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.
BIRCHBROOK, INC. (CIK 2071468) reported $203.9M across 286 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VGIT ($34.9M, 17.13%), IGIB ($24.8M, 12.17%), VEA ($12.6M, 6.16%), IEMG ($9.6M, 4.68%), IJH ($7.5M, 3.68%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VGIT | VANGUARD SCOTTSDALE FDS | $34.9M | 17.13% | 586,492 | Trimmed |
| 2 | IGIB | ISHARES TR | $24.8M | 12.17% | 466,277 | Added |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $12.6M | 6.16% | 196,199 | Trimmed |
| 4 | IEMG | ISHARES INC | $9.6M | 4.68% | 136,927 | Trimmed |
| 5 | IJH | ISHARES TR | $7.5M | 3.68% | 111,192 | Added |
| 6 | TLT | ISHARES TR | $7.3M | 3.56% | 83,704 | Added |
| 7 | VOO | VANGUARD INDEX FDS | $7.0M | 3.43% | 11,709 | Added |
| 8 | USMV | ISHARES TR | $6.7M | 3.29% | 72,320 | Trimmed |
| 9 | IJR | ISHARES TR | $6.6M | 3.25% | 53,278 | Added |
| 10 | SCHM | SCHWAB STRATEGIC TR | $4.8M | 2.37% | 156,119 | Trimmed |
| 11 | AAPL | APPLE INC | $3.3M | 1.63% | 13,069 | Trimmed |
| 12 | GOOGL | ALPHABET INC | $3.0M | 1.49% | 10,553 | Trimmed |
| 13 | EFIV | SPDR SERIES TRUST | $3.0M | 1.48% | 47,971 | Added |
| 14 | AMZN | AMAZON COM INC | $3.0M | 1.46% | 14,295 | Trimmed |
| 15 | SCHG | SCHWAB STRATEGIC TR | $2.7M | 1.31% | 92,063 | Added |
| 16 | MSFT | MICROSOFT CORP | $2.6M | 1.29% | 7,107 | Trimmed |
| 17 | JPM | JPMORGAN CHASE & CO | $2.6M | 1.28% | 8,850 | Trimmed |
| 18 | IDXX | IDEXX LABS INC | $2.5M | 1.24% | 4,514 | Trimmed |
| 19 | VGSH | VANGUARD SCOTTSDALE FDS | $2.2M | 1.07% | 37,293 | Added |
| 20 | WMT | WALMART INC | $2.1M | 1.01% | 16,529 | Trimmed |
| 21 | NVDA | NVIDIA CORPORATION | $1.9M | 0.94% | 11,023 | Added |
| 22 | ESGD | ISHARES TR | $1.9M | 0.92% | 19,569 | Trimmed |
| 23 | META | META PLATFORMS INC | $1.9M | 0.91% | 3,249 | Added |
| 24 | VTI | VANGUARD INDEX FDS | $1.8M | 0.89% | 5,647 | Hold |
| 25 | C | CITIGROUP INC | $1.8M | 0.89% | 15,943 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31