Q3 2026 13F · SEC CIK 2083592

Birch Financial Group, LLC

Wealth managerFiled 2026-10-27 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $213.7M
Reported positions: 1,041
Holdings vs S&P 500, 3 yrs: —
Assets under management: $264.7M

Birch Financial Group, LLC is a wealth manager that reported 1,041 positions worth $213.7M in its Q3 2026 13F, filed 2026-10-27. Its largest holdings were American Express Co (AXP, 8.8%), Vanguard Index Fds (VOO, 7.0%), Berkshire Hathaway Inc Del (BRK-A, 7.0%).

Birch Financial Group, LLC holdings largest 50 of 1,041 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Birch Financial Group, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
AXPAmerican Express Co	8.8%	10.8%	62,094	-0.0%	$18.9M
VOOVanguard Index Fds	7.0%	7.5%	21,416	+0.9%	$15.0M
BRK-ABerkshire Hathaway Inc Del	7.0%	7.7%	20	+0.0%	$14.9M
AAPLApple Inc	4.2%	3.8%	26,794	+4.8%	$8.9M
VEAVanguard Ftse Developed Markets Index Fu	2.5%	2.8%	76,230	+1.2%	$5.4M
MSFTMicrosoft Corp	2.5%	1.9%	10,344	+4.7%	$5.3M
AMPAmeriprise Finl Inc	2.3%	2.4%	10,147	+0.0%	$5.0M
IJRIshares Tr	2.1%	2.5%	32,922	+0.5%	$4.5M
BRK-BBerkshire Hathaway Inc Del	1.9%	3.0%	8,275	-28.7%	$4.1M
PSXPhillips 66	1.9%	1.4%	16,082	-0.3%	$4.1M
GDGeneral Dynamics Corp	1.9%	2.2%	12,252	+0.0%	$4.1M
HDHome Depot Inc	1.9%	2.5%	13,966	-0.4%	$4.0M
JNJJohnson & Johnson	1.8%	1.9%	14,485	-0.9%	$3.8M
GSGoldman Sachs Group Inc	1.7%	2.1%	4,053	+1.8%	$3.6M
AMZNAmazon Com Inc	1.6%	1.5%	13,726	+11.9%	$3.4M
SPEMSpdr Index Shs Fds	1.5%	1.6%	62,068	+2.4%	$3.2M
NVDANvidia Corporation	1.5%	1.1%	13,930	+27.7%	$3.2M
BACBank of Amer Corp	1.4%	1.6%	55,852	-0.3%	$3.0M
GOOGAlphabet Inc	1.4%	1.4%	8,810	+16.7%	$3.0M
SHYIshares Tr	1.4%	1.5%	36,557	+3.1%	$3.0M
ITOTIshares Tr	1.1%	1.2%	14,028	-2.7%	$2.3M
SCHPSchwab Strategic Tr	0.9%	1.0%	76,260	+4.7%	$1.9M
AMDAdvanced Micro Devices Inc	0.9%	0.9%	3,041	-3.9%	$1.9M
SPTLSpdr Series Trust	0.9%	1.0%	77,156	+4.9%	$1.8M
PMPhilip Morris Intl Inc	0.8%	1.1%	8,958	-22.8%	$1.7M
SCZIshares Tr	0.8%	0.8%	19,469	+1.2%	$1.6M
MUBIshares Tr	0.8%	0.9%	16,013	+3.0%	$1.6M
LQDIshares Tr	0.7%	0.7%	13,753	+4.6%	$1.4M
QQQMInvesco Exch Traded Fd Tr II	0.6%	0.7%	4,403	-4.7%	$1.3M
DRAMRoundhill ETF Trust	0.6%	0.7%	21,645	+11.6%	$1.3M
CVXChevron Corporation	0.6%	0.5%	6,361	-0.4%	$1.3M
BNDXVanguard Charlotte Fds	0.6%	0.7%	26,731	+2.0%	$1.3M
METAMeta Platforms Inc	0.6%	0.5%	1,706	-5.3%	$1.2M
HYGIshares Tr	0.6%	0.6%	15,265	+2.9%	$1.2M
TAt&t Inc	0.5%	0.6%	46,285	-17.4%	$1.1M
SHOCStrive U.S. Semiconductor ETF	0.5%	0.6%	9,491	-0.1%	$1.1M
GOOGLAlphabet Inc	0.5%	0.5%	3,075	+2.8%	$1.1M
MBBIshares Tr	0.5%	0.5%	11,306	+3.3%	$1.0M
BOXXEa Series Trust	0.5%	0.5%	8,546	+0.0%	$1.0M
ABBVAbbvie Inc	0.5%	0.5%	3,816	-3.3%	$998K
WECWec Energy Group Inc	0.5%	0.6%	9,799	+1.0%	$988K
NEENextera Energy Inc	0.4%	0.6%	12,052	-8.1%	$913K
XOMExxonmobil Holdings Corp	0.4%	—	5,520	—	$898K
VZVerizon Communications Inc	0.4%	0.5%	19,162	-15.5%	$879K
JPMJpmorgan Chase & Co	0.4%	0.4%	2,652	-0.5%	$877K
CCitigroup Inc	0.4%	0.4%	6,210	-0.2%	$804K
CCJCameco Corp	0.4%	0.6%	8,962	-16.5%	$777K
DELLDell Technologies Inc	0.4%	—	1,397	—	$751K
SPYState Str Spdr S&p 500 ETF T	0.3%	—	966	—	$737K
ORCLOracle Corp	0.3%	—	4,845	—	$665K

