§ 13F · FUND PROFILE
BIRCH FINANCIAL GROUP, LLC.
AUM · $195M (13F)Positions · 135Turnover · n/a · Q2Filed · Jul 15, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | AXP | AMERICAN EXPRESS CO | 62K | $21M | 10.8% | −1% |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 20 | $15M | 7.7% | ±0% |
| 3 | VOO | VANGUARD INDEX FDS | 21K | $15M | 7.5% | +23% |
| 4 | AAPL | APPLE INC | 26K | $7M | 3.8% | ±0% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 12K | $6M | 3.0% | ±0% |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 75K | $5M | 2.8% | +32% |
| 7 | HD | HOME DEPOT INC | 14K | $5M | 2.5% | ±0% |
| 8 | IJR | ISHARES TR | 33K | $5M | 2.5% | +34% |
| 9 | IQMM | PROSHARES TR | 47K | $5M | 2.4% | NEW |
| 10 | AMP | AMERIPRISE FINL INC | 10K | $5M | 2.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BIRCH SIGNAL
AC read
BIRCH FINANCIAL GROUP, LLC is a Other fund managing $195 million in assets. The fund runs a portfolio of 135 positions.
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