StockDriftsStockDriftsTop 50 Birch Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | 10.8% | 62.1K | $21.0M | -0.98%(-613) | $306.23(+11.24%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 7.7% | 20 | $15.0M | +0.00%(+0) | $686050.00(+14.53%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 7.5% | 21.2K | $14.6M | +23.32%(+4.01K) | $563.94(+26.09%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.81% | 25.6K | $7.4M | -0.32%(-81) | $231.77(+32.32%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.99% | 11.6K | $5.8M | +0.40%(+46) | $462.18(+13.24%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.76% | 75.4K | $5.4M | +32.25%(+18.38K) | $54.52(+33.86%) | 2026-06-30 | |
| HD | HOME DEPOT INC | 2.54% | 14.0K | $4.9M | +0.49%(+68) | $388.79(-8.74%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.5% | 32.8K | $4.9M | +34.16%(+8.35K) | $117.95(+26.12%) | 2026-06-30 | |
| IQMM | PROSHARES TR | 2.43% | 47.2K | $4.7M | new | $100.10(-0.04%) | 2026-06-30 | |
| AMP | AMERIPRISE FINL INC | 2.39% | 10.1K | $4.7M | -0.04%(-4) | $501.25(+11.50%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +17.92% |
| Top 20 Holdings Unweighted | — | — | — | — | +27.44% |
Birch Financial Group LLC reports $194.51M in US-listed equity holdings across 135 positions in its most recent 13F filing. Its largest disclosed positions are AXP (10.8%), BRK.A (7.7%) and VOO (7.5%). The top 20 holdings account for 62.54% of reported assets. Its disclosed equity book has returned +17.92% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Birch Financial Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2083592). View Birch Financial Group LLC’s 13F filings on SEC