BIRCH FINANCIAL GROUP, LLC
Sector Allocation
- Financials28.8%$61.5M
- Other26.7%$57.1M
- Technology18.1%$38.6M
- Consumer Discretionary4.9%$10.5M
- Healthcare4.9%$10.4M
- Industrials4.3%$9.1M
- Energy4.2%$8.9M
- Consumer Staples2.6%$5.7M
- Utilities2.4%$5.0M
- Communication Services1.6%$3.5M
AUM History
13fpro.ai/research/fund/birch-financial-group-llc-2083592
Conviction and streaks
Diversifying · top 10 = 40.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
AXP
$18.9M- VANGUARD$15.0M
BRK.A
$14.9MAAPL
$8.9M- Vanguard$5.4M
MSFT
$5.3MAMP
$5.0M- ISHARES$4.5M
BRK.B
$4.1MPSX
$4.1MGD
$4.1MHD
$4.0MJNJ
$3.8MGS
$3.6MAMZN
$3.4M- STATE$3.2M
NVDA
$3.2MBAC
$3.0MGOOG
$3.0M- ISHARES$3.0M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/birch-financial-group-llc-2083592
BIRCH FINANCIAL GROUP, LLC 13F holdings — Q3 2026
$213.7M portfolio (+9.9% QoQ) · 1,048 holdings · Q3 2026 13F · top 10 are 40% of the stock portfolio
$18.9M
8.8% of stocks
-0.0%This quarter0.0%Since filed5+ qtrsHeld- 2
VANGUARD S&P 500 ETF - P 500 ETF SHS
$15.0M
7.0% of stocks
+0.9%This quarter—Since filed—HeldAIQuality—Est. buy— $14.9M
7.0% of stocks
No changeThis quarter—Since filed5+ qtrsHeld$8.9M
4.2% of stocks
+5%This quarter0.0%Since filed5+ qtrsHeld- 5
Vanguard FTSE Developed Markets ETF - N FTSE DEV MKT
$5.4M
2.5% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— $5.3M
2.5% of stocks
+5%This quarter0.0%Since filed5+ qtrsHeld$5.0M
2.3% of stocks
No changeThis quarter0.0%Since filed5+ qtrsHeld- 8
ISHARES CORE S&P SMALL-CAP ETF - RE S&P SCP ETF
$4.5M
2.1% of stocks
+0.5%This quarter—Since filed—HeldAIQuality—Est. buy— $4.1M
1.9% of stocks
-29%This quarter—Since filed5+ qtrsHeld$4.1M
1.9% of stocks
-0.3%This quarter0.0%Since filed5+ qtrsHeld
All holdings — BIRCH FINANCIAL GROUP, LLC (Q3 2026)
1,048 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated. The page lists up to 1,000; every position is in the Excel export.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | GENERAL DYNAMICS CORP | Industrials | $4.1M | 1.9% | 12K | +0.0% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | HOME DEPOT, INC. | Consumer Discretionary | $4.0M | 1.9% | 14K | -0.4% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | JOHNSON & JOHNSON | Healthcare | $3.8M | 1.8% | 14K | -0.9% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | GOLDMAN SACHS GROUP INC | Financials | $3.6M | 1.7% | 4,053 | +2% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | AMAZON COM INC | Consumer Discretionary | $3.4M | 1.6% | 14K | +12% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | — | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF - PORT MARK ETFetf/fund | — | $3.2M | 1.5% | 62K | +2% | — | — | 13F |
| 17 | NVIDIA CORP | Technology | $3.2M | 1.5% | 14K | +28% | 5+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | BANK OF AMERICA CORP /DE/ | Financials | $3.0M | 1.4% | 56K | -0.3% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | Alphabet Inc. | Technology | $3.0M | 1.4% | 8,810 | +17% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | ISHARES 1-3 YEAR TREASURY BOND ETF - 3 YR TREAS BDnote | — | $3.0M | 1.4% | 37K | +3% | — | — | 13F |
| 21 | — | iShares Core S&P Total U.S. Stock Market ETF - RE S&P TTL STKetf/fund | — | $2.3M | 1.1% | 14K | -3% | — | — | 13F |
| 22 | — | SCHWAB U.S. TIPS ETF - TIPS ETFetf/fund | — | $1.9M | 0.9% | 76K | +5% | — | — | 13F |