What Birch Financial Group, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

Reduced

BRK-B Berkshire Hathaway Inc Del-28.7% shares
PM Philip Morris Intl Inc-22.8% shares
T At&t Inc-17.4% shares
CCJ Cameco Corp-16.5% shares
VZ Verizon Communications Inc-15.5% shares
NEE Nextera Energy Inc-8.1% shares
META Meta Platforms Inc-5.3% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.4% /yr; S&P 500 +22.0%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$213.7M	1,041
Q2 2026	$194.5M	135
Q1 2026	$171.2M	136
Q4 2025	$175.4M	136
Q3 2025	$169.8M	130
Q2 2025	$125.0M	116

Questions about Birch Financial Group, LLC's portfolio

What stocks does Birch Financial Group, LLC own?

Birch Financial Group, LLC's latest 13F, for Q3 2026 and filed Oct 27, 2026, lists 1,041 positions worth $213.7M. The largest are American Express Co (AXP) at 8.8%, Vanguard Index Fds (VOO) at 7.0%, Berkshire Hathaway Inc Del (BRK-A) at 7.0%, Apple Inc (AAPL) at 4.2% and Vanguard Ftse Developed Markets Index Fu (VEA) at 2.5%.

What did Birch Financial Group, LLC buy last quarter?

In Q3 2026, Birch Financial Group, LLC added Nvidia Corporation (NVDA) (+27.7% shares), Alphabet Inc (GOOG) (+16.7% shares) and Amazon Com Inc (AMZN) (+11.9% shares), compared with its Q2 2026 filing.

What did Birch Financial Group, LLC sell last quarter?

In Q3 2026, Birch Financial Group, LLC cut from its top 50 Proshares Tr (IQMM), cut from its top 50 Applovin Corp (APP), cut from its top 50 Progressive Corp (PGR), cut from its top 50 Exxon Mobil Corp (XOM), Berkshire Hathaway Inc Del (BRK-B) (-28.7% shares), Philip Morris Intl Inc (PM) (-22.8% shares) and At&t Inc (T) (-17.4% shares), compared with its Q2 2026 filing.

When is Birch Financial Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Birch Financial Group, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Birch Financial Group, LLC manage?

Birch Financial Group, LLC reported $264.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $213.7M.