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

About Birch Financial Group, LLC

Investment Activity

Birch Financial Group, LLC has $194.51 million in total holdings as of June 30, 2026.
Birch Financial Group, LLC owns shares of 135 different stocks, but just 44 companies or ETFs make up 80% of its holdings.
Approximately 10.89% of the portfolio was purchased this quarter.
About 5.85% of the portfolio was sold this quarter.
This quarter, Birch Financial Group, LLC has purchased 136 new stocks and bought additional shares in 53 stocks.
Birch Financial Group, LLC sold shares of 54 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

American Express: $21,008,485
Berkshire Hathaway: $14,977,000
Vanguard S&P 500 ETF: $14,583,355
Apple: $7,401,306
Berkshire Hathaway: $5,807,054

Largest New Holdings this Quarter

74350P691 - PROSHARES TR: $4,725,973 Holding
77926X320 - ROUNDHILL ETF TRUST: $1,432,088 Holding
02072L565 - Alpha Architect 1-3 Month Box ETF: $1,000,598 Holding
G25457105 - Credo Technology Group: $415,956 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP: $406,476 Holding

Largest Purchases this Quarter

PROSHARES TR: 47,231 shares (about $4.73M)
Vanguard S&P 500 ETF: 4,015 shares (about $2.76M)
ROUNDHILL ETF TRUST: 19,392 shares (about $1.43M)
Vanguard FTSE Developed Markets ETF: 18,377 shares (about $1.31M)
iShares Core S&P Small-Cap ETF: 8,345 shares (about $1.24M)

Largest Sales this Quarter

Axsome Therapeutics: 1,685 shares (about $412.47K)
Amazon.com: 1,719 shares (about $409.72K)
Visa: 1,061 shares (about $363.96K)
AON: 975 shares (about $323.27K)
SHOPIFY INC: 2,693 shares (about $307.45K)

