Birch Financial Group, LLC

Name: BIRCH FINANCIAL GROUP, LLC 13F holdings, Q1 2025
Creator: BIRCH FINANCIAL GROUP, LLC
Published: 2025-10-31

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed October 31, 2025), Birch Financial Group, LLC reported 106 stock positions worth $112.3 million. Its top holding was Berkshire Hathaway Class A (BRK.A) at 14.2% of the portfolio, followed by American Express (AXP, 7.0%) and Berkshire Hathaway Class B (BRK.B, 5.8%). Compared with Q4 2024, it opened 24 new positions, sold out of 3, added to 60 and reduced 22. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +167%) and the biggest sale Berkshire Hathaway Class A (BRK.A, shares −5%).

Most Recent 13F: Q2 2026
Location: KEENE, NH
CIK: 0002083592
Portfolio Value: $112.3M (Q1 2025)
SEC Filing: 0001754960-25-000731 ↗ filed Oct 31, 2025

Holdings Value

Holdings 106 stocks · $112.3M


BRK.A Berkshire Hathaway Inc. Class A	14.23%	20	$16.0M	Reduce -4.8%
AXP American Express Co.	7.01%	29,232	$7.9M	Add +0.7%
BRK.B Berkshire Hathaway Inc. Class B	5.79%	12,209	$6.5M	Add +17.2%
VOO Vanguard S&P 500 ETF	5.73%	12,509	$6.4M	Add +166.7%
AAPL Apple Inc.	4.76%	24,058	$5.3M	Add +7.2%
AMP Ameriprise Financial Inc.	4.33%	10,033	$4.9M	Add +0.3%
MSFT Microsoft Corp.	3.24%	9,693	$3.6M	Add +19.3%
VEA Vanguard Ftse Developed ETF	2.50%	55,121	$2.8M	Add +147.5%
AMZN Amazon.com Inc.	2.42%	14,256	$2.7M	Add +7.5%
ITOT iShares Core S&P Total U.S.	2.15%	19,757	$2.4M	Reduce -21.0%
IJR iShares Core S&P Small-Cap E	1.61%	17,335	$1.8M	Add +198.8%
GOOG Alphabet Inc. Class C	1.60%	11,498	$1.8M	Add +16.1%
HD Home Depot Inc.	1.49%	4,549	$1.7M	Add +6.9%
SHY iShares 1-3 Year Treasury Bo	1.40%	18,992	$1.6M	Add +213.7%
GD General Dynamics Corp.	1.38%	5,663	$1.5M	Add +0.6%
SPEM State Street SP PTF Em ETF	1.26%	36,070	$1.4M	Add +185.1%
V Visa Inc. Class A	1.25%	3,999	$1.4M	Add +15.8%
NVDA Nvidia Corp.	1.04%	10,759	$1.2M	Add +85.9%
SCHP Schwab U.S. Tips ETF	0.95%	39,652	$1.1M	Add +183.6%
SPTL SS SPDR PF LNG TRM TSY E-Usd	0.94%	38,599	$1.1M	Add +194.6%
JNJ Johnson & Johnson	0.91%	6,152	$1.0M	Add +11.4%
WEC WEC Energy Group Inc.	0.90%	9,317	$1.0M	Add +0.8%
META Meta Platforms Inc. Class A	0.86%	1,675	$965K	Add +93.0%
MA Mastercard Inc. Class A	0.85%	1,747	$958K	Reduce -3.4%
LLY Eli Lilly & Co.	0.83%	1,132	$935K	Add +97.9%
ABT Abbott Laboratories	0.83%	7,030	$932K	Add +3.0%
MUB iShares National Muni Bond E	0.79%	8,442	$890K	Add +139.6%
SAP Sap SE-Sponsored ADR	0.75%	3,128	$840K	Reduce -7.7%
WMT Walmart Inc.	0.73%	9,338	$820K	Add +75.6%
CVX Chevron Corp.	0.71%	4,750	$795K	Add +26.6%
NVO Novo-Nordisk A/S-Spons ADR	0.70%	11,377	$790K	Add +75.3%
LQD Ishr Ibx Usd Invgd CB ETF-Ui	0.70%	7,212	$784K	Add +141.7%
T AT&T Inc.	0.67%	26,692	$755K	Add +15.8%
SCZ iShares MSCI Eafe Small-Cap	0.62%	10,927	$694K	Add +196.8%
BNDX Vanguard Total Intl Bond ETF	0.60%	13,850	$676K	Add +128.8%
TMO Thermo Fisher Scientific Inc.	0.60%	1,354	$674K	Add +10.9%
APP AppLovin Corp. Class A	0.58%	2,452	$650K	Add +19.3%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.58%	8,205	$647K	Add +153.5%
KO The Coca-Cola Co.	0.56%	8,825	$632K	Add +81.5%
AON Aon PLC Class A	0.55%	1,541	$615K	Reduce -3.0%
MSCI MSCI Inc.	0.54%	1,065	$602K	Reduce -0.5%
SHOP Shopify Inc. Class A	0.53%	6,286	$600K	Reduce -6.8%
PG The Procter & Gamble Co.	0.53%	3,499	$596K	Add +28.1%
MBB iShares MBS ETF	0.53%	6,333	$594K	Add +134.9%
HON Honeywell International Inc.	0.53%	2,801	$593K	New
ADBE Adobe Inc.	0.51%	1,492	$572K	Add +7.1%
AGG iShares Core U.S. Aggregate	0.50%	5,723	$566K	Reduce -29.8%
WDAY Workday Inc. Class A	0.50%	2,405	$562K	Reduce -3.9%
AVGO Broadcom Inc.	0.50%	3,337	$559K	Add +84.2%
PAYC Paycom Software Inc.	0.44%	2,267	$495K	Reduce -5.8%
JPM JPMorgan Chase & Co.	0.44%	2,001	$491K	Add +3.0%
PM Philip Morris International	0.44%	3,084	$489K	Reduce -4.4%
XOM Exxon Mobil Corp.	0.43%	4,049	$482K	Add +12.5%
NFLX Netflix Inc.	0.42%	510	$476K	Add +65.6%
QCOM Qualcomm Inc.	0.42%	3,080	$473K	Add +132.6%
ACN Accenture PLC Class A	0.41%	1,472	$459K	Add +1.2%
ABBV Abbvie Inc.	0.39%	2,088	$438K	Add +39.8%
DUK Duke Energy Corp.	0.38%	3,478	$424K	New
ADP Automatic Data Processing	0.37%	1,354	$414K	Add +1.3%
SO The Southern Co.	0.37%	4,465	$411K	Add +83.4%
GOOGL Alphabet Inc. Class A	0.36%	2,618	$405K	Add +14.7%
MCD McDonald's Corp.	0.36%	1,288	$402K	Add +1.1%
NEE Nextera Energy Inc.	0.35%	5,574	$395K	Reduce -3.9%
QQQ Invesco QQQ Trust Series 1	0.35%	840	$394K	Reduce -1.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.35%	9,291	$388K	Add +11.7%
AEP American Electric Power	0.34%	3,512	$384K	New
PEP Pepsico Inc.	0.34%	2,541	$381K	New
NSC Norfolk Southern Corp.	0.32%	1,507	$357K	Add +16.4%
UNP Union Pacific Corp.	0.32%	1,504	$355K	Add +2.7%
ORCL Oracle Corp.	0.31%	2,519	$352K	Add +26.5%
NOW ServiceNow Inc.	0.31%	441	$351K	Add +3.8%
SNPS Synopsys Inc.	0.31%	818	$351K	New
ZTS Zoetis Inc.	0.31%	2,126	$350K	Add +9.7%
VZ Verizon Communications Inc.	0.31%	7,653	$347K	Reduce -0.9%
SPY SS SPDR S&P 500 ETF Trust-US	0.30%	612	$342K	New
CSGP Costar Group Inc.	0.30%	4,223	$335K	Reduce -17.1%
C Citigroup Inc.	0.29%	4,648	$330K	Add +0.7%
ICLR Icon PLC	0.29%	1,853	$324K	Add +4.6%
UPS United Parcel Service Class B	0.27%	2,743	$302K	New
MRK Merck & Co. Inc.	0.27%	3,314	$297K	Add +12.1%
LOW Lowe's Cos Inc.	0.26%	1,242	$290K	New
UNH Unitedhealth Group Inc.	0.25%	543	$284K	Reduce -7.2%
STIP iShares 0-5 Year Tips Bond E	0.25%	2,716	$281K	Reduce -51.2%
SHEL Shell PLC-ADR	0.24%	3,693	$271K	New
SPHY SS SPDR P High Yield ETF	0.22%	10,611	$248K	Reduce -45.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.22%	989	$246K	New
TD Toronto-Dominion Bank	0.22%	4,059	$243K	New
ORLY O'reilly Automotive Inc.	0.21%	167	$239K	New
GDDY GoDaddy Inc. Class A	0.21%	1,326	$239K	New
ASND Ascendis Pharma A/S	0.21%	1,495	$233K	Reduce -2.9%
DDOG Datadog Inc. Class A	0.21%	2,335	$232K	New
PEG Public Service Enterprise GP	0.21%	2,804	$231K	Add +16.0%
USFD US Foods Holding Corp.	0.20%	3,438	$225K	New
OKE Oneok Inc.	0.20%	2,261	$224K	New
BMY Bristol-Myers Squibb Co.	0.20%	3,637	$222K	New
POST Post Holdings Inc. filed as POST HLDGS INC	0.19%	1,876	$218K	New
EPD Enterprise Products Partners	0.19%	6,351	$217K	New
LPLA LPL Financial Holdings Inc.	0.19%	660	$216K	Reduce -8.0%
FOUR SHIFT4 Payments Inc. Class A	0.19%	2,594	$212K	Reduce -0.8%
TXN Texas Instruments Inc.	0.19%	1,173	$211K	New
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.19%	2,124	$210K	Add +14.1%
WM Waste Management Inc.	0.19%	900	$208K	New
TDG Transdigm Group Inc.	0.18%	149	$206K	Reduce -11.8%
WELL Welltower Inc.	0.18%	1,312	$201K	New
CLVT Clarivate PLC	0.08%	22,736	$89K	New
LESLIES INC	0.01%	14,587	$11K	New

Portfolio Sells Q4 2024 → Q1 2025


BRK.A Berkshire Hathaway Inc. Class A	Reduce -4.8%	14.23%	−1.86
ITOT iShares Core S&P Total U.S.	Reduce -21.0%	2.15%	−1.47
GLOB Globant SA	Sold out	0.00%	−0.40
AGG iShares Core U.S. Aggregate	Reduce -29.8%	0.50%	−0.39
STIP iShares 0-5 Year Tips Bond E	Reduce -51.2%	0.25%	−0.38
SPHY SS SPDR P High Yield ETF	Reduce -45.8%	0.22%	−0.30
SHOP Shopify Inc. Class A	Reduce -6.8%	0.53%	−0.27
XLK SS Technology Select Sector	Sold out	0.00%	−0.25
WDAY Workday Inc. Class A	Reduce -3.9%	0.50%	−0.23
DASH DoorDash Inc. Class A	Sold out	0.00%	−0.23
MA Mastercard Inc. Class A	Reduce -3.4%	0.85%	−0.22
SAP Sap SE-Sponsored ADR	Reduce -7.7%	0.75%	−0.19
MSCI MSCI Inc.	Reduce -0.5%	0.54%	−0.19
QQQ Invesco QQQ Trust Series 1	Reduce -1.4%	0.35%	−0.14
FOUR SHIFT4 Payments Inc. Class A	Reduce -0.8%	0.19%	−0.12
NEE Nextera Energy Inc.	Reduce -3.9%	0.35%	−0.12
PAYC Paycom Software Inc.	Reduce -5.8%	0.44%	−0.11
CSGP Costar Group Inc.	Reduce -17.1%	0.30%	−0.11
AON Aon PLC Class A	Reduce -3.0%	0.55%	−0.09
UNH Unitedhealth Group Inc.	Reduce -7.2%	0.25%	−0.08
LPLA LPL Financial Holdings Inc.	Reduce -8.0%	0.19%	−0.07
TDG Transdigm Group Inc.	Reduce -11.8%	0.18%	−0.06
VZ Verizon Communications Inc.	Reduce -0.9%	0.31%	−0.04
ASND Ascendis Pharma A/S	Reduce -2.9%	0.21%	−0.03
PM Philip Morris International	Reduce -4.4%	0.44%	−0.00

