Birch Financial Group, LLC

13F filer · CIK 0002083592

Reported Jul 15, 2026

Net seller this quarter

13F portfolio value$195MU.S. long equity reported on 13F

Positions11011 new · 18 closed

Net flow last quarter-$4.3MBuys minus sells

Top 10 positions weight38.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 15, 2026110 positions
AXPAmerican Express Co	$21M	10.80%	0.01%	-1.0%	Q4 2024
BRK.ABerkshire Hathaway Inc	$15M	7.70%	Not reported	Not reported	Q4 2024
AAPLApple Inc.	$7.4M	3.81%	0.00%	-0.3%	Q4 2024
BRK.BBerkshire Hathaway Inc	$5.81M	2.99%	Not reported	+0.4%	Q4 2024
HDHome Depot, Inc.	$4.94M	2.54%	0.00%	+0.5%	Q4 2024
AMPAmeriprise Financial Inc	$4.66M	2.39%	0.01%	0.0%	Q4 2024
GDGeneral Dynamics Corp	$4.34M	2.23%	0.00%	Not reported	Q4 2024
GSGoldman Sachs Group Inc	$4.03M	2.07%	0.00%	Not reported	Q3 2025
JNJJohnson & Johnson	$3.71M	1.91%	0.00%	+1.2%	Q4 2024
MSFTMicrosoft Corp	$3.68M	1.89%	0.00%	-4.4%	Q4 2024
BACBank of America Corp	$3.19M	1.64%	0.00%	+1.1%	Q4 2024
AMZNAmazon Com Inc	$2.92M	1.50%	0.00%	-12.3%	Q4 2024
PSXPhillips 66	$2.73M	1.40%	0.00%	-0.1%	Q3 2025
GOOGAlphabet Inc.	$2.67M	1.37%	Not reported	-9.1%	Q4 2024
NVDANvidia Corp	$2.18M	1.12%	0.00%	+2.7%	Q4 2024
PMPhilip Morris International Inc.	$2.1M	1.08%	0.00%	-1.3%	Q4 2024
AMDAdvanced Micro Devices Inc	$1.84M	0.95%	0.00%	+7.8%	Q3 2025
SCZNXG NextGen Infrastructure Income Fund	$1.58M	0.81%	Not reported	+42.2%	Q4 2024
DRAMU.S. Gold Corp.	$1.43M	0.74%	Not reported	New	Q2 2026
APPAppLovin Corp	$1.2M	0.62%	0.00%	-11.5%	Q4 2024
TAt&T Inc.	$1.16M	0.60%	0.00%	+2.6%	Q4 2024
