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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 18 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 C CITIGROUP INC Financial Services 9.0 $1K 0.00% NEW $140.00 -5.2%
342 ARKW ARK NEXT GENERATION INTERNET ETF 7.0 $1K 0.00% NEW $144.86 +9.4%
343 WBD WARNER BROS DISCOVERY INC COM SER A Communication Services 36.0 $960.0 0.00% NEW $26.67 +8.3%
344 FENI FIDELITY ENHANCED INTERNATIONAL ETF 23.0 $923.0 0.00% NEW $40.13 +3.5%
345 DFIV DIMENSIONAL INTERNATIONAL VALUE ETF 15.0 $810.0 0.00% NEW $54.00 +7.4%
346 ARKF ARK BLOCKCHAIN & FINTECH INNOVATION ETF 19.0 $750.0 0.00% NEW $39.47 +19.1%
347 AMERICAS GOLD AND SILVER CORP COM NEW 122.0 $576.0 NEW $4.72
348 JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 7.0 $407.0 NEW $58.14 -0.5%
349 GILD GILEAD SCIENCES INC Healthcare 2.0 $253.0 NEW $126.50 +17.7%
350 NKE NIKE INC CL B Consumer Cyclical 6.0 $246.0 NEW $41.00 -6.2%
351 VSNT VERSANT MEDIA GROUP INC COM CL A Industrials 5.0 $180.0 NEW $36.00 +9.7%
352 BC BRUNSWICK CORP COM Consumer Cyclical $6.0 NEW
Page 18 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%