| 23 | ADVANCED MICRO DEVICES INC | Technology | $1.9M | 0.9% | 3,041 | -4% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF - LON TREAS ETFetf/fund | — | $1.8M | 0.9% | 77K | +5% | — | — | 13F |
| 25 | Philip Morris International Inc. | Consumer Staples | $1.7M | 0.8% | 8,958 | -23% | 5+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | ISHARES MSCI EAFE SMALL-CAP ETF - FE SML CP ETF | — | $1.6M | 0.8% | 19K | +1% | |||
| 27 | — | ISHARES NATIONAL MUNI BOND ETF - TIONAL MUN ETF | — | $1.6M | 0.8% | 16K | +3% | |||
| 28 | — | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF - OXX INV CP ETF | — | $1.4M | 0.7% | 14K | +5% | |||
| 29 | $IVZ | Invesco Ltd. | Financials | $1.3M | 0.6% | 4,403 | -5% | |||
| 30 | — | ROUNDHILL MEMORY ETF - MORY ETF | — | $1.3M | 0.6% | 22K | +12% | |||
| 31 | $CVX | CHEVRON CORP | Energy | $1.3M | 0.6% | 6,361 | -0.4% | |||
| 32 | — | Vanguard Total International Bond ETF - TAL INT BD ETF | — | $1.3M | 0.6% | 27K | +2% | |||
| 33 | $META | Meta Platforms, Inc. | Technology | $1.2M | 0.6% | 1,706 | -5% | |||
| 34 | — | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF - OXX HI YD ETF | — | $1.2M | 0.6% | 15K | +3% | |||
| 35 | $T | AT&T INC. | Communication Services | $1.1M | 0.5% | 46K | -17% | |||
| 36 | — | Strive U.S. Semiconductor ETF - RIVE US SEMICO | — | $1.1M | 0.5% | 9,491 | -0.1% | |||
| 37 | $GOOGL | Alphabet Inc. | Technology | $1.1M | 0.5% | 3,075 | +3% | |||
| 38 | — | ISHARES MBS ETF - S ETF | — | $1.0M | 0.5% | 11K | +3% | |||
| 39 | — | Alpha Architect 1-3 Month Box ETF - PHA ARCH 1-3 | — | $1.0M | 0.5% | 8,546 | — | |||
| 40 | $ABBV | AbbVie Inc. | Healthcare | $998K | 0.5% | 3,816 | -3% | |||
| 41 | $WEC | WEC ENERGY GROUP, INC. | Utilities | $988K | 0.5% | 9,799 | +1.0% | |||
| 42 | $NEE | NEXTERA ENERGY INC | Utilities | $913K | 0.4% | 12K | -8% | |||
| 43 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $898K | 0.4% | 5,520 | -18% | |||
| 44 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $879K | 0.4% | 19K | -15% | |||
| 45 | $JPM | JPMORGAN CHASE & CO | Financials | $877K | 0.4% | 2,652 | -0.5% | |||
| 46 | $C | CITIGROUP INC | Financials | $804K | 0.4% | 6,210 | -0.2% | |||
| 47 | $CCJ | CAMECO CORP | Materials | $777K | 0.4% | 8,962 | -17% | |||
| 48 | $DELL | Dell Technologies Inc. | Technology | $751K | 0.3% | 1,397 | +49% | |||
| 49 | $SPY | SPDR S&P 500 ETF TRUST | — | $737K | 0.3% | 966 | +0.4% | |||
| 50 | $ORCL | ORACLE CORP | Technology | $665K | 0.3% | 4,845 | +19% | |||
| 51 | $V | VISA INC. | Financials | $650K | 0.3% | 1,809 | -4% | |||
| 52 | $MA | Mastercard Inc | Financials | $649K | 0.3% | 1,177 | -2% | |||
| 53 | $MU | MICRON TECHNOLOGY INC | Technology | $631K | 0.3% | 593 | New | |||
| 54 | $BKR | Baker Hughes Co | Energy | $625K | 0.3% | 11K | — | |||
| 55 | $APP | AppLovin Corp | Technology | $621K | 0.3% | 2,137 | -8% | |||
| 56 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $620K | 0.3% | 2,991 | -29% | |||
| 57 | $WMT | Walmart Inc. | Consumer Staples | $598K | 0.3% | 5,750 | -4% | |||
| 58 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $592K | 0.3% | 8,797 | -21% | |||
| 59 | $CRDO | Credo Technology Group Holding Ltd | Technology | $566K | 0.3% | 2,908 | +90% | |||
| 60 | $KO | COCA COLA CO | Consumer Staples | $544K | 0.3% | 6,324 | -22% | |||
| 61 | $UNP | UNION PACIFIC CORP | Industrials | $543K | 0.3% | 1,996 | +19% | |||
