Investor
BIRCH FINANCIAL GROUP, LLC
CIK 0002083592 · filed 2026-04-17 · SEC filing
13F book
$171.2M
Positions
136
8 new · 8 sold
Largest name
11.1%
American Express Co · AXP
Est. mark
−$8.73M
Price effect on 128 names still held. Flow $4.54M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| American Express Co | AXP | 62.7K | $19M | 11.1% | −$4.18M | Added−$3.97M |
| Berkshire Hathaway Inc Del | — | 20 | $14.4M | 8.4% | −$733.2K | Held |
| Vanguard Index Fds | — | 17.2K | $10.3M | 6.0% | −$428.2K | Added$1.21M |
| Apple Inc. | AAPL | 25.7K | $6.51M | 3.8% | −$463.7K | Cut−$466.7K |
| Berkshire Hathaway Inc Del | — | 11.6K | $5.54M | 3.2% | −$271K | Cut−$501.2K |
| Home Depot, Inc. | HD | 14K | $4.59M | 2.7% | −$211.9K | Added−$208.3K |
| Ameriprise Finl Inc | — | 10.2K | $4.51M | 2.6% | −$466.1K | Added−$464.7K |
| General Dynamics Corp | GD | 12.3K | $4.2M | 2.5% | $80.4K | Held |
| Microsoft Corp | MSFT | 10.3K | $3.82M | 2.2% | −$1.09M | Added−$814.5K |
| Vanguard Tax-Managed Fds | — | 57K | $3.65M | 2.1% | $89.3K | Added$185.1K |
| Johnson & Johnson | JNJ | 14.4K | $3.53M | 2.1% | $541.4K | Cut$515.5K |
| Goldman Sachs Group Inc | — | 3.98K | $3.37M | 2.0% | −$131.9K | Added−$131.1K |
| Ishares Tr | — | 24.4K | $3.04M | 1.8% | $94K | Added$302.2K |
| Phillips 66 | PSX | 16.1K | $2.94M | 1.7% | $857.3K | Cut$856.4K |
| Amazon Com Inc | AMZN | 14K | $2.91M | 1.7% | −$315.3K | Cut−$367.2K |
| Bank America Corp | — | 55.4K | $2.7M | 1.6% | −$345.7K | Added−$340K |
| Ishares Tr | — | 32.6K | $2.69M | 1.6% | −$8.05K | Added$25.7K |
| Alphabet Inc | — | 8.31K | $2.38M | 1.4% | −$223.9K | Cut−$376K |
| Ishares Tr | — | 14.9K | $2.12M | 1.2% | −$93.3K | Cut−$130.4K |
| Spdr Index Shs Fds | — | 44.1K | $2.07M | 1.2% | $4.08K | Added$152.8K |
| Philip Morris Intl Inc | — | 11.8K | $1.94M | 1.1% | $51.8K | Added$260.2K |
| Nvidia Corp | NVDA | 10.6K | $1.85M | 1.1% | −$128.5K | Cut−$145.3K |
| Spdr Series Trust | — | 67.1K | $1.77M | 1.0% | −$11.2K | Added$12.7K |
| Schwab Us Tips Etf | — | 66.1K | $1.76M | 1.0% | $7.94K | Cut$2.94K |
| At&T Inc | — | 54.6K | $1.58M | 0.9% | $226.6K | Cut$70.3K |
| Ishares Tr | — | 14.1K | $1.5M | 0.9% | −$13.5K | Cut−$28.3K |
| Exxon Mobil Corp | — | 8.18K | $1.39M | 0.8% | $355.1K | Added$521.7K |
| Ishares Tr | — | 12.1K | $1.32M | 0.8% | −$14.4K | Added−$7.65K |
| Chevron Corp New | CVX | 6.36K | $1.32M | 0.8% | $346.5K | Cut$334K |
| Nextera Energy Inc | — | 12.8K | $1.19M | 0.7% | $153.7K | Added$212K |
| Cameco Corp | CCJ | 10.8K | $1.17M | 0.7% | $79.6K | Added$744K |
