Institutions / Birch Financial Group, LLC
Birch Financial Group, LLC
CIK 2083592 · Institution · as of Dec 31, 2025
Portfolio value
$175.38M
Positions
136
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 136 →
| Company | Value | % of portfolio |
|---|---|---|
| American Express Co | $22.94M | 13.1% |
| Berkshire Hathaway Inc Del | $15.10M | 8.6% |
| Vanguard Index Fds | $9.08M | 5.2% |
| Apple Inc. | $6.98M | 4.0% |
| Warren E. Buffett | $6.04M | 3.4% |
| Ameriprise Financial Inc | $4.98M | 2.8% |
| Home Depot, Inc. | $4.80M | 2.7% |
| Microsoft Corp | $4.64M | 2.6% |
| General Dynamics Corp | $4.12M | 2.4% |
| The Goldman Sachs Group, Inc. | $3.50M | 2.0% |
| Vanguard Tax-Managed Fds | $3.47M | 2.0% |
| Amazon.com Inc | $3.28M | 1.9% |
| Bank of America Corp /De | $3.04M | 1.7% |
| Johnson & Johnson | $3.01M | 1.7% |
| Alphabet Inc. | $2.76M | 1.6% |
| iShares Tr | $2.73M | 1.6% |
| iShares Tr | $2.66M | 1.5% |
| iShares MSCI UAE ETF | $2.25M | 1.3% |
| Phillips 66 | $2.08M | 1.2% |
| NVIDIA Corp | $2.00M | 1.1% |
| SPDR Index Shs Fds | $1.92M | 1.1% |
| Schwab Strategic Tr | $1.76M | 1.0% |
| SPDR Series Trust | $1.75M | 1.0% |
| Philip Morris International Inc. | $1.68M | 1.0% |
| AppLovin Corp | $1.53M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.