BIRCH FINANCIAL GROUP, LLC
137 holdingsFiling period: 2026-03-31Current AUM: $188.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AXP | AMERICAN EXPRESS CO | 62.7K | $19.0M | $21.1M | 11.22% | +702 | 2026-03-31 |
| 2 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 20 | $14.4M | $14.4M | 7.64% | -- | 2026-03-31 |
| 3 | VOO | VANGUARD INDEX FDS | 17.2K | $10.3M | $11.8M | 6.29% | +2.7K | 2026-03-31 |
| 4 | AAPL | APPLE INC | 25.7K | $6.5M | $7.9M | 4.22% | -11 | 2026-03-31 |
| 5 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 11.6K | $5.5M | $5.5M | 2.95% | -458 | 2026-03-31 |
| 6 | HD | HOME DEPOT INC | 14.0K | $4.6M | $4.6M | 2.46% | +11 | 2026-03-31 |
| 7 | AMP | AMERIPRISE FINL INC | 10.2K | $4.5M | $5.5M | 2.95% | +3 | 2026-03-31 |
| 8 | GD | GENERAL DYNAMICS CORP | 12.3K | $4.2M | $4.7M | 2.50% | -- | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 10.3K | $3.8M | $4.8M | 2.55% | +739 | 2026-03-31 |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 57.0K | $3.7M | $4.0M | 2.14% | +1.5K | 2026-03-31 |
| 11 | JNJ | JOHNSON & JOHNSON | 14.4K | $3.5M | $3.7M | 1.97% | -125 | 2026-03-31 |
| 12 | GS | GOLDMAN SACHS GROUP INC | 4.0K | $3.4M | $4.1M | 2.16% | +1 | 2026-03-31 |
| 13 | IJR | ISHARES TR | 24.4K | $3.0M | $3.6M | 1.89% | +1.7K | 2026-03-31 |
| 14 | PSX | PHILLIPS 66 | 16.1K | $2.9M | $3.4M | 1.82% | -7 | 2026-03-31 |
| 15 | AMZN | AMAZON COM INC | 14.0K | $2.9M | $3.8M | 2.02% | -225 | 2026-03-31 |
| 16 | BAC | BANK AMERICA CORP | 55.4K | $2.7M | $3.4M | 1.83% | +117 | 2026-03-31 |
| 17 | SHY | ISHARES TR | 32.6K | $2.7M | $2.7M | 1.42% | +409 | 2026-03-31 |
| 18 | GOOG | ALPHABET INC | 8.3K | $2.4M | $3.0M | 1.58% | -485 | 2026-03-31 |
| 19 | ITOT | ISHARES TR | 14.9K | $2.1M | $2.4M | 1.30% | -249 | 2026-03-31 |
| 20 | SPEM | SPDR INDEX SHS FDS | 44.1K | $2.1M | $2.2M | 1.19% | +3.2K | 2026-03-31 |
| 21 | PM | PHILIP MORRIS INTL INC | 11.8K | $1.9M | $2.2M | 1.19% | +1.3K | 2026-03-31 |
| 22 | NVDA | NVIDIA CORPORATION | 10.6K | $1.9M | $2.1M | 1.13% | -90 | 2026-03-31 |
| 23 | SPTL | SPDR SERIES TRUST | 67.1K | $1.8M | $1.7M | 0.90% | +909 | 2026-03-31 |
| 24 | SCHP | SCHWAB STRATEGIC TR | 66.1K | $1.8M | $1.7M | 0.92% | -189 | 2026-03-31 |
| 25 | T | AT&T INC | 54.6K | $1.6M | $1.3M | 0.68% | -6,294 | 2026-03-31 |
← Scroll →
Page 1 of 6