Birch Financial Group, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 17, 2026), Birch Financial Group, LLC reported 136 stock positions worth $171.2 million. Its top holding was American Express (AXP) at 11.1% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 8.4%) and Vanguard S&P 500 ETF (VOO, 6.0%). Compared with Q4 2025, it opened 8 new positions, sold out of 8, added to 67 and reduced 51. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +19%) and the biggest sale an exit from Paycom Software (PAYC).
- Most Recent 13F
- Q2 2026
- Location
- KEENE, NH
- CIK
- 0002083592
- Portfolio Value
- $171.2M (Q1 2026)
- SEC Filing
- 0001754960-26-000269 ↗ filed Apr 17, 2026
Holdings Value
Holdings 136 stocks · $171.2M
| AXP American Express Co. | 11.08% | 62,722 | $19.0M | Add +1.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 8.39% | 20 | $14.4M | No change |
| VOO Vanguard S&P 500 ETF | 6.01% | 17,218 | $10.3M | Add +19.0% |
| AAPL Apple Inc. | 3.80% | 25,659 | $6.5M | Reduce -0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.24% | 11,559 | $5.5M | Reduce -3.8% |
| HD Home Depot Inc. | 2.68% | 13,952 | $4.6M | Add +0.1% |
| AMP Ameriprise Financial Inc. | 2.64% | 10,151 | $4.5M | Add +0.0% |
| GD General Dynamics Corp. | 2.46% | 12,251 | $4.2M | No change |
| MSFT Microsoft Corp. | 2.23% | 10,328 | $3.8M | Add +7.7% |
| VEA Vanguard Ftse Developed ETF | 2.13% | 56,985 | $3.7M | Add +2.7% |
| JNJ Johnson & Johnson | 2.06% | 14,441 | $3.5M | Reduce -0.9% |
| GS Goldman Sachs Group Inc. | 1.97% | 3,983 | $3.4M | Add +0.0% |
| IJR iShares Core S&P Small-Cap E | 1.77% | 24,427 | $3.0M | Add +7.4% |
| PSX Phillips 66 | 1.72% | 16,134 | $2.9M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 1.70% | 13,980 | $2.9M | Reduce -1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.58% | 55,424 | $2.7M | Add +0.2% |
| SHY iShares 1-3 Year Treasury Bo | 1.57% | 32,569 | $2.7M | Add +1.3% |
| GOOG Alphabet Inc. Class C | 1.39% | 8,309 | $2.4M | Reduce -5.5% |
| ITOT iShares Core S&P Total U.S. | 1.24% | 14,916 | $2.1M | Reduce -1.6% |
| SPEM State Street SP PTF Em ETF | 1.21% | 44,088 | $2.1M | Add +7.8% |
| PM Philip Morris International | 1.14% | 11,758 | $1.9M | Add +12.0% |
| NVDA Nvidia Corp. | 1.08% | 10,620 | $1.9M | Reduce -0.8% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 1.03% | 67,128 | $1.8M | Add +1.4% |
| SCHP Schwab U.S. Tips ETF | 1.03% | 66,126 | $1.8M | Reduce -0.3% |
| T AT&T Inc. | 0.92% | 54,606 | $1.6M | Reduce -10.3% |
| MUB iShares National Muni Bond E | 0.87% | 14,107 | $1.5M | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 0.81% | 8,180 | $1.4M | Add +13.6% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.77% | 12,092 | $1.3M | Add +0.5% |
