Birch Financial Group, LLC

Name: BIRCH FINANCIAL GROUP, LLC 13F holdings, Q4 2025
Creator: BIRCH FINANCIAL GROUP, LLC
Published: 2026-01-15

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

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
TSLA Tesla Inc.	0.18%	692	$311K	Add +18.5%
ABNB Airbnb Inc. Class A	0.17%	2,243	$304K	Reduce -0.1%
ACN Accenture PLC Class A	0.17%	1,129	$303K	Add +1.5%
XEL Xcel Energy Inc.	0.16%	3,856	$285K	New
AMG Affiliated Managers Group	0.16%	985	$284K	Reduce -1.4%
WTW Willis Towers Watson PLC	0.16%	837	$275K	Add +0.1%
SNOW Snowflake Inc.	0.16%	1,250	$274K	Reduce -26.7%
EXAS Exact Sciences Corp.	0.15%	2,661	$270K	New
TD Toronto-Dominion Bank	0.15%	2,831	$267K	No change
GLW Corning Inc.	0.15%	2,992	$262K	Add +0.1%
KR Kroger Co.	0.15%	4,161	$260K	New
CSCO Cisco Systems Inc.	0.15%	3,373	$260K	Reduce -1.2%
ELV Elevance Health Inc.	0.14%	707	$248K	New
USFD US Foods Holding Corp.	0.14%	3,273	$247K	Reduce -1.2%
TQQQ Proshares Ultrapro QQQ	0.14%	4,562	$241K	New
UPS United Parcel Service Class B	0.14%	2,411	$239K	Reduce -4.9%
SCHD Schwab US DVD Equity ETF	0.13%	8,608	$236K	Add +1.0%
LPLA LPL Financial Holdings Inc.	0.13%	654	$234K	Reduce -1.9%
ORLY O'reilly Automotive Inc.	0.13%	2,553	$233K	Add +8.6%
CNP Centerpoint Energy Inc.	0.13%	6,062	$232K	New
PEG Public Service Enterprise GP	0.13%	2,873	$231K	Add +2.0%
WM Waste Management Inc.	0.13%	1,044	$229K	Add +2.5%
ASND Ascendis Pharma A/S	0.13%	1,050	$224K	Reduce -19.0%
TXN Texas Instruments Inc.	0.13%	1,286	$223K	Add +7.0%
MELI MercadoLibre Inc.	0.13%	110	$221K	Add +6.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.13%	1,434	$220K	Reduce -4.8%
FDX FedEx Corp.	0.12%	755	$218K	New
EPD Enterprise Products Partners	0.12%	6,780	$217K	Add +3.6%
KLAC KLA Corp.	0.12%	176	$214K	New
QQQM Invesco Nasdaq 100 ETF	0.12%	834	$211K	New
WELL Welltower Inc.	0.12%	1,113	$207K	Reduce -1.3%
DFCA Dimensional Calfornia MB ETF	0.12%	4,065	$204K	No change
AXSM Axsome Therapeutics Inc.	0.11%	1,097	$200K	New
AES AES Corp.	0.10%	12,823	$184K	No change
CLVT Clarivate PLC	0.04%	18,635	$62K	Reduce -5.0%
BMEA Biomea Fusion Inc.	0.01%	14,000	$17K	No change

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