Birch Financial Group, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), Birch Financial Group, LLC reported 136 stock positions worth $175.4 million. Its top holding was American Express (AXP) at 13.1% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 8.6%) and Vanguard S&P 500 ETF (VOO, 5.2%). Compared with Q3 2025, it opened 17 new positions, sold out of 11, added to 75 and reduced 36. The biggest buy was American Express (AXP, shares −0%) and the biggest sale Meta Platforms Class A (META, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- KEENE, NH
- CIK
- 0002083592
- Portfolio Value
- $175.4M (Q4 2025)
- SEC Filing
- 0001754960-26-000070 ↗ filed Jan 15, 2026
Holdings Value
Holdings 136 stocks · $175.4M
| AXP American Express Co. | 13.08% | 62,020 | $22.9M | Add +0.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 8.61% | 20 | $15.1M | No change |
| VOO Vanguard S&P 500 ETF | 5.18% | 14,473 | $9.1M | Add +2.2% |
| AAPL Apple Inc. | 3.98% | 25,670 | $7.0M | Reduce -8.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.44% | 12,017 | $6.0M | Reduce -0.2% |
| AMP Ameriprise Financial Inc. | 2.84% | 10,148 | $5.0M | No change |
| HD Home Depot Inc. | 2.74% | 13,941 | $4.8M | Add +0.0% |
| MSFT Microsoft Corp. | 2.64% | 9,589 | $4.6M | Add +3.4% |
| GD General Dynamics Corp. | 2.35% | 12,251 | $4.1M | Add +0.4% |
| GS Goldman Sachs Group Inc. | 2.00% | 3,982 | $3.5M | Add +0.0% |
| VEA Vanguard Ftse Developed ETF | 1.98% | 55,490 | $3.5M | Add +2.8% |
| AMZN Amazon.com Inc. | 1.87% | 14,205 | $3.3M | Reduce -7.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.73% | 55,307 | $3.0M | Add +0.0% |
| JNJ Johnson & Johnson | 1.72% | 14,566 | $3.0M | Reduce -0.1% |
| GOOG Alphabet Inc. Class C | 1.57% | 8,794 | $2.8M | Reduce -15.8% |
| IJR iShares Core S&P Small-Cap E | 1.56% | 22,752 | $2.7M | Add +4.1% |
| SHY iShares 1-3 Year Treasury Bo | 1.52% | 32,160 | $2.7M | Add +4.1% |
| ITOT iShares Core S&P Total U.S. | 1.29% | 15,165 | $2.3M | Reduce -5.8% |
| PSX Phillips 66 | 1.19% | 16,141 | $2.1M | Add +0.0% |
| NVDA Nvidia Corp. | 1.14% | 10,710 | $2.0M | Reduce -15.9% |
| SPEM State Street SP PTF Em ETF | 1.09% | 40,917 | $1.9M | Add +4.1% |
| SCHP Schwab U.S. Tips ETF | 1.00% | 66,315 | $1.8M | Add +5.5% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 1.00% | 66,219 | $1.8M | Add +3.7% |
| PM Philip Morris International | 0.96% | 10,498 | $1.7M | Add +38.5% |
| APP AppLovin Corp. Class A | 0.87% | 2,266 | $1.5M | Reduce -21.1% |
| MUB iShares National Muni Bond E | 0.87% | 14,245 | $1.5M | Add +3.0% |
| T AT&T Inc. | 0.86% | 60,900 | $1.5M | Add +22.0% |
| V Visa Inc. Class A | 0.79% | 3,963 | $1.4M | Reduce -9.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.76% | 12,030 | $1.3M | Add +4.7% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.63% | 13,734 | $1.1M | Add +6.0% |
| BNDX Vanguard Total Intl Bond ETF | 0.61% | 22,131 | $1.1M | Add +5.6% |
| MA Mastercard Inc. Class A | 0.59% | 1,823 | $1.0M | Add +2.3% |
| VZ Verizon Communications Inc. | 0.57% | 24,738 | $1.0M | Add +71.3% |
| WEC WEC Energy Group Inc. | 0.57% | 9,539 | $1.0M | Add +0.8% |
| SHOP Shopify Inc. Class A | 0.56% | 6,116 | $985K | Reduce -4.8% |
| CVX Chevron Corp. | 0.56% | 6,439 | $981K | Add +0.3% |
| NEE Nextera Energy Inc. | 0.56% | 12,203 | $980K | Add +3.4% |
