Birch Financial Group, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed October 31, 2025), Birch Financial Group, LLC reported 85 stock positions worth $88.9 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 16.1% of the portfolio, followed by American Express (AXP, 9.7%) and Apple (AAPL, 6.3%).
- Most Recent 13F
- Q2 2026
- Location
- KEENE, NH
- CIK
- 0002083592
- Portfolio Value
- $88.9M (Q4 2024)
- SEC Filing
- 0001754960-25-000732 ↗ filed Oct 31, 2025
Holdings Value
Holdings 85 stocks · $88.9M
| BRK.A Berkshire Hathaway Inc. Class A | 16.09% | 21 | $14.3M | — |
| AXP American Express Co. | 9.70% | 29,033 | $8.6M | — |
| AAPL Apple Inc. | 6.32% | 22,444 | $5.6M | — |
| AMP Ameriprise Financial Inc. | 5.99% | 10,000 | $5.3M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 5.31% | 10,418 | $4.7M | — |
| MSFT Microsoft Corp. | 3.85% | 8,122 | $3.4M | — |
| ITOT iShares Core S&P Total U.S. | 3.62% | 25,020 | $3.2M | — |
| AMZN Amazon.com Inc. | 3.27% | 13,259 | $2.9M | — |
| VOO Vanguard S&P 500 ETF | 2.84% | 4,691 | $2.5M | — |
| GOOG Alphabet Inc. Class C | 2.12% | 9,907 | $1.9M | — |
| HD Home Depot Inc. | 1.86% | 4,257 | $1.7M | — |
| GD General Dynamics Corp. | 1.67% | 5,631 | $1.5M | — |
| V Visa Inc. Class A | 1.23% | 3,455 | $1.1M | — |
| VEA Vanguard Ftse Developed ETF | 1.20% | 22,273 | $1.1M | — |
| MA Mastercard Inc. Class A | 1.07% | 1,809 | $952K | — |
| WEC WEC Energy Group Inc. | 0.98% | 9,240 | $869K | — |
| SAP Sap SE-Sponsored ADR | 0.94% | 3,388 | $834K | — |
| JNJ Johnson & Johnson | 0.90% | 5,524 | $799K | — |
| AGG iShares Core U.S. Aggregate | 0.89% | 8,157 | $790K | — |
| NVDA Nvidia Corp. | 0.87% | 5,788 | $777K | — |
| ABT Abbott Laboratories | 0.87% | 6,824 | $772K | — |
| SHOP Shopify Inc. Class A | 0.81% | 6,744 | $717K | — |
| IJR iShares Core S&P Small-Cap E | 0.75% | 5,802 | $669K | — |
| APP AppLovin Corp. Class A | 0.75% | 2,056 | $666K | — |
| WDAY Workday Inc. Class A | 0.73% | 2,503 | $646K | — |
| MSCI MSCI Inc. | 0.72% | 1,070 | $642K | — |
| TMO Thermo Fisher Scientific Inc. | 0.71% | 1,221 | $635K | — |
| ADBE Adobe Inc. | 0.70% | 1,393 | $620K | — |
| AON Aon PLC Class A | 0.64% | 1,588 | $570K | — |
| STIP iShares 0-5 Year Tips Bond E | 0.63% | 5,567 | $560K | — |
| NVO Novo-Nordisk A/S-Spons ADR | 0.63% | 6,489 | $558K | — |
| CVX Chevron Corp. | 0.61% | 3,751 | $543K | — |
| T AT&T Inc. | 0.59% | 23,057 | $525K | — |
| ACN Accenture PLC Class A | 0.58% | 1,454 | $512K | — |
| META Meta Platforms Inc. Class A | 0.57% | 868 | $508K | — |
| SHY iShares 1-3 Year Treasury Bo | 0.56% | 6,054 | $496K | — |
| PAYC Paycom Software Inc. | 0.56% | 2,406 | $493K | — |
| SPEM State Street SP PTF Em ETF | 0.55% | 12,654 | $486K | — |
| WMT Walmart Inc. | 0.54% | 5,319 | $481K | — |
