§ 13F · FUND PROFILE
Birchwood Financial Partners, Inc..
AUM · $122M (13F)Positions · 352Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$640K deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ESGU | ISHARES ESG AWARE MSCI USA ETF | 48K | $8M | 6.5% | +1% |
| 2 | BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 62K | $6M | 4.6% | +21% |
| 3 | FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 107K | $6M | 4.6% | +5% |
| 4 | ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 100K | $6M | 4.6% | +1% |
| 5 | VOO | VANGUARD S&P 500 ETF | 8K | $5M | 4.2% | +13% |
| 6 | AAPL | APPLE INC | 17K | $5M | 4.1% | −4% |
| 7 | WINN | HARBOR LONG-TERM GROWERS ETF | 128K | $4M | 3.4% | +6% |
| 8 | DCI | DONALDSON INC COM | 39K | $4M | 2.9% | −1% |
| 9 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 48K | $3M | 2.8% | +8% |
| 10 | FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 83K | $3M | 2.7% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BIRCHWOOD SIGNAL
AC read
Birchwood Financial Partners, Inc. is a Other fund managing $122 million in assets. The fund runs a broad portfolio of 352 positions.
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