account_balance
Investment manager · 13F filer · SEC CIK 2083592
Birch Financial Group, LLC
Reported value$214Mas of Sep 30, 2026
Positions1,048 914 new, 1 sold out
Top 10 weight40.3%AXP alone is 9%
FiledOct 2727 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AXPAmerican Express Co
8.8%
VOOVanguard S&P 500 ETF
7.0%
AAPLApple Inc.
4.2%Added +5%
VEAVanguard FTSE Developed Markets ETF
2.5%
MSFTMicrosoft Corp
2.5%Added +5%
AMPAmeriprise Financial Inc
2.3%
IJRiShares Core S&P Small-Cap ETF
2.1%
BRK-BBerkshire Hathaway Inc
1.9%Trimmed −29%
PSXPhillips 66
1.9%
GDGeneral Dynamics Corp
1.9%
HDHome Depot, Inc.
1.9%
AXPAmerican Express Co
8.8%
VOOVanguard S&P 500 ETF
7.0%
AAPLApple Inc.
4.2%+5%
VEAVanguard FTSE Developed Markets ETF
2.5%
MSFTMicrosoft Corp
2.5%
AMP2.3%IJR2.1%
BRK-BPSX1.9%GD1.9%HD1.9%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
AXP American Express Co 8.8% Held
VOO Vanguard S&P 500 ETF 7.0% Held
Berkshire Hathaway Inc. Common Stock 7.0% Held
AAPL Apple Inc. 4.2% Added +5%VEA Vanguard FTSE Developed Markets ETF 2.5% Held
MSFT Microsoft Corp 2.5% Added +5%AMP Ameriprise Financial Inc 2.3% HeldIJR iShares Core S&P Small-Cap ETF 2.1% Held
BRK-B Berkshire Hathaway Inc 1.9% Trimmed −29%PSX Phillips 66 1.9% HeldGD General Dynamics Corp 1.9% HeldHD Home Depot, Inc. 1.9% HeldWhat changed
Biggest moves since Jun 30, 2026
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