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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 9 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VUG VANGUARD MORNINGSTAR GROWTH ETF 631.0 $54K 0.04% NEW $86.10 +3.3%
162 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 930.0 $54K 0.04% NEW $57.64 +16.2%
163 IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 1,000.0 $53K 0.04% NEW $53.17 -1.4%
164 ORLY OREILLY AUTOMOTIVE INC COM Consumer Cyclical 570.0 $52K 0.04% NEW $92.09 -4.6%
165 JPM JPMORGAN CHASE & CO COM Financial Services 158.0 $52K 0.04% NEW $327.44 +8.2%
166 WMT WALMART INC COM Consumer Defensive 453.0 $51K 0.04% NEW $113.26 -9.4%
167 NVDA NVIDIA CORPORATION COM Technology 256.0 $51K 0.04% NEW $200.09 +13.9%
168 VCEB VANGUARD ESG U.S. CORPORATE BOND ETF 815.0 $51K 0.04% NEW $62.76 -1.6%
169 IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF 2,111.0 $51K 0.04% NEW $24.22 -0.1%
170 AVSE AVANTIS RESPONSIBLE EMERGING MARKETS EQUITY ETF 607.0 $50K 0.04% NEW $81.82 -2.6%
171 MS MORGAN STANLEY COM NEW Financial Services 236.0 $49K 0.04% NEW $209.04 +2.8%
172 ADVISORSHARES RANGER EQUITY BEAR ETF 2,989.0 $49K 0.04% NEW $16.49
173 NUSC NUVEEN ESG SMALL-CAP ETF 933.0 $49K 0.04% NEW $52.12 +0.1%
174 PPH VANECK PHARMACEUTICAL ETF 442.0 $48K 0.04% NEW $109.40 +4.3%
175 VOOG VANGUARD S&P 500 GROWTH ETF 583.0 $48K 0.04% NEW $82.57 +2.5%
176 DWLD DAVIS SELECT WORLDWIDE ETF 985.0 $46K 0.04% NEW $46.24 +3.2%
177 DIS DISNEY WALT CO COM Communication Services 471.0 $45K 0.04% NEW $96.17 +11.1%
178 AXP AMERICAN EXPRESS CO COM Financial Services 133.0 $45K 0.04% NEW $339.38 -1.5%
179 OTTR OTTER TAIL CORP COM Utilities 500.0 $45K 0.04% NEW $89.98 +1.9%
180 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 385.0 $45K 0.04% NEW $116.67 +59.4%
Page 9 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%