| CVX Chevron Corp. | 0.77% | 6,357 | $1.3M | Reduce -1.3% |
| NEE Nextera Energy Inc. | 0.70% | 12,830 | $1.2M | Add +5.1% |
| CCJ Cameco Corp. | 0.68% | 10,767 | $1.2M | Add +131.6% |
| VZ Verizon Communications Inc. | 0.66% | 22,429 | $1.1M | Reduce -9.3% |
| WEC WEC Energy Group Inc. | 0.65% | 9,621 | $1.1M | Add +0.9% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.63% | 13,581 | $1.1M | Reduce -1.1% |
| QQQM Invesco Nasdaq 100 ETF | 0.63% | 4,545 | $1.1M | Add +445.0% |
| SCZ iShares MSCI Eafe Small-Cap | 0.62% | 13,529 | $1.1M | Add +7.5% |
| BNDX Vanguard Total Intl Bond ETF | 0.62% | 21,940 | $1.1M | Reduce -0.9% |
| APP AppLovin Corp. Class A | 0.61% | 2,631 | $1.0M | Add +16.1% |
| META Meta Platforms Inc. Class A | 0.57% | 1,700 | $972K | Add +34.7% |
| MBB iShares MBS ETF | 0.55% | 9,984 | $948K | Reduce -1.4% |
| V Visa Inc. Class A | 0.52% | 2,936 | $887K | Reduce -25.9% |
| GOOGL Alphabet Inc. Class A | 0.51% | 3,054 | $878K | Add +7.6% |
| ORCL Oracle Corp. | 0.49% | 5,744 | $845K | Add +23.2% |
| MA Mastercard Inc. Class A | 0.49% | 1,689 | $844K | Reduce -7.3% |
| MO Altria Group Inc. | 0.49% | 12,664 | $836K | Add +15.7% |
| ABBV Abbvie Inc. | 0.49% | 3,839 | $835K | Add +2.2% |
| PGR Progressive Corp. | 0.48% | 4,123 | $817K | Add +27.8% |
| SHOC Shoc US Semicon Equity ETF | 0.47% | 11,250 | $810K | Add +9.9% |
| NFLX Netflix Inc. | 0.46% | 8,269 | $795K | Reduce -14.9% |
| WMT Walmart Inc. | 0.45% | 6,188 | $769K | Reduce -3.3% |
| JPM JPMorgan Chase & Co. | 0.44% | 2,577 | $758K | Add +0.4% |
| SOUN Soundhound AI Inc. Class A | 0.44% | 110,039 | $756K | Add +15.1% |
| AEP American Electric Power | 0.43% | 5,644 | $740K | Add +17.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.41% | 1,081 | $703K | Add +0.4% |
| BKR Baker Hughes Co. | 0.41% | 11,379 | $695K | No change |
| C Citigroup Inc. | 0.40% | 6,020 | $683K | Add +0.8% |
| SHOP Shopify Inc. Class A | 0.40% | 5,749 | $682K | Reduce -6.0% |
| ABT Abbott Laboratories | 0.38% | 6,391 | $656K | Reduce -7.9% |
| HON Honeywell International Inc. | 0.38% | 2,864 | $647K | Add +0.3% |
| CI The Cigna Group | 0.37% | 2,401 | $640K | Add +27.7% |
| KO The Coca-Cola Co. | 0.36% | 8,021 | $610K | Add +13.8% |
| AMD Advanced Micro Devices | 0.35% | 2,937 | $597K | Add +35.7% |
| AIG American International Group | 0.34% | 7,813 | $588K | Add +12.5% |
| TMO Thermo Fisher Scientific Inc. | 0.33% | 1,164 | $572K | Reduce -7.5% |
| AXSM Axsome Therapeutics Inc. | 0.33% | 3,360 | $568K | Add +206.3% |
| CME Cme Group Inc. | 0.33% | 1,913 | $565K | Add +13.9% |
| AON Aon PLC Class A | 0.31% | 1,651 | $533K | Reduce -11.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.31% | 917 | $529K | Add +8.0% |