| SCZ iShares MSCI Eafe Small-Cap | 0.56% | 12,584 | $976K | Add +7.9% |
| MBB iShares MBS ETF | 0.55% | 10,126 | $964K | Add +4.5% |
| SOUN Soundhound AI Inc. Class A | 0.54% | 95,580 | $953K | Add +154.1% |
| NFLX Netflix Inc. | 0.52% | 9,719 | $911K | Add +7.6% |
| ORCL Oracle Corp. | 0.52% | 4,664 | $909K | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 0.51% | 2,839 | $889K | Reduce -1.3% |
| ABT Abbott Laboratories | 0.50% | 6,937 | $869K | Add +1.8% |
| XOM Exxon Mobil Corp. | 0.49% | 7,198 | $866K | Add +70.1% |
| ABBV Abbvie Inc. | 0.49% | 3,757 | $858K | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.48% | 1,262 | $833K | Reduce -38.0% |
| JPM JPMorgan Chase & Co. | 0.47% | 2,566 | $827K | Add +0.2% |
| PGR Progressive Corp. | 0.42% | 3,226 | $735K | Add +62.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.42% | 1,077 | $734K | Add +12.8% |
| TMO Thermo Fisher Scientific Inc. | 0.42% | 1,259 | $729K | Reduce -5.5% |
| WMT Walmart Inc. | 0.41% | 6,401 | $713K | Reduce -32.5% |
| SHOC Shoc US Semicon Equity ETF | 0.40% | 10,236 | $702K | Add +8.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.40% | 2,355 | $697K | Add +109.2% |
| C Citigroup Inc. | 0.40% | 5,970 | $697K | Add +0.1% |
| ADBE Adobe Inc. | 0.39% | 1,936 | $678K | Add +0.5% |
| AON Aon PLC Class A | 0.38% | 1,870 | $660K | Add +9.0% |
| MO Altria Group Inc. | 0.36% | 10,948 | $631K | New |
| MSCI MSCI Inc. | 0.35% | 1,075 | $617K | Add +0.8% |
| AIG American International Group | 0.34% | 6,944 | $594K | New |
| SAP Sap SE-Sponsored ADR | 0.33% | 2,383 | $579K | Add +2.9% |
| UNH Unitedhealth Group Inc. | 0.32% | 1,712 | $565K | Reduce -18.0% |
| HON Honeywell International Inc. | 0.32% | 2,855 | $557K | No change |
| AEP American Electric Power | 0.32% | 4,825 | $556K | Add +72.5% |
| BLK BlackRock Inc. | 0.30% | 488 | $523K | Add +0.2% |
| PAYC Paycom Software Inc. | 0.30% | 3,277 | $522K | Add +12.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 849 | $521K | Reduce -3.1% |
| BKR Baker Hughes Co. | 0.30% | 11,379 | $518K | Add +0.0% |
| CI The Cigna Group | 0.30% | 1,880 | $518K | Add +94.8% |
| KO The Coca-Cola Co. | 0.28% | 7,046 | $493K | Add +87.7% |
| WDAY Workday Inc. Class A | 0.27% | 2,235 | $480K | Add +1.1% |
| PG The Procter & Gamble Co. | 0.27% | 3,339 | $478K | Add +5.8% |
| LLY Eli Lilly & Co. | 0.27% | 439 | $472K | Reduce -69.2% |
| AMD Advanced Micro Devices | 0.26% | 2,165 | $464K | Add +5.6% |
| MCD McDonald's Corp. | 0.26% | 1,507 | $460K | Add +0.2% |
| CME Cme Group Inc. | 0.26% | 1,680 | $459K | New |
| CCJ Cameco Corp. | 0.24% | 4,650 | $425K | Add +23.8% |
| AGG iShares Core U.S. Aggregate | 0.24% | 4,243 | $424K | Reduce -6.9% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.24% | 8,284 | $421K | Reduce -50.8% |
| NSC Norfolk Southern Corp. | 0.23% | 1,426 | $412K | Reduce -0.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.23% | 8,161 | $410K | Reduce -1.9% |
| CSGP Costar Group Inc. | 0.23% | 5,988 | $403K | Add +1.8% |
| PEP Pepsico Inc. | 0.22% | 2,673 | $384K | Add +0.9% |
| UNP Union Pacific Corp. | 0.22% | 1,654 | $383K | Add +0.5% |
| SBUX Starbucks Corp. | 0.22% | 4,537 | $382K | Add +7.7% |
| SPG Simon Property Group Inc. | 0.22% | 2,042 | $378K | Add +0.1% |
