§ 13F · FUND PROFILE
BIRCHBROOK, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $180.4T (13F)Positions · 301Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$610.4B 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 FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD SCOTTSDALE FDS | 601K | $36.0T | 18.0% | +2% |
| 2 | IGIB | ISHARES TR | 431K | $23.2T | 11.6% | +7% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 199K | $12.4T | 6.2% | −1% |
| 4 | IEMG | ISHARES INC | 140K | $9.4T | 4.7% | ±0% |
| 5 | IJH | ISHARES TR | 109K | $7.2T | 3.6% | ±0% |
| 6 | TLT | ISHARES TR | 80K | $7.0T | 3.5% | +1% |
| 7 | USMV | ISHARES TR | 74K | $7.0T | 3.5% | −1% |
| 8 | SCHX | SCHWAB STRATEGIC TR | 242K | $6.5T | 3.2% | −1% |
| 9 | SCHM | SCHWAB STRATEGIC TR | 159K | $4.8T | 2.4% | −2% |
| 10 | IJR | ISHARES TR | 35K | $4.2T | 2.1% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BIRCHBROOK, SIGNAL
AC read
BIRCHBROOK, INC. is a Other fund managing $180364.0 trillion in assets. The fund runs a broad portfolio of 301 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
9 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