Birch Financial Group, LLC holds a focused book of 135 stocks worth $194.5M as of Q2 2026 (disclosed Jul 15, 2026, a ~45-day 13F lag). This quarter they opened Proshares TR and trimmed American Express Co. Their largest long position is American Express Co at 11% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2083592/holdings"
Use Arkolith to show BIRCH FINANCIAL GROUP, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
70% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | American Express Co COM | $21.0M | 62.1K | 10.8% | ▼−1.0% Reduced · −613 sh | |
| 2 | Berkshire Hathaway Inc Del CL A | $15.0M | 20 | 7.7% | —Held | |
| 3 | Vanguard Index FDS S&P 500 ETF SHS | $14.6M | 21.2K | 7.5% | ▲+23% Added · +4K sh | |
| 4 | Apple Inc COM | $7.4M | 25.6K | 3.8% | ▼−0.3% Reduced · −81 sh | |
| 5 | Berkshire Hathaway Inc Del CL B NEW | $5.8M | 11.6K | 3.0% | ▲+0.4% Added · +46 sh | |
| 6 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $5.4M | 75.4K | 2.8% | ▲+32% Added · +18K sh | |
| 7 | Home Depot Inc COM | $4.9M | 14.0K | 2.5% | ▲+0.5% Added · +68 sh | |
| 8 | Ishares TR CORE S&P SCP ETF | $4.9M | 32.8K | 2.5% | ▲+34% Added · +8K sh | |
| 9 | Proshares TR GENIUS MONEY MRK | $4.7M | 47.2K | 2.4% | ▲New New position | |
| 10 | Ameriprise Finl Inc COM | $4.7M | 10.1K | 2.4% | ▼~0% Reduced · −4 sh | |
| 11 | General Dynamics Corp COM | $4.3M | 12.3K | 2.2% | —Held | |
| 12 | Goldman Sachs Group Inc COM | $4.0M | 4.0K | 2.1% | —Held | |
| 13 | Johnson & Johnson COM | $3.7M | 14.6K | 1.9% | ▲+1.2% Added · +169 sh | |
| 14 | Microsoft Corp COM | $3.7M | 9.9K | 1.9% | ▼−4.4% Reduced · −453 sh | |
| 15 | Bank Of Amer Corp COM | $3.2M | 56.0K | 1.6% | ▲+1.1% Added · +584 sh | |
| 16 | SPDR Index SHS FDS ST PORT MARK ETF | $3.1M | 60.6K | 1.6% | ▲+37% Added · +17K sh | |
| 17 | Amazon Com Inc COM | $2.9M | 12.3K | 1.5% | ▼−12% Reduced · −2K sh | |
| 18 | Ishares TR 1 3 YR TREAS BD | $2.9M | 35.5K | 1.5% | ▲+8.9% Added · +3K sh | |
| 19 | Phillips 66 COM | $2.7M | 16.1K | 1.4% | ▼~0% Reduced · −8 sh | |
| 20 | Alphabet Inc CAP STK CL C | $2.7M | 7.6K | 1.4% | ▼−9.1% Reduced · −758 sh | |
| 21 | Ishares TR CORE S&P TTL STK | $2.4M | 14.4K | 1.2% | ▼−3.3% Reduced · −499 sh | |
| 22 | Nvidia Corporation COM | $2.2M | 10.9K | 1.1% | ▲+2.7% Added · +291 sh | |
| 23 | Philip Morris Intl Inc COM | $2.1M | 11.6K | 1.1% | ▼−1.3% Reduced · −147 sh | |
| 24 | Schwab Strategic TR US TIPS ETF | $1.9M | 72.8K | 1.0% | ▲+10% Added · +7K sh | |
| 25 | SPDR Series Trust ST LON TREAS ETF | $1.9M | 73.5K | 1.0% | ▲+9.5% Added · +6K sh | |
| 26 | Advanced Micro Devices Inc COM | $1.8M | 3.2K | 0.9% | ▲+7.8% Added · +229 sh | |
| 27 | Ishares TR NATIONAL MUN ETF | $1.7M | 15.6K | 0.9% | ▲+10% Added · +1K sh | |
| 28 | Ishares TR EAFE SML CP ETF | $1.6M | 19.2K | 0.8% | ▲+42% Added · +6K sh | |
| 29 | Ishares TR IBOXX INV CP ETF | $1.4M | 13.2K | 0.7% | ▲+8.8% Added · +1K sh | |
| 30 | Roundhill ETF Trust MEMORY ETF | $1.4M | 19.4K | 0.7% | ▲New New position | |
| 31 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $1.4M | 4.6K | 0.7% | ▲+1.7% Added · +77 sh | |
| 32 | Vanguard Charlotte FDS TOTAL INT BD ETF | $1.3M | 26.2K | 0.7% | ▲+20% Added · +4K sh | |
| 33 | Applovin Corp COM CL A | $1.2M | 2.3K | 0.6% | ▼−11% Reduced · −302 sh | |
| 34 | Ishares TR IBOXX HI YD ETF | $1.2M | 14.8K | 0.6% | ▲+9.2% Added · +1K sh | |
| 35 | AT&T Inc COM | $1.2M | 56.0K | 0.6% | ▲+2.6% Added · +1K sh | |
| 36 | Ea Series Trust STRIVE US SEMICO | $1.2M | 9.5K | 0.6% | ▼−16% Reduced · −2K sh | |
| 37 | NextEra Energy Inc COM | $1.2M | 13.1K | 0.6% | ▲+2.2% Added · +278 sh | |
| 38 | Wec Energy Group Inc COM | $1.1M | 9.7K | 0.6% | ▲+0.9% Added · +83 sh | |
| 39 | Cameco Corp COM | $1.1M | 10.7K | 0.6% | ▼−0.3% Reduced · −30 sh | |
| 40 | Alphabet Inc CAP STK CL A | $1.1M | 3.0K | 0.5% | ▼−2.1% Reduced · −63 sh | |
| 41 | Chevron Corporation COM | $1.1M | 6.4K | 0.5% | ▲+0.5% Added · +31 sh | |
| 42 | Ishares TR MBS ETF | $1.0M | 10.9K | 0.5% | ▲+9.6% Added · +961 sh | |
| 43 | Meta Platforms Inc CL A | $1.0M | 1.8K | 0.5% | ▲+5.9% Added · +101 sh | |
| 44 | Ea Series Trust ALPHA ARCH 1-3 | $1.0M | 8.5K | 0.5% | ▲New New position | |
| 45 | Abbvie Inc COM | $993K | 3.9K | 0.5% | ▲+2.8% Added · +106 sh | |
| 46 | Verizon Communications Inc COM | $960K | 22.7K | 0.5% | ▲+1.1% Added · +246 sh | |
| 47 | Progressive Corp COM | $916K | 4.2K | 0.5% | ▲+1.7% Added · +71 sh | |
| 48 | Exxon Mobil Corp COM | $916K | 6.7K | 0.5% | ▼−18% Reduced · −1K sh | |
| 49 | JPMorgan Chase & Co COM | $872K | 2.7K | 0.4% | ▲+3.4% Added · +87 sh | |
| 50 | Citigroup Inc COM NEW | $871K | 6.2K | 0.4% | ▲+3.3% Added · +201 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 15, 2026 | 135 | $194.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 17, 2026 | 136 | $171.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 136 | $175.4M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 31, 2025 | 130 | $169.8M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Oct 31, 2025 | 116 | $125.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Oct 31, 2025 | 106 | $112.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Oct 31, 2025 | 85 | $88.9M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.