.0 $9K 0.01% NEW $80.62 +8.4%
284 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 89.0 $9K 0.01% NEW $99.22 -1.4%
285 LIN LINDE PLC SHS Basic Materials 17.0 $9K 0.01% NEW $518.94 -6.5%
286 OAKG OAKMARK GLOBAL LARGE CAP ETF 350.0 $9K 0.01% NEW $25.14 +10.2%
287 SBUX STARBUCKS CORP COM Consumer Cyclical 86.0 $9K 0.01% NEW $102.19 +5.0%
288 WSO WATSCO INC COM Industrials 21.0 $9K 0.01% NEW $416.71 -24.9%
289 HDV ISHARES CORE HIGH DIVIDEND ETF 319.0 $9K 0.01% NEW $27.37 +7.4%
290 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 116.0 $9K 0.01% NEW $74.80 +0.4%
291 GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND 175.0 $9K 0.01% NEW $49.28 +14.3%
292 NFLX NETFLIX INC. COM Communication Services 120.0 $9K 0.01% NEW $71.40 +11.8%
293 FICO FAIR ISAAC CORP COM Technology 7.0 $8K 0.01% NEW $1194.71 -3.2%
294 ROL ROLLINS INC COM Consumer Cyclical 198.0 $8K 0.01% NEW $41.74 -13.9%
295 CLFD CLEARFIELD INC COM Technology 200.0 $8K 0.01% NEW $39.79 -24.7%
296 KAI KADANT INC COM Industrials 25.0 $8K 0.01% NEW $314.24 -2.7%
297 SDY SPDR SER TR S&P DIVID ETF 50.0 $8K 0.01% NEW $153.00 +2.9%
298 ZBH ZIMMER HLDGS INC Healthcare 88.0 $8K 0.01% NEW $86.19 +15.4%
299 KNSL KINSALE CAP GROUP INC COM Financial Services 22.0 $7K 0.01% NEW $329.82 +15.8%
300 VTWO VANGUARD RUSSELL 2000 ETF 54.0 $7K 0.01% NEW $121.72 -0.4%
Page 15 of 18  ·  352 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
Technology 32.9%
Industrials 25.6%
Healthcare 12.7%
Financial Services 12.5%
Consumer Cyclical 4.1%
Consumer Defensive 3.7%
Utilities 3.6%
Communication Services 3.5%
Basic Materials 1.1%
Energy 0.3%