Birch Financial Group, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| CHEVRON CORP | $981.3K | 0.6% |
| SHOPIFY INC | $984.5K | 0.6% |
| WEC ENERGY GROUP, INC. | $1.01M | 0.6% |
| VERIZON COMMUNICATIONS INC | $1.01M | 0.6% |
| Mastercard Inc | $1.04M | 0.6% |
| VANGUARD CHARLOTTE FDS | $1.07M | 0.6% |
| ISHARES TR | $1.11M | 0.6% |
| iShares MSCI UAE ETF | $1.33M | 0.8% |
| Visa Inc | $1.39M | 0.8% |
| AT&T INC. | $1.51M | 0.9% |
| ISHARES TR | $1.53M | 0.9% |
| AppLovin Corp | $1.53M | 0.9% |
| Philip Morris International Inc. | $1.68M | 1.0% |
| SPDR SERIES TRUST | $1.75M | 1.0% |
| SCHWAB STRATEGIC TR | $1.76M | 1.0% |
| SPDR INDEX SHS FDS | $1.92M | 1.1% |
| NVIDIA Corp | $2.00M | 1.1% |
| Phillips 66 | $2.08M | 1.2% |
| iShares MSCI UAE ETF | $2.25M | 1.3% |
| ISHARES TR | $2.66M | 1.5% |
| ISHARES TR | $2.73M | 1.6% |
| Alphabet Inc. | $2.76M | 1.6% |
| JOHNSON & JOHNSON | $3.01M | 1.7% |
| BANK OF AMERICA CORP /DE | $3.04M | 1.7% |
| Amazon.com Inc | $3.28M | 1.9% |
| VANGUARD TAX-MANAGED FDS | $3.47M | 2.0% |
| THE GOLDMAN SACHS GROUP, INC. | $3.50M | 2.0% |
| GENERAL DYNAMICS CORP | $4.12M | 2.4% |
| MICROSOFT CORP | $4.64M | 2.6% |
| HOME DEPOT, INC. | $4.80M | 2.7% |
| AMERIPRISE FINANCIAL INC | $4.98M | 2.8% |
| Warren E. Buffett | $6.04M | 3.4% |
| Apple Inc. | $6.98M | 4.0% |
| VANGUARD INDEX FDS | $9.08M | 5.2% |
| BERKSHIRE HATHAWAY INC DEL | $15.10M | 8.6% |
| AMERICAN EXPRESS CO | $22.94M | 13.1% |