Birch Financial Group, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 15, 2026), Birch Financial Group, LLC reported 135 stock positions worth $194.5 million. Its top holding was American Express (AXP) at 10.8% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 7.7%) and Vanguard S&P 500 ETF (VOO, 7.5%). Compared with Q1 2026, it opened 16 new positions, sold out of 18, added to 52 and reduced 56. The biggest buy was a new position in Proshares Genius MNY MKT ETF (IQMM) and the biggest sale Exxon Mobil (XOM, shares −18%).
- Most Recent 13F
- Q2 2026
- Location
- KEENE, NH
- CIK
- 0002083592
- Portfolio Value
- $194.5M (Q2 2026)
- SEC Filing
- 0001754960-26-000532 ↗ filed Jul 15, 2026
Holdings Value
Holdings 135 stocks · $194.5M
| AXP American Express Co. | 10.80% | 62,109 | $21.0M | Reduce -1.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 7.70% | 20 | $15.0M | No change |
| VOO Vanguard S&P 500 ETF | 7.50% | 21,233 | $14.6M | Add +23.3% |
| AAPL Apple Inc. | 3.81% | 25,578 | $7.4M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.99% | 11,605 | $5.8M | Add +0.4% |
| VEA Vanguard Ftse Developed ETF | 2.76% | 75,362 | $5.4M | Add +32.3% |
| HD Home Depot Inc. | 2.54% | 14,020 | $4.9M | Add +0.5% |
| IJR iShares Core S&P Small-Cap E | 2.50% | 32,772 | $4.9M | Add +34.2% |
| IQMM Proshares Genius MNY MKT ETF | 2.43% | 47,231 | $4.7M | New |
| AMP Ameriprise Financial Inc. | 2.39% | 10,147 | $4.7M | Reduce -0.0% |
| GD General Dynamics Corp. | 2.23% | 12,251 | $4.3M | No change |
| GS Goldman Sachs Group Inc. | 2.07% | 3,983 | $4.0M | No change |
| JNJ Johnson & Johnson | 1.91% | 14,610 | $3.7M | Add +1.2% |
| MSFT Microsoft Corp. | 1.89% | 9,875 | $3.7M | Reduce -4.4% |
| BAC Bank of America Corp. | 1.64% | 56,008 | $3.2M | Add +1.1% |
| SPEM State Street SP PTF Em ETF | 1.61% | 60,620 | $3.1M | Add +37.5% |
| AMZN Amazon.com Inc. | 1.50% | 12,261 | $2.9M | Reduce -12.3% |
| SHY iShares 1-3 Year Treasury Bo | 1.50% | 35,473 | $2.9M | Add +8.9% |
| PSX Phillips 66 | 1.40% | 16,126 | $2.7M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 1.37% | 7,551 | $2.7M | Reduce -9.1% |
| ITOT iShares Core S&P Total U.S. | 1.22% | 14,417 | $2.4M | Reduce -3.4% |
| NVDA Nvidia Corp. | 1.12% | 10,911 | $2.2M | Add +2.7% |
| PM Philip Morris International | 1.08% | 11,611 | $2.1M | Reduce -1.3% |
| SCHP Schwab U.S. Tips ETF | 0.99% | 72,847 | $1.9M | Add +10.2% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.99% | 73,536 | $1.9M | Add +9.6% |
| AMD Advanced Micro Devices | 0.95% | 3,166 | $1.8M | Add +7.8% |
| MUB iShares National Muni Bond E | 0.86% | 15,551 | $1.7M | Add +10.2% |
| SCZ iShares MSCI Eafe Small-Cap | 0.81% | 19,243 | $1.6M | Add +42.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.74% | 13,154 | $1.4M | Add +8.8% |
