Birchwood Financial Partners, Inc. - Portfolio Stock Holdings
Birchwood Financial Partners, Inc. disclosed 700 stock positions in a recent SEC 13F filing. $134,200,149 of stock holdings were filed, with the largest holdings including ESGU, BOND, and VOO. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $853,198,867 and has 15 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
700Est. Stock Holding Value:
$134,200,149Top Stock Holdings By Sector
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Portfolio Stock Holdings - Birchwood Financial Partners, Inc.
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