BIRCH FINANCIAL GROUP, LLC
137 holdingsFiling period: 2026-06-30Current AUM: $198.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AXP | AMERICAN EXPRESS CO | 62.1K | $21.0M | $20.1M | 10.16% | -613 | 2026-06-30 |
| 2 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 20 | $15.0M | $15.0M | 7.55% | -- | 2026-06-30 |
| 3 | VOO | VANGUARD INDEX FDS | 21.2K | $14.6M | $14.8M | 7.45% | +4.0K | 2026-06-30 |
| 4 | AAPL | APPLE INC | 25.6K | $7.4M | $8.5M | 4.27% | -81 | 2026-06-30 |
| 5 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 11.6K | $5.8M | $5.8M | 2.93% | +46 | 2026-06-30 |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | 75.4K | $5.4M | $5.4M | 2.72% | +18.4K | 2026-06-30 |
| 7 | HD | HOME DEPOT INC | 14.0K | $4.9M | $4.3M | 2.16% | +68 | 2026-06-30 |
| 8 | IJR | ISHARES TR | 32.8K | $4.9M | $4.6M | 2.31% | +8.3K | 2026-06-30 |
| 9 | IQMM | PROSHARES TR | 47.2K | $4.7M | $4.7M | 2.38% | -- | 2026-06-30 |
| 10 | AMP | AMERIPRISE FINL INC | 10.1K | $4.7M | $5.7M | 2.86% | -4 | 2026-06-30 |
| 11 | GD | GENERAL DYNAMICS CORP | 12.3K | $4.3M | $4.4M | 2.21% | -- | 2026-06-30 |
| 12 | GS | GOLDMAN SACHS GROUP INC | 4.0K | $4.0M | $3.9M | 1.96% | -- | 2026-06-30 |
| 13 | JNJ | JOHNSON & JOHNSON | 14.6K | $3.7M | $3.9M | 1.97% | +169 | 2026-06-30 |
| 14 | MSFT | MICROSOFT CORP | 9.9K | $3.7M | $4.9M | 2.47% | -453 | 2026-06-30 |
| 15 | BAC | BANK OF AMER CORP | 56.0K | $3.2M | $3.3M | 1.68% | +584 | 2026-06-30 |
| 16 | SPEM | SPDR INDEX SHS FDS | 60.6K | $3.1M | $3.1M | 1.57% | +16.5K | 2026-06-30 |
| 17 | AMZN | AMAZON COM INC | 12.3K | $2.9M | $3.0M | 1.54% | -1,719 | 2026-06-30 |
| 18 | SHY | ISHARES TR | 35.5K | $2.9M | $2.9M | 1.45% | +2.9K | 2026-06-30 |
| 19 | PSX | PHILLIPS 66 | 16.1K | $2.7M | $4.3M | 2.15% | -8 | 2026-06-30 |
| 20 | GOOG | ALPHABET INC | 7.6K | $2.7M | $2.6M | 1.30% | -758 | 2026-06-30 |
| 21 | ITOT | ISHARES TR | 14.4K | $2.4M | $2.4M | 1.20% | -499 | 2026-06-30 |
| 22 | NVDA | NVIDIA CORPORATION | 10.9K | $2.2M | $2.3M | 1.17% | +291 | 2026-06-30 |
| 23 | PM | PHILIP MORRIS INTL INC | 11.6K | $2.1M | $2.3M | 1.14% | -147 | 2026-06-30 |
| 24 | SCHP | SCHWAB STRATEGIC TR | 72.8K | $1.9M | $1.9M | 0.94% | +6.7K | 2026-06-30 |
| 25 | SPTL | SPDR SERIES TRUST | 73.5K | $1.9M | $1.8M | 0.91% | +6.4K | 2026-06-30 |
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