| DRAM Roundhill Memory ETF | 0.74% | 19,392 | $1.4M | New |
| QQQM Invesco Nasdaq 100 ETF | 0.72% | 4,622 | $1.4M | Add +1.7% |
| BNDX Vanguard Total Intl Bond ETF | 0.65% | 26,219 | $1.3M | Add +19.5% |
| APP AppLovin Corp. Class A | 0.62% | 2,329 | $1.2M | Reduce -11.5% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.61% | 14,835 | $1.2M | Add +9.2% |
| T AT&T Inc. | 0.60% | 56,039 | $1.2M | Add +2.6% |
| SHOC Shoc US Semicon Equity ETF | 0.60% | 9,502 | $1.2M | Reduce -15.5% |
| NEE Nextera Energy Inc. | 0.59% | 13,108 | $1.2M | Add +2.2% |
| WEC WEC Energy Group Inc. | 0.58% | 9,704 | $1.1M | Add +0.9% |
| CCJ Cameco Corp. | 0.56% | 10,737 | $1.1M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 0.55% | 2,991 | $1.1M | Reduce -2.1% |
| CVX Chevron Corp. | 0.54% | 6,388 | $1.1M | Add +0.5% |
| MBB iShares MBS ETF | 0.53% | 10,945 | $1.0M | Add +9.6% |
| META Meta Platforms Inc. Class A | 0.52% | 1,801 | $1.0M | Add +5.9% |
| BOXX Alpha Architect 1-3 MNTH Box | 0.51% | 8,546 | $1.0M | New |
| ABBV Abbvie Inc. | 0.51% | 3,945 | $993K | Add +2.8% |
| VZ Verizon Communications Inc. | 0.49% | 22,675 | $960K | Add +1.1% |
| PGR Progressive Corp. | 0.47% | 4,194 | $916K | Add +1.7% |
| XOM Exxon Mobil Corp. | 0.47% | 6,700 | $916K | Reduce -18.1% |
| JPM JPMorgan Chase & Co. | 0.45% | 2,664 | $872K | Add +3.4% |
| C Citigroup Inc. | 0.45% | 6,221 | $871K | Add +3.3% |
| MO Altria Group Inc. | 0.41% | 11,128 | $801K | Reduce -12.1% |
| AEP American Electric Power | 0.38% | 5,442 | $745K | Reduce -3.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.37% | 962 | $718K | Reduce -11.0% |
| WMT Walmart Inc. | 0.35% | 6,018 | $682K | Reduce -2.8% |
| KO The Coca-Cola Co. | 0.34% | 8,114 | $659K | Add +1.2% |
| V Visa Inc. Class A | 0.33% | 1,875 | $643K | Reduce -36.1% |
| BKR Baker Hughes Co. | 0.32% | 11,379 | $632K | No change |
| CI The Cigna Group | 0.32% | 2,282 | $629K | Reduce -5.0% |
| MA Mastercard Inc. Class A | 0.32% | 1,200 | $616K | Reduce -28.9% |
| NFLX Netflix Inc. | 0.31% | 8,465 | $604K | Add +2.4% |
| ORCL Oracle Corp. | 0.31% | 4,085 | $599K | Reduce -28.9% |
| AIG American International Group | 0.30% | 7,914 | $590K | Add +1.3% |
| PG The Procter & Gamble Co. | 0.28% | 3,749 | $550K | Add +7.2% |
| SOUN Soundhound AI Inc. Class A | 0.28% | 84,097 | $544K | Reduce -23.6% |
| GLW Corning Inc. | 0.27% | 2,064 | $527K | Reduce -0.2% |
| ALL Allstate Corp. | 0.27% | 2,200 | $523K | Reduce -2.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 1,829 | $514K | Reduce -4.1% |
| DY Dycom Industries Inc. | 0.26% | 1,000 | $506K | No change |
| KLAC KLA Corp. | 0.26% | 1,650 | $498K | Reduce -4.6% |
| CINF Cincinnati Financial Corp. | 0.25% | 2,638 | $488K | Add +3.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.25% | 9,485 | $480K | Add +16.1% |
