BIRCH FINANCIAL GROUP, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 67.3%; sector active share 37.7% against the combined 13F book's sector weights.
Over time 7 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
134 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Financial Services | 35.8% | $62,816,311 |
| Unclassified | 21.6% | $37,973,892 |
| Technology | 12.6% | $22,206,152 |
| Consumer Cyclical | 5.3% | $9,225,281 |
| Communication Services | 5.1% | $8,996,321 |
| Healthcare | 4.6% | $8,060,988 |
| Industrials | 4.5% | $7,908,499 |
| Energy | 3.8% | $6,635,550 |
| Consumer Defensive | 3.3% | $5,758,519 |
| Utilities | 3.1% | $5,377,969 |
| Real Estate | 0.4% | $685,234 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| VEA | Vanguard FTSE Developed Markets ETF | +18,377 | 75,362 | $5,369,542 | |
| SPEM | State Street(R) SPDR(R) Portfolio Emerging Markets ETF | +16,532 | 60,620 | $3,138,903 | |
| IJR | iShares Core S&P Small-Cap ETF | +8,345 | 32,772 | $0 | |
| SCHP | Schwab U.S. TIPS ETF | +6,721 | 72,847 | $1,930,445 | |
| SPTL | State Street(R) SPDR(R) Portfolio Long Term Treasury ETF | +6,408 | 73,536 | $1,928,849 | |
| SCZ | iShares MSCI EAFE Small-Cap ETF | +5,714 | 19,243 | $0 | |
| BNDX | Vanguard Total International Bond ETF | +4,279 | 26,219 | $1,269,786 | |
| VOO | VANGUARD 500 INDEX FUND | +4,015 | 21,233 | $14,583,036 | |
| SHY | iShares 1-3 Year Treasury Bond ETF | +2,904 | 35,473 | $0 | |
| DFCA | Dimensional California Municipal Bond ETF | +1,494 | 5,559 | $278,950 | |
| KLAC | Kla Corp | +1,477 | 1,650 | $497,821 | |
| MUB | iShares National Muni Bond ETF | +1,444 | 15,551 | $0 | |
| T | At&T Inc. | +1,433 | 56,039 | $1,160,007 | |
| VTEB | VANGUARD TAX-EXEMPT BOND INDEX FUND | +1,318 | 9,485 | $479,751 | |
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | +1,254 | 14,835 | $0 | |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | +1,062 | 13,154 | $0 | |
| MBB | iShares MBS ETF | +961 | 10,945 | $0 | |
| BAC | Bank Of America Corp /De/ | +584 | 56,008 | $3,191,335 | |
| KR | Kroger Co | +482 | 6,154 | $341,731 | |
| NVDA | Nvidia Corp | +291 | 10,911 | $2,183,181 | |
| NEE | Nextera Energy Inc | +278 | 13,108 | $1,150,489 | |
| PG | PROCTER & GAMBLE Co | +251 | 3,749 | $549,753 | |
| CME | Cme Group Inc. | +250 | 2,163 | $477,655 | |
| VZ | Verizon Communications Inc | +246 | 22,675 | $960,059 | |
| EXC | Exelon Corp | +243 | 8,555 | $398,834 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SOUN | Soundhound Ai, Inc. | −25,942 | 84,097 | $544,107 | |
| SHOP | Shopify Inc. | −2,693 | 3,056 | $348,934 | |
| ABT | Abbott Laboratories | −2,474 | 3,917 | $355,428 | |
| SHOC | Strive U.S. Semiconductor ETF | −1,748 | 9,502 | $1,159,148 | |
| AMZN | Amazon Com Inc | −1,719 | 12,261 | $2,922,286 | |
| AXSM | Axsome Therapeutics, Inc. | −1,685 | 1,675 | $409,989 | |
| ORCL | Oracle Corp | −1,659 | 4,085 | $598,656 | |
| MO | Altria Group, Inc. | −1,536 | 11,128 | $800,659 | |
| SBUX | Starbucks Corp | −1,481 | 2,121 | $216,744 | |
| XOM | ExxonMobil Holdings Corp | −1,480 | 6,700 | $916,024 | |
| HON | Honeywell International Inc | −1,431 | 1,433 | $320,848 | |
| EPD | Enterprise Products Partners L.P. | −1,129 | 5,695 | $209,348 | |
| V | Visa Inc. | −1,061 | 1,875 | $643,293 | |
| AON | Aon plc | −975 | 676 | $224,222 | |
