Birch Financial Group, LLC holds a focused book of 135 stocks worth $194.5M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-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.
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Birch Financial Group, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Kestra Advisory Services, LLC | 79 / 80 | $6.7B |
| IFP Advisors, Inc | 79 / 80 | $1.2B |
| JPMorgan Chase & Co | 78 / 80 | $573.6B |
| Morgan Stanley | 78 / 80 | $571.7B |
| Goldman Sachs Group Inc | 78 / 80 | $262.4B |
| Royal Bank Of Canada | 78 / 80 | $161.1B |
| Wells Fargo & Company | 78 / 80 | $157.5B |
| LPL Financial LLC | 78 / 80 | $70.7B |
Ranked by the share of each fund's own book sitting in the names it shares with Birch Financial Group, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
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, filed up to 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.