| PG The Procter & Gamble Co. | 0.30% | 3,498 | $505K | Add +4.8% |
| MSCI MSCI Inc. | 0.28% | 891 | $480K | Reduce -17.1% |
| MCD McDonald's Corp. | 0.28% | 1,519 | $472K | Add +0.8% |
| BLK BlackRock Inc. | 0.28% | 491 | $472K | Add +0.6% |
| ADBE Adobe Inc. | 0.27% | 1,929 | $469K | Reduce -0.4% |
| ALL Allstate Corp. | 0.27% | 2,252 | $467K | Add +40.4% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 1,908 | $463K | Reduce -19.0% |
| SAP Sap SE-Sponsored ADR | 0.26% | 2,593 | $444K | Add +8.8% |
| DUK Duke Energy Corp. | 0.24% | 3,192 | $418K | Reduce -0.6% |
| AGG iShares Core U.S. Aggregate | 0.24% | 4,197 | $417K | Reduce -1.1% |
| PEP Pepsico Inc. | 0.24% | 2,660 | $413K | Reduce -0.5% |
| KR Kroger Co. | 0.24% | 5,672 | $410K | Add +36.3% |
| AWK American Water Works Co. Inc. | 0.24% | 3,004 | $409K | New |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.24% | 8,167 | $407K | Add +0.1% |
| EXC Exelon Corp. | 0.24% | 8,312 | $407K | Add +16.4% |
| UNP Union Pacific Corp. | 0.24% | 1,670 | $405K | Add +1.0% |
| NSC Norfolk Southern Corp. | 0.24% | 1,412 | $405K | Reduce -1.0% |
| CINF Cincinnati Financial Corp. | 0.24% | 2,558 | $403K | Add +20.2% |
| SPG Simon Property Group Inc. | 0.22% | 2,047 | $382K | Add +0.2% |
| MRK Merck & Co. Inc. | 0.22% | 3,157 | $380K | Add +3.8% |
| XEL Xcel Energy Inc. | 0.22% | 4,724 | $375K | Add +22.5% |
| LOW Lowe's Cos Inc. | 0.21% | 1,529 | $361K | Reduce -0.5% |
| GOLY Strategy Shares Gold Enhance | 0.21% | 12,027 | $354K | Add +22.6% |
| DY Dycom Industries Inc. | 0.20% | 1,000 | $339K | No change |
| RTX RTX Corp. | 0.19% | 1,725 | $333K | Reduce -0.1% |
| TSLA Tesla Inc. | 0.19% | 891 | $331K | Add +28.8% |
| SBUX Starbucks Corp. | 0.19% | 3,602 | $323K | Reduce -20.6% |
| WDAY Workday Inc. Class A | 0.19% | 2,465 | $320K | Add +10.3% |
| CNP Centerpoint Energy Inc. | 0.18% | 7,321 | $316K | Add +20.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 3,265 | $315K | Add +2.0% |
| ADP Automatic Data Processing | 0.18% | 1,506 | $306K | Add +13.2% |
| AVGO Broadcom Inc. | 0.17% | 967 | $299K | Add +5.2% |
Portfolio Sells Q4 2025 → Q1 2026
| PAYC Paycom Software Inc. | Sold out | 0.00% | −0.30 |
| V Visa Inc. Class A | Reduce -25.9% | 0.52% | −0.27 |
| LLY Eli Lilly & Co. | Sold out | 0.00% | −0.27 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.23 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.8% | 3.24% | −0.21 |
| GOOG Alphabet Inc. Class C | Reduce -5.5% | 1.39% | −0.18 |
| AAPL Apple Inc. | Reduce -0.0% | 3.80% | −0.18 |
| AMZN Amazon.com Inc. | Reduce -1.6% | 1.70% | −0.17 |
| SHOP Shopify Inc. Class A | Reduce -6.0% | 0.40% | −0.16 |
| UNH Unitedhealth Group Inc. | Reduce -38.0% | 0.17% | −0.15 |