| ADBE | Adobe Inc. | −788 | 1,141 | $233,927 | |
| GOOG | Alphabet Inc. | −758 | 7,551 | $2,667,994 | |
| AXP | American Express Co | −613 | 62,109 | $21,008,369 | |
| DDOG | Datadog, Inc. | −504 | 1,791 | $466,304 | |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | −499 | 14,417 | $0 | |
| MA | Mastercard Inc | −489 | 1,200 | $616,320 | |
| MSCI | MSCI Inc. | −458 | 433 | $242,497 | |
| MSFT | Microsoft Corp | −453 | 9,875 | $3,683,572 | |
| ADP | Automatic Data Processing Inc | −410 | 1,096 | $245,449 | |
| TMO | Thermo Fisher Scientific Inc. | −379 | 785 | $393,567 | |
| AGG | iShares Core U.S. Aggregate Bond ETF | −364 | 3,833 | $0 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| IQMM | 47,231 | $4,725,933 | ||
| BOXX | Alpha Architect 1-3 Month Box ETF | 8,546 | $1,000,651 | |
| CRDO | Credo Technology Group Holding Ltd | 1,530 | $416,083 | |
| SPCX | Space Exploration Technologies Corp | 2,379 | $406,475 | |
| DELL | Dell Technologies Inc. | 935 | $403,415 | |
| TQQQ | ProShares UltraPro QQQ | 4,581 | $371,061 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | 694 | $331,433 | |
| HONA | Honeywell Aerospace Inc. | 1,433 | $316,807 | |
| INTC | Intel Corp | 2,024 | $282,611 | |
| DFNM | Dimensional National Municipal Bond ETF | 5,133 | $248,103 | |
| PFE | Pfizer Inc | 9,529 | $229,458 | |
| DFCF | Dimensional Core Fixed Income ETF | 5,431 | $229,242 | |
| AFRM | Affirm Holdings, Inc. | 2,793 | $227,769 | |
| GEV | GE Vernova Inc. | 182 | $213,824 | |
| APPF | Appfolio Inc | 1,326 | $212,624 | |
| ETN | Eaton Corp plc | 485 | $206,668 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| QQQ | Invesco Qqq Trust, Series 1 | 917 | $529,274 | |
| SAP | Sap SE | 2,593 | $443,947 | |
| RTX | RTX Corp | 1,725 | $332,752 | |
| WDAY | Workday, Inc. | 2,465 | $320,252 | |
| ZTS | Zoetis Inc. | 2,506 | $296,234 | |
| NVO | Novo Nordisk A S | 7,471 | $274,559 | |
| COP | Conocophillips | 1,992 | $262,944 | |
| CRM | Salesforce, Inc. | 1,339 | $249,951 | |
| ORLY | O Reilly Automotive Inc | 2,572 | $237,421 | |
| NOW | ServiceNow, Inc. | 2,265 | $236,805 | |
| TJX | Tjx Companies Inc /De/ | 1,394 | $222,621 | |
| ABNB | Airbnb, Inc. | 1,728 | $218,211 | |
| ACN | Accenture plc | 1,094 | $216,929 | |
| URNM | 3,389 | $214,015 | ||
| SN | SharkNinja, Inc. | 1,955 | $207,034 | |
| WTW | Willis Towers Watson PLC | 707 | $205,524 | |
| APG | APi Group Corp | 4,960 | $200,979 | |
| CLVT | Clarivate PLC | 18,635 | $47,146 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AXP |
American Express Co
Financial Services
|
Reduced | 62,109 | $21,008,369 | 11.96% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 20 | $14,977,000 | 8.53% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Added | 21,233 | $14,583,036 | 8.30% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 25,578 | $7,401,250 | 4.21% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 11,605 | $5,807,025 | 3.31% | |
| VEA |
Vanguard FTSE Developed Markets ETF
|
Added | 75,362 | $5,369,542 | 3.06% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 14,020 | $4,944,573 | 2.82% | |
| IQMM |
|
NEW | 47,231 | $4,725,933 | 2.69% | |
| AMP |
Ameriprise Financial Inc
Financial Services
|
Reduced | 10,147 | $4,655,037 | 2.65% | |
| GD |
General Dynamics Corp
Industrials
|