| CME Cme Group Inc. | 0.25% | 2,163 | $478K | Add +13.1% |
| BLK BlackRock Inc. | 0.24% | 489 | $470K | Reduce -0.4% |
| DDOG Datadog Inc. Class A | 0.24% | 1,791 | $466K | Reduce -22.0% |
| SPG Simon Property Group Inc. | 0.24% | 2,047 | $458K | No change |
| UNP Union Pacific Corp. | 0.23% | 1,674 | $455K | Add +0.2% |
| SNOW Snowflake Inc. | 0.23% | 1,735 | $442K | Reduce -11.3% |
| NSC Norfolk Southern Corp. | 0.23% | 1,404 | $442K | Reduce -0.6% |
| MRK Merck & Co. Inc. | 0.22% | 3,394 | $436K | Add +7.5% |
| MCD McDonald's Corp. | 0.22% | 1,604 | $433K | Add +5.6% |
| AWK American Water Works Co. Inc. | 0.22% | 3,206 | $422K | Add +6.7% |
| CRDO Credo Technology Group Holdi | 0.21% | 1,530 | $416K | New |
| DUK Duke Energy Corp. | 0.21% | 3,260 | $413K | Add +2.1% |
| AXSM Axsome Therapeutics Inc. | 0.21% | 1,675 | $410K | Reduce -50.1% |
| SPCX Space Exploration Techn Class A | 0.21% | 2,379 | $406K | New |
| DELL Dell Technologies -C | 0.21% | 935 | $403K | New |
| UNH Unitedhealth Group Inc. | 0.21% | 961 | $400K | Reduce -9.5% |
| EXC Exelon Corp. | 0.21% | 8,555 | $399K | Add +2.9% |
| TMO Thermo Fisher Scientific Inc. | 0.20% | 785 | $394K | Reduce -32.6% |
| XEL Xcel Energy Inc. | 0.20% | 4,727 | $380K | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.20% | 3,231 | $380K | Reduce -4.2% |
| AGG iShares Core U.S. Aggregate | 0.20% | 3,833 | $379K | Reduce -8.7% |
| TQQQ Proshares Ultrapro QQQ | 0.19% | 4,581 | $371K | New |
| PEP Pepsico Inc. | 0.19% | 2,710 | $367K | Add +1.9% |
| TSLA Tesla Inc. | 0.19% | 871 | $366K | Reduce -2.2% |
| ABT Abbott Laboratories | 0.18% | 3,917 | $355K | Reduce -38.7% |
| SHOP Shopify Inc. Class A | 0.18% | 3,056 | $349K | Reduce -46.8% |
| TD Toronto-Dominion Bank | 0.18% | 2,831 | $344K | No change |
| KR Kroger Co. | 0.18% | 6,154 | $342K | Add +8.5% |
| LOW Lowe's Cos Inc. | 0.18% | 1,550 | $342K | Add +1.4% |
Portfolio Sells Q1 2026 → Q2 2026
| XOM Exxon Mobil Corp. | Reduce -18.1% | 0.47% | −0.34 |
| MSFT Microsoft Corp. | Reduce -4.4% | 1.89% | −0.34 |
| PSX Phillips 66 | Reduce -0.1% | 1.40% | −0.32 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.31 |
| AXP American Express Co. | Reduce -1.0% | 10.80% | −0.28 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.26 |
| AMP Ameriprise Financial Inc. | Reduce -0.0% | 2.39% | −0.24 |
| SHOP Shopify Inc. Class A | Reduce -46.8% | 0.18% | −0.22 |
| ABT Abbott Laboratories | Reduce -38.7% | 0.18% | −0.20 |
| AMZN Amazon.com Inc. | Reduce -12.3% | 1.50% | −0.20 |
| AON Aon PLC Class A | Reduce -59.1% | 0.12% | −0.20 |
| RTX RTX Corp. | Sold out | 0.00% | −0.19 |
| V Visa Inc. Class A | Reduce -36.1% | 0.33% | −0.19 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.19 |
