Birchwood Financial Partners, Inc. holds a diversified book of 351 stocks worth $122.3M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened ExxonMobil Holdings Corp and trimmed Apple Inc. Their largest long position is Ishares Esg Aware Msci USA at 6% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
27% 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
Other tracked managers holding the same core names as Birchwood Financial Partners, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $314.4B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $67.4B |
| LPL Financial LLC | 79 / 80 | $59.7B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $12.9B |
| Steward Partners Investment Advisory, LLC | 79 / 80 | $3.9B |
| ROYAL BANK OF CANADA | 78 / 80 | $102.5B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $71.2B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 78 / 80 | $59.9B |
Ranked by the share of each fund's own book sitting in the names it shares with Birchwood Financial Partners, Inc.: 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 | Ishares Esg Aware Msci USA ETF ETF | $7.9M | 48.3K | 6.5% | ▲+1.4% Added · +657 sh | |
| 2 | Pimco Active Bond Exchange-Traded Fund ETF | $5.7M | 61.6K | 4.6% | ▲+21% Added · +11K sh | |
| 3 | Schwab Fundamental International Equity ETF ETF | $5.7M | 107.3K | 4.6% | ▲+5.2% Added · +5K sh | |
| 4 | Ishares Esg Aware Msci USA Small-Cap ETF ETF | $5.6M | 100.3K | 4.6% | ▲+1.3% Added · +1K sh | |
| 5 | Vanguard S&P 500 ETF ETF | $5.2M | 7.5K | 4.2% | ▲+13% Added · +857 sh | |
| 6 | Apple Inc Stock | $5.0M | 17.2K | 4.1% | ▼−4.2% Reduced · −745 sh | |
| 7 | Harbor Long-Term Growers ETF ETF | $4.1M | 127.6K | 3.4% | ▲+6.1% Added · +7K sh | |
| 8 | Donaldson Inc Com Stock | $3.5M | 39.5K | 2.9% | ▼−0.5% Reduced · −216 sh | |
| 9 | Vanguard Ftse Developed Markets ETF ETF | $3.4M | 47.8K | 2.8% | ▲+7.7% Added · +3K sh | |
| 10 | Schwab Fundamental Emerging Markets Equity ETF ETF | $3.3M | 82.5K | 2.7% | ▲+6.7% Added · +5K sh | |
| 11 | Vanguard Extended Market ETF ETF | $3.1M | 12.8K | 2.6% | ▲+24% Added · +3K sh | |
| 12 | Microsoft Stock | $2.8M | 7.4K | 2.3% | —Held | |
| 13 | Unitedhealth Group Stock | $2.4M | 5.8K | 2.0% | ▼−5.2% Reduced · −317 sh | |
| 14 | Ishares Esg Aware Msci Em ETF ETF | $2.1M | 38.7K | 1.7% | ▲+2.7% Added · +1K sh | |
| 15 | Schwab Fundamental U.S. Small Company ETF ETF | $2.0M | 52.8K | 1.6% | ▲+5.0% Added · +3K sh | |
| 16 | Schwab US Dividend Equity ETF ETF | $2.0M | 62.4K | 1.6% | ▲+20% Added · +10K sh | |
| 17 | Capital Group Growth ETF ETF | $2.0M | 41.5K | 1.6% | ▲+36% Added · +11K sh | |
| 18 | JPMorgan Diversified Return Emerging Markets Equity ETF ETF | $1.9M | 29.6K | 1.5% | ▲+2.5% Added · +737 sh | |
| 19 | Ishares Core S&P 500 ETF ETF | $1.8M | 2.4K | 1.5% | ▲+0.4% Added · +10 sh | |
| 20 | Ishares Esg Aware Msci Eafe ETF ETF | $1.8M | 17.3K | 1.5% | ▲+5.2% Added · +862 sh | |
