Holders — by stockHoldings — by fund
BIRCH FINANCIAL GROUP, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2083592
$194.5M
disclosed book value
135
positions
10.8%
largest position share
Positions, as of 2026-06-30
top 100 of 135 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | AXPAMERICAN EXPRESS CO | 62,109 | $21.0M | 10.8% |
| 2 | BRK/ABERKSHIRE HATHAWAY INC DEL | 20 | $15.0M | 7.7% |
| 3 | VOOVANGUARD INDEX FDS | 21,233 | $14.6M | 7.5% |
| 4 | AAPLAPPLE INC | 25,578 | $7.4M | 3.8% |
| 5 | BRK/BBERKSHIRE HATHAWAY INC DEL | 11,605 | $5.8M | 3% |
| 6 | VEAVANGUARD TAX-MANAGED FDS | 75,362 | $5.4M | 2.8% |
| 7 | HDHOME DEPOT INC | 14,020 | $4.9M | 2.5% |
| 8 | IJRISHARES TR | 32,772 | $4.9M | 2.5% |
| 9 | IQMMPROSHARES TR | 47,231 | $4.7M | 2.4% |
| 10 | AMPAMERIPRISE FINL INC | 10,147 | $4.7M | 2.4% |
| 11 | GDGENERAL DYNAMICS CORP | 12,251 | $4.3M | 2.2% |
| 12 | GSGOLDMAN SACHS GROUP INC | 3,983 | $4.0M | 2.1% |
| 13 | JNJJOHNSON & JOHNSON | 14,610 | $3.7M | 1.9% |
| 14 | MSFTMICROSOFT CORP | 9,875 | $3.7M | 1.9% |
| 15 | BACBANK OF AMER CORP | 56,008 | $3.2M | 1.6% |
| 16 | SPEMSPDR INDEX SHS FDS | 60,620 | $3.1M | 1.6% |
| 17 | AMZNAMAZON COM INC | 12,261 | $2.9M | 1.5% |
| 18 | SHYISHARES TR | 35,473 | $2.9M | 1.5% |
| 19 | PSXPHILLIPS 66 | 16,126 | $2.7M | 1.4% |
| 20 | GOOGALPHABET INC | 7,551 | $2.7M | 1.4% |
| 21 | ITOTISHARES TR | 14,417 | $2.4M | 1.2% |
| 22 | NVDANVIDIA CORPORATION | 10,911 | $2.2M | 1.1% |
| 23 | PMPHILIP MORRIS INTL INC | 11,611 | $2.1M | 1.1% |
| 24 | SCHPSCHWAB STRATEGIC TR | 72,847 | $1.9M | 1% |
| 25 | SPTLSPDR SERIES TRUST | 73,536 | $1.9M | 1% |
| 26 | AMDADVANCED MICRO DEVICES INC | 3,166 | $1.8M | 0.9% |
| 27 | MUBISHARES TR | 15,551 | $1.7M | 0.9% |
| 28 | SCZISHARES TR | 19,243 | $1.6M | 0.8% |
| 29 | LQDISHARES TR | 13,154 | $1.4M | 0.7% |
| 30 | DRAMROUNDHILL ETF TRUST | 19,392 | $1.4M | 0.7% |
| 31 | QQQMINVESCO EXCH TRADED FD TR II | 4,622 | $1.4M | 0.7% |
| 32 | BNDXVANGUARD CHARLOTTE FDS | 26,219 | $1.3M | 0.7% |
| 33 | APPAPPLOVIN CORP | 2,329 | $1.2M | 0.6% |
| 34 | HYGISHARES TR | 14,835 | $1.2M | 0.6% |
| 35 | TAT&T INC | 56,039 | $1.2M | 0.6% |
| 36 | SHOCEA SERIES TRUST | 9,502 | $1.2M | 0.6% |
| 37 | NEENEXTERA ENERGY INC | 13,108 | $1.2M | 0.6% |
| 38 | WECWEC ENERGY GROUP INC | 9,704 | $1.1M | 0.6% |
| 39 | CCJCAMECO CORP | 10,737 | $1.1M | 0.6% |
| 40 | GOOGLALPHABET INC | 2,991 | $1.1M | 0.5% |
| 41 | CVXCHEVRON CORPORATION | 6,388 | $1.1M | 0.5% |
| 42 | MBBISHARES TR | 10,945 | $1.0M | 0.5% |
| 43 | METAMETA PLATFORMS INC | 1,801 | $1.0M | 0.5% |
| 44 | BOXXEA SERIES TRUST | 8,546 | $1.0M | 0.5% |
| 45 | ABBVABBVIE INC | 3,945 | $992,594 | 0.5% |
| 46 | VZVERIZON COMMUNICATIONS INC | 22,675 | $960,072 | 0.5% |
| 47 | PGRPROGRESSIVE CORP | 4,194 | $916,082 | 0.5% |
| 48 | EXMOCEXXON MOBIL CORP | 6,700 | $915,982 | 0.5% |
| 49 | JPMJPMORGAN CHASE & CO | 2,664 | $872,135 | 0.4% |