| ORCL Oracle Corp. | Reduce -28.9% | 0.31% | −0.19 |
| MA Mastercard Inc. Class A | Reduce -28.9% | 0.32% | −0.18 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.17 |
| SOUN Soundhound AI Inc. Class A | Reduce -23.6% | 0.28% | −0.16 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.16 |
| MSCI MSCI Inc. | Reduce -51.4% | 0.12% | −0.16 |
| ADBE Adobe Inc. | Reduce -40.9% | 0.12% | −0.15 |
| COP Conocophillips | Sold out | 0.00% | −0.15 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.15 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.14 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.14 |
| TMO Thermo Fisher Scientific Inc. | Reduce -32.6% | 0.20% | −0.13 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.13 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.13 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.13 |
| URNM Sprott Uranium Miners ETF | Sold out | 0.00% | −0.13 |
| AXSM Axsome Therapeutics Inc. | Reduce -50.1% | 0.21% | −0.12 |
| SN Sharkninja Inc. | Sold out | 0.00% | −0.12 |
| CCJ Cameco Corp. | Reduce -0.3% | 0.56% | −0.12 |
| WTW Willis Towers Watson PLC | Sold out | 0.00% | −0.12 |
| APG Api Group Corp. | Sold out | 0.00% | −0.12 |
| WMT Walmart Inc. | Reduce -2.8% | 0.35% | −0.10 |
| SBUX Starbucks Corp. | Reduce -41.1% | 0.11% | −0.08 |
| MO Altria Group Inc. | Reduce -12.1% | 0.41% | −0.08 |
| PM Philip Morris International | Reduce -1.3% | 1.08% | −0.06 |
| GOLY Strategy Shares Gold Enhance | Reduce -1.3% | 0.15% | −0.05 |
| ADP Automatic Data Processing | Reduce -27.2% | 0.13% | −0.05 |
| CI The Cigna Group | Reduce -5.0% | 0.32% | −0.05 |
| AEP American Electric Power | Reduce -3.6% | 0.38% | −0.05 |
| AGG iShares Core U.S. Aggregate | Reduce -8.7% | 0.20% | −0.05 |
| EPD Enterprise Products Partners | Reduce -16.5% | 0.11% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -11.0% | 0.37% | −0.04 |
| BLK BlackRock Inc. | Reduce -0.4% | 0.24% | −0.03 |
| CLVT Clarivate PLC | Sold out | 0.00% | −0.03 |
| ITOT iShares Core S&P Total U.S. | Reduce -3.4% | 1.22% | −0.02 |
| CNP Centerpoint Energy Inc. | Reduce -2.6% | 0.16% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| IQMM Proshares Genius MNY MKT ETF | New | 2.43% | +2.43 |
| VOO Vanguard S&P 500 ETF | Add +23.3% | 7.50% | +1.49 |
| DRAM Roundhill Memory ETF | New | 0.74% | +0.74 |
| IJR iShares Core S&P Small-Cap E | Add +34.2% | 2.50% | +0.72 |
| VEA Vanguard Ftse Developed ETF | Add +32.3% | 2.76% | +0.63 |
| AMD Advanced Micro Devices | Add +7.8% | 0.95% | +0.60 |
| BOXX Alpha Architect 1-3 MNTH Box | New | 0.51% | +0.51 |
| SPEM State Street SP PTF Em ETF | Add +37.5% | 1.61% | +0.41 |
| CRDO Credo Technology Group Holdi | New | 0.21% | +0.21 |
