Birch Financial Group, LLC Top Holdings and 13F Report (2026)

About Birch Financial Group, LLC

Investment Activity

Birch Financial Group, LLC has $171.19 million in total holdings as of March 31, 2026.
Birch Financial Group, LLC owns shares of 136 different stocks, but just 48 companies or ETFs make up 80% of its holdings.
Approximately 5.75% of the portfolio was purchased this quarter.
About 3.04% of the portfolio was sold this quarter.
This quarter, Birch Financial Group, LLC has purchased 136 new stocks and bought additional shares in 67 stocks.
Birch Financial Group, LLC sold shares of 51 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

American Express: $18,972,205
Berkshire Hathaway: $14,362,800
Vanguard S&P 500 ETF: $10,288,524
Apple: $6,511,943
Berkshire Hathaway: $5,538,911

Largest New Holdings this Quarter

030420103 - American Water Works: $408,863 Holding
23804L103 - Datadog: $270,949 Holding
20825C104 - ConocoPhillips: $262,954 Holding
79466L302 - Salesforce: $249,870 Holding
110122108 - Bristol Myers Squibb: $226,398 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF: 2,745 shares (about $1.64M)
Invesco NASDAQ 100 ETF: 3,711 shares (about $881.75K)
Cameco: 6,117 shares (about $664.39K)
American Water Works: 3,004 shares (about $408.86K)
Axsome Therapeutics: 2,263 shares (about $382.51K)