| EXAS Exact Sciences Corp. | Sold out | 0.00% | −0.15 |
| ELV Elevance Health Inc. | Sold out | 0.00% | −0.14 |
| TQQQ Proshares Ultrapro QQQ | Sold out | 0.00% | −0.14 |
| LPLA LPL Financial Holdings Inc. | Sold out | 0.00% | −0.13 |
| IBM Intl Business Machines Corp. | Reduce -19.0% | 0.27% | −0.13 |
| MELI MercadoLibre Inc. | Sold out | 0.00% | −0.13 |
| ADBE Adobe Inc. | Reduce -0.4% | 0.27% | −0.11 |
| ABT Abbott Laboratories | Reduce -7.9% | 0.38% | −0.11 |
| MA Mastercard Inc. Class A | Reduce -7.3% | 0.49% | −0.10 |
| TMO Thermo Fisher Scientific Inc. | Reduce -7.5% | 0.33% | −0.08 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -9.8% | 0.16% | −0.08 |
| MSCI MSCI Inc. | Reduce -17.1% | 0.28% | −0.07 |
| AON Aon PLC Class A | Reduce -11.7% | 0.31% | −0.07 |
| NVDA Nvidia Corp. | Reduce -0.8% | 1.08% | −0.06 |
| NFLX Netflix Inc. | Reduce -14.9% | 0.46% | −0.06 |
| ABNB Airbnb Inc. Class A | Reduce -23.0% | 0.13% | −0.05 |
| ACN Accenture PLC Class A | Reduce -3.1% | 0.13% | −0.05 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.6% | 1.24% | −0.04 |
| ZTS Zoetis Inc. | Reduce -16.4% | 0.17% | −0.04 |
| WTW Willis Towers Watson PLC | Reduce -15.5% | 0.12% | −0.04 |
| AMG Affiliated Managers Group | Reduce -17.1% | 0.13% | −0.03 |
| SBUX Starbucks Corp. | Reduce -20.6% | 0.19% | −0.03 |
| UPS United Parcel Service Class B | Reduce -4.3% | 0.13% | −0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -1.1% | 0.63% | −0.00 |
| LOW Lowe's Cos Inc. | Reduce -0.5% | 0.21% | −0.00 |
| AGG iShares Core U.S. Aggregate | Reduce -1.1% | 0.24% | +0.00 |
| NSC Norfolk Southern Corp. | Reduce -1.0% | 0.24% | +0.00 |
| MBB iShares MBS ETF | Reduce -1.4% | 0.55% | +0.00 |
| TJX TJX Companies Inc. | Reduce -2.8% | 0.13% | +0.00 |
| WELL Welltower Inc. | Reduce -4.8% | 0.12% | +0.00 |
| MUB iShares National Muni Bond E | Reduce -1.0% | 0.87% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Reduce -9.1% | 0.14% | +0.01 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -0.9% | 0.62% | +0.01 |
| WM Waste Management Inc. | Reduce -0.1% | 0.14% | +0.01 |
| USFD US Foods Holding Corp. | Reduce -13.5% | 0.15% | +0.01 |
| TXN Texas Instruments Inc. | Reduce -4.5% | 0.14% | +0.01 |
| RTX RTX Corp. | Reduce -0.1% | 0.19% | +0.01 |
| GLW Corning Inc. | Reduce -30.9% | 0.16% | +0.01 |
| PEP Pepsico Inc. | Reduce -0.5% | 0.24% | +0.02 |
| SCHP Schwab U.S. Tips ETF | Reduce -0.3% | 1.03% | +0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| VOO Vanguard S&P 500 ETF | Add +19.0% | 6.01% | +0.83 |
| QQQM Invesco Nasdaq 100 ETF | Add +445.0% | 0.63% | +0.51 |
| CCJ Cameco Corp. | Add +131.6% | 0.68% | +0.44 |
| XOM Exxon Mobil Corp. | Add +13.6% | 0.81% | +0.32 |
