Birchwood Financial Partners, Inc.

Registered adviser

CIK

2110062

Location

BLOOMINGTON, MN

Portfolio Value

Small $127,611,829

Diversification

Diversified

Filing Date

Global Rank

#8,008 / 8,827 ▲ 114 · as of Jun 2026

Top Industry

Consumer Electronics 16.4%

Period ended 38 days ago

Filed Nov 2, 2026 · 5d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 169962

Roster of Nov 1, 2026

Regulatory AUM

$853,198,867

Main clients

Individuals and high net worth (99% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$853,198,867	Individuals and high net worth (99%)
Jun 2025 to Mar 2026	$743,954,960	Individuals and high net worth (99%)
Apr 2025 to May 2025	$746,547,831	Individuals and high net worth (99%)
Oct 2024 to Mar 2025	$716,804,745	Individuals and high net worth (99%)
Jul 2024 to Sep 2024	$634,170,151	Individuals and high net worth (99%)
Mar 2024 to Jun 2024	$600,435,722	Individuals and high net worth (99%)

6 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 66.3% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 75.0%; sector active share 60.1% against the combined 13F book's sector weights.

Over time 3 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 backtest

Portfolio Concentration

693 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

17.6%

−1.4 pts

Top 5

51.7%

+0.6 pts

Top 10

67.8%

+1.5 pts

HHI

784

Diversified−26

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	72.9%	$93,068,954	183
Technology	9.5%	$12,067,984	99
Industrials	6.3%	$8,101,305	93
Healthcare	3.3%	$4,188,438	71
Financial Services	3.2%	$4,138,250	77
Communication Services	1.4%	$1,848,372	18
Consumer Cyclical	1.0%	$1,229,849	50
Consumer Defensive	0.9%	$1,177,771	31
Utilities	0.7%	$857,171	24
Energy	0.5%	$646,625	5
Basic Materials	0.2%	$262,398	19
Real Estate	0.0%	$24,712	23