| 62 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $543K | 0.3% | 3,737 | -0.3% | |||
| 63 | $TMO | THERMO FISHER SCIENTIFIC INC. | Healthcare | $530K | 0.3% | 785 | — | |||
| 64 | — | iShares Nasdaq 100 ETF - SDAQ 100 ETF *A* | — | $520K | 0.2% | 21K | New | |||
| 65 | $BLK | BlackRock, Inc. | Financials | $510K | 0.2% | 482 | -1% | |||
| 66 | $SOUN | SOUNDHOUND AI, INC. | Technology | $507K | 0.2% | 84K | +0.1% | |||
| 67 | $AVGO | Broadcom Inc. | Technology | $500K | 0.2% | 1,424 | +59% | |||
| 68 | $SNOW | Snowflake Inc. | Technology | $489K | 0.2% | 1,441 | -17% | |||
| 69 | $NFLX | NETFLIX INC | Communication Services | $487K | 0.2% | 7,000 | -17% | |||
| 70 | $MRK | Merck & Co., Inc. | Healthcare | $486K | 0.2% | 3,343 | -2% | |||
| 71 | $DDOG | Datadog, Inc. | Technology | $486K | 0.2% | 1,774 | -0.9% | |||
| 72 | $CI | Cigna Group | Healthcare | $469K | 0.2% | 1,724 | -24% | |||
| 73 | $SHOP | SHOPIFY INC. | Technology | $440K | 0.2% | 2,965 | -3% | |||
| 74 | $CME | CME GROUP INC. | Financials | $432K | 0.2% | 1,647 | -24% | |||
| 75 | $AIG | AMERICAN INTERNATIONAL GROUP, INC. | Financials | $430K | 0.2% | 5,783 | -27% | |||
| 76 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $417K | 0.2% | 1,349 | -4% | |||
| 77 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $411K | 0.2% | 2,047 | — | |||
| 78 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $401K | 0.2% | 542 | New | |||
| 79 | $GLW | CORNING INC /NY | Materials | $400K | 0.2% | 2,603 | +26% | |||
| 80 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $398K | 0.2% | 1,084 | +13% | |||
| 81 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $394K | 0.2% | 2,615 | +10% | |||
| 82 | $INTC | INTEL CORP | Technology | $394K | 0.2% | 3,278 | +62% | |||
| 83 | $RTX | RTX Corp | Industrials | $380K | 0.2% | 2,046 | New | |||
| 84 | — | ProShares UltraPro QQQ - TRAPRO QQQ | — | $379K | 0.2% | 4,857 | +6% | |||
| 85 | $MCD | MCDONALDS CORP | Consumer Discretionary | $372K | 0.2% | 1,611 | +0.4% | |||
| 86 | $ABT | ABBOTT LABORATORIES | Healthcare | $370K | 0.2% | 3,747 | -4% | |||
| 87 | — | iShares Core U.S. Aggregate Bond ETF - RE US AGGBD ET | — | $362K | 0.2% | 3,831 | -0.1% | |||
| 88 | $DIS | Walt Disney Co | Communication Services | $350K | 0.2% | 3,339 | +0.3% | |||
| 89 | $CSCO | CISCO SYSTEMS, INC. | Technology | $349K | 0.2% | 3,245 | +0.4% | |||
| 90 | $PEP | PEPSICO INC | Consumer Staples | $348K | 0.2% | 2,749 | +1% | |||
| 91 | — | Vanguard Tax-Exempt Bond ETF - X EXEMPT BD | — | $343K | 0.2% | 7,234 | -24% | |||
| 92 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $336K | 0.2% | 2,829 | -48% | |||
| 93 | $TD | TORONTO DOMINION BANK | Financials | $329K | 0.1% | 2,799 | -1% | |||
| 94 | $AXSM | Axsome Therapeutics, Inc. | Healthcare | $324K | 0.1% | 1,759 | +5% | |||
| 95 | $TSLA | Tesla, Inc. | Consumer Discretionary | $323K | 0.1% | 911 | +5% | |||
| 96 | $KLAC | KLA CORP | Technology | $322K | 0.1% | 1,654 | +0.2% | |||
| 97 | $ALL | ALLSTATE CORP | Financials | $318K | 0.1% | 1,434 | -35% | |||
| 98 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $316K | 0.1% | 692 | -0.3% | |||
| 99 | $MSTR | Strategy Inc | Financials | $314K | 0.1% | 13K | +9% | |||
| 100 | $TXN | TEXAS INSTRUMENTS INC | Technology | $306K | 0.1% | 1,091 | +3% | |||
| 101 | $PLTR | Palantir Technologies Inc. | Technology | $297K | 0.1% | 1,587 | New | |||