| AWK American Water Works Co. Inc. | New | 0.24% | +0.24 |
| AXSM Axsome Therapeutics Inc. | Add +206.3% | 0.33% | +0.22 |
| IJR iShares Core S&P Small-Cap E | Add +7.4% | 1.77% | +0.21 |
| PM Philip Morris International | Add +12.0% | 1.14% | +0.18 |
| DDOG Datadog Inc. Class A | New | 0.16% | +0.16 |
| VEA Vanguard Ftse Developed ETF | Add +2.7% | 2.13% | +0.16 |
| COP Conocophillips | New | 0.15% | +0.15 |
| CRM Salesforce Inc. | New | 0.15% | +0.15 |
| NEE Nextera Energy Inc. | Add +5.1% | 0.70% | +0.14 |
| BMY Bristol-Myers Squibb Co. | New | 0.13% | +0.13 |
| MO Altria Group Inc. | Add +15.7% | 0.49% | +0.13 |
| URNM Sprott Uranium Miners ETF | New | 0.13% | +0.13 |
| SN Sharkninja Inc. | New | 0.12% | +0.12 |
| APG Api Group Corp. | New | 0.12% | +0.12 |
| SPEM State Street SP PTF Em ETF | Add +7.8% | 1.21% | +0.12 |
| AEP American Electric Power | Add +17.0% | 0.43% | +0.11 |
| META Meta Platforms Inc. Class A | Add +34.7% | 0.57% | +0.09 |
| KR Kroger Co. | Add +36.3% | 0.24% | +0.09 |
| AMD Advanced Micro Devices | Add +35.7% | 0.35% | +0.08 |
| ALL Allstate Corp. | Add +40.4% | 0.27% | +0.08 |
| CI The Cigna Group | Add +27.7% | 0.37% | +0.08 |
| WEC WEC Energy Group Inc. | Add +0.9% | 0.65% | +0.08 |
| KO The Coca-Cola Co. | Add +13.8% | 0.36% | +0.08 |
| SHOC Shoc US Semicon Equity ETF | Add +9.9% | 0.47% | +0.07 |
| CME Cme Group Inc. | Add +13.9% | 0.33% | +0.07 |
| SCZ iShares MSCI Eafe Small-Cap | Add +7.5% | 0.62% | +0.06 |
| EXC Exelon Corp. | Add +16.4% | 0.24% | +0.06 |
| HON Honeywell International Inc. | Add +0.3% | 0.38% | +0.06 |
| PGR Progressive Corp. | Add +27.8% | 0.48% | +0.06 |
| XEL Xcel Energy Inc. | Add +22.5% | 0.22% | +0.06 |
| SHY iShares 1-3 Year Treasury Bo | Add +1.3% | 1.57% | +0.05 |
| CNP Centerpoint Energy Inc. | Add +20.8% | 0.18% | +0.05 |
| MRK Merck & Co. Inc. | Add +3.8% | 0.22% | +0.04 |
| CINF Cincinnati Financial Corp. | Add +20.2% | 0.24% | +0.04 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +1.4% | 1.03% | +0.03 |
| EPD Enterprise Products Partners | Add +0.7% | 0.15% | +0.03 |
| PG The Procter & Gamble Co. | Add +4.8% | 0.30% | +0.02 |
| UNP Union Pacific Corp. | Add +1.0% | 0.24% | +0.02 |
| SNOW Snowflake Inc. | Add +56.6% | 0.17% | +0.02 |
| TSLA Tesla Inc. | Add +28.8% | 0.19% | +0.02 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +0.5% | 0.77% | +0.01 |
| ASND Ascendis Pharma A/S | Add +0.9% | 0.14% | +0.01 |
| MCD McDonald's Corp. | Add +0.8% | 0.28% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +8.0% | 0.31% | +0.01 |
| GOLY Strategy Shares Gold Enhance | Add +22.6% | 0.21% | +0.01 |
| SPG Simon Property Group Inc. | Add +0.2% | 0.22% | +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 |