StockDriftsStockDriftsTop 50 Birchwood Financial Partners, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ESGU | ISHARES ESG AWARE MSCI USA ETF | 6.46% | 48.3K | $7.9M | +1.38%(+657) | $147.33(+15.13%) | 2026-06-30 | |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 4.65% | 61.6K | $5.7M | +21.47%(+10.89K) | $92.97(-2.58%) | 2026-06-30 | |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 4.63% | 107.3K | $5.7M | +5.23%(+5.33K) | $44.45(+24.40%) | 2026-06-30 | |
| ESML | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 4.59% | 100.3K | $5.6M | +1.27%(+1.25K) | $46.01(+20.67%) | 2026-06-30 | |
| VOO | VANGUARD S&P 500 ETF | 4.23% | 7.5K | $5.2M | +12.84%(+857) | $620.80(+14.54%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.06% | 17.2K | $5.0M | -4.16%(-745) | $263.24(+16.50%) | 2026-06-30 | |
| WINN | HARBOR LONG-TERM GROWERS ETF | 3.39% | 127.6K | $4.1M | +6.11%(+7.35K) | $30.93(+10.39%) | 2026-06-30 | |
| DCI | DONALDSON INC COM | 2.9% | 39.5K | $3.5M | -0.54%(-216) | $85.26(+14.89%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2.79% | 47.8K | $3.4M | +7.69%(+3.41K) | $61.68(+18.32%) | 2026-06-30 | |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 2.68% | 82.5K | $3.3M | +6.73%(+5.20K) | $36.28(+14.79%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +7.94% |
| Top 20 Holdings Unweighted | — | — | — | — | +9.09% |
Birchwood Financial Partners, Inc. reports $122.27M in US-listed equity holdings across 352 positions in its most recent 13F filing. Its largest disclosed positions are ESGU (6.5%), BOND (4.7%) and FNDF (4.6%). The top 20 holdings account for 58.23% of reported assets. Its disclosed equity book has returned +7.94% cumulatively over 2 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 Birchwood Financial Partners, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2110062). View Birchwood Financial Partners, Inc.’s 13F filings on SEC