Birch Financial Group, LLC

Name: BIRCH FINANCIAL GROUP, LLC 13F holdings, Q2 2026
Creator: BIRCH FINANCIAL GROUP, LLC
Published: 2026-07-15

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

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 15, 2026), Birch Financial Group, LLC reported 135 stock positions worth $194.5 million. Its top holding was American Express (AXP) at 10.8% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 7.7%) and Vanguard S&P 500 ETF (VOO, 7.5%). Compared with Q1 2026, it opened 16 new positions, sold out of 18, added to 52 and reduced 56. The biggest buy was a new position in Proshares Genius MNY MKT ETF (IQMM) and the biggest sale Exxon Mobil (XOM, shares −18%).

Most Recent 13F: Q2 2026
Location: KEENE, NH
CIK: 0002083592
Portfolio Value: $194.5M (Q2 2026)
SEC Filing: 0001754960-26-000532 ↗ filed Jul 15, 2026

Holdings Value

Holdings 135 stocks · $194.5M


AXP American Express Co.	10.80%	62,109	$21.0M	Reduce -1.0%
BRK.A Berkshire Hathaway Inc. Class A	7.70%	20	$15.0M	No change
VOO Vanguard S&P 500 ETF	7.50%	21,233	$14.6M	Add +23.3%
AAPL Apple Inc.	3.81%	25,578	$7.4M	Reduce -0.3%
BRK.B Berkshire Hathaway Inc. Class B	2.99%	11,605	$5.8M	Add +0.4%
VEA Vanguard Ftse Developed ETF	2.76%	75,362	$5.4M	Add +32.3%
HD Home Depot Inc.	2.54%	14,020	$4.9M	Add +0.5%
IJR iShares Core S&P Small-Cap E	2.50%	32,772	$4.9M	Add +34.2%
IQMM Proshares Genius MNY MKT ETF	2.43%	47,231	$4.7M	New
AMP Ameriprise Financial Inc.	2.39%	10,147	$4.7M	Reduce -0.0%
GD General Dynamics Corp.	2.23%	12,251	$4.3M	No change
GS Goldman Sachs Group Inc.	2.07%	3,983	$4.0M	No change
JNJ Johnson & Johnson	1.91%	14,610	$3.7M	Add +1.2%
MSFT Microsoft Corp.	1.89%	9,875	$3.7M	Reduce -4.4%
BAC Bank of America Corp.	1.64%	56,008	$3.2M	Add +1.1%
SPEM State Street SP PTF Em ETF	1.61%	60,620	$3.1M	Add +37.5%
AMZN Amazon.com Inc.	1.50%	12,261	$2.9M	Reduce -12.3%
SHY iShares 1-3 Year Treasury Bo	1.50%	35,473	$2.9M	Add +8.9%
PSX Phillips 66	1.40%	16,126	$2.7M	Reduce -0.1%
GOOG Alphabet Inc. Class C	1.37%	7,551	$2.7M	Reduce -9.1%
ITOT iShares Core S&P Total U.S.	1.22%	14,417	$2.4M	Reduce -3.4%
NVDA Nvidia Corp.	1.12%	10,911	$2.2M	Add +2.7%
PM Philip Morris International	1.08%	11,611	$2.1M	Reduce -1.3%
SCHP Schwab U.S. Tips ETF	0.99%	72,847	$1.9M	Add +10.2%
SPTL SS SPDR PF LNG TRM TSY E-Usd	0.99%	73,536	$1.9M	Add +9.6%
AMD Advanced Micro Devices	0.95%	3,166	$1.8M	Add +7.8%
MUB iShares National Muni Bond E	0.86%	15,551	$1.7M	Add +10.2%
SCZ iShares MSCI Eafe Small-Cap	0.81%	19,243	$1.6M	Add +42.2%
LQD Ishr Ibx Usd Invgd CB ETF-Ui	0.74%	13,154	$1.4M	Add +8.8%
DRAM Roundhill Memory ETF	0.74%	19,392	$1.4M	New
QQQM Invesco Nasdaq 100 ETF	0.72%	4,622	$1.4M	Add +1.7%
BNDX Vanguard Total Intl Bond ETF	0.65%	26,219	$1.3M	Add +19.5%
APP AppLovin Corp. Class A	0.62%	2,329	$1.2M	Reduce -11.5%
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	0.61%	14,835	$1.2M	Add +9.2%
T AT&T Inc.	0.60%	56,039	$1.2M	Add +2.6%
SHOC Shoc US Semicon Equity ETF	0.60%	9,502	$1.2M	Reduce -15.5%
NEE Nextera Energy Inc.	0.59%	13,108	$1.2M	Add +2.2%
WEC WEC Energy Group Inc.	0.58%	9,704	$1.1M	Add +0.9%
CCJ Cameco Corp.	0.56%	10,737	$1.1M	Reduce -0.3%
GOOGL Alphabet Inc. Class A	0.55%	2,991	$1.1M	Reduce -2.1%
CVX Chevron Corp.	0.54%	6,388	$1.1M	Add +0.5%
MBB iShares MBS ETF	0.53%	10,945	$1.0M	Add +9.6%
META Meta Platforms Inc. Class A	0.52%	1,801	$1.0M	Add +5.9%
BOXX Alpha Architect 1-3 MNTH Box	0.51%	8,546	$1.0M	New
ABBV Abbvie Inc.	0.51%	3,945	$993K	Add +2.8%
VZ Verizon Communications Inc.	0.49%	22,675	$960K	Add +1.1%
PGR Progressive Corp.	0.47%	4,194	$916K	Add +1.7%
XOM Exxon Mobil Corp.	0.47%	6,700	$916K	Reduce -18.1%
JPM JPMorgan Chase & Co.	0.45%	2,664	$872K	Add +3.4%
C Citigroup Inc.	0.45%	6,221	$871K	Add +3.3%
MO Altria Group Inc.	0.41%	11,128	$801K	Reduce -12.1%
AEP American Electric Power	0.38%	5,442	$745K	Reduce -3.6%
SPY SS SPDR S&P 500 ETF Trust-US	0.37%	962	$718K	Reduce -11.0%
WMT Walmart Inc.	0.35%	6,018	$682K	Reduce -2.8%
KO The Coca-Cola Co.	0.34%	8,114	$659K	Add +1.2%
V Visa Inc. Class A	0.33%	1,875	$643K	Reduce -36.1%
BKR Baker Hughes Co.	0.32%	11,379	$632K	No change
CI The Cigna Group	0.32%	2,282	$629K	Reduce -5.0%
MA Mastercard Inc. Class A	0.32%	1,200	$616K	Reduce -28.9%
NFLX Netflix Inc.	0.31%	8,465	$604K	Add +2.4%
ORCL Oracle Corp.	0.31%	4,085	$599K	Reduce -28.9%
AIG American International Group	0.30%	7,914	$590K	Add +1.3%
PG The Procter & Gamble Co.	0.28%	3,749	$550K	Add +7.2%
SOUN Soundhound AI Inc. Class A	0.28%	84,097	$544K	Reduce -23.6%
GLW Corning Inc.	0.27%	2,064	$527K	Reduce -0.2%
ALL Allstate Corp.	0.27%	2,200	$523K	Reduce -2.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.26%	1,829	$514K	Reduce -4.1%
DY Dycom Industries Inc.	0.26%	1,000	$506K	No change
KLAC KLA Corp.	0.26%	1,650	$498K	Reduce -4.6%
CINF Cincinnati Financial Corp.	0.25%	2,638	$488K	Add +3.1%
VTEB Vanguard Tax-Exempt Bond ETF	0.25%	9,485	$480K	Add +16.1%
CME Cme Group Inc.	0.25%	2,163	$478K	Add +13.1%
BLK BlackRock Inc.	0.24%	489	$470K	Reduce -0.4%
DDOG Datadog Inc. Class A	0.24%	1,791	$466K	Reduce -22.0%
SPG Simon Property Group Inc.	0.24%	2,047	$458K	No change
UNP Union Pacific Corp.	0.23%	1,674	$455K	Add +0.2%
SNOW Snowflake Inc.	0.23%	1,735	$442K	Reduce -11.3%
NSC Norfolk Southern Corp.	0.23%	1,404	$442K	Reduce -0.6%
MRK Merck & Co. Inc.	0.22%	3,394	$436K	Add +7.5%
MCD McDonald's Corp.	0.22%	1,604	$433K	Add +5.6%
AWK American Water Works Co. Inc.	0.22%	3,206	$422K	Add +6.7%
CRDO Credo Technology Group Holdi	0.21%	1,530	$416K	New
DUK Duke Energy Corp.	0.21%	3,260	$413K	Add +2.1%
AXSM Axsome Therapeutics Inc.	0.21%	1,675	$410K	Reduce -50.1%
SPCX Space Exploration Techn Class A	0.21%	2,379	$406K	New
DELL Dell Technologies -C	0.21%	935	$403K	New
UNH Unitedhealth Group Inc.	0.21%	961	$400K	Reduce -9.5%
EXC Exelon Corp.	0.21%	8,555	$399K	Add +2.9%
TMO Thermo Fisher Scientific Inc.	0.20%	785	$394K	Reduce -32.6%
XEL Xcel Energy Inc.	0.20%	4,727	$380K	Add +0.1%
CSCO Cisco Systems Inc.	0.20%	3,231	$380K	Reduce -4.2%
AGG iShares Core U.S. Aggregate	0.20%	3,833	$379K	Reduce -8.7%
TQQQ Proshares Ultrapro QQQ	0.19%	4,581	$371K	New
PEP Pepsico Inc.	0.19%	2,710	$367K	Add +1.9%
TSLA Tesla Inc.	0.19%	871	$366K	Reduce -2.2%
ABT Abbott Laboratories	0.18%	3,917	$355K	Reduce -38.7%
SHOP Shopify Inc. Class A	0.18%	3,056	$349K	Reduce -46.8%
TD Toronto-Dominion Bank	0.18%	2,831	$344K	No change
KR Kroger Co.	0.18%	6,154	$342K	Add +8.5%
LOW Lowe's Cos Inc.	0.18%	1,550	$342K	Add +1.4%
AVGO Broadcom Inc.	0.17%	896	$339K	Reduce -7.3%
TSM Taiwan Semiconductor-SP ADR	0.17%	694	$331K	New
HON Honeywell International Inc.	0.16%	1,433	$321K	No change
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.16%	3,330	$321K	Add +2.0%
HONA Honeywell Aerospace Inc.	0.16%	1,433	$317K	No change
TXN Texas Instruments Inc.	0.16%	1,062	$317K	Reduce -13.5%
CNP Centerpoint Energy Inc.	0.16%	7,133	$314K	Reduce -2.6%
GOLY Strategy Shares Gold Enhance	0.15%	11,874	$299K	Reduce -1.3%
INTC Intel Corp.	0.15%	2,024	$283K	New
DFCA Dimensional Calfornia MB ETF	0.14%	5,559	$279K	Add +36.8%
ASND Ascendis Pharma A/S	0.14%	993	$265K	Reduce -6.2%
USFD US Foods Holding Corp.	0.13%	2,522	$258K	Reduce -10.9%
DFNM Dimensional National Muni BD	0.13%	5,133	$248K	New
ADP Automatic Data Processing	0.13%	1,096	$245K	Reduce -27.2%
SCHD Schwab US DVD Equity ETF	0.13%	7,678	$243K	Reduce -1.9%
AMG Affiliated Managers Group	0.12%	717	$243K	Reduce -12.2%
MSCI MSCI Inc.	0.12%	433	$242K	Reduce -51.4%
WM Waste Management Inc.	0.12%	1,069	$238K	Add +2.5%
PEG Public Service Enterprise GP	0.12%	2,893	$235K	Reduce -0.0%
ADBE Adobe Inc.	0.12%	1,141	$234K	Reduce -40.9%
FDX FedEx Corp.	0.12%	745	$233K	Add +0.1%
UPS United Parcel Service Class B	0.12%	2,139	$230K	Reduce -7.3%
PFE Pfizer Inc.	0.12%	9,529	$229K	New
DFCF Dimensional Core Fixed Inc.	0.12%	5,431	$229K	New
AFRM Affirm Holdings Inc.	0.12%	2,793	$228K	New
WELL Welltower Inc.	0.12%	1,002	$228K	Reduce -5.5%
AON Aon PLC Class A	0.12%	676	$224K	Reduce -59.1%
BMY Bristol-Myers Squibb Co.	0.11%	3,805	$219K	Add +1.9%
SBUX Starbucks Corp.	0.11%	2,121	$217K	Reduce -41.1%
GEV GE Vernova Inc.	0.11%	182	$213K	New
APPF Appfolio Inc. Class A	0.11%	1,326	$213K	New
EPD Enterprise Products Partners	0.11%	5,695	$209K	Reduce -16.5%
ETN Eaton Corp. PLC	0.11%	485	$207K	New
AES AES Corp.	0.10%	12,823	$188K	No change
BMEA Biomea Fusion Inc.	0.01%	14,000	$21K	No change

Portfolio Sells Q1 2026 → Q2 2026


XOM Exxon Mobil Corp.	Reduce -18.1%	0.47%	−0.34
MSFT Microsoft Corp.	Reduce -4.4%	1.89%	−0.34
PSX Phillips 66	Reduce -0.1%	1.40%	−0.32
QQQ Invesco QQQ Trust Series 1	Sold out	0.00%	−0.31
AXP American Express Co.	Reduce -1.0%	10.80%	−0.28
SAP Sap SE-Sponsored ADR	Sold out	0.00%	−0.26
AMP Ameriprise Financial Inc.	Reduce -0.0%	2.39%	−0.24
SHOP Shopify Inc. Class A	Reduce -46.8%	0.18%	−0.22
ABT Abbott Laboratories	Reduce -38.7%	0.18%	−0.20
AMZN Amazon.com Inc.	Reduce -12.3%	1.50%	−0.20
AON Aon PLC Class A	Reduce -59.1%	0.12%	−0.20
RTX RTX Corp.	Sold out	0.00%	−0.19
V Visa Inc. Class A	Reduce -36.1%	0.33%	−0.19
WDAY Workday Inc. Class A	Sold out	0.00%	−0.19
ORCL Oracle Corp.	Reduce -28.9%	0.31%	−0.19
MA Mastercard Inc. Class A	Reduce -28.9%	0.32%	−0.18
ZTS Zoetis Inc.	Sold out	0.00%	−0.17
SOUN Soundhound AI Inc. Class A	Reduce -23.6%	0.28%	−0.16
NVO Novo-Nordisk A/S-Spons ADR	Sold out	0.00%	−0.16
MSCI MSCI Inc.	Reduce -51.4%	0.12%	−0.16
ADBE Adobe Inc.	Reduce -40.9%	0.12%	−0.15
COP Conocophillips	Sold out	0.00%	−0.15
CRM Salesforce Inc.	Sold out	0.00%	−0.15
ORLY O'reilly Automotive Inc.	Sold out	0.00%	−0.14
NOW ServiceNow Inc.	Sold out	0.00%	−0.14
TMO Thermo Fisher Scientific Inc.	Reduce -32.6%	0.20%	−0.13
TJX TJX Companies Inc.	Sold out	0.00%	−0.13
ABNB Airbnb Inc. Class A	Sold out	0.00%	−0.13
ACN Accenture PLC Class A	Sold out	0.00%	−0.13
URNM Sprott Uranium Miners ETF	Sold out	0.00%	−0.13
AXSM Axsome Therapeutics Inc.	Reduce -50.1%	0.21%	−0.12
SN Sharkninja Inc.	Sold out	0.00%	−0.12
CCJ Cameco Corp.	Reduce -0.3%	0.56%	−0.12
WTW Willis Towers Watson PLC	Sold out	0.00%	−0.12
APG Api Group Corp.	Sold out	0.00%	−0.12
WMT Walmart Inc.	Reduce -2.8%	0.35%	−0.10
SBUX Starbucks Corp.	Reduce -41.1%	0.11%	−0.08
MO Altria Group Inc.	Reduce -12.1%	0.41%	−0.08
PM Philip Morris International	Reduce -1.3%	1.08%	−0.06
GOLY Strategy Shares Gold Enhance	Reduce -1.3%	0.15%	−0.05
ADP Automatic Data Processing	Reduce -27.2%	0.13%	−0.05
CI The Cigna Group	Reduce -5.0%	0.32%	−0.05
AEP American Electric Power	Reduce -3.6%	0.38%	−0.05
AGG iShares Core U.S. Aggregate	Reduce -8.7%	0.20%	−0.05
EPD Enterprise Products Partners	Reduce -16.5%	0.11%	−0.04
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -11.0%	0.37%	−0.04
BLK BlackRock Inc.	Reduce -0.4%	0.24%	−0.03
CLVT Clarivate PLC	Sold out	0.00%	−0.03
ITOT iShares Core S&P Total U.S.	Reduce -3.4%	1.22%	−0.02
CNP Centerpoint Energy Inc.	Reduce -2.6%	0.16%	−0.02