| SPCX Space Exploration Techn Class A | New | 0.21% | +0.21 |
| DELL Dell Technologies -C | New | 0.21% | +0.21 |
| SCZ iShares MSCI Eafe Small-Cap | Add +42.2% | 0.81% | +0.19 |
| TQQQ Proshares Ultrapro QQQ | New | 0.19% | +0.19 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.17% | +0.17 |
| INTC Intel Corp. | New | 0.15% | +0.15 |
| DFNM Dimensional National Muni BD | New | 0.13% | +0.13 |
| PFE Pfizer Inc. | New | 0.12% | +0.12 |
| DFCF Dimensional Core Fixed Inc. | New | 0.12% | +0.12 |
| AFRM Affirm Holdings Inc. | New | 0.12% | +0.12 |
| GEV GE Vernova Inc. | New | 0.11% | +0.11 |
| APPF Appfolio Inc. Class A | New | 0.11% | +0.11 |
| ETN Eaton Corp. PLC | New | 0.11% | +0.11 |
| QQQM Invesco Nasdaq 100 ETF | Add +1.7% | 0.72% | +0.09 |
| BAC Bank of America Corp. | Add +1.1% | 1.64% | +0.06 |
| C Citigroup Inc. | Add +3.3% | 0.45% | +0.05 |
| NVDA Nvidia Corp. | Add +2.7% | 1.12% | +0.04 |
| BNDX Vanguard Total Intl Bond ETF | Add +19.5% | 0.65% | +0.04 |
| DFCA Dimensional Calfornia MB ETF | Add +36.8% | 0.14% | +0.03 |
| ABBV Abbvie Inc. | Add +2.8% | 0.51% | +0.02 |
| CINF Cincinnati Financial Corp. | Add +3.1% | 0.25% | +0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +16.1% | 0.25% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +3.4% | 0.45% | +0.01 |
| MRK Merck & Co. Inc. | Add +7.5% | 0.22% | +0.00 |
| UNP Union Pacific Corp. | Add +0.2% | 0.23% | −0.00 |
| PGR Progressive Corp. | Add +1.7% | 0.47% | −0.01 |
| PG The Procter & Gamble Co. | Add +7.2% | 0.28% | −0.01 |
| MUB iShares National Muni Bond E | Add +10.2% | 0.86% | −0.01 |
| KO The Coca-Cola Co. | Add +1.2% | 0.34% | −0.02 |
| WM Waste Management Inc. | Add +2.5% | 0.12% | −0.02 |
| DIS The Walt Disney Co. | Add +2.0% | 0.16% | −0.02 |
| BMY Bristol-Myers Squibb Co. | Add +1.9% | 0.11% | −0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +9.2% | 0.61% | −0.02 |
| MBB iShares MBS ETF | Add +9.6% | 0.53% | −0.02 |
| AWK American Water Works Co. Inc. | Add +6.7% | 0.22% | −0.02 |
| XEL Xcel Energy Inc. | Add +0.1% | 0.20% | −0.02 |
| DUK Duke Energy Corp. | Add +2.1% | 0.21% | −0.03 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +8.8% | 0.74% | −0.03 |
| EXC Exelon Corp. | Add +2.9% | 0.21% | −0.03 |
| FDX FedEx Corp. | Add +0.1% | 0.12% | −0.03 |
| LOW Lowe's Cos Inc. | Add +1.4% | 0.18% | −0.04 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 135 | $194.5M | AXP, BRK.A, VOO, AAPL, BRK.B |
| Q1 2026 | 136 | $171.2M | AXP, BRK.A, VOO, AAPL, BRK.B |
| Q4 2025 | 136 | $175.4M | AXP, BRK.A, VOO, AAPL, BRK.B |
| Q3 2025 | 130 | $169.8M | AXP, BRK.A, VOO, AAPL, BRK.B |
| Q2 2025 | 116 | $125.0M | BRK.A, AXP, VOO, BRK.B, AMP |
| Q1 2025 | 106 | $112.3M | BRK.A, AXP, BRK.B, VOO, AAPL |
| Q4 2024 | 85 | $88.9M | BRK.A, AXP, AAPL, AMP, BRK.B |