BIRCH FINANCIAL GROUP, LLC
CIK: 0002083592SEC EDGAR →
Portfolio Value
$175.4M
Holdings
136
As of
Q4 2025
New Positions
136
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN EXPRESS CO | 62,020 | $22.9M | 13.08% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 20 | $15.1M | 8.61% |
| 3 | VANGUARD INDEX FDS | 14,473 | $9.1M | 5.18% |
| 4 | APPLE INC | 25,670 | $7.0M | 3.98% |
| 5 | BERKSHIRE HATHAWAY INC DEL | 12,017 | $6.0M | 3.44% |
| 6 | AMERIPRISE FINL INC | 10,148 | $5.0M | 2.84% |
| 7 | HOME DEPOT INC | 13,941 | $4.8M | 2.74% |
| 8 | MICROSOFT CORP | 9,589 | $4.6M | 2.64% |
| 9 | GENERAL DYNAMICS CORP | 12,251 | $4.1M | 2.35% |
| 10 | GOLDMAN SACHS GROUP INC | 3,982 | $3.5M | 2.00% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (136)
$22.9M · 62K shares
$15.1M · 20 shares
$9.1M · 14K shares
$7.0M · 26K shares
$6.0M · 12K shares
$5.0M · 10K shares
$4.8M · 14K shares
$4.6M · 10K shares
$4.1M · 12K shares
$3.5M · 4K shares
$3.5M · 55K shares
$3.3M · 14K shares
$3.0M · 55K shares
$3.0M · 15K shares
$2.8M · 9K shares
$2.7M · 23K shares
$2.7M · 32K shares
$2.3M · 15K shares
$2.1M · 16K shares
$2.0M · 11K shares
$1.9M · 41K shares
$1.8M · 66K shares
$1.8M · 66K shares
$1.7M · 10K shares
$1.5M · 2K shares
$1.5M · 14K shares
$1.5M · 61K shares
$1.4M · 4K shares
$1.3M · 12K shares
$1.1M · 14K shares
$1.1M · 22K shares
$1.0M · 2K shares
$1.0M · 25K shares
$1.0M · 10K shares
$984K · 6K shares
$981K · 6K shares
$979K · 12K shares
$975K · 13K shares
$964K · 10K shares
$952K · 96K shares
$911K · 10K shares
$909K · 5K shares
$888K · 3K shares
$869K · 7K shares
$866K · 7K shares
$858K · 4K shares
$833K · 1K shares
$826K · 3K shares
$734K · 1K shares
$734K · 3K shares
$729K · 1K shares
$713K · 6K shares
$702K · 10K shares
$697K · 2K shares
$696K · 6K shares
$677K · 2K shares
$659K · 2K shares
$631K · 11K shares
$617K · 1K shares
$594K · 7K shares
$578K · 2K shares
$565K · 2K shares
$557K · 3K shares
$556K · 5K shares
$522K · 488 shares
$522K · 3K shares
$521K · 849 shares
$518K · 11K shares
$517K · 2K shares
$492K · 7K shares
$480K · 2K shares
$478K · 3K shares
$471K · 439 shares
$463K · 2K shares
$460K · 2K shares
$458K · 2K shares
$425K · 5K shares
$423K · 4K shares
$421K · 8K shares
$411K · 1K shares
$410K · 8K shares
$402K · 6K shares
$383K · 3K shares
$382K · 2K shares
$382K · 5K shares
$377K · 2K shares
$377K · 3K shares
$376K · 3K shares
$370K · 2K shares
$364K · 3K shares
$347K · 2K shares
$342K · 1K shares
$342K · 10K shares
$337K · 1K shares
$333K · 2K shares
$320K · 3K shares
$318K · 919 shares
$316K · 2K shares
$316K · 2K shares
$311K · 7K shares
$311K · 692 shares
$304K · 2K shares
$302K · 1K shares
$284K · 4K shares
$283K · 985 shares
$275K · 837 shares
$274K · 1K shares
$270K · 3K shares
$266K · 3K shares
$261K · 3K shares
$259K · 4K shares
$259K · 3K shares
$247K · 707 shares
$246K · 3K shares
$240K · 5K shares
$239K · 2K shares
$236K · 9K shares
$233K · 654 shares
$232K · 6K shares
$232K · 3K shares
$230K · 3K shares
$229K · 1K shares
$223K · 1K shares
$223K · 1K shares
$220K · 110 shares
$220K · 1K shares
$217K · 755 shares
$217K · 7K shares
$213K · 176 shares
$210K · 834 shares
$206K · 1K shares
$203K · 4K shares
$200K · 1K shares
$183K · 13K shares
$62K · 19K shares
$17K · 14K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $74.8M | 42.7% |
| Unknown | 8 | $29.6M | 16.9% |
| Technology | 23 | $23.9M | 13.7% |
| Consumer Cyclical | 9 | $10.4M | 5.9% |
| Healthcare | 15 | $9.1M | 5.2% |
| Communication Services | 7 | $7.7M | 4.4% |
| Industrials | 10 | $7.2M | 4.1% |
| Energy | 5 | $4.7M | 2.7% |
| Utilities | 8 | $3.8M | 2.2% |
| Consumer Defensive | 7 | $3.2M | 1.8% |
| Real Estate | 3 | $985K | 0.6% |