| ZTS Zoetis Inc. | 0.22% | 2,999 | $377K | Add +5.0% |
| DUK Duke Energy Corp. | 0.21% | 3,210 | $376K | New |
| LOW Lowe's Cos Inc. | 0.21% | 1,537 | $371K | Add +1.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 3,201 | $364K | Reduce -0.7% |
| CINF Cincinnati Financial Corp. | 0.20% | 2,128 | $348K | New |
| GOLY Strategy Shares Gold Enhance | 0.20% | 9,814 | $343K | New |
| ADP Automatic Data Processing | 0.20% | 1,330 | $342K | Add +4.3% |
| DY Dycom Industries Inc. | 0.19% | 1,000 | $338K | No change |
| ALL Allstate Corp. | 0.19% | 1,604 | $334K | Add +32.3% |
| MRK Merck & Co. Inc. | 0.18% | 3,043 | $320K | Reduce -0.2% |
| AVGO Broadcom Inc. | 0.18% | 919 | $318K | Reduce -56.5% |
| RTX RTX Corp. | 0.18% | 1,727 | $317K | Add +8.6% |
| NOW ServiceNow Inc. | 0.18% | 2,063 | $316K | Add +2.9% |
| EXC Exelon Corp. | 0.18% | 7,143 | $311K | New |
Portfolio Sells Q3 2025 → Q4 2025
| META Meta Platforms Inc. Class A | Reduce -38.0% | 0.48% | −0.41 |
| LLY Eli Lilly & Co. | Reduce -69.2% | 0.27% | −0.37 |
| APP AppLovin Corp. Class A | Reduce -21.1% | 0.87% | −0.34 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -50.8% | 0.24% | −0.31 |
| NVDA Nvidia Corp. | Reduce -15.9% | 1.14% | −0.26 |
| AVGO Broadcom Inc. | Reduce -56.5% | 0.18% | −0.23 |
| AAPL Apple Inc. | Reduce -8.5% | 3.98% | −0.23 |
| SO The Southern Co. | Sold out | 0.00% | −0.21 |
| TRGP Targa Resources Corp. | Sold out | 0.00% | −0.18 |
| WMT Walmart Inc. | Reduce -32.5% | 0.41% | −0.17 |
| DASH DoorDash Inc. Class A | Sold out | 0.00% | −0.16 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −0.14 |
| GDDY GoDaddy Inc. Class A | Sold out | 0.00% | −0.14 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.13 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.13 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.13 |
| AMZN Amazon.com Inc. | Reduce -7.8% | 1.87% | −0.12 |
| FOUR SHIFT4 Payments Inc. Class A | Sold out | 0.00% | −0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 3.44% | −0.12 |
| AFRM Affirm Holdings Inc. | Sold out | 0.00% | −0.12 |
| UNH Unitedhealth Group Inc. | Reduce -18.0% | 0.32% | −0.10 |
| ITOT iShares Core S&P Total U.S. | Reduce -5.8% | 1.29% | −0.10 |
| V Visa Inc. Class A | Reduce -9.8% | 0.79% | −0.09 |
| SNOW Snowflake Inc. | Reduce -26.7% | 0.16% | −0.07 |
| SG Sweetgreen Inc. Class A | Sold out | 0.00% | −0.05 |
| AGG iShares Core U.S. Aggregate | Reduce -6.9% | 0.24% | −0.03 |
| ABBV Abbvie Inc. | Reduce -0.4% | 0.49% | −0.03 |
| ASND Ascendis Pharma A/S | Reduce -19.0% | 0.13% | −0.02 |
| NSC Norfolk Southern Corp. | Reduce -0.6% | 0.23% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.1% | 0.30% | −0.01 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -1.9% | 0.23% | −0.01 |
| DIS The Walt Disney Co. | Reduce -0.7% | 0.21% | −0.01 |
| USFD US Foods Holding Corp. | Reduce -1.2% | 0.14% | −0.01 |
| CLVT Clarivate PLC | Reduce -5.0% | 0.04% | −0.01 |
| TJX TJX Companies Inc. | Reduce -4.8% | 0.13% | −0.00 |
| SHOP Shopify Inc. Class A | Reduce -4.8% | 0.56% | −0.00 |
| WELL Welltower Inc. | Reduce -1.3% | 0.12% | −0.00 |
| LPLA LPL Financial Holdings Inc. | Reduce -1.9% | 0.13% | +0.00 |
| CSCO Cisco Systems Inc. | Reduce -1.2% | 0.15% | +0.01 |
| UPS United Parcel Service Class B | Reduce -4.9% | 0.14% | +0.01 |