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	$21,008,485	$207,348 â–¼	-1.0%	62,109	10.8%	Finance
BRK.A Berkshire Hathaway	$14,977,000		0.0%	20	7.7%	Finance
VOO Vanguard S&P 500 ETF	$14,583,355	$2,757,602 â–²	23.3%	21,233	7.5%	ETF
AAPL Apple	$7,401,306	$23,438 â–¼	-0.3%	25,578	3.8%	Computer and Technology
BRK.B Berkshire Hathaway	$5,807,054	$23,018 â–²	0.4%	11,605	3.0%	Finance
VEA Vanguard FTSE Developed Markets ETF	$5,369,542	$1,309,361 â–²	32.2%	75,362	2.8%	ETF
HD Home Depot	$4,944,601	$23,982 â–²	0.5%	14,020	2.5%	Retail/Wholesale
IJR iShares Core S&P Small-Cap ETF	$4,860,401	$1,237,643 â–²	34.2%	32,772	2.5%	ETF
PROSHARES TR	$4,725,973	$4,725,973 â–²	New Holding	47,231	2.4%	GENIUS MONEY MRK
AMP Ameriprise Financial	$4,655,240	$1,835 â–¼	0.0%	10,147	2.4%	Finance
GD General Dynamics	$4,339,915		0.0%	12,251	2.2%	Aerospace
GS The Goldman Sachs Group	$4,027,897		0.0%	3,983	2.1%	Finance
JNJ Johnson & Johnson	$3,710,619	$42,922 â–²	1.2%	14,610	1.9%	Medical
MSFT Microsoft	$3,683,750	$168,986 â–¼	-4.4%	9,875	1.9%	Computer and Technology
BAC Bank of America	$3,191,328	$33,276 â–²	1.1%	56,008	1.6%	Finance
SPEM SPDR Portfolio Emerging Markets ETF	$3,138,898	$856,025 â–²	37.5%	60,620	1.6%	ETF
AMZN Amazon.com	$2,922,399	$409,722 â–¼	-12.3%	12,261	1.5%	Retail/Wholesale
SHY iShares 1-3 Year Treasury Bond ETF	$2,912,696	$238,448 â–²	8.9%	35,473	1.5%	Manufacturing
PSX Phillips 66	$2,726,054	$1,352 â–¼	0.0%	16,126	1.4%	Energy
GOOG Alphabet	$2,667,956	$267,820 â–¼	-9.1%	7,551	1.4%	Computer and Technology
ITOT iShares Core S&P Total U.S. Stock Market ETF	$2,368,199	$81,968 â–¼	-3.3%	14,417	1.2%	ETF
NVDA NVIDIA	$2,183,219	$58,227 â–²	2.7%	10,911	1.1%	Computer and Technology
PM Philip Morris International	$2,100,506	$26,593 â–¼	-1.3%	11,611	1.1%	Consumer Staples
SCHP Schwab U.S. TIPS ETF	$1,930,444	$178,106 â–²	10.2%	72,847	1.0%	ETF
SPTL SPDR Portfolio Long Term Treasury ETF	$1,928,839	$168,081 â–²	9.5%	73,536	1.0%	ETF
AMD Advanced Micro Devices	$1,839,317	$133,040 â–²	7.8%	3,166	0.9%	Computer and Technology
MUB iShares National Muni Bond ETF	$1,673,642	$155,407 â–²	10.2%	15,551	0.9%	ETF
SCZ iShares MSCI EAFE Small-Cap ETF	$1,583,122	$470,091 â–²	42.2%	19,243	0.8%	ETF
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$1,434,751	$115,836 â–²	8.8%	13,154	0.7%	Finance
ROUNDHILL ETF TRUST	$1,432,088	$1,432,088 â–²	New Holding	19,392	0.7%	MEMORY ETF
QQQM Invesco NASDAQ 100 ETF	$1,400,265	$23,328 â–²	1.7%	4,622	0.7%	ETF
BNDX Vanguard Total International Bond ETF	$1,269,801	$207,234 â–²	19.5%	26,219	0.7%	ETF
APPLOVIN CORP	$1,199,953	$155,597 â–¼	-11.5%	2,329	0.6%	COM CL A
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$1,186,355	$100,282 â–²	9.2%	14,835	0.6%	ETF
T AT&T	$1,160,002	$29,663 â–²	2.6%	56,039	0.6%	Computer and Technology
SHOC Strive U.S. Semiconductor ETF	$1,159,205	$213,249 â–¼	-15.5%	9,502	0.6%	ETF
NEE NextEra Energy	$1,150,485	$24,400 â–²	2.2%	13,108	0.6%	Utilities
WEC WEC Energy Group	$1,133,176	$9,692 â–²	0.9%	9,704	0.6%	Utilities
CCJ Cameco	$1,093,686	$3,056 â–¼	-0.3%	10,737	0.6%	Basic Materials
GOOGL Alphabet	$1,068,780	$22,512 â–¼	-2.1%	2,991	0.5%	Computer and Technology
CVX Chevron	$1,058,871	$5,139 â–²	0.5%	6,388	0.5%	Energy
MBB iShares MBS ETF	$1,034,492	$90,831 â–²	9.6%	10,945	0.5%	ETF
META Meta Platforms	$1,014,493	$56,893 â–²	5.9%	1,801	0.5%	Computer and Technology
BOXX Alpha Architect 1-3 Month Box ETF	$1,000,598	$1,000,598 â–²	New Holding	8,546	0.5%	ETF
ABBV AbbVie	$992,594	$26,670 â–²	2.8%	3,945	0.5%	Medical
VZ Verizon Communications	$960,072	$10,416 â–²	1.1%	22,675	0.5%	Computer and Technology
PGR Progressive	$916,082	$15,508 â–²	1.7%	4,194	0.5%	Finance
XOM ExxonMobil	$915,982	$202,336 â–¼	-18.1%	6,700	0.5%	Energy
JPM JPMorgan Chase & Co.	$872,135	$28,482 â–²	3.4%	2,664	0.4%	Finance