| Verizon Communications Inc | VZ | 22.4K | $1.13M | 0.7% | $212.4K | Cut$118.3K |
| Wec Energy Group, Inc. | WEC | 9.62K | $1.11M | 0.7% | $98.3K | Added$107.8K |
| Ishares Tr | — | 13.6K | $1.08M | 0.6% | −$14.6K | Cut−$26.9K |
| Invesco Exch Traded Fd Tr Ii | — | 4.54K | $1.08M | 0.6% | −$12.8K | Added$868.9K |
| Ishares Tr | — | 13.5K | $1.06M | 0.6% | $11.1K | Added$85.2K |
| Vanguard Charlotte Fds | — | 21.9K | $1.05M | 0.6% | −$5.92K | Cut−$15.2K |
| Applovin Corp | APP | 2.63K | $1.05M | 0.6% | −$624.8K | Added−$479.6K |
| Meta Platforms, Inc. | META | 1.7K | $972.4K | 0.6% | −$111.3K | Added$139.2K |
| Ishares Tr | — | 9.98K | $948K | 0.6% | −$2.7K | Cut−$16.2K |
| Visa Inc. | V | 2.94K | $887.3K | 0.5% | −$142.4K | Cut−$502.6K |
| Alphabet Inc | — | 3.05K | $878.3K | 0.5% | −$72.1K | Added−$10.2K |
| Oracle Corp | — | 5.74K | $845.1K | 0.5% | −$223K | Added−$64.1K |
| Mastercard Inc | MA | 1.69K | $844K | 0.5% | −$120.4K | Cut−$196.9K |
| Altria Group, Inc. | MO | 12.7K | $835.7K | 0.5% | $91.2K | Added$204.4K |
| AbbVie Inc. | ABBV | 3.84K | $835K | 0.5% | −$41.2K | Added−$23.4K |
| Progressive Corp | — | 4.12K | $817.3K | 0.5% | −$95.1K | Added$82.7K |
| Ea Series Trust | — | 11.3K | $810.3K | 0.5% | $34.8K | Added$107.8K |
| Netflix Inc | NFLX | 8.27K | $795K | 0.5% | $19.8K | Cut−$116.2K |
| Walmart Inc. | WMT | 6.19K | $769K | 0.4% | $79.7K | Cut$56K |
| Jpmorgan Chase & Co. | — | 2.58K | $758.1K | 0.4% | −$72.1K | Added−$68.8K |
| Soundhound Ai Inc | — | 110K | $756K | 0.4% | −$296.3K | Added−$197K |
| American Elec Pwr Co Inc | — | 5.64K | $739.8K | 0.4% | $76.1K | Added$183.5K |
| Spdr S&P 500 Etf Tr | — | 1.08K | $703.3K | 0.4% | −$33.5K | Added−$30.9K |
| Baker Hughes Company | — | 11.4K | $694.7K | 0.4% | $176.5K | Held |
| Citigroup Inc | — | 6.02K | $682.7K | 0.4% | −$19.6K | Added−$14K |
| Shopify Inc. | SHOP | 5.75K | $682K | 0.4% | −$243.5K | Cut−$302.6K |
| Abbott Labs | ABT | 6.39K | $656.2K | 0.4% | −$144.5K | Cut−$212.9K |
| Honeywell Intl Inc | — | 2.86K | $647.3K | 0.4% | $88.2K | Added$90.2K |
| Cigna Group | CI | 2.4K | $640.4K | 0.4% | −$16.1K | Added$122.8K |
| Coca Cola Co | KO | 8.02K | $610K | 0.4% | $43.3K | Added$117.4K |
| Advanced Micro Devices Inc | AMD | 2.94K | $597.5K | 0.3% | −$23.2K | Added$133.9K |
| American Intl Group Inc | — | 7.81K | $587.9K | 0.3% | −$71.5K | Added−$6.09K |
| Thermo Fisher Scientific Inc. | TMO | 1.16K | $572.4K | 0.3% | −$101.9K | Cut−$156.9K |
| Axsome Therapeutics, Inc. | AXSM | 3.36K | $567.9K | 0.3% | −$14.9K | Added$367.6K |
| Cme Group Inc. | CME | 1.91K | $565K | 0.3% | $37.5K | Added$106.4K |
| Aon plc | AON | 1.65K | $532.8K | 0.3% | −$49.7K | Cut−$127K |
| Invesco Qqq Tr | — | 917 | $529K | 0.3% | −$31.7K | Added$7.57K |
| Procter And Gamble Co | PG | 3.5K | $505.3K | 0.3% | $3.89K | Added$26.9K |
| MSCI Inc. | MSCI | 891 | $480.2K | 0.3% | −$31.2K | Cut−$136.8K |
| Mcdonalds Corp | MCD | 1.52K | $472.1K | 0.3% | $7.88K | Added$11.6K |
| BlackRock, Inc. | BLK | 491 | $472K | 0.3% | −$53.4K | Added−$50.5K |
| Adobe Inc. | ADBE | 1.93K | $468.9K | 0.3% | −$206.4K | Cut−$208.8K |
| Allstate Corp | — | 2.25K | $467K | 0.3% | −$1.24K | Added$133.1K |
| International Business Machs | — | 1.91K | $462.6K | 0.3% | −$102.5K | Cut−$234.9K |
| Sap Se | — | 2.59K | $443.9K | 0.3% | −$170.8K | Added−$134.8K |
| Duke Energy Corp New | — | 3.19K | $418K | 0.2% | $43.9K | Cut$41.8K |
| Ishares Tr | — | 4.2K | $416.6K | 0.2% | −$2.59K | Cut−$7.18K |
| Pepsico Inc | PEP | 2.66K | $413.1K | 0.2% | $31.4K | Cut$29.6K |
| Kroger Co | KR | 5.67K | $410.4K | 0.2% | $41.1K | Added$150.4K |
| American Wtr Wks Co Inc New | — | 3K | $408.9K | 0.2% | — | New |
| Vanguard Mun Bd Fds | — | 8.17K | $407.5K | 0.2% | −$3.26K | Added−$2.96K |
| Exelon Corp | EXC | 8.31K | $407.4K | 0.2% | $38.8K | Added$96.1K |
| Union Pac Corp | — | 1.67K | $405.2K | 0.2% | $18.8K | Added$22.7K |
| Norfolk Southn Corp | — | 1.41K | $405.2K | 0.2% | −$2.52K | Cut−$6.56K |
| Cincinnati Finl Corp | — | 2.56K | $402.5K | 0.2% | −$12.7K | Added$55K |
| Simon Ppty Group Inc New | — | 2.05K | $381.8K | 0.2% | $2.96K | Added$3.9K |
| Merck & Co., Inc. | MRK | 3.16K | $379.7K | 0.2% | $45.7K | Added$59.4K |
| Xcel Energy Inc | — | 4.72K | $375.3K | 0.2% | $21.5K | Added$90.4K |
| Lowes Cos Inc | — | 1.53K | $361.3K | 0.2% | −$7.49K | Cut−$9.42K |
| Strategy Shs | — | 12K | $354.2K | 0.2% | −$54K | Added$11.2K |
| Dycom Inds Inc | — | 1K | $338.8K | 0.2% | $920 | Held |
| RTX Corp | RTX | 1.73K | $332.7K | 0.2% | $16.4K | Cut$16K |
| Tesla, Inc. | TSLA | 891 | $331.2K | 0.2% | −$53.8K | Added$20.2K |
| Starbucks Corp | SBUX | 3.6K | $322.7K | 0.2% | $19.4K | Cut−$59.4K |
| Workday, Inc. | WDAY | 2.46K | $320.3K | 0.2% | −$189.7K | Added−$159.8K |
| Centerpoint Energy Inc | CNP | 7.32K | $316K | 0.2% | $29.2K | Added$83.6K |
| Disney Walt Co | — | 3.27K | $314.7K | 0.2% | −$55.6K | Added−$49.5K |
| Automatic Data Processing In | — | 1.51K | $305.9K | 0.2% | −$72.1K | Added−$36.3K |
| Broadcom Inc. | AVGO | 967 | $299.3K | 0.2% | −$33.8K | Added−$18.9K |
| Zoetis Inc. | ZTS | 2.51K | $296.2K | 0.2% | −$19.1K | Cut−$81.1K |
| Snowflake Inc. | SNOW | 1.96K | $295.2K | 0.2% | −$85.6K | Added$21K |
| Unitedhealth Group Inc | UNH | 1.06K | $287.3K | 0.2% | −$63.2K | Cut−$277.7K |
| Corning Inc | — | 2.07K | $281.2K | 0.2% | $100.1K | Cut$19.2K |
| Novo-Nordisk A S | — | 7.47K | $274.6K | 0.2% | −$105.5K | Cut−$146.9K |
| Datadog, Inc. | DDOG | 2.29K | $270.9K | 0.2% | — | New |
| Fedex Corp | FDX | 744 | $265K | 0.2% | $50.2K | Cut$47K |
| Toronto Dominion Bk Ont | — | 2.83K | $264.1K | 0.2% | −$2.52K | Held |
| Conocophillips | COP | 1.99K | $263K | 0.2% | — | New |
| Cisco Sys Inc | — | 3.37K | $261.7K | 0.2% | $1.87K | Held |
| Us Foods Hldg Corp | — | 2.83K | $260.9K | 0.2% | $47.8K | Cut$14.4K |
| Enterprise Prods Partners L | — | 6.82K | $258.2K | 0.2% | $39.2K | Added$40.9K |
| Kla Corp | KLAC | 173 | $254.9K | 0.1% | $45K | Cut$41.3K |
| Salesforce, Inc. | CRM | 1.34K | $249.9K | 0.1% | — | New |
| Ascendis Pharma A/S | ASND | 1.06K | $242.3K | 0.1% | $16.3K | Added$18.4K |
| Schwab Strategic Tr | — | 7.82K | $240K | 0.1% | $25.4K | Cut$3.88K |
| Waste Mgmt Inc Del | — | 1.04K | $239.7K | 0.1% | $10.6K | Cut$10.3K |
| Texas Instrs Inc | — | 1.23K | $238.3K | 0.1% | $25.3K | Cut$15.2K |
| Oreilly Automotive Inc | — | 2.57K | $237.5K | 0.1% | $2.83K | Added$4.59K |
| ServiceNow, Inc. | NOW | 2.27K | $236.8K | 0.1% | −$100.3K | Added−$79.2K |
| Public Svc Enterprise Grp In | — | 2.89K | $234.3K | 0.1% | $1.93K | Added$3.63K |
| United Parcel Service Inc | UPS | 2.31K | $227K | 0.1% | −$1.89K | Cut−$12.1K |
| Bristol-Myers Squibb Co | — | 3.73K | $226.4K | 0.1% | — | New |
| Affiliated Managers Group In | — | 817 | $226K | 0.1% | −$9.56K | Cut−$58K |
| Tjx Cos Inc New | — | 1.39K | $222.6K | 0.1% | $8.58K | Cut$2.43K |
| Airbnb, Inc. | ABNB | 1.73K | $218.2K | 0.1% | −$16.3K | Cut−$86.2K |
| Accenture Plc Ireland | — | 1.09K | $216.8K | 0.1% | −$76.6K | Cut−$86K |
| Sprott Fds Tr | — | 3.39K | $214K | 0.1% | — | New |
| Welltower Inc. | WELL | 1.06K | $209.5K | 0.1% | $12.8K | Cut$3K |
| SharkNinja, Inc. | SN | 1.96K | $207.1K | 0.1% | — | New |
| Willis Towers Watson Plc | WTW | 707 | $205.4K | 0.1% | −$27K | Cut−$69.7K |
| Dimensional Etf Trust | — | 4.07K | $202.6K | 0.1% | −$936 | Held |
| Api Group Corp | APG | 4.96K | $201K | 0.1% | — | New |
| Aes Corp | AES | 12.8K | $180.7K | 0.1% | −$3.21K | Held |
| Clarivate Plc | CLVT | 18.6K | $47.1K | 0.0% | −$15.1K | Held |
| Biomea Fusion, Inc. | BMEA | 14K | $21.4K | 0.0% | $4.06K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.