Largest Sales this Quarter

Visa: 1,027 shares (about $310.36K)
Berkshire Hathaway: 458 shares (about $219.47K)
AT&T: 6,294 shares (about $182.46K)
UnitedHealth Group: 650 shares (about $175.83K)
Netflix: 1,450 shares (about $139.41K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AXP American Express	$18,972,205	$212,342 â–²	1.1%	62,722	11.1%	Finance
BRK.A Berkshire Hathaway	$14,362,800		0.0%	20	8.4%	Finance
VOO Vanguard S&P 500 ETF	$10,288,524	$1,640,260 â–²	19.0%	17,218	6.0%	ETF
AAPL Apple	$6,511,943	$2,792 â–¼	0.0%	25,659	3.8%	Computer and Technology
BRK.B Berkshire Hathaway	$5,538,911	$219,467 â–¼	-3.8%	11,559	3.2%	Finance
HD Home Depot	$4,588,800	$3,618 â–²	0.1%	13,952	2.7%	Retail/Wholesale
AMP Ameriprise Financial	$4,511,104	$1,333 â–²	0.0%	10,151	2.6%	Finance
GD General Dynamics	$4,204,826		0.0%	12,251	2.5%	Aerospace
MSFT Microsoft	$3,823,023	$273,549 â–²	7.7%	10,328	2.2%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$3,651,600	$95,800 â–²	2.7%	56,985	2.1%	ETF
JNJ Johnson & Johnson	$3,530,028	$30,556 â–¼	-0.9%	14,441	2.1%	Medical
GS The Goldman Sachs Group	$3,369,188	$846 â–²	0.0%	3,983	2.0%	Finance
IJR iShares Core S&P Small-Cap ETF	$3,036,581	$208,223 â–²	7.4%	24,427	1.8%	ETF
PSX Phillips 66	$2,939,246	$1,275 â–¼	0.0%	16,134	1.7%	Energy
AMZN Amazon.com	$2,911,524	$46,859 â–¼	-1.6%	13,980	1.7%	Retail/Wholesale
BAC Bank of America	$2,701,901	$5,704 â–²	0.2%	55,424	1.6%	Finance
SHY iShares 1-3 Year Treasury Bond ETF	$2,689,243	$33,771 â–²	1.3%	32,569	1.6%	Manufacturing
GOOG Alphabet	$2,383,389	$139,119 â–¼	-5.5%	8,309	1.4%	Computer and Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$2,124,480	$35,465 â–¼	-1.6%	14,916	1.2%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$2,068,145	$148,750 â–²	7.7%	44,088	1.2%	ETF
PM Philip Morris International	$1,944,055	$208,327 â–²	12.0%	11,758	1.1%	Consumer Staples
NVDA NVIDIA	$1,852,150	$15,696 â–¼	-0.8%	10,620	1.1%	Computer and Technology
SPTL SPDR Portfolio Long Term Treasury ETF	$1,765,477	$23,907 â–²	1.4%	67,128	1.0%	ETF
SCHP Schwab U.S. TIPS ETF	$1,759,613	$5,029 â–¼	-0.3%	66,126	1.0%	ETF
T AT&T	$1,583,018	$182,462 â–¼	-10.3%	54,606	0.9%	Computer and Technology
MUB iShares National Muni Bond ETF	$1,497,422	$14,648 â–¼	-1.0%	14,107	0.9%	ETF
XOM ExxonMobil	$1,387,867	$166,612 â–²	13.6%	8,180	0.8%	Energy
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,317,929	$6,757 â–²	0.5%	12,092	0.8%	Finance
CVX Chevron	$1,315,333	$16,967 â–¼	-1.3%	6,357	0.8%	Energy
NEE NextEra Energy	$1,191,606	$58,234 â–²	5.1%	12,830	0.7%	Utilities
CCJ Cameco	$1,169,441	$664,388 â–²	131.5%	10,767	0.7%	Basic Materials
VZ Verizon Communications	$1,125,925	$115,911 â–¼	-9.3%	22,429	0.7%	Computer and Technology
WEC WEC Energy Group	$1,113,814	$9,493 â–²	0.9%	9,621	0.7%	Utilities
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$1,080,470	$12,172 â–¼	-1.1%	13,581	0.6%	ETF
QQQM Invesco NASDAQ 100 ETF	$1,079,906	$881,745 â–²	445.0%	4,545	0.6%	ETF
SCZ iShares MSCI EAFE Small-Cap ETF	$1,060,844	$74,100 â–²	7.5%	13,529	0.6%	ETF
BNDX Vanguard Total International Bond ETF	$1,054,217	$9,178 â–¼	-0.9%	21,940	0.6%	ETF
APPLOVIN CORP	$1,047,067	$145,260 â–²	16.1%	2,631	0.6%	COM CL A
META Meta Platforms	$972,431	$250,544 â–²	34.7%	1,700	0.6%	Computer and Technology
MBB iShares MBS ETF	$947,985	$13,483 â–¼	-1.4%	9,984	0.6%	ETF
V Visa	$887,258	$310,359 â–¼	-25.9%	2,936	0.5%	Business Services
GOOGL Alphabet	$878,282	$61,831 â–²	7.6%	3,054	0.5%	Computer and Technology
ORCL Oracle	$845,058	$158,890 â–²	23.2%	5,744	0.5%	Computer and Technology
MA Mastercard	$843,964	$66,957 â–¼	-7.4%	1,689	0.5%	Business Services
MO Altria Group	$835,706	$113,240 â–²	15.7%	12,664	0.5%	Consumer Staples
ABBV AbbVie	$834,976	$17,835 â–²	2.2%	3,839	0.5%	Medical
PGR Progressive	$817,257	$177,802 â–²	27.8%	4,123	0.5%	Finance
SHOC Strive U.S. Semiconductor ETF	$810,277	$73,033 â–²	9.9%	11,250	0.5%	ETF
NFLX Netflix	$795,045	$139,414 â–¼	-14.9%	8,269	0.5%	Consumer Discretionary