NEENextera Energy Inc	$1.15M	0.59%	0.00%	+2.2%	Q4 2024
WECWec Energy Group, Inc.	$1.13M	0.58%	0.00%	+0.9%	Q4 2024
CCJCameco Corp	$1.09M	0.56%	0.00%	-0.3%	Q3 2025
GOOGLAlphabet Inc.	$1.07M	0.55%	0.00%	-2.1%	Q4 2024
CVXChevron Corp	$1.06M	0.54%	0.00%	+0.5%	Q4 2024
METAMeta Platforms, Inc.	$1.01M	0.52%	Not reported	+5.9%	Q4 2024
ABBVAbbVie Inc.	$993K	0.51%	0.00%	+2.8%	Q4 2024
VZVerizon Communications Inc	$960K	0.49%	0.00%	+1.1%	Q4 2024
PGRProgressive Corp	$916K	0.47%	0.00%	+1.7%	Q2 2025
XOMExxonMobil Holdings Corp	$916K	0.47%	0.00%	-18.1%	Q4 2024
JPMJPMorgan Chase & Co	$872K	0.45%	0.00%	+3.4%	Q4 2024
CCitigroup Inc	$871K	0.45%	0.00%	+3.3%	Q4 2024
MOAltria Group, Inc.	$801K	0.41%	0.00%	-12.1%	Q4 2025
AEPAmerican Electric Power Co Inc	$745K	0.38%	0.00%	-3.6%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$718K	0.37%	Not reported	-11.0%	Q1 2025
WMTWalmart Inc.	$682K	0.35%	0.00%	-2.8%	Q4 2024
KOCoca Cola Co	$659K	0.34%	0.00%	+1.2%	Q4 2024
VVisa Inc.	$643K	0.33%	0.00%	-36.1%	Q4 2024
BKRBaker Hughes Co	$632K	0.32%	0.00%	Not reported	Q3 2025
CICigna Group	$629K	0.32%	0.00%	-5.0%	Q2 2025
MAMastercard Inc	$616K	0.32%	0.00%	-29.0%	Q4 2024
NFLXNetflix Inc	$604K	0.31%	0.00%	+2.4%	Q4 2024
ORCLOracle Corp	$599K	0.31%	0.00%	-28.9%	Q4 2024
AIGAmerican International Group, Inc.	$590K	0.30%	0.00%	+1.3%	Q4 2025
PGPROCTER & GAMBLE Co	$550K	0.28%	0.00%	+7.2%	Q4 2024
SOUNSoundhound Ai, Inc.	$544K	0.28%	0.04%	-23.6%	Q3 2025
GLWCorning Inc	$527K	0.27%	0.00%	-0.2%	Q3 2025
ALLAllstate Corp	$523K	0.27%	0.00%	-2.3%	Q2 2025
IBMInternational Business Machines Corp	$514K	0.26%	0.00%	-4.1%	Q1 2025

Q1 2026Reported Apr 17, 2026115 positions
AXPAmerican Express Co	$19M	11.08%	0.01%	+1.1%	Q4 2024
BRK.ABerkshire Hathaway Inc	$14.4M	8.39%	Not reported	Not reported	Q4 2024
AAPLApple Inc.	$6.51M	3.80%	0.00%	0.0%	Q4 2024
BRK.BBerkshire Hathaway Inc	$5.54M	3.24%	Not reported	-3.8%	Q4 2024
HDHome Depot, Inc.	$4.59M	2.68%	0.00%	+0.1%	Q4 2024
AMPAmeriprise Financial Inc	$4.51M	2.64%	0.01%	0.0%	Q4 2024
GDGeneral Dynamics Corp	$4.2M	2.46%	0.00%	Not reported	Q4 2024
MSFTMicrosoft Corp	$3.82M	2.23%	0.00%	+7.7%	Q4 2024
JNJJohnson & Johnson	$3.53M	2.06%	0.00%	-0.9%	Q4 2024
GSGoldman Sachs Group Inc	$3.37M	1.97%	0.00%	0.0%	Q3 2025
PSXPhillips 66	$2.94M	1.72%	0.00%	0.0%	Q3 2025
AMZNAmazon Com Inc	$2.91M	1.70%	0.00%	-1.6%	Q4 2024
BACBank of America Corp	$2.7M	1.58%	0.00%	+0.2%	Q4 2024
GOOGAlphabet Inc.	$2.38M	1.39%	Not reported	-5.5%	Q4 2024
PMPhilip Morris International Inc.	$1.94M	1.14%	0.00%	+12.0%	Q4 2024
NVDANvidia Corp	$1.85M	1.08%	0.00%	-0.8%	Q4 2024
TAt&T Inc.	$1.58M	0.92%	0.00%	-10.3%	Q4 2024
XOMExxonMobil Holdings Corp	$1.39M	0.81%	0.00%	+13.6%	Q4 2024
CVXChevron Corp	$1.32M	0.77%	0.00%	-1.3%	Q4 2024
NEENextera Energy Inc	$1.19M	0.70%	0.00%	+5.1%	Q4 2024
CCJCameco Corp	$1.17M	0.68%	0.00%	+131.6%	Q3 2025
VZVerizon Communications Inc	$1.13M	0.66%	0.00%	-9.3%	Q4 2024
WECWec Energy Group, Inc.	$1.11M	0.65%	0.00%	+0.9%	Q4 2024
SCZNXG NextGen Infrastructure Income Fund	$1.06M	0.62%	Not reported	+7.5%	Q4 2024
APPAppLovin Corp	$1.05M	0.61%	0.00%	+16.1%	Q4 2024
METAMeta Platforms, Inc.	$972K	0.57%	Not reported	+34.7%	Q4 2024
VVisa Inc.	$887K	0.52%	0.00%	-25.9%	Q4 2024
GOOGLAlphabet Inc.	$878K	0.51%	0.00%	+7.6%	Q4 2024
ORCLOracle Corp	$845K	0.49%	0.00%	+23.2%	Q4 2024
MAMastercard Inc	$844K	0.49%	0.00%	-7.4%	Q4 2024
MOAltria Group, Inc.	$836K	0.49%	0.00%	+15.7%	Q4 2025
ABBVAbbVie Inc.	$835K	0.49%	0.00%	+2.2%	Q4 2024
PGRProgressive Corp	$817K	0.48%	0.00%	+27.8%	Q2 2025
NFLXNetflix Inc	$795K	0.46%	0.00%	-14.9%	Q4 2024
WMTWalmart Inc.	$769K	0.45%	0.00%	-3.3%	Q4 2024
JPMJPMorgan Chase & Co	$758K	0.44%	0.00%	+0.4%	Q4 2024
SOUNSoundhound Ai, Inc.	$756K	0.44%	0.06%	+15.1%	Q3 2025
AEPAmerican Electric Power Co Inc	$740K	0.43%	0.00%	+17.0%	Q1 2025
SPYSPDR S&P 500 ETF Trust	$703K	0.41%	Not reported	+0.4%	Q1 2025
BKRBaker Hughes Co	$695K	0.41%	0.00%	Not reported	Q3 2025
CCitigroup Inc	$683K	0.40%	0.00%	+0.8%	Q4 2024
SHOPShopify Inc.	$682K	0.40%	0.00%	-6.0%	Q4 2024
ABTAbbott Laboratories	$656K	0.38%	0.00%	-7.9%	Q4 2024
HONHoneywell International Inc	$647K	0.38%	0.00%	+0.3%	Q1 2025
CICigna Group	$640K	0.37%	0.00%	+27.7%	Q2 2025
KOCoca Cola Co	$610K	0.36%	0.00%	+13.8%	Q4 2024
AMDAdvanced Micro Devices Inc	$597K	0.35%	0.00%	+35.7%	Q3 2025
AIGAmerican International Group, Inc.	$588K	0.34%	0.00%	+12.5%	Q4 2025
TMOThermo Fisher Scientific Inc.	$572K	0.33%	0.00%	-7.6%	Q4 2024
AXSMAxsome Therapeutics, Inc.	$568K	0.33%	0.01%	+206.3%	Q4 2025