C Citigroup	$870,758	$28,134 â–²	3.3%	6,221	0.4%	Financial Services
MO Altria Group	$800,695	$110,520 â–¼	-12.1%	11,128	0.4%	Consumer Staples
AEP American Electric Power	$744,549	$27,637 â–¼	-3.6%	5,442	0.4%	Utilities
SPY SPDR S&P 500 ETF Trust	$718,361	$88,862 â–¼	-11.0%	962	0.4%	Finance
WALMART INC	$681,646	$19,256 â–¼	-2.7%	6,018	0.4%	COM
KO CocaCola	$659,441	$7,558 â–²	1.2%	8,114	0.3%	Consumer Staples
V Visa	$643,185	$363,957 â–¼	-36.1%	1,875	0.3%	Business Services
BKR Baker Hughes	$631,560		0.0%	11,379	0.3%	Energy
CI Cigna Group	$629,013	$32,801 â–¼	-5.0%	2,282	0.3%	Medical
MA Mastercard	$616,085	$251,055 â–¼	-29.0%	1,200	0.3%	Business Services
NFLX Netflix	$604,402	$13,994 â–²	2.4%	8,465	0.3%	Consumer Discretionary
ORCL Oracle	$598,642	$243,120 â–¼	-28.9%	4,085	0.3%	Computer and Technology
AIG American International Group	$589,835	$7,528 â–²	1.3%	7,914	0.3%	Finance
PG Procter & Gamble	$549,822	$36,811 â–²	7.2%	3,749	0.3%	Consumer Staples
SOUN SoundHound AI	$544,105	$167,844 â–¼	-23.6%	84,097	0.3%	Computer and Technology
GLW Corning	$527,220	$1,022 â–¼	-0.2%	2,064	0.3%	Computer and Technology
ALL Allstate	$523,431	$12,372 â–¼	-2.3%	2,200	0.3%	Finance
IBM International Business Machines	$514,382	$22,218 â–¼	-4.1%	1,829	0.3%	Computer and Technology
DY Dycom Industries	$505,590		0.0%	1,000	0.3%	Construction
KLAC KLA	$497,901	$445,697 â–²	853.8%	1,650	0.3%	Computer and Technology
CINF Cincinnati Financial	$488,307	$14,808 â–²	3.1%	2,638	0.3%	Finance
VTEB Vanguard Tax-Exempt Bond ETF	$479,740	$66,663 â–²	16.1%	9,485	0.2%	ETF
CME CME Group	$477,755	$55,219 â–²	13.1%	2,163	0.2%	Finance
BLACKROCK INC	$470,490	$1,924 â–¼	-0.4%	489	0.2%	COM
DDOG Datadog	$466,263	$131,210 â–¼	-22.0%	1,791	0.2%	Computer and Technology
SPG Simon Property Group	$457,818		0.0%	2,047	0.2%	Finance
UNP Union Pacific	$455,435	$1,088 â–²	0.2%	1,674	0.2%	Transportation
SNOW Snowflake	$441,637	$56,509 â–¼	-11.3%	1,735	0.2%	Computer and Technology
NSC Norfolk Southern	$441,530	$2,516 â–¼	-0.6%	1,404	0.2%	Transportation
MRK Merck & Co., Inc.	$436,133	$30,455 â–²	7.5%	3,394	0.2%	Medical
MCD McDonald's	$433,480	$22,971 â–²	5.6%	1,604	0.2%	Retail/Wholesale
AWK American Water Works	$421,831	$26,578 â–²	6.7%	3,206	0.2%	Utilities
CRDO Credo Technology Group	$415,956	$415,956 â–²	New Holding	1,530	0.2%	Computer and Technology
DUK Duke Energy	$412,643	$8,607 â–²	2.1%	3,260	0.2%	Utilities
AXSM Axsome Therapeutics	$410,023	$412,471 â–¼	-50.1%	1,675	0.2%	Medical
SPACE EXPLORATION TECHN CORP	$406,476	$406,476 â–²	New Holding	2,379	0.2%	CLASS A COM STK
DELL Dell Technologies	$403,443	$403,443 â–²	New Holding	935	0.2%	Computer and Technology
UNH UnitedHealth Group	$399,615	$41,999 â–¼	-9.5%	961	0.2%	Medical
EXC Exelon	$398,849	$11,329 â–²	2.9%	8,555	0.2%	Utilities
TMO Thermo Fisher Scientific	$393,626	$190,044 â–¼	-32.6%	785	0.2%	Medical
XEL Xcel Energy	$379,594	$241 â–²	0.1%	4,727	0.2%	Utilities
CSCO Cisco Systems	$379,534	$16,680 â–¼	-4.2%	3,231	0.2%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$379,371	$36,027 â–¼	-8.7%	3,833	0.2%	Finance
TQQQ ProShares UltraPro QQQ	$371,029	$371,029 â–²	New Holding	4,581	0.2%	ETF
PEP PepsiCo	$366,897	$6,769 â–²	1.9%	2,710	0.2%	Consumer Staples
TSLA Tesla	$366,218	$8,409 â–¼	-2.2%	871	0.2%	Auto/Tires/Trucks
ABT Abbott Laboratories	$355,408	$224,478 â–¼	-38.7%	3,917	0.2%	Medical
SHOPIFY INC	$348,893	$307,451 â–¼	-46.8%	3,056	0.2%	CL A SUB VTG SHS
TD Toronto Dominion Bank	$343,751		0.0%	2,831	0.2%	Finance
KR Kroger	$341,711	$26,764 â–²	8.5%	6,154	0.2%	Retail/Wholesale
LOW Lowe's Companies	$341,669	$4,629 â–²	1.4%	1,550	0.2%	Retail/Wholesale

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

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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