BIRCH FINANCIAL GROUP, LLC
BIRCH FINANCIAL GROUP, LLC reported 135 positions worth $194.5M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: AXP (10.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AXP | SH | $21.0M | 10.80% | 62,109 | — | — | |
| ▸ 2 | BRK-A | SH | $15.0M | 7.70% | 20 | — | — | |
| ▸ 3 | VOO | SH | $14.6M | 7.50% | 21,233 | — | — | |
| ▸ 4 | AAPL | SH | $7.4M | 3.81% | 25,578 | — | — | |
| ▸ 5 | BRK-B | SH | $5.8M | 2.99% | 11,605 | — | — | |
| ▸ 6 | VEA | SH | $5.4M | 2.76% | 75,362 | — | — | |
| ▸ 7 | HD | SH | $4.9M | 2.54% | 14,020 | — | — | |
| ▸ 8 | IJR | SH | $4.9M | 2.50% | 32,772 | — | — | |
| ▸ 9 | IQMM | SH | $4.7M | 2.43% | 47,231 | — | — | |
| ▸ 10 | AMP | SH | $4.7M | 2.39% | 10,147 | — | — |
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Frequently Asked Questions
What stocks does BIRCH FINANCIAL GROUP, LLC hold as of Q2 2026?
BIRCH FINANCIAL GROUP, LLC reported 135 positions worth $194.5M in its Q2 2026 13F filing. Largest positions: AXP (10.8%), BRK-A (7.7%), VOO (7.5%), AAPL (3.8%) and BRK-B (3.0%).
What did BIRCH FINANCIAL GROUP, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did BIRCH FINANCIAL GROUP, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.