Q4 2025Reported Jan 15, 2026115 positions
AXPAmerican Express Co	$22.9M	13.08%	0.01%	0.0%	Q4 2024
BRK.ABerkshire Hathaway Inc	$15.1M	8.61%	Not reported	Not reported	Q4 2024
AAPLApple Inc.	$6.98M	3.98%	0.00%	-8.5%	Q4 2024
BRK.BBerkshire Hathaway Inc	$6.04M	3.44%	Not reported	-0.2%	Q4 2024
AMPAmeriprise Financial Inc	$4.98M	2.84%	0.01%	Not reported	Q4 2024
HDHome Depot, Inc.	$4.8M	2.74%	0.00%	0.0%	Q4 2024
MSFTMicrosoft Corp	$4.64M	2.64%	0.00%	+3.4%	Q4 2024
GDGeneral Dynamics Corp	$4.12M	2.35%	0.00%	+0.4%	Q4 2024
GSGoldman Sachs Group Inc	$3.5M	2.00%	0.00%	0.0%	Q3 2025
AMZNAmazon Com Inc	$3.28M	1.87%	0.00%	-7.8%	Q4 2024
BACBank of America Corp	$3.04M	1.73%	0.00%	0.0%	Q4 2024
JNJJohnson & Johnson	$3.01M	1.72%	0.00%	-0.1%	Q4 2024
GOOGAlphabet Inc.	$2.76M	1.57%	Not reported	-15.9%	Q4 2024
PSXPhillips 66	$2.08M	1.19%	0.00%	0.0%	Q3 2025
NVDANvidia Corp	$2M	1.14%	0.00%	-15.9%	Q4 2024
PMPhilip Morris International Inc.	$1.68M	0.96%	0.00%	+38.5%	Q4 2024
APPAppLovin Corp	$1.53M	0.87%	0.00%	-21.1%	Q4 2024
TAt&T Inc.	$1.51M	0.86%	0.00%	+22.0%	Q4 2024
VVisa Inc.	$1.39M	0.79%	0.00%	-9.8%	Q4 2024
MAMastercard Inc	$1.04M	0.59%	0.00%	+2.3%	Q4 2024
VZVerizon Communications Inc	$1.01M	0.57%	0.00%	+71.3%	Q4 2024
WECWec Energy Group, Inc.	$1.01M	0.57%	0.00%	+0.8%	Q4 2024
SHOPShopify Inc.	$985K	0.56%	0.00%	-4.8%	Q4 2024
CVXChevron Corp	$981K	0.56%	0.00%	+0.3%	Q4 2024
NEENextera Energy Inc	$980K	0.56%	0.00%	+3.4%	Q4 2024
SCZNXG NextGen Infrastructure Income Fund	$976K	0.56%	Not reported	+7.9%	Q4 2024
SOUNSoundhound Ai, Inc.	$953K	0.54%	0.05%	+154.1%	Q3 2025
NFLXNetflix Inc	$911K	0.52%	0.00%	+7.6%	Q4 2024
ORCLOracle Corp	$909K	0.52%	0.00%	+1.8%	Q4 2024
GOOGLAlphabet Inc.	$889K	0.51%	0.00%	-1.3%	Q4 2024
ABTAbbott Laboratories	$869K	0.50%	0.00%	+1.8%	Q4 2024
XOMExxonMobil Holdings Corp	$866K	0.49%	0.00%	+70.1%	Q4 2024
ABBVAbbVie Inc.	$858K	0.49%	0.00%	-0.4%	Q4 2024
METAMeta Platforms, Inc.	$833K	0.48%	Not reported	-38.1%	Q4 2024
JPMJPMorgan Chase & Co	$827K	0.47%	0.00%	+0.2%	Q4 2024
PGRProgressive Corp	$735K	0.42%	0.00%	+62.1%	Q2 2025
SPYSPDR S&P 500 ETF Trust	$734K	0.42%	Not reported	+12.8%	Q1 2025
TMOThermo Fisher Scientific Inc.	$729K	0.42%	0.00%	-5.5%	Q4 2024
WMTWalmart Inc.	$713K	0.41%	0.00%	-32.5%	Q4 2024
IBMInternational Business Machines Corp	$697K	0.40%	0.00%	+109.2%	Q1 2025
CCitigroup Inc	$697K	0.40%	0.00%	+0.1%	Q4 2024
ADBEAdobe Inc.	$678K	0.39%	0.00%	+0.5%	Q4 2024
AONAon plc	$660K	0.38%	0.00%	+9.0%	Q4 2024
MOAltria Group, Inc.	$631K	0.36%	0.00%	New	Q4 2025
MSCIMSCI Inc.	$617K	0.35%	0.00%	+0.8%	Q4 2024
AIGAmerican International Group, Inc.	$594K	0.34%	0.00%	New	Q4 2025
SAPSap SE	$579K	0.33%	0.00%	+2.9%	Q4 2024
UNHUnitedhealth Group Inc	$565K	0.32%	0.00%	-18.0%	Q4 2024
HONHoneywell International Inc	$557K	0.32%	0.00%	Not reported	Q1 2025
AEPAmerican Electric Power Co Inc	$556K	0.32%	0.00%	+72.5%	Q1 2025

Q3 2025Reported Oct 31, 2025112 positions
AXPAmerican Express Co	$20.6M	12.13%	0.01%	+111.1%	Q4 2024
BRK.ABerkshire Hathaway Inc	$15.1M	8.88%	Not reported	Not reported	Q4 2024
AAPLApple Inc.	$7.15M	4.21%	0.00%	+11.1%	Q4 2024
BRK.BBerkshire Hathaway Inc	$6.05M	3.56%	Not reported	-1.2%	Q4 2024
HDHome Depot, Inc.	$5.65M	3.33%	0.00%	+203.4%	Q4 2024
AMPAmeriprise Financial Inc	$4.99M	2.94%	0.01%	+0.8%	Q4 2024
MSFTMicrosoft Corp	$4.8M	2.83%	0.00%	+5.5%	Q4 2024
GDGeneral Dynamics Corp	$4.16M	2.45%	0.00%	+115.3%	Q4 2024
AMZNAmazon Com Inc	$3.38M	1.99%	0.00%	+6.7%	Q4 2024
GSGoldman Sachs Group Inc	$3.17M	1.87%	0.00%	New	Q3 2025
BACBank of America Corp	$2.85M	1.68%	0.00%	+480.0%	Q4 2024
JNJJohnson & Johnson	$2.7M	1.59%	0.00%	+127.2%	Q4 2024
GOOGAlphabet Inc.	$2.55M	1.50%	Not reported	-15.6%	Q4 2024
NVDANvidia Corp	$2.38M	1.40%	0.00%	+34.0%	Q4 2024
PSXPhillips 66	$2.19M	1.29%	0.00%	New	Q3 2025
APPAppLovin Corp	$2.06M	1.22%	0.00%	-3.0%	Q4 2024
VVisa Inc.	$1.5M	0.88%	0.00%	+13.5%	Q4 2024
METAMeta Platforms, Inc.	$1.5M	0.88%	Not reported	+17.5%	Q4 2024
TAt&T Inc.	$1.41M	0.83%	0.00%	+8.4%	Q4 2024
ORCLOracle Corp	$1.29M	0.76%	0.00%	+10.5%	Q4 2024
PMPhilip Morris International Inc.	$1.23M	0.72%	0.00%	+32.0%	Q4 2024
LLYELI LILLY & Co	$1.09M	0.64%	0.00%	+19.0%	Q4 2024
WECWec Energy Group, Inc.	$1.08M	0.64%	0.00%	+0.9%	Q4 2024
NFLXNetflix Inc	$1.08M	0.64%	0.00%	+58.4%	Q4 2024
MAMastercard Inc	$1.01M	0.60%	0.00%	+3.5%	Q4 2024
CVXChevron Corp	$997K	0.59%	0.00%	+32.5%	Q4 2024
WMTWalmart Inc.	$977K	0.58%	0.00%	+3.2%	Q4 2024
SHOPShopify Inc.	$955K	0.56%	0.00%	+3.4%	Q4 2024
NVONovo Nordisk A S	$933K	0.55%	Not reported	+13.2%	Q4 2024
ABTAbbott Laboratories	$913K	0.54%	0.00%	+3.2%	Q4 2024
SCZNXG NextGen Infrastructure Income Fund	$894K	0.53%	Not reported	+2.9%	Q4 2024
NEENextera Energy Inc	$891K	0.52%	0.00%	+33.2%	Q4 2024
ABBVAbbVie Inc.	$873K	0.51%	0.00%	+60.3%	Q4 2024
JPMJPMorgan Chase & Co	$808K	0.48%	0.00%	+19.3%	Q4 2024
UNHUnitedhealth Group Inc	$721K	0.42%	0.00%	+38.9%	Q4 2024
GOOGLAlphabet Inc.	$699K	0.41%	0.00%	+3.1%	Q4 2024
AVGOBroadcom Inc.	$697K	0.41%	0.00%	-10.0%	Q4 2024
ADBEAdobe Inc.	$680K	0.40%	0.00%	+10.9%	Q4 2024
TMOThermo Fisher Scientific Inc.	$646K	0.38%	0.00%	-10.3%	Q4 2024
SPYSPDR S&P 500 ETF Trust	$636K	0.37%	Not reported	+0.2%	Q1 2025
VZVerizon Communications Inc	$635K	0.37%	0.00%	+15.8%	Q4 2024
SAPSap SE	$619K	0.36%	0.00%	-15.5%	Q4 2024
AONAon plc	$611K	0.36%	0.00%	+11.1%	Q4 2024
PAYCPaycom Software, Inc.	$607K	0.36%	0.01%	+46.1%	Q4 2024
CCitigroup Inc	$605K	0.36%	0.00%	+27.6%	Q4 2024
MSCIMSCI Inc.	$605K	0.36%	0.00%	+3.9%	Q4 2024
SOUNSoundhound Ai, Inc.	$605K	0.36%	0.02%	New	Q3 2025
HONHoneywell International Inc	$601K	0.35%	0.00%	+0.4%	Q1 2025
BLKBlackRock, Inc.	$567K	0.33%	0.00%	New	Q3 2025
BKRBaker Hughes Co	$554K	0.33%	0.00%	New	Q3 2025

Premium opens every quarter this fund has filed