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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 10 of 18  ·  352 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 850.0 $45K 0.04% NEW $52.41 -0.4%
182 AGIX KRANESHARES PUBLIC-PRIVATE AI & TECHNOLOGY ETF 932.0 $44K 0.04% NEW $46.89 -2.0%
183 BND VANGUARD TOTAL BOND MARKET ETF 591.0 $43K 0.04% NEW $73.43 -1.2%
184 IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 522.0 $43K 0.04% NEW $82.80 -0.5%
185 SPGI S&P GLOBAL INC COM Financial Services 106.0 $43K 0.04% NEW $407.26 +6.9%
186 STIP ISHARES 0-5 YEAR TIPS BOND ETF 412.0 $42K 0.03% NEW $102.22 -1.3%
187 ENB ENBRIDGE INC COM Energy 775.0 $42K 0.03% NEW $54.21 -7.9%
188 QUAL ISHARES MSCI USA QUALITY FACTOR ETF 191.0 $42K 0.03% NEW $219.82 +2.2%
189 CVX CHEVRON CORPORATION COM Energy 253.0 $42K 0.03% NEW $165.68 +20.5%
190 GOVT ISHARES U.S. TREASURY BOND ETF 1,827.0 $42K 0.03% NEW $22.78 -1.1%
191 NVT NVENT ELEC PLC SHS Industrials 242.0 $41K 0.03% NEW $169.74 -8.4%
192 VIOV VANGUARD S&P SMALL-CAP 600 VALUE ETF 349.0 $41K 0.03% NEW $117.47 +0.9%
193 VIOG VANGUARD S&P SMALL-CAP 600 GROWTH ETF 260.0 $40K 0.03% NEW $153.64 -3.1%
194 PFFD GLOBAL X U.S. PREFERRED ETF 2,124.0 $40K 0.03% NEW $18.69 -1.1%
195 CMI CUMMINS INC COM Industrials 55.0 $40K 0.03% NEW $718.58 -20.1%
196 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 105.0 $39K 0.03% NEW $370.59 -4.5%
197 TJX TJX COS INC NEW COM Consumer Cyclical 250.0 $38K 0.03% NEW $151.50 -11.4%
198 AFL AFLAC INC COM Financial Services 322.0 $38K 0.03% NEW $117.30 -0.6%
199 FDIG FIDELITY CRYPTO INDUSTRY AND DIGITAL PAYMENTS ETF 883.0 $38K 0.03% NEW $42.73 +6.8%
200 EXC EXELON CORP COM Utilities 807.0 $38K 0.03% NEW $46.63 -5.7%
Page 10 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%