| JPM JPMorgan Chase & Co. | 0.52% | 1,943 | $466K | — |
| SPHY SS SPDR P High Yield ETF | 0.52% | 19,558 | $459K | — |
| PG The Procter & Gamble Co. | 0.52% | 2,731 | $458K | — |
| NOW ServiceNow Inc. | 0.51% | 425 | $451K | — |
| LLY Eli Lilly & Co. | 0.50% | 572 | $442K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.49% | 852 | $436K | — |
| GOOGL Alphabet Inc. Class A | 0.49% | 2,282 | $432K | — |
| AVGO Broadcom Inc. | 0.47% | 1,812 | $420K | — |
| NEE Nextera Energy Inc. | 0.47% | 5,799 | $416K | — |
| ADP Automatic Data Processing | 0.44% | 1,337 | $391K | — |
| PM Philip Morris International | 0.44% | 3,227 | $388K | — |
| XOM Exxon Mobil Corp. | 0.44% | 3,598 | $387K | — |
| MUB iShares National Muni Bond E | 0.42% | 3,523 | $375K | — |
| ICLR Icon PLC | 0.42% | 1,772 | $372K | — |
| MCD McDonald's Corp. | 0.42% | 1,274 | $369K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.41% | 8,319 | $366K | — |
| CSGP Costar Group Inc. | 0.41% | 5,097 | $365K | — |
| SCHP Schwab U.S. Tips ETF | 0.41% | 13,982 | $361K | — |
| GLOB Globant SA | 0.40% | 1,649 | $354K | — |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.39% | 13,102 | $343K | — |
| UNP Union Pacific Corp. | 0.38% | 1,464 | $334K | — |
| ORCL Oracle Corp. | 0.37% | 1,992 | $332K | — |
| C Citigroup Inc. | 0.37% | 4,616 | $325K | — |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.36% | 2,984 | $319K | — |
| ZTS Zoetis Inc. | 0.36% | 1,938 | $316K | — |
| VZ Verizon Communications Inc. | 0.35% | 7,724 | $309K | — |
| NSC Norfolk Southern Corp. | 0.34% | 1,295 | $304K | — |
| KO The Coca-Cola Co. | 0.34% | 4,861 | $303K | — |
| BNDX Vanguard Total Intl Bond ETF | 0.33% | 6,053 | $297K | — |
| UNH Unitedhealth Group Inc. | 0.33% | 585 | $296K | — |
| MRK Merck & Co. Inc. | 0.33% | 2,957 | $294K | — |
| NFLX Netflix Inc. | 0.31% | 308 | $274K | — |
| FOUR SHIFT4 Payments Inc. Class A | 0.31% | 2,615 | $271K | — |
| ABBV Abbvie Inc. | 0.30% | 1,494 | $265K | — |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.29% | 3,237 | $255K | — |
| MBB iShares MBS ETF | 0.28% | 2,696 | $247K | — |
| LPLA LPL Financial Holdings Inc. | 0.26% | 717 | $234K | — |
| SCZ iShares MSCI Eafe Small-Cap | 0.25% | 3,681 | $224K | — |
| XLK SS Technology Select Sector | 0.25% | 945 | $220K | — |
| TDG Transdigm Group Inc. | 0.24% | 169 | $215K | — |
| ASND Ascendis Pharma A/S | 0.24% | 1,539 | $212K | — |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 1,861 | $207K | — |
| PEG Public Service Enterprise GP | 0.23% | 2,418 | $204K | — |
| QCOM Qualcomm Inc. | 0.23% | 1,324 | $203K | — |
| SO The Southern Co. | 0.23% | 2,435 | $200K | — |
| DASH DoorDash Inc. Class A | 0.23% | 1,194 | $200K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |