13F filer

Birch Financial Group

As of Sep 30, 2026 Filed Oct 27, 2026 CIK 2083592 SEC filings ↗

13F Value

$213.7M

Positions

1,048

Top Position

AXP8.8%

Top 5

29.5%

Latest filing changes

vs Jun 30, 2026

1 NVDA NVIDIA +27.7%+$689K

2 GOOG Alphabet Class C +16.7%+$429K

3 AAPL Apple +4.8%+$405K

4 AMZN Amazon +11.9%+$365K

5 CRDO Credo Technology Group Holdi +90.1%+$268K

Holdings1,048

#
1	AXP American Express	8.8%	$18.9M	-0.0%	62.1K	10.8%	Common Stock
2	VOO Vanguard 500 Index Fund — ETF Shares	7.0%	$15.0M	+0.9%	21.4K	7.5%	ETF
3	BRK.A Berkshire Hathaway Class A	7.0%	$14.9M	—	20	7.7%	Common Stock
4	AAPL Apple	4.2%	$8.9M	+4.8%	26.8K	3.8%	Common Stock
5	VEA Vanguard Developed Markets Index Fund — ETF Shares	2.5%	$5.4M	+1.2%	76.2K	2.8%	ETF
6	MSFT Microsoft	2.5%	$5.3M	+4.7%	10.3K	1.9%	Common Stock
7	AMP Ameriprise Finl	2.3%	$5.0M	—	10.1K	2.4%	Common Stock
8	IJR iShares Core S&P Small-Cap ETF	2.1%	$4.5M	+0.5%	32.9K	2.5%	ETF
9	BRK.B Berkshire Hathaway Class B Filing details 084670702 Sep 30, 2026 8,275 reported quantity $4,120,544 reported value	1.9%	$4.1M	-28.7%	8.3K	3.0%	Common Stock
10	PSX Phillips 66	1.9%	$4.1M	-0.3%	16.1K	1.4%	Common Stock
11	GD General Dynamics	1.9%	$4.1M	+0.0%	12.3K	2.2%	Common Stock
12	HD Home Depot	1.9%	$4.0M	-0.4%	14.0K	2.5%	Common Stock
13	JNJ Johnson & Johnson	1.8%	$3.8M	-0.9%	14.5K	1.9%	Common Stock
14	GS Goldman Sachs Group	1.7%	$3.6M	+1.8%	4.1K	2.1%	Common Stock
15	AMZN Amazon	1.6%	$3.4M	+11.9%	13.7K	1.5%	Common Stock
16	SPEM State Street(R) SPDR(R) Portfolio Emerging Markets ETF	1.5%	$3.2M	+2.4%	62.1K	1.6%	ETF
17	NVDA NVIDIA	1.5%	$3.2M	+27.7%	13.9K	1.1%	Common Stock
18	BAC Bank of America	1.4%	$3.0M	-0.3%	55.9K	1.6%	Common Stock
19	GOOG Alphabet Class C	1.4%	$3.0M	+16.7%	8.8K	1.4%	Common Stock
20	SHY iShares 1-3 Year Treasury Bond ETF	1.4%	$3.0M	+3.1%	36.6K	1.5%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing1

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.