| ABNB Airbnb Inc. Class A | Reduce -0.1% | 0.17% | +0.01 |
| AMG Affiliated Managers Group | Reduce -1.4% | 0.16% | +0.02 |
| MRK Merck & Co. Inc. | Reduce -0.2% | 0.18% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -5.5% | 0.42% | +0.04 |
| GOOG Alphabet Inc. Class C | Reduce -15.8% | 1.57% | +0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -1.3% | 0.51% | +0.09 |
| JNJ Johnson & Johnson | Reduce -0.1% | 1.72% | +0.13 |
Portfolio Buys Q3 2025 → Q4 2025
| AXP American Express Co. | Add +0.0% | 13.08% | +0.95 |
| MO Altria Group Inc. | New | 0.36% | +0.36 |
| AIG American International Group | New | 0.34% | +0.34 |
| CME Cme Group Inc. | New | 0.26% | +0.26 |
| PM Philip Morris International | Add +38.5% | 0.96% | +0.24 |
| DUK Duke Energy Corp. | New | 0.21% | +0.21 |
| XOM Exxon Mobil Corp. | Add +70.1% | 0.49% | +0.21 |
| IBM Intl Business Machines Corp. | Add +109.2% | 0.40% | +0.21 |
| VZ Verizon Communications Inc. | Add +71.3% | 0.57% | +0.20 |
| CINF Cincinnati Financial Corp. | New | 0.20% | +0.20 |
| GOLY Strategy Shares Gold Enhance | New | 0.20% | +0.20 |
| SOUN Soundhound AI Inc. Class A | Add +154.1% | 0.54% | +0.19 |
| EXC Exelon Corp. | New | 0.18% | +0.18 |
| XEL Xcel Energy Inc. | New | 0.16% | +0.16 |
| EXAS Exact Sciences Corp. | New | 0.15% | +0.15 |
| KR Kroger Co. | New | 0.15% | +0.15 |
| ELV Elevance Health Inc. | New | 0.14% | +0.14 |
| TQQQ Proshares Ultrapro QQQ | New | 0.14% | +0.14 |
| KO The Coca-Cola Co. | Add +87.7% | 0.28% | +0.13 |
| CNP Centerpoint Energy Inc. | New | 0.13% | +0.13 |
| AEP American Electric Power | Add +72.5% | 0.32% | +0.13 |
| CI The Cigna Group | Add +94.8% | 0.30% | +0.13 |
| PGR Progressive Corp. | Add +62.1% | 0.42% | +0.13 |
| GS Goldman Sachs Group Inc. | Add +0.0% | 2.00% | +0.13 |
| FDX FedEx Corp. | New | 0.12% | +0.12 |
| KLAC KLA Corp. | New | 0.12% | +0.12 |
| QQQM Invesco Nasdaq 100 ETF | New | 0.12% | +0.12 |
| AXSM Axsome Therapeutics Inc. | New | 0.11% | +0.11 |
| VEA Vanguard Ftse Developed ETF | Add +2.8% | 1.98% | +0.07 |
| AMD Advanced Micro Devices | Add +5.6% | 0.26% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +2.2% | 5.18% | +0.07 |
| CCJ Cameco Corp. | Add +23.8% | 0.24% | +0.06 |
| BAC Bank of America Corp. | Add +0.0% | 1.73% | +0.05 |
| SHOC Shoc US Semicon Equity ETF | Add +8.3% | 0.40% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +12.8% | 0.42% | +0.04 |
| C Citigroup Inc. | Add +0.1% | 0.40% | +0.04 |
| ALL Allstate Corp. | Add +32.3% | 0.19% | +0.04 |
| NEE Nextera Energy Inc. | Add +3.4% | 0.56% | +0.03 |
| T AT&T Inc. | Add +22.0% | 0.86% | +0.03 |
| SCZ iShares MSCI Eafe Small-Cap | Add +7.9% | 0.56% | +0.03 |
| IJR iShares Core S&P Small-Cap E | Add +4.1% | 1.56% | +0.03 |
| TSLA Tesla Inc. | Add +18.5% | 0.18% | +0.02 |
| RTX RTX Corp. | Add +8.6% | 0.18% | +0.02 |
| AON Aon PLC Class A | Add +9.0% | 0.38% | +0.02 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +6.0% | 0.63% | +0.01 |
| ACN Accenture PLC Class A | Add +1.5% | 0.17% | +0.01 |
| SHY iShares 1-3 Year Treasury Bo | Add +4.1% | 1.52% | +0.01 |
| SPEM State Street SP PTF Em ETF | Add +4.1% | 1.09% | +0.01 |
| SBUX Starbucks Corp. | Add +7.7% | 0.22% | +0.01 |
| MBB iShares MBS ETF | Add +4.5% | 0.55% | +0.01 |
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 |