Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BIRCH FINANCIAL GROUP, LLC (CIK 2083592) reported $171.2M across 136 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AXP ($19.0M, 11.08%), BRK/A ($14.4M, 8.39%), VOO ($10.3M, 6.01%), AAPL ($6.5M, 3.80%), BRK/B ($5.5M, 3.24%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AXP | AMERICAN EXPRESS CO | $19.0M | 11.08% | 62,722 | Added |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $14.4M | 8.39% | 20 | Hold |
| 3 | VOO | VANGUARD INDEX FDS | $10.3M | 6.01% | 17,218 | Added |
| 4 | AAPL | APPLE INC | $6.5M | 3.80% | 25,659 | Trimmed |
| 5 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $5.5M | 3.24% | 11,559 | Trimmed |
| 6 | HD | HOME DEPOT INC | $4.6M | 2.68% | 13,952 | Added |
| 7 | AMP | AMERIPRISE FINL INC | $4.5M | 2.64% | 10,151 | Added |
| 8 | GD | GENERAL DYNAMICS CORP | $4.2M | 2.46% | 12,251 | Hold |
| 9 | MSFT | MICROSOFT CORP | $3.8M | 2.23% | 10,328 | Added |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $3.7M | 2.13% | 56,985 | Added |
| 11 | JNJ | JOHNSON & JOHNSON | $3.5M | 2.06% | 14,441 | Trimmed |
| 12 | GS | GOLDMAN SACHS GROUP INC | $3.4M | 1.97% | 3,983 | Added |
| 13 | IJR | ISHARES TR | $3.0M | 1.77% | 24,427 | Added |
| 14 | PSX | PHILLIPS 66 | $2.9M | 1.72% | 16,134 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $2.9M | 1.70% | 13,980 | Trimmed |
| 16 | BAC | BANK AMERICA CORP | $2.7M | 1.58% | 55,424 | Added |
| 17 | SHY | ISHARES TR | $2.7M | 1.57% | 32,569 | Added |
| 18 | GOOG | ALPHABET INC | $2.4M | 1.39% | 8,309 | Trimmed |
| 19 | ITOT | ISHARES TR | $2.1M | 1.24% | 14,916 | Trimmed |
| 20 | SPEM | SPDR INDEX SHS FDS | $2.1M | 1.21% | 44,088 | Added |
| 21 | PM | PHILIP MORRIS INTL INC | $1.9M | 1.14% | 11,758 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $1.9M | 1.08% | 10,620 | Trimmed |
| 23 | SPTL | SPDR SERIES TRUST | $1.8M | 1.03% | 67,128 | Added |
| 24 | SCHP | SCHWAB STRATEGIC TR | $1.8M | 1.03% | 66,126 | Trimmed |
| 25 | T | AT&T INC | $1.6M | 0.92% | 54,606 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31