WALMART INC	$769,047	$26,472 â–¼	-3.3%	6,188	0.4%	COM
JPM JPMorgan Chase & Co.	$758,124	$3,236 â–²	0.4%	2,577	0.4%	Finance
SOUN SoundHound AI	$755,968	$99,333 â–²	15.1%	110,039	0.4%	Computer and Technology
AEP American Electric Power	$739,823	$107,356 â–²	17.0%	5,644	0.4%	Utilities
SPY SPDR S&P 500 ETF Trust	$703,284	$2,602 â–²	0.4%	1,081	0.4%	Finance
BKR Baker Hughes	$694,716		0.0%	11,379	0.4%	Energy
C Citigroup	$682,690	$5,670 â–²	0.8%	6,020	0.4%	Financial Services
SHOPIFY INC	$681,966	$43,535 â–¼	-6.0%	5,749	0.4%	CL A SUB VTG SHS
ABT Abbott Laboratories	$656,208	$56,062 â–¼	-7.9%	6,391	0.4%	Medical
HON Honeywell International	$647,308	$2,034 â–²	0.3%	2,864	0.4%	Multi-Sector Conglomerates
CI Cigna Group	$640,375	$138,957 â–²	27.7%	2,401	0.4%	Medical
KO CocaCola	$610,000	$74,149 â–²	13.8%	8,021	0.4%	Consumer Staples
AMD Advanced Micro Devices	$597,475	$157,048 â–²	35.7%	2,937	0.3%	Computer and Technology
AIG American International Group	$587,937	$65,393 â–²	12.5%	7,813	0.3%	Finance
TMO Thermo Fisher Scientific	$572,359	$46,713 â–¼	-7.5%	1,164	0.3%	Medical
AXSM Axsome Therapeutics	$567,939	$382,514 â–²	206.3%	3,360	0.3%	Medical
CME CME Group	$565,019	$68,818 â–²	13.9%	1,913	0.3%	Finance
AON AON	$532,781	$70,672 â–¼	-11.7%	1,651	0.3%	Finance
QQQ Invesco QQQ	$529,040	$39,231 â–²	8.0%	917	0.3%	Finance
PG Procter & Gamble	$505,311	$22,969 â–²	4.8%	3,498	0.3%	Consumer Staples
MSCI MSCI	$480,217	$99,169 â–¼	-17.1%	891	0.3%	Finance
MCD McDonald's	$472,083	$3,729 â–²	0.8%	1,519	0.3%	Retail/Wholesale
BLACKROCK INC	$472,024	$2,884 â–²	0.6%	491	0.3%	COM
ADBE Adobe	$468,901	$1,702 â–¼	-0.4%	1,929	0.3%	Computer and Technology
ALL Allstate	$466,956	$134,364 â–²	40.4%	2,252	0.3%	Finance
IBM International Business Machines	$462,565	$108,368 â–¼	-19.0%	1,908	0.3%	Computer and Technology
SAP SAP	$443,905	$35,951 â–²	8.8%	2,593	0.3%	Computer and Technology
DUK Duke Energy	$418,018	$2,357 â–¼	-0.6%	3,192	0.2%	Utilities
AGG iShares Core U.S. Aggregate Bond ETF	$416,646	$4,567 â–¼	-1.1%	4,197	0.2%	Finance
PEP PepsiCo	$413,120	$2,019 â–¼	-0.5%	2,660	0.2%	Consumer Staples
KR Kroger	$410,398	$109,329 â–²	36.3%	5,672	0.2%	Retail/Wholesale
AWK American Water Works	$408,863	$408,863 â–²	New Holding	3,004	0.2%	Utilities
VTEB Vanguard Tax-Exempt Bond ETF	$407,467	$299 â–²	0.1%	8,167	0.2%	ETF
EXC Exelon	$407,434	$57,302 â–²	16.4%	8,312	0.2%	Utilities
UNP Union Pacific	$405,223	$3,882 â–²	1.0%	1,670	0.2%	Transportation
NSC Norfolk Southern	$405,195	$4,018 â–¼	-1.0%	1,412	0.2%	Transportation
CINF Cincinnati Financial	$402,527	$67,665 â–²	20.2%	2,558	0.2%	Finance
SPG Simon Property Group	$381,825	$933 â–²	0.2%	2,047	0.2%	Finance
MRK Merck & Co., Inc.	$379,727	$13,712 â–²	3.7%	3,157	0.2%	Medical
XEL Xcel Energy	$375,262	$68,952 â–²	22.5%	4,724	0.2%	Utilities
LOW Lowe's Companies	$361,316	$1,890 â–¼	-0.5%	1,529	0.2%	Retail/Wholesale
GLDB Strategy Shares Gold-Hedged Bond ETF	$354,194	$65,173 â–²	22.5%	12,027	0.2%	ETF
DY Dycom Industries	$338,820		0.0%	1,000	0.2%	Construction
RTX RTX	$332,727	$386 â–¼	-0.1%	1,725	0.2%	Aerospace
TSLA Tesla	$331,172	$73,965 â–²	28.8%	891	0.2%	Auto/Tires/Trucks
SBUX Starbucks	$322,693	$83,764 â–¼	-20.6%	3,602	0.2%	Retail/Wholesale
WDAY Workday	$320,284	$29,885 â–²	10.3%	2,465	0.2%	Computer and Technology
CNP CenterPoint Energy	$315,995	$54,342 â–²	20.8%	7,321	0.2%	Utilities
DIS Walt Disney	$314,682	$6,168 â–²	2.0%	3,265	0.2%	Consumer Discretionary
ADP Automatic Data Processing	$305,904	$35,750 â–²	13.2%	1,506	0.2%	Computer and Technology
AVGO Broadcom	$299,266	$14,855 â–²	5.2%	967	0.2%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Birch Financial Group, LLC Top Holdings and 13F Report (2026)

About Birch Financial Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Birch Financial Group, LLC Top Holdings and 13F Report (2026)

About Birch Financial Group, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofBirch Financial Group, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools