§ 13F · FUND PROFILE
Birchwood Financial Partners, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 352Turnover · — · Q4Filed · Feb 19, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$100.7T 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 19, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ESGU | ISHARES ESG AWARE MSCI USA ETF | 48K | $7.2T | 7.1% | NEW |
| 2 | AAPL | APPLE INC | 18K | $5.0T | 5.0% | NEW |
| 3 | FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 100K | $4.5T | 4.5% | NEW |
| 4 | BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 45K | $4.2T | 4.2% | NEW |
| 5 | VOO | VANGUARD S&P 500 ETF | 6K | $3.8T | 3.8% | NEW |
| 6 | WINN | HARBOR LONG-TERM GROWERS ETF | 115K | $3.6T | 3.6% | NEW |
| 7 | MSFT | MICROSOFT | 7K | $3.6T | 3.5% | NEW |
| 8 | DCI | DONALDSON INC COM | 40K | $3.5T | 3.5% | NEW |
| 9 | FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 76K | $2.7T | 2.7% | NEW |
| 10 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 42K | $2.6T | 2.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BIRCHWOOD SIGNAL
AC read
Birchwood Financial Partners, Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed