Birchwood Financial Partners, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 19, 2026), Birchwood Financial Partners, Inc. reported 351 stock positions worth $100.7 million. Its top holding was iShares ESG Aware MSCI USA (ESGU) at 7.1% of the portfolio, followed by Apple (AAPL, 5.0%) and Schwab Fndmn Intl LRG Co. ETF (FNDF, 4.5%).
- Most Recent 13F
- Q2 2026
- Location
- BLOOMINGTON, MN
- CIK
- 0002110062
- Portfolio Value
- $100.7M (Q4 2025)
- SEC Filing
- 0002110062-26-000003 ↗ filed Feb 19, 2026
Holdings Value
Holdings 351 stocks · $100.7M
| ESGU iShares ESG Aware MSCI USA | 7.11% | 48,088 | $7.2M | — |
| AAPL Apple Inc. | 4.98% | 18,440 | $5.0M | — |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 4.48% | 99,889 | $4.5M | — |
| BOND PIMCO Active Bond Exchange-T | 4.17% | 45,087 | $4.2M | — |
| VOO Vanguard S&P 500 ETF | 3.80% | 6,105 | $3.8M | — |
| WINN Harbor Long-Term Growers ETF | 3.55% | 115,088 | $3.6M | — |
| MSFT Microsoft Corp. | 3.55% | 7,386 | $3.6M | — |
| DCI Donaldson Co. Inc. | 3.49% | 39,684 | $3.5M | — |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 2.71% | 75,746 | $2.7M | — |
| VEA Vanguard Ftse Developed ETF | 2.61% | 42,110 | $2.6M | — |
| ESML iShares ESG Aware MSCI USA S | 2.53% | 55,371 | $2.5M | — |
| UNH Unitedhealth Group Inc. | 2.00% | 6,104 | $2.0M | — |
| VXF Vanguard Extended Market ETF | 1.91% | 9,185 | $1.9M | — |
| JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F | 1.73% | 28,733 | $1.7M | — |
| SCHG Schwab US Large-Cap Growth | 1.68% | 51,765 | $1.7M | — |
| ESGE iShares Inc. iShares ESG Awar | 1.67% | 38,176 | $1.7M | — |
| IVV iShares Core S&P 500 ETF | 1.63% | 2,401 | $1.6M | — |
| ESGD iShares Trust iShares ESG Aw | 1.56% | 16,514 | $1.6M | — |
| FNDA Schwab Fndmntl US SM Co. ETF | 1.47% | 47,121 | $1.5M | — |
| MMM 3M Co. | 1.30% | 8,159 | $1.3M | — |
| SCHD Schwab US DVD Equity ETF | 1.28% | 47,135 | $1.3M | — |
| FNDX Schwab Fndmntl US LRG Co. ETF | 1.28% | 47,226 | $1.3M | — |
| CGGR Cap Group Growth Equity | 1.20% | 27,271 | $1.2M | — |
| SCHX Schwab US Large-Cap ETF | 1.10% | 40,998 | $1.1M | — |
| CHRW C.H. Robinson Worldwide Inc. | 0.89% | 5,575 | $896K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.89% | 1,779 | $894K | — |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.83% | 19,232 | $839K | — |
| JPIE JPMorgan Income ETF | 0.76% | 16,553 | $766K | — |
| CGHM Cap Group Muni High-Income | 0.75% | 29,679 | $756K | — |
| SCHV Schwab US Large-Cap Value | 0.73% | 24,990 | $740K | — |
| CGCB Cap Group Core Bond | 0.72% | 27,527 | $730K | — |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.68% | 15,377 | $685K | — |
| XEL Xcel Energy Inc. | 0.67% | 9,094 | $672K | — |
| WFC Wells Fargo & Co. | 0.67% | 7,200 | $671K | — |
| MINT PIMCO Enhanced Short Maturit | 0.65% | 6,494 | $652K | — |
| IAU iShares Gold Trust | 0.64% | 7,982 | $648K | — |
| META Meta Platforms Inc. Class A | 0.63% | 963 | $636K | — |
| HELO JPMorgan Hedged Equity ETF | 0.61% | 9,220 | $613K | — |
| FAST Fastenal Co. | 0.59% | 14,801 | $594K | — |
| ORCL Oracle Corp. | 0.58% | 3,018 | $588K | — |
| SCHA Schwab US Small-Cap ETF | 0.57% | 20,301 | $578K | — |
| BN Brookfield Corp. | 0.57% | 12,528 | $575K | — |
| ESGV Vanguard ESG US Stock ETF | 0.57% | 4,751 | $575K | — |
| HD Home Depot Inc. | 0.57% | 1,658 | $571K | — |
| DINT Davis Select International | 0.56% | 19,687 | $561K | — |
| DSI iShares ESG MSCI KLD 400 ETF | 0.55% | 4,279 | $551K | — |
| GOOG Alphabet Inc. Class C | 0.50% | 1,605 | $504K | — |
| PXF Invesco Rafi Developed Marke | 0.46% | 7,104 | $466K | — |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.46% | 15,694 | $464K | — |
| LRCX Lam Research Corp. | 0.46% | 2,690 | $460K | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.45% | 13,898 | $455K | — |
| OAKM Oakmark US Large Cap ETF | 0.43% | 15,433 | $438K | — |
| JNJ Johnson & Johnson | 0.43% | 2,094 | $433K | — |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.42% | 4,292 | $420K | — |
| XOM Exxon Mobil Corp. | 0.41% | 3,415 | $411K | — |
| GOOGL Alphabet Inc. Class A | 0.40% | 1,301 | $407K | — |
| SCHF Schwab Intl Equity ETF | 0.40% | 16,921 | $407K | — |
| IUSG iShares Core S&P U.S. Growth | 0.40% | 2,409 | $405K | — |
| PG The Procter & Gamble Co. | 0.40% | 2,793 | $400K | — |
| QWLD State Street SPDR MSCI World | 0.39% | 2,773 | $397K | — |
| HIG Hartford Insurance Group Inc. | 0.39% | 2,816 | $388K | — |
| JHSC John Hancock Multi Small Cap | 0.33% | 7,829 | $329K | — |
| ACWV iShares MSCI Global Min Vol | 0.33% | 2,764 | $328K | — |
| IJH iShares Core S&P Midcap ETF | 0.31% | 4,680 | $309K | — |
| VTI VG Morningstar TS MKT ETF-US | 0.30% | 898 | $301K | — |
| GGG Graco Inc. | 0.27% | 3,343 | $274K | — |
| DVY iShares Select Dividend ETF | 0.27% | 1,908 | $269K | — |
| SCHC Schwab Intl Small-Cap Equity | 0.27% | 5,869 | $267K | — |
| USB US Bancorp | 0.26% | 5,000 | $267K | — |
| IJR iShares Core S&P Small-Cap E | 0.26% | 2,160 | $260K | — |
| PEP Pepsico Inc. | 0.26% | 1,807 | $259K | — |
| PRFD PIMCO Pref and Cap Sec Act | 0.23% | 4,447 | $229K | — |
| TTC Toro Co. | 0.21% | 2,736 | $215K | — |
| BBUS JPMorgan Betabuilders US Equ | 0.21% | 1,683 | $207K | — |
| CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E | 0.20% | 6,766 | $206K | — |
| VTIP Vanguard Short-Term Tips | 0.20% | 4,147 | $205K | — |
| MDT Medtronic PLC | 0.20% | 2,122 | $204K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.20% | 684 | $203K | — |
| MA Mastercard Inc. Class A | 0.20% | 355 | $203K | — |
| COST Costco Wholesale Corp. | 0.20% | 231 | $199K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.20% | 658 | $199K | — |
| NEAR iShares SH Dba ETF Usd Inc. | 0.20% | 3,877 | $198K | — |
| LLY Eli Lilly & Co. | 0.20% | 183 | $197K | — |
| JPUS JPMorgan Div Ret US Eq ETF | 0.19% | 1,529 | $190K | — |
| IWD iShares Russell 1000 Value E | 0.18% | 882 | $185K | — |
| AMZN Amazon.com Inc. | 0.17% | 745 | $172K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.17% | 278 | $171K | — |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.17% | 4,828 | $171K | — |
| BKIE BNY Mellon Intl Eqty ETF | 0.17% | 1,822 | $169K | — |
| DE Deere & Co. | 0.16% | 356 | $166K | — |
| IUSV iShares Core S&P U.S. Value | 0.16% | 1,559 | $160K | — |
| JHMM John Hancock Multi Fact Mid | 0.15% | 2,374 | $155K | — |
| VSGX Vanguard ESG Intl Stock ETF | 0.15% | 2,104 | $151K | — |
| FDX FedEx Corp. | 0.15% | 509 | $147K | — |
| SOLV Solventum Corp. | 0.14% | 1,798 | $142K | — |
| ECL Ecolab Inc. | 0.14% | 540 | $142K | — |
| YUM Yum! Brands Inc. | 0.13% | 883 | $134K | — |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.13% | 3,148 | $127K | — |
| CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY | 0.12% | 3,927 | $125K | — |
| GIS General Mills Inc. | 0.12% | 2,590 | $120K | — |
Lines left out (1) · $5 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| BC Brunswick Corp. | COM | 0 | $5 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $100.7M.
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.