BIRCH FINANCIAL GROUP, LLC 13F Holdings

CIK 0002083592 · KEENE, NH

As of Sep 30, 2025, BIRCH FINANCIAL GROUP, LLC reported 130 positions worth 69.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AMERICAN EXPRESS COAXPFinancial Services62,017$20.6M12.13%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services20 5.1M8.88%
VANGUARD 500 INDEX FUNDVOO—14,159$8.7M5.11%
APPLE INCAAPLTechnology28,061$7.1M4.21%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services12,036$6.1M3.56%
HOME DEPOT INCHDConsumer Cyclical13,936$5.6M3.33%
AMERIPRISE FINANCIAL INCAMPFinancial Services10,148$5.0M2.94%
MICROSOFT CORPMSFTTechnology9,274$4.8M2.83%
GENERAL DYNAMICS CORPGDIndustrials12,202$4.2M2.45%
AMAZON.COM INCAMZNEquity15,414$3.4M1.99%
VANGUARD TAX-MANAGED FUNDSVEA—53,967$3.2M1.90%
GOLDMAN SACHS GROUP INCGSFinancial Services3,981$3.2M1.87%
BANK OF AMERICA CORPBACFinancial Services55,304$2.9M1.68%
JOHNSON & JOHNSONJNJHealthcare14,583$2.7M1.59%
ISHARES CORE S&P SMALL-CAP ETFIJR—21,857$2.6M1.53%
ISHARES 1-3 YEAR TREASURY BOND ETFSHY—30,882$2.6M1.51%
ALPHABET INCGOOGEquity10,450$2.5M1.50%
NVIDIA CORPNVDATechnology12,735$2.4M1.40%
ISHARES CORE S&P TOTAL US STOCK MARKET ETFITOT—16,104$2.3M1.38%
PHILLIPS 66PSXEnergy16,134$2.2M1.29%
APPLOVIN CORPAPPTechnology2,872$2.1M1.22%
SPDR PORTFOLIO EMERGING MARKSPEM—39,306 .8M1.08%
STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETFSPTL—63,834 .7M1.01%
SCHWAB US TIPS ETFSCHP—62,845 .7M1.00%
VISA INC-CLASS A SHARESVFinancial Services4,393 .5M0.88%