account_balance

Investment manager · 13F filer · SEC CIK 2071468

Birchbrook, Inc.

Reported value$209Mas of Sep 30, 2026

Positions295 4 new, 13 sold out

Top 10 weight59.2%VGIT alone is 16%

FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VGITVanguard Scottsdale FDS

15.7%

IGIBiShares Tr

11.9%Added +3%

VEAVanguard Tax-Managed FDS

6.3%Trimmed −2%

IEMGiShares Inc

5.0%

VOOVanguard Index FDS

4.2%Added +3%

IJHiShares Tr

3.8%

TLTiShares Tr

3.4%Added +4%

IJRiShares Tr

3.3%Trimmed −2%

USMViShares Tr

3.3%

SCHMSchwab Strategic Tr

2.3%Trimmed −4%

MSFTMicrosoft Corp

1.9%

EFIVSPDR Series Trust

1.7%

VGITVanguard Scottsdale FDS

15.7%

IGIBiShares Tr

11.9%Added +3%

VEAVanguard Tax-Managed FDS

6.3%

IEMGiShares Inc

5.0%

VOOVanguard Index FDS

4.2%+3%

IJHiShares Tr

3.8%

TLTiShares Tr

3.4%

IJRiShares Tr

3.3%

USMV3.3%

SCHM

MSFT1.9%

EFIV

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VGIT Vanguard Scottsdale FDS 15.7% Held

IGIB iShares Tr 11.9% Added +3%

VEA Vanguard Tax-Managed FDS 6.3% Trimmed −2%

IEMG iShares Inc 5.0% Held

VOO Vanguard Index FDS 4.2% Added +3%

IJH iShares Tr 3.8% Held

TLT iShares Tr 3.4% Added +4%

IJR iShares Tr 3.3% Trimmed −2%

USMV iShares Tr 3.3% Held

SCHM Schwab Strategic Tr 2.3% Trimmed −4%

MSFT Microsoft Corp 1.9% Held

EFIV SPDR Series Trust 1.7% Held

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 9, 2026 filing

add_circleNew

HON $419K
BSEM $618
ADIG $36
INTU $7

arrow_upwardAdded

TLT +4%
VGSH +4%
IGIB +3%
VOO +3%

arrow_downwardTrimmed

XOM −23%
JNJ −14%
AAPL −13%
JPM −12%

remove_circleSold out

MCO $181K
ED $99.6K
CTSH $69.7K
EMN $55.3K

Birchbrook, Inc.

Where the money is

Biggest moves since Jun 30, 2026

Free weekly email