Held | 12,251 | $4,339,794 | 2.47% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Held | 3,983 | $4,028,286 | 2.29% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 14,610 | $3,710,501 | 2.11% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 9,875 | $3,683,572 | 2.10% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 56,008 | $3,191,335 | 1.82% | |
| SPEM |
State Street(R) SPDR(R) Portfolio Emerging Markets ETF
|
Added | 60,620 | $3,138,903 | 1.79% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 12,261 | $2,922,286 | 1.66% | |
| PSX |
Phillips 66
Energy
|
Reduced | 16,126 | $2,726,100 | 1.55% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 7,551 | $2,667,994 | 1.52% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 10,911 | $2,183,181 | 1.24% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Reduced | 11,611 | $2,100,546 | 1.20% | |
| SCHP |
Schwab U.S. TIPS ETF
|
Added | 72,847 | $1,930,445 | 1.10% | |
| SPTL |
State Street(R) SPDR(R) Portfolio Long Term Treasury ETF
|
Added | 73,536 | $1,928,849 | 1.10% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 3,166 | $1,839,161 | 1.05% | |
| QQQM |
Invesco Ltd.
Financial Services
|
Added | 4,622 | $1,400,327 | 0.80% | |
| BNDX |
Vanguard Total International Bond ETF
|
Added | 26,219 | $1,269,786 | 0.72% | |
| APP |
AppLovin Corp
Communication Services
|
Reduced | 2,329 | $1,199,970 | 0.68% | |
| T |
At&T Inc.
Communication Services
|
Added | 56,039 | $1,160,007 | 0.66% | |
| SHOC |
Strive U.S. Semiconductor ETF
|
Reduced | 9,502 | $1,159,148 | 0.66% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 13,108 | $1,150,489 | 0.66% | |
| WEC |
Wec Energy Group, Inc.
Utilities
|
Added | 9,704 | $1,133,136 | 0.65% | |
| CCJ |
Cameco Corp
Energy
|
Reduced | 10,737 | $1,093,670 | 0.62% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 2,991 | $1,068,893 | 0.61% | |
| CVX |
Chevron Corp
Energy
|
Added | 6,388 | $1,058,874 | 0.60% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 1,801 | $1,014,485 | 0.58% | |
| BOXX |
Alpha Architect 1-3 Month Box ETF
|
NEW | 8,546 | $1,000,651 | 0.57% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 3,945 | $992,719 | 0.57% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 22,675 | $960,059 | 0.55% | |
| PGR |
Progressive Corp/Oh/
Financial Services
|
Added | 4,194 | $916,179 | 0.52% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 6,700 | $916,024 | 0.52% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 2,664 | $872,007 | 0.50% | |
| C |
Citigroup Inc
Financial Services
|
Added | 6,221 | $870,691 | 0.50% | |
| MO |
Altria Group, Inc.
Consumer Defensive
|
Reduced | 11,128 | $800,659 | 0.46% | |
| AEP |
American Electric Power Co Inc
Utilities
|
Reduced | 5,442 | $744,520 | 0.42% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 962 | $718,392 | 0.41% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 6,018 | $681,598 | 0.39% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 8,114 | $659,424 | 0.38% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,875 | $643,293 | 0.37% | |
| BKR |
Baker Hughes Co
Energy
|
Held | 11,379 | $631,534 | 0.36% | |
| CI |
Cigna Group
Healthcare
|
Reduced | 2,282 | $629,101 | 0.36% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 1,200 | $616,320 | 0.35% |
Showing the top 50 of 134 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.