Portfolio Buys Q4 2024 → Q1 2025


VOO Vanguard S&P 500 ETF	Add +166.7%	5.73%	+2.88
VEA Vanguard Ftse Developed ETF	Add +147.5%	2.50%	+1.30
IJR iShares Core S&P Small-Cap E	Add +198.8%	1.61%	+0.86
SHY iShares 1-3 Year Treasury Bo	Add +213.7%	1.40%	+0.84
SPEM State Street SP PTF Em ETF	Add +185.1%	1.26%	+0.72
SPTL SS SPDR PF LNG TRM TSY E-Usd	Add +194.6%	0.94%	+0.55
SCHP Schwab U.S. Tips ETF	Add +183.6%	0.95%	+0.54
HON Honeywell International Inc.	New	0.53%	+0.53
BRK.B Berkshire Hathaway Inc. Class B	Add +17.2%	5.79%	+0.48
DUK Duke Energy Corp.	New	0.38%	+0.38
MUB iShares National Muni Bond E	Add +139.6%	0.79%	+0.37
SCZ iShares MSCI Eafe Small-Cap	Add +196.8%	0.62%	+0.37
AEP American Electric Power	New	0.34%	+0.34
LQD Ishr Ibx Usd Invgd CB ETF-Ui	Add +141.7%	0.70%	+0.34
PEP Pepsico Inc.	New	0.34%	+0.34
LLY Eli Lilly & Co.	Add +97.9%	0.83%	+0.34
SNPS Synopsys Inc.	New	0.31%	+0.31
SPY SS SPDR S&P 500 ETF Trust-US	New	0.30%	+0.30
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	Add +153.5%	0.58%	+0.29
META Meta Platforms Inc. Class A	Add +93.0%	0.86%	+0.29
UPS United Parcel Service Class B	New	0.27%	+0.27
BNDX Vanguard Total Intl Bond ETF	Add +128.8%	0.60%	+0.27
LOW Lowe's Cos Inc.	New	0.26%	+0.26
MBB iShares MBS ETF	Add +134.9%	0.53%	+0.25
SHEL Shell PLC-ADR	New	0.24%	+0.24
KO The Coca-Cola Co.	Add +81.5%	0.56%	+0.22
IBM Intl Business Machines Corp.	New	0.22%	+0.22
TD Toronto-Dominion Bank	New	0.22%	+0.22
ORLY O'reilly Automotive Inc.	New	0.21%	+0.21
GDDY GoDaddy Inc. Class A	New	0.21%	+0.21
DDOG Datadog Inc. Class A	New	0.21%	+0.21
USFD US Foods Holding Corp.	New	0.20%	+0.20
OKE Oneok Inc.	New	0.20%	+0.20
BMY Bristol-Myers Squibb Co.	New	0.20%	+0.20
POST Post Holdings Inc.	New	0.19%	+0.19
EPD Enterprise Products Partners	New	0.19%	+0.19
QCOM Qualcomm Inc.	Add +132.6%	0.42%	+0.19
WMT Walmart Inc.	Add +75.6%	0.73%	+0.19
TXN Texas Instruments Inc.	New	0.19%	+0.19
WM Waste Management Inc.	New	0.19%	+0.19
WELL Welltower Inc.	New	0.18%	+0.18
NVDA Nvidia Corp.	Add +85.9%	1.04%	+0.16
SO The Southern Co.	Add +83.4%	0.37%	+0.14
NFLX Netflix Inc.	Add +65.6%	0.42%	+0.11
CVX Chevron Corp.	Add +26.6%	0.71%	+0.10
ABBV Abbvie Inc.	Add +39.8%	0.39%	+0.09
T AT&T Inc.	Add +15.8%	0.67%	+0.08
CLVT Clarivate PLC	New	0.08%	+0.08
NVO Novo-Nordisk A/S-Spons ADR	Add +75.3%	0.70%	+0.08
AVGO Broadcom Inc.	Add +84.2%	0.50%	+0.03

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