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CGCB	Capital Group Fixed Income ETF Trust	+23,605	66,211	$1,653,950
BOND	PIMCO Active Bond Exchange-Traded Fund	+18,801	80,417	$6,995,474
CGHM	Capital Group Municipal High-Income ETF	+14,658	65,462	$1,575,670
PYLD		+8,017	19,096	$484,847
ESGU	iShares ESG Aware MSCI USA ETF	+6,910	55,160	$9,200,688
JMST	JPMorgan Ultra-Short Municipal Income ETF	+6,393	9,352	$472,837
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	+6,299	10,551	$855,369
SCHD	Schwab U.S. Dividend Equity ETF	+6,231	68,616	$2,232,078
VEA	Vanguard FTSE Developed Markets ETF	+6,219	54,026	$3,814,775
FNDF	Schwab Fundamental International Equity ETF	+6,163	113,507	$6,101,001
FNDA	Schwab Strategic Trust	+6,145	58,895	$2,061,325
CGXU	Capital Group International Focus Equity ETF	+5,467	37,948	$1,301,236
WINN	Harbor Long-Term Growers ETF	+5,098	132,734	$4,554,103
CGNG	Capital Group New Geography Equity ETF	+5,085	18,691	$681,286
FNDE	Schwab Fundamental Emerging Markets Equity ETF	+5,025	87,562	$3,666,220
CGGR	Capital Group Growth ETF	+4,381	45,855	$2,174,902
OAKM	Oakmark U.S. Large Cap ETF	+4,115	26,927	$790,576
CGBL	Capital Group Core Balanced ETF	+3,944	15,006	$551,470
BKIE	BNY Mellon International Equity ETF	+3,762	5,619	$187,730
ESGD	iShares ESG Aware MSCI EAFE ETF	+3,437	20,756	$2,138,905
—		+3,344	16,110	$0
FEOE	First Eagle Overseas Equity ETF	+3,228	5,345	$287,400
ESGE	iShares Trust	+2,953	41,684	$0
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	+2,561	102,828	$5,347,056
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	+2,350	14,366	$993,696
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
EVT	Eaton Vance Tax-Advantaged Dividend Income Fund	−2,807	878	$24,504
VALE	Vale S.A.	−1,235	385	$5,162
SKOR	FlexShares Credit-Scored US Corporate Bond Index Fund	−896	904	$42,264
GPK	Graphic Packaging Holding Co	−877	480	$4,344
GOVT	iShares U.S. Treasury Bond ETF	−871	956	$20,907
XEL	Xcel Energy Inc	−694	8,235	$580,402
USB	US Bancorp De	−564	4,458	$257,494
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	−498	502	$25,275
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	−448	452	$34,532
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	−423	427	$21,875
EFV	iShares MSCI EAFE Value ETF	−324	484	$38,303
PHYS	Sprott Physical Gold Trust	−278	5,679	$177,582
ECL	Ecolab Inc.	−213	327	$89,787
EFG	iShares MSCI EAFE Growth ETF	−152	18	$2,156
IUSB	iShares Core Universal USD Bond ETF	−129	157	$6,922
AAPL	Apple Inc.	−123	17,051	$5,678,324
DFUS	Dimensional U.S. Equity Market ETF	−108	755	$62,687
IVW	iShares S&P 500 Growth ETF	−106	323	$45,949
UNH	Unitedhealth Group Inc	−80	5,710	$2,096,026
EMXC	iShares MSCI Emerging Markets ex China ETF	−79	24	$2,377
SCHG	Schwab U.S. Large-Cap Growth ETF	−69	51,744	$1,859,161
QUAL	iShares MSCI USA Quality Factor ETF	−62	129	$28,668
MCD	Mcdonalds Corp	−50	264	$60,968
INTU	Intuit Inc.	−46	4	$1,102
IEMG	iShares Trust	−39	483	$0
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
BUFR	FT Vest Laddered Buffer ETF	6,527	$244,566
TECH	BIO-TECHNE Corp	2,974	$215,525
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	847	$165,800
PRVS	Parnassus Value Select ETF	2,356	$76,157
LOW	Lowes Companies Inc	408	$75,190
RAFE	PIMCO RAFI ESG U.S. ETF	1,280	$62,984
BUFT	FT Vest Buffered Allocation Defensive ETF	1,526	$40,262
DFEM	Dimensional Emerging Markets Core Equity 2 ETF	933	$37,058
AVSD	Avantis Responsible International Equity ETF	412	$32,819
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	520	$31,980
XLC	State Street(R) Communication Services Select Sector SPDR(R) ETF	288	$31,959
SOXX	iShares Semiconductor ETF	50	$28,432
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	150	$25,263
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	211	$22,965
AVGO	Broadcom Inc.	56	$19,666
XLI	State Street(R) Industrial Select Sector SPDR(R) ETF	112	$18,701
SGOV	iShares 0-3 Month Treasury Bond ETF	178	$17,921
MU	Micron Technology Inc	14	$14,911
AMGR	Amana Growth ETF	580	$14,894
SPCX	Space Exploration Technologies Corp	90	$13,577
AMD	Advanced Micro Devices Inc	21	$12,846
ETN	Eaton Corp plc	29	$12,461
DGRO	iShares Core Dividend Growth ETF	148	$11,157
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	188	$7,414
ABBV	AbbVie Inc.	26	$6,801
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
CGSM	Capital Group Short Duration Municipal Income ETF	12,385	$326,778
HDGE	AdvisorShares Ranger Equity Bear ETF	2,989	$49,288
DYNF	iShares U.S. Equity Factor Rotation Active ETF	166	$11,289
DFAS	Dimensional U.S. Small Cap ETF	126	$10,374
RSP	Victory Portfolios II	10	$2,127
IQLT	iShares MSCI Intl Quality Factor ETF	28	$1,387
AVLV	Avantis U.S. Large Cap Value ETF	15	$1,368
FENI	Fidelity Enhanced International ETF	23	$922
DFIV	Dimensional International Value ETF	15	$810
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

693 tracked positions · $127,611,829 total · filing declares 694 positions · $134,210,715 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 693 positions by value · page 1 of 14

