account_balance
Investment manager · 13F filer · SEC CIK 2110062
Birchwood Financial Partners, Inc.
Reported value$134Mas of Sep 30, 2026
Positions694 353 new, 10 sold out
Top 10 weight41.3%ESGU alone is 7%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ESGUiShares Esg Aware MSCI USA ETF
6.9%Added +14%
BONDPimco Active Bond Exchange-Traded Fund
5.2%Added +31%
VOOVanguard S&P 500 ETF
4.6%Added +17%
FNDFSchwab Fundamental International Equity ETF
4.5%Added +6%
AAPLApple Inc.
4.2%
ESMLiShares Esg Aware MSCI USA Small-Cap ETF
4.0%Added +3%
WINNHarbor Long-Term Growers ETF
3.4%Added +4%
MSFTMicrosoft Corp
2.9%
VEAVanguard Ftse Developed Markets ETF
2.8%Added +13%
VXFVanguard Extended Market ETF
2.8%Added +26%
FNDESchwab Fundamental Emerging Markets Equity ETF
2.7%Added +6%
DCIDonaldson Co INC
2.6%
ESGUiShares Esg Aware MSCI USA ETF
6.9%Added +14%
BONDPimco Active Bond Exchange-Traded Fund
5.2%Added +31%
VOOVanguard S&P 500 ETF
4.6%+17%
FNDFSchwab Fundamental International Equity ETF
4.5%+6%
AAPLApple Inc.
4.2%
ESMLiShares Esg Aware MSCI USA Small-Cap ETF
4.0%
WINNHarbor Long-Term Growers ETF
3.4%
MSFTMicrosoft Corp
2.9%
VEAVanguard Ftse Developed Markets ETF
2.8%
VXF2.8%
FNDE
DCI2.6%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
ESGU iShares Esg Aware MSCI USA ETF 6.9% Added +14%
BOND Pimco Active Bond Exchange-Traded Fund 5.2% Added +31%
VOO Vanguard S&P 500 ETF 4.6% Added +17%
FNDF Schwab Fundamental International Equity ETF 4.5% Added +6%
AAPL Apple Inc. 4.2% HeldESML iShares Esg Aware MSCI USA Small-Cap ETF 4.0% Added +3%
WINN Harbor Long-Term Growers ETF 3.4% Added +4%
MSFT Microsoft Corp 2.9% HeldVEA Vanguard Ftse Developed Markets ETF 2.8% Added +13%
VXF Vanguard Extended Market ETF 2.8% Added +26%
FNDE Schwab Fundamental Emerging Markets Equity ETF 2.7% Added +6%
DCI Donaldson Co INC 2.6% HeldWhat changed
Biggest moves since Jun 30, 2026
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