| 50 | CCITIGROUP INC | 6,221 | $870,758 | 0.4% |
| 51 | MOALTRIA GROUP INC | 11,128 | $800,695 | 0.4% |
| 52 | AEPAMERICAN ELEC PWR CO INC | 5,442 | $744,549 | 0.4% |
| 53 | SPYSTATE STR SPDR S&P 500 ETF T | 962 | $718,361 | 0.4% |
| 54 | WMTWALMART INC | 6,018 | $681,646 | 0.4% |
| 55 | KOCOCA COLA CO | 8,114 | $659,441 | 0.3% |
| 56 | VVISA INC | 1,875 | $643,185 | 0.3% |
| 57 | BKRBAKER HUGHES COMPANY | 11,379 | $631,560 | 0.3% |
| 58 | CITHE CIGNA GROUP | 2,282 | $629,013 | 0.3% |
| 59 | MAMASTERCARD INCORPORATED | 1,200 | $616,085 | 0.3% |
| 60 | NFLXNETFLIX INC. | 8,465 | $604,402 | 0.3% |
| 61 | ORCLORACLE CORP | 4,085 | $598,642 | 0.3% |
| 62 | AIGAMERICAN INTL GROUP INC | 7,914 | $589,835 | 0.3% |
| 63 | PGPROCTER & GAMBLE CO | 3,749 | $549,822 | 0.3% |
| 64 | SOUNSOUNDHOUND AI INC | 84,097 | $544,105 | 0.3% |
| 65 | GLWCORNING INC | 2,064 | $527,220 | 0.3% |
| 66 | ALLALLSTATE CORP | 2,200 | $523,431 | 0.3% |
| 67 | IBMINTERNATIONAL BUSINESS MACHS | 1,829 | $514,382 | 0.3% |
| 68 | DYDYCOM INDS INC | 1,000 | $505,590 | 0.3% |
| 69 | KLACKLA CORP | 1,650 | $497,901 | 0.3% |
| 70 | CINFCINCINNATI FINL CORP | 2,638 | $488,307 | 0.3% |
| 71 | VTEBVANGUARD MUN BD FDS | 9,485 | $479,740 | 0.2% |
| 72 | CMECME GROUP INC | 2,163 | $477,755 | 0.2% |
| 73 | BLKBLACKROCK INC | 489 | $470,490 | 0.2% |
| 74 | DDOGDATADOG INC | 1,791 | $466,263 | 0.2% |
| 75 | SPGSIMON PPTY GROUP INC NEW | 2,047 | $457,818 | 0.2% |
| 76 | UNPUNION PAC CORP | 1,674 | $455,435 | 0.2% |
| 77 | SNOWSNOWFLAKE INC | 1,735 | $441,637 | 0.2% |
| 78 | NSCNORFOLK SOUTHN CORP | 1,404 | $441,530 | 0.2% |
| 79 | MRKMERCK & CO INC | 3,394 | $436,133 | 0.2% |
| 80 | MCDMCDONALDS CORP | 1,604 | $433,480 | 0.2% |
| 81 | AWKAMERICAN WTR WKS CO INC NEW | 3,206 | $421,831 | 0.2% |
| 82 | CREDO TECHNOLOGY GROUP HOLDI | 1,530 | $415,956 | 0.2% |
| 83 | DUKDUKE ENERGY CORP NEW | 3,260 | $412,643 | 0.2% |
| 84 | AXSMAXSOME THERAPEUTICS INC. | 1,675 | $410,023 | 0.2% |
| 85 | SPCXSPACE EXPLORATION TECHN CORP | 2,379 | $406,476 | 0.2% |
| 86 | DELLDELL TECHNOLOGIES INC | 935 | $403,443 | 0.2% |
| 87 | UNHUNITEDHEALTH GROUP INC | 961 | $399,615 | 0.2% |
| 88 | EXCEXELON CORP | 8,555 | $398,849 | 0.2% |
| 89 | TMOTHERMO FISHER SCIENTIFIC INC | 785 | $393,626 | 0.2% |
| 90 | XELXCEL ENERGY INC | 4,727 | $379,594 | 0.2% |
| 91 | CSCOCISCO SYS INC | 3,231 | $379,534 | 0.2% |
| 92 | AGGISHARES TR | 3,833 | $379,371 | 0.2% |
| 93 | TQQQPROSHARES TR | 4,581 | $371,029 | 0.2% |
| 94 | PEPPEPSICO INC | 2,710 | $366,897 | 0.2% |
| 95 | TSLATESLA INC | 871 | $366,218 | 0.2% |
| 96 | ABTABBOTT LABORATORIES | 3,917 | $355,408 | 0.2% |
| 97 | SHOPSHOPIFY INC | 3,056 | $348,893 | 0.2% |
| 98 | TDTORONTO DOMINION BK ONT | 2,831 | $343,751 | 0.2% |
| 99 | KRKROGER CO | 6,154 | $341,711 | 0.2% |
| 100 | LOWLOWES COS INC | 1,550 | $341,669 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.