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ESGU	iShares ESG Aware MSCI USA ETF	Added	55,160	+6,910	$9,200,688	+16.5%	7.21%
BOND	PIMCO Active Bond Exchange-Traded Fund	Added	80,417	+18,801	$6,995,474	+23.1%	5.48%
VOO	VANGUARD 500 INDEX FUND	Added	8,812	+1,278	$6,175,978	+19.4%	4.84%
FNDF	Schwab Fundamental International Equity ETF	Added	113,507	+6,163	$6,101,001	+7.7%	4.78%
AAPL	Apple Inc. Technology	Reduced	17,051	-123	$5,678,324	+14.3%	4.45%
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	Added	102,828	+2,561	$5,347,056	−4.7%	4.19%
WINN	Harbor Long-Term Growers ETF	Added	132,734	+5,098	$4,554,103	+9.9%	3.57%
MSFT	Microsoft Corp Technology	Added	7,519	+84	$3,856,495	+39.1%	3.02%
VEA	Vanguard FTSE Developed Markets ETF	Added	54,026	+6,219	$3,814,775	+12.0%	2.99%
FNDE	Schwab Fundamental Emerging Markets Equity ETF	Added	87,562	+5,025	$3,666,220	+11.9%	2.87%
DCI	DONALDSON Co INC Industrials	Added	39,478	+9	$3,436,165	−3.0%	2.69%
SCHD	Schwab U.S. Dividend Equity ETF	Added	68,616	+6,231	$2,232,078	+12.8%	1.75%
CGGR	Capital Group Growth ETF	Added	45,855	+4,381	$2,174,902	+11.1%	1.70%
ESGD	iShares ESG Aware MSCI EAFE ETF	Added	20,756	+3,437	$2,138,905	+20.1%	1.68%
UNH	Unitedhealth Group Inc Healthcare	Reduced	5,710	-80	$2,096,026	−12.9%	1.64%
FNDA	Schwab Strategic Trust	Added	58,895	+6,145	$2,061,325	+2.7%	1.62%
JPEM	JPMorgan Diversified Return Emerging Markets Equity ETF	Added	30,213	+636	$1,912,633	+3.0%	1.50%
IVV	iShares Core S&P 500 ETF	Added	2,466	+69	$1,888,586	+5.2%	1.48%
SCHG	Schwab U.S. Large-Cap Growth ETF	Reduced	51,744	-69	$1,859,161	+6.0%	1.46%
CGCB	Capital Group Fixed Income ETF Trust	Added	66,211	+23,605	$1,653,950	+48.3%	1.30%
CGHM	Capital Group Municipal High-Income ETF	Added	65,462	+14,658	$1,575,670	+20.0%	1.23%
FNDX	Schwab Fundamental U.S. Large Company ETF	Added	47,022	+134	$1,479,782	+1.5%	1.16%
MMM	3M Co Industrials	Held	8,008	0	$1,314,513	+1.4%	1.03%
CGXU	Capital Group International Focus Equity ETF	Added	37,948	+5,467	$1,301,236	+15.7%	1.02%
SCHX	Schwab U.S. Large-Cap ETF	Added	42,484	+1,267	$1,274,520	+5.1%	1.00%
CGDV	Capital Group Dividend Value ETF	Added	25,496	+1,667	$1,245,479	+6.1%	0.98%
HELO	JPMorgan Hedged Equity Laddered Overlay ETF	Added	14,366	+2,350	$993,696	+22.4%	0.78%
NULG	Nuveen ESG Large-Cap Growth ETF	Added	8,361	+930	$950,562	+9.3%	0.74%
JPIE	JPMorgan Income ETF	Added	20,916	+337	$938,919	−0.9%	0.74%
ESGV	VANGUARD ESG U.S. STOCK ETF	Added	6,714	+286	$909,948	+7.0%	0.71%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,794	+5	$893,322	−0.2%	0.70%
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	Added	8,802	+1,316	$885,041	+17.3%	0.69%
DSI	iShares ESG MSCI KLD 400 ETF	Added	6,000	+23	$877,080	+3.1%	0.69%
VSGX	VANGUARD ESG INTERNATIONAL STOCK ETF	Added	10,551	+6,299	$855,369	+144.3%	0.67%
SCHV	Schwab U.S. Large-Cap Value ETF	Added	25,189	+23	$839,045	−4.2%	0.66%
LRCX	Lam Research Corp Technology	Added	2,495	+20	$819,632	−23.6%	0.64%
OAKM	Oakmark U.S. Large Cap ETF	Added	26,927	+4,115	$790,576	+23.0%	0.62%
FNDC	Schwab Fundamental International Small Equity ETF	Held	15,465	0	$770,620	+2.6%	0.60%
SCHA	Schwab U.S. Small-Cap ETF	Added	23,377	+1,301	$762,791	−4.4%	0.60%
CHRW	C. H. Robinson Worldwide, Inc. Industrials	Added	4,886	+6	$722,932	−21.3%	0.57%
META	Meta Platforms, Inc. Communication Services	Held	963	0	$698,348	+28.7%	0.55%
FAST	Fastenal Co Industrials	Added	14,001	+17	$693,469	+3.2%	0.54%
CGNG	Capital Group New Geography Equity ETF	Added	18,691	+5,085	$681,286	+33.7%	0.53%
XEL	Xcel Energy Inc Utilities	Reduced	8,235	-694	$580,402	−19.1%	0.45%
WFC	Wells Fargo & Company Financial Services	Added	7,181	+56	$574,839	−2.4%	0.45%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,957	+14	$556,746	−18.8%	0.44%
XOM	ExxonMobil Holdings Corp Energy	Held	3,415	0	$555,791	+19.0%	0.44%
PXF	Invesco RAFI Developed Markets ex-U.S. ETF	Added	7,271	+51	$554,268	+1.5%	0.43%
CGBL	Capital Group Core Balanced ETF	Added	15,006	+3,944	$551,470	+31.3%	0.43%
DINT	Davis Select International ETF	Held	19,687	0	$550,645	−1.9%	0.43%

Showing the top 50 of 693 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.