Portfolio Buys Q1 2026 → Q2 2026


IQMM Proshares Genius MNY MKT ETF	New	2.43%	+2.43
VOO Vanguard S&P 500 ETF	Add +23.3%	7.50%	+1.49
DRAM Roundhill Memory ETF	New	0.74%	+0.74
IJR iShares Core S&P Small-Cap E	Add +34.2%	2.50%	+0.72
VEA Vanguard Ftse Developed ETF	Add +32.3%	2.76%	+0.63
AMD Advanced Micro Devices	Add +7.8%	0.95%	+0.60
BOXX Alpha Architect 1-3 MNTH Box	New	0.51%	+0.51
SPEM State Street SP PTF Em ETF	Add +37.5%	1.61%	+0.41
CRDO Credo Technology Group Holdi	New	0.21%	+0.21
SPCX Space Exploration Techn Class A	New	0.21%	+0.21
DELL Dell Technologies -C	New	0.21%	+0.21
SCZ iShares MSCI Eafe Small-Cap	Add +42.2%	0.81%	+0.19
TQQQ Proshares Ultrapro QQQ	New	0.19%	+0.19
TSM Taiwan Semiconductor-SP ADR	New	0.17%	+0.17
INTC Intel Corp.	New	0.15%	+0.15
DFNM Dimensional National Muni BD	New	0.13%	+0.13
PFE Pfizer Inc.	New	0.12%	+0.12
DFCF Dimensional Core Fixed Inc.	New	0.12%	+0.12
AFRM Affirm Holdings Inc.	New	0.12%	+0.12
GEV GE Vernova Inc.	New	0.11%	+0.11
APPF Appfolio Inc. Class A	New	0.11%	+0.11
ETN Eaton Corp. PLC	New	0.11%	+0.11
QQQM Invesco Nasdaq 100 ETF	Add +1.7%	0.72%	+0.09
BAC Bank of America Corp.	Add +1.1%	1.64%	+0.06
C Citigroup Inc.	Add +3.3%	0.45%	+0.05
NVDA Nvidia Corp.	Add +2.7%	1.12%	+0.04
BNDX Vanguard Total Intl Bond ETF	Add +19.5%	0.65%	+0.04
DFCA Dimensional Calfornia MB ETF	Add +36.8%	0.14%	+0.03
ABBV Abbvie Inc.	Add +2.8%	0.51%	+0.02
CINF Cincinnati Financial Corp.	Add +3.1%	0.25%	+0.02
VTEB Vanguard Tax-Exempt Bond ETF	Add +16.1%	0.25%	+0.01
JPM JPMorgan Chase & Co.	Add +3.4%	0.45%	+0.01
MRK Merck & Co. Inc.	Add +7.5%	0.22%	+0.00
UNP Union Pacific Corp.	Add +0.2%	0.23%	−0.00
PGR Progressive Corp.	Add +1.7%	0.47%	−0.01
PG The Procter & Gamble Co.	Add +7.2%	0.28%	−0.01
MUB iShares National Muni Bond E	Add +10.2%	0.86%	−0.01
KO The Coca-Cola Co.	Add +1.2%	0.34%	−0.02
WM Waste Management Inc.	Add +2.5%	0.12%	−0.02
DIS The Walt Disney Co.	Add +2.0%	0.16%	−0.02
BMY Bristol-Myers Squibb Co.	Add +1.9%	0.11%	−0.02
HYG Ishr Ibx Usd Hiyld CB ETF-Ui	Add +9.2%	0.61%	−0.02
MBB iShares MBS ETF	Add +9.6%	0.53%	−0.02
AWK American Water Works Co. Inc.	Add +6.7%	0.22%	−0.02
XEL Xcel Energy Inc.	Add +0.1%	0.20%	−0.02
DUK Duke Energy Corp.	Add +2.1%	0.21%	−0.03
LQD Ishr Ibx Usd Invgd CB ETF-Ui	Add +8.8%	0.74%	−0.03
EXC Exelon Corp.	Add +2.9%	0.21%	−0.03
FDX FedEx Corp.	Add +0.1%	0.12%	−0.03
LOW Lowe's Cos Inc.	Add +1.4%	0.18%	−0.04

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