§ 13F · FUND PROFILE
BIRCH FINANCIAL GROUP, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $125.0T (13F)Positions · 116Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AXP | AMERICAN EXPRESS CO | 62K | $22.9T | 13.1% | ±0% |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 20 | $15.1T | 8.6% | ±0% |
| 3 | VOO | VANGUARD INDEX FDS | 14K | $9.1T | 5.2% | +2% |
| 4 | AAPL | APPLE INC | 26K | $7.0T | 4.0% | −9% |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 12K | $6.0T | 3.4% | ±0% |
| 6 | AMP | AMERIPRISE FINL INC | 10K | $5.0T | 2.8% | ±0% |
| 7 | HD | HOME DEPOT INC | 14K | $4.8T | 2.7% | ±0% |
| 8 | MSFT | MICROSOFT CORP | 10K | $4.6T | 2.6% | +3% |
| 9 | GD | GENERAL DYNAMICS CORP | 12K | $4.1T | 2.4% | ±0% |
| 10 | GS | GOLDMAN SACHS GROUP INC | 4K | $3.5T | 2.0% | ±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 $125049.8 trillion in assets. The fund runs a portfolio of 116 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
6 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed