Birchwood Financial Partners, Inc. Q4 2025 Filing
Filed February 19, 2026
Portfolio Value
$100.7M
Holdings
352
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (352 positions)
| Stock | Value |
|---|---|
VIOVVANGUARD S&P SMALL-CAP 600 VALUE ETF | $34K |
FDIGFIDELITY CRYPTO INDUSTRY AND DIGITAL PAYMENTS ETF | $33K |
INTUINTUIT COM | $33K |
IBITISHARES BITCOIN TRUST ETF | $33K |
TAT&T INC COM | $32K |
HEIHEICO CORP NEW COM | $32K |
MARMARRIOTT INTL INC NEW CL A | $32K |
MCKMCKESSON CORP COM | $32K |
REGNREGENERON PHARMACEUTICALS COM | $31K |
VIOGVANGUARD S&P SMALL-CAP 600 GROWTH ETF | $31K |
CGSDCAPITAL GROUP SHORT DURATION INCOME ETF | $31K |
QCOMQUALCOMM INC COM | $30K |
VOVANGUARD MID-CAP ETF | $30K |
EAORISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF | $29K |
CMICUMMINS INC COM | $28K |
VMCVULCAN MATLS CO COM | $28K |
SCHBSCHWAB U.S. BROAD MARKET ETF | $28K |
TMOTHERMO FISHER SCIENTIFIC INC COM | $28K |
CRMSALESFORCE INC COM | $27K |
FDRRFIDELITY DIVIDEND ETF FOR RISING RATES | $26K |
XJHISHARES ESG SELECT SCREENED S&P MID-CAP ETF | $25K |
LVLULULUS FASHION LOUNGE HOLDINGS COM NEW | $25K |
BUDANHEUSER BUSCH INBEV SA NV SPONSORED ADR | $25K |
MCOMOODYS CORP COM | $25K |
ODDODDITY TECH LTD SHS CL A | $23K |
HYXFISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF | $22K |
JHMDJOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF | $22K |
VALEVALE S A SPONSORED ADS | $21K |
OGEOGE ENERGY CORP COM | $21K |
OEFISHARES S&P 100 ETF | $21K |
ARKGARK GENOMIC REVOLUTION ETF | $20K |
GPKGRAPHIC PACKAGING CORP DEL | $20K |
EBAEBAY INC. COM | $20K |
IWNISHARES RUSSELL 2000 VALUE ETF | $20K |
IYWISHARES U.S. TECHNOLOGY ETF | $19K |
ADIANALOG DEVICES INC COM | $19K |
VGTVANGUARD INFORMATION TECHNOLOGY ETF | $18K |
ENBENBRIDGE INC COM | $18K |
JCIJOHNSON CTLS INC | $18K |
TDTTFLEXSHARES IBOXX 3 YEAR TARGET DURATION TIPS INDEX FUND | $18K |
MVISMICROVISION INC DEL COM NEW | $17K |
PPLPPL CORP COM | $17K |
NOWSERVICENOW INC COM | $16K |
SNPSSYNOPSYS INC COM | $16K |
DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $16K |
GUNRFLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND | $16K |
TYLTYLER TECHNOLOGIES INC COM | $15K |
TSLATESLA INC COM | $15K |
LCTDISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $15K |
NEMNEWMONT CORP COM | $15K |
VEEVVEEVA SYS INC CL A COM | $15K |
RBARITCHIE BROS AUCTIONEERS | $14K |
CSGPCOSTAR GRP INC | $14K |
MEDPMEDPACE HLDGS INC COM | $14K |
EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF | $13K |
AMGNAMGEN INC COM | $13K |
ARKQARK AUTONOMOUS TECHNOLOGY & ROBOTICS ETF | $13K |
TDTORONTO DOMINION BK ONT COM NEW | $13K |
FICOFAIR ISAAC CORP COM | $13K |
GSKGSK PLC SPONSORED ADR | $13K |
DDOMINION ENERGY INC COM | $13K |
PIPRPIPER JAFFRAY COS | $12K |
ROLROLLINS INC COM | $12K |
DFISDIMENSIONAL INTERNATIONAL SMALL CAP ETF | $12K |
WSTWEST PHARMACEUTICAL SVSC INC COM | $12K |
VRSKVERISK ANALYTICS INC COM | $12K |
CITCINTAS CORP COM | $11K |
NFLXNETFLIX INC. COM | $11K |
AEPAMERICAN ELEC PWR CO INC COM | $11K |
ETRENTERGY CORP NEW COM | $11K |
BIPBROOKFIELD INFRASTRUCTURE PART LP INT UNIT | $11K |
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $10K |
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $10K |
GLTRABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF | $10K |
ENSGENSIGN GROUP INC COM | $10K |
FIVEFIVE BELOW INC COM | $10K |
DUKDUKE ENERGY CORP NEW COM NEW | $9K |
ARKKARK INNOVATION ETF | $9K |
LMTLOCKHEED MARTIN CORP COM | $9K |
PRVAPRIVIA HEALTH GROUP INC COM | $9K |
SAPSAP SE SPON ADR | $8K |
PAYCPAYCOM SOFTWARE INC COM | $8K |
AGGISHARES CORE U.S. AGGREGATE BOND ETF | $8K |
PNRPENTAIR PLC SHS | $8K |
GAACAMBRIA GLOBAL ASSET ALLOCATION ETF | $8K |
TLTISHARES 20 YEAR TREASURY BOND ETF | $8K |
KNSLKINSALE CAP GROUP INC COM | $8K |
DFASDIMENSIONAL U.S. SMALL CAP ETF | $8K |
SBUXSTARBUCKS CORP COM | $7K |
WKWORKIVA INC COM CL A | $7K |
BTCCGRAYSCALE BITCOIN COVERED CALL ETF | $7K |
ZBHZIMMER HLDGS INC | $7K |
HDVISHARES CORE HIGH DIVIDEND ETF | $7K |
PYPLPAYPAL HLDGS INC COM | $7K |
BINCISHARES FLEXIBLE INCOME ACTIVE ETF | $7K |
GWREGUIDEWIRE SOFTWARE INC COM | $7K |
MSIMOTOROLA SOLUTIONS INC COM NEW | $6K |
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $6K |
SDYSPDR SER TR S&P DIVID ETF | $6K |
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $6K |