BIRCH FINANCIAL GROUP, LLC - Portfolio Stock Holdings
BIRCH FINANCIAL GROUP, LLC disclosed 154 stock positions in a recent SEC 13F filing. $194,648,768 of stock holdings were filed, with the largest holdings including AXP, BRK.A, and VOO. This filing represented positions held on June 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $264,688,531 and has 2 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
154Est. Stock Holding Value:
$194,648,768Top Stock Holdings By Sector
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Portfolio Stock Holdings - BIRCH FINANCIAL GROUP, LLC
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% of Portfolio
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