| 102 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $291K | 0.1% | 1,380 | -4% | |||
| 103 | $PFE | PFIZER INC | Healthcare | $290K | 0.1% | 10K | +7% | |||
| 104 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $288K | 0.1% | 1,561 | +0.7% | |||
| 105 | $DUK | Duke Energy CORP | Utilities | $284K | 0.1% | 2,489 | -24% | |||
| 106 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $281K | 0.1% | 1,089 | -0.6% | |||
| 107 | $LRCX | LAM RESEARCH CORP | Technology | $280K | 0.1% | 851 | New | |||
| 108 | $XEL | XCEL ENERGY INC | Utilities | $280K | 0.1% | 3,966 | -16% | |||
| 109 | $KR | KROGER CO | Consumer Staples | $277K | 0.1% | 4,730 | -23% | |||
| 110 | $DY | DYCOM INDUSTRIES INC | Energy | $269K | 0.1% | 1,000 | — | |||
| 111 | $AMG | AFFILIATED MANAGERS GROUP, INC. | Financials | $259K | 0.1% | 709 | -1% | |||
| 112 | $SAP | SAP SE | Technology | $244K | 0.1% | 1,172 | New | |||
| 113 | — | Dimensional National Municipal Bond ETF - TL MUN BD ETF | — | $241K | 0.1% | 5,241 | +2% | |||
| 114 | $LLY | ELI LILLY & Co | Healthcare | $237K | 0.1% | 205 | New | |||
| 115 | $APPF | APPFOLIO INC | Technology | $236K | 0.1% | 1,177 | -11% | |||
| 116 | $MSCI | MSCI Inc. | Financials | $236K | 0.1% | 438 | +1% | |||
| 117 | — | Schwab US Dividend Equity ETF - DIVIDEND EQ | — | $233K | 0.1% | 7,152 | -7% | |||
| 118 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $231K | 0.1% | 3,708 | -3% | |||
| 119 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $230K | 0.1% | 1,047 | -43% | |||
| 120 | $USFD | US Foods Holding Corp. | Consumer Discretionary | $230K | 0.1% | 2,490 | -1% | |||
| 121 | $WELL | WELLTOWER INC. | Real Estate | $223K | 0.1% | 967 | -3% | |||
| 122 | $ASND | Ascendis Pharma A/S | Healthcare | $222K | 0.1% | 976 | -2% | |||
| 123 | $HONA | Honeywell Aerospace Inc. | Industrials | $222K | 0.1% | 1,429 | -0.3% | |||
| 124 | $CINF | CINCINNATI FINANCIAL CORP | Financials | $220K | 0.1% | 1,382 | -48% | |||
| 125 | $WM | WASTE MANAGEMENT INC | Utilities | $219K | 0.1% | 1,072 | +0.3% | |||
| 126 | $FDX | FEDEX CORP | Industrials | $210K | 0.1% | 737 | -1% | |||
| 127 | $ETN | Eaton Corp plc | Industrials | $208K | 0.1% | 485 | — | |||
| 128 | — | Dimensional Core Fixed Income ETF - RE FIXE IN ETF | — | $204K | 0.1% | 5,090 | -6% | |||
| 129 | $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | Energy | $204K | 0.1% | 5,720 | +0.4% | |||
| 130 | $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | Utilities | $202K | 0.1% | 3,005 | +4% | |||
| 131 | $SBUX | STARBUCKS CORP | Consumer Discretionary | $197K | 0.1% | 2,100 | -1.0% | |||
| 132 | $COP | CONOCOPHILLIPS | Energy | $197K | 0.1% | 1,574 | New | |||
| 133 | $AES | AES CORP | Utilities | $191K | 0.1% | 13K | — | |||
| 134 | — | NEOS S&P 500 High Income ETF - OS S&P 500 HI | — | $191K | 0.1% | 3,591 | New | |||
| 135 | $AFRM | Affirm Holdings, Inc. | Financials | $189K | 0.1% | 2,732 | -2% | |||
| 136 | $AON | Aon plc | Financials | $186K | 0.1% | 671 | -0.7% | |||
| 137 | $AWK | American Water Works Company, Inc. | Utilities | $184K | 0.1% | 1,425 | -56% | |||
| 138 | $APG | APi Group Corp | Industrials | $184K | 0.1% | 4,769 | New | |||
| 139 | — | iShares Core Dividend ETF - RE DIVID ETF | — | $182K | 0.1% | 2,818 | New | |||
| 140 | $EXC | EXELON CORP | Utilities | $181K | 0.1% | 4,476 | -48% | |||
| 141 | $NOW | ServiceNow, Inc. | Technology | $178K | 0.1% | 1,329 | New | |||