| 21 | Schwab U.S. Large-Cap Growth ETF ETF | $1.8M | 51.8K | 1.4% | ▲~0% Added · +24 sh | |
| 22 | Schwab Fundamental U.S. Large Company ETF ETF | $1.5M | 46.9K | 1.2% | ▲+0.3% Added · +145 sh | |
| 23 | Capital Group Municipal High-Income ETF ETF | $1.3M | 50.8K | 1.1% | ▲+28% Added · +11K sh | |
| 24 | 3M Co Com Stock | $1.3M | 8.0K | 1.1% | ▼−1.9% Reduced · −151 sh | |
| 25 | Schwab U.S. Large-Cap ETF ETF | $1.2M | 41.2K | 1.0% | ▲+0.3% Added · +108 sh | |
| 26 | Capital Group Dividend Value ETF ETF | $1.2M | 23.8K | 1.0% | ▲+12% Added · +3K sh | |
| 27 | Capital Group International Focus Equity ETF ETF | $1.1M | 32.5K | 0.9% | ▲+67% Added · +13K sh | |
| 28 | Capital Group Core Bond ETF ETF | $1.1M | 42.6K | 0.9% | ▲+40% Added · +12K sh | |
| 29 | Lam Research Corp Com New Stock | $1.1M | 2.5K | 0.9% | ▼−1.3% Reduced · −33 sh | |
| 30 | JPMorgan Income ETF ETF | $948K | 20.6K | 0.8% | ▲+24% Added · +4K sh | |
| 31 | C H Robinson Worldwide Inc Stock | $919K | 4.9K | 0.8% | ▼−12% Reduced · −695 sh | |
| 32 | Berkshire Hathaway Inc Del CL B New Stock | $895K | 1.8K | 0.7% | ▲+0.3% Added · +5 sh | |
| 33 | Schwab U.S. Large-Cap Value ETF ETF | $876K | 25.2K | 0.7% | ▲+0.3% Added · +87 sh | |
| 34 | Nuveen Esg Large-Cap Growth ETF ETF | $870K | 7.4K | 0.7% | ▲+12% Added · +817 sh | |
| 35 | Ishares Esg Msci KLD 400 ETF ETF | $851K | 6.0K | 0.7% | ▲+17% Added · +884 sh | |
| 36 | Vanguard Esg U.S. Stock ETF ETF | $850K | 6.4K | 0.7% | ▲+8.6% Added · +510 sh | |
| 37 | JPMorgan Hedged Equity Laddered Overlay ETF ETF | $812K | 12.0K | 0.7% | ▲+21% Added · +2K sh | |
| 38 | Schwab U.S. Small-Cap ETF ETF | $798K | 22.1K | 0.7% | ▲+5.5% Added · +1K sh | |
| 39 | Pimco Enhanced Short Maturity Active Exchange-Traded Fund ETF | $755K | 7.5K | 0.6% | ▲+15% Added · +979 sh | |
| 40 | Schwab Fundamental International Small Equity ETF ETF | $751K | 15.5K | 0.6% | ▲+0.6% Added · +88 sh | |
| 41 | Xcel Energy Inc Com Stock | $717K | 8.9K | 0.6% | ▼−3.5% Reduced · −323 sh | |
| 42 | Home Depot Stock | $685K | 1.9K | 0.6% | —Held | |
| 43 | Fastenal Co Stock | $672K | 14.0K | 0.5% | ▼−5.5% Reduced · −812 sh | |
| 44 | Oakmark U.S. Large Cap ETF ETF | $643K | 22.8K | 0.5% | ▲+22% Added · +4K sh | |
| 45 | Wells Fargo & Co Com Stock | $589K | 7.1K | 0.5% | —Held | |
| 46 | Alphabet Inc Cap STK CL C Stock | $566K | 1.6K | 0.5% | ▼−0.1% Reduced · −1 sh | |
| 47 | Davis Select International ETF ETF | $561K | 19.7K | 0.5% | —Held | |
| 48 | Invesco Rafi Developed Markets Ex-U.S. ETF ETF | $546K | 7.2K | 0.4% | ▲+0.9% Added · +65 sh | |
| 49 | Meta Platforms Inc CL A Stock | $543K | 963 | 0.4% | —Held | |
| 50 | Brookfield Corp CL A Ltd VT SH Stock | $534K | 12.5K | 0.4% | —Held |
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/2110062/holdings"
Use Arkolith to show Birchwood Financial Partners, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
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.