| 142 | $CEG | Constellation Energy Corp | Utilities | $175K | 0.1% | 690 | New | |||
| 143 | $OMC | OMNICOM GROUP INC. | Communication Services | $173K | 0.1% | 2,355 | New | |||
| 144 | $OKE | ONEOK INC /NEW/ | Energy | $173K | 0.1% | 2,027 | New | |||
| 145 | $TRV | TRAVELERS COMPANIES, INC. | Financials | $173K | 0.1% | 485 | New | |||
| 146 | $WDAY | Workday, Inc. | Technology | $173K | 0.1% | 907 | New | |||
| 147 | — | JPMorgan Core Plus Bond ETF - RE PLUS BD ETF | — | $172K | 0.1% | 3,837 | New | |||
| 148 | $QCOM | QUALCOMM INC/DE | Technology | $171K | 0.1% | 930 | New | |||
| 149 | $SII | SPROTT INC. | Financials | $171K | 0.1% | 3,603 | New | |||
| 150 | $GEV | GE Vernova Inc. | Industrials | $171K | 0.1% | 180 | -1% |
What changed in Q3 2026
Against the previous quarter's 13F: 909 new, 51 added to, 73 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.
New positions (909)
$MUMICRON TECHNOLOGY INC$631K
first bought this quarter
- iShares Nasdaq 100 ETF - SDAQ 100 ETF *A*$520K
first bought this quarter
$QQQINVESCO QQQ TRUST, SERIES 1$401K
first bought this quarter
$RTXRTX Corp$380K
first bought this quarter
$PLTRPalantir Technologies Inc.$297K
first bought this quarter
$LRCXLAM RESEARCH CORP$280K
first bought this quarter
+903 more in the Excel export
Added to (51)
now $3.2M · held 5+ qtrs, 2 adds in a row
now $3.0M · held 5+ qtrs
now $8.9M · held 5+ qtrs
now $3.4M · held 5+ qtrs
$CRDOCredo Technology Group Holding Ltd+90%
now $566K · held 2 qtrs, 2 adds in a row
$DELLDell Technologies Inc.+49%
now $751K · held 2 qtrs, 2 adds in a row
+45 more in the Excel export
Trimmed (73)
now $4.1M · held 5+ qtrs
$PMPhilip Morris International Inc.-23%
now $1.7M · held 5+ qtrs, 2 trims in a row
$AEPAMERICAN ELECTRIC POWER CO INC-48%
now $336K · held 5+ qtrs, 2 trims in a row
$PGRPROGRESSIVE CORP/OH/-29%
now $620K · held 5+ qtrs
$TAT&T INC.-17%
now $1.1M · held 5+ qtrs
$AWKAmerican Water Works Company, Inc.-56%
now $184K · held 3 qtrs
+67 more in the Excel export
Sold out (1)
- PROSHARES TR - GENIUS MONEY MRKwas $4.7M
Holdings by quarter
Every 13F BIRCH FINANCIAL GROUP, LLC has filed, 7 earlier quarters. Pick one to see what it held then.
Is it too late to follow BIRCH FINANCIAL GROUP?
Q3 2026 13F filed with the SEC on Oct 27, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of BIRCH FINANCIAL GROUP's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
0.0%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 20% over the last 4
Top 10 weight
40%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
83%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
BIRCH FINANCIAL GROUP, LLC disclosed 1,048 positions worth $213.7M in its Form 13F-HR for Q3 2026, led by $AXP (AMERICAN EXPRESS CO) at 8.8% of the equity portfolio. During the quarter the fund opened 909 new positions and exited 1 — including a new stake in $MU. The portfolio is most concentrated in Financials (28.8% of disclosed assets). All figures are sourced directly from BIRCH FINANCIAL GROUP, LLC’s Form 13F-HR filing with the SEC under CIK 2083592.
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AI-Powered Hedge Fund Analysis: BIRCH FINANCIAL GROUP, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For BIRCH FINANCIAL GROUP, LLC (SEC CIK: 2083592), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in BIRCH FINANCIAL GROUP, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.