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Birchwood Financial Partners, Inc.

13F filer · CIK 0002110062
Reported Aug 6, 2026
Net seller this quarter
13F portfolio value$122MU.S. long equity reported on 13F
Positions1961 new · 3 closed
Net flow last quarter-$91KBuys minus sells
Top 10 positions weight22.6%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 6, 2026196 positions
FNDFSchwab Strategic Trust$5.66M4.63%Not reported+5.2%Q4 2025
AAPLApple Inc.$4.97M4.06%0.00%-4.2%Q4 2025
WINNWinn Dixie Stores Inc$4.14M3.39%Not reported+6.1%Q4 2025
DCIDONALDSON Co INC$3.54M2.90%0.03%-0.5%Q4 2025
MSFTMicrosoft Corp$2.77M2.27%0.00%Not reportedQ4 2025
UNHUnitedhealth Group Inc$2.41M1.97%0.00%-5.2%Q4 2025
MMM3m Co$1.3M1.06%0.00%-1.9%Q4 2025
LRCXLam Research Corp$1.07M0.88%0.00%-1.3%Q4 2025
CHRWC. H. Robinson Worldwide, Inc.$919K0.75%0.00%-12.5%Q4 2025
BRK.BBerkshire Hathaway Inc$895K0.73%Not reported+0.3%Q4 2025
XELXcel Energy Inc$717K0.59%0.00%-3.5%Q4 2025
HDHome Depot, Inc.$685K0.56%0.00%Not reportedQ4 2025
FASTFastenal Co$672K0.55%0.00%-5.5%Q4 2025
WFCWells Fargo & Company$589K0.48%0.00%Not reportedQ4 2025
GOOGAlphabet Inc.$566K0.46%Not reported-0.1%Q4 2025
METAMeta Platforms, Inc.$543K0.44%Not reportedNot reportedQ4 2025
BNBROOKFIELD Corp$534K0.44%Not reportedNot reportedQ4 2025
JNJJohnson & Johnson$499K0.41%0.00%-6.3%Q4 2025
XOMExxonMobil Holdings Corp$467K0.38%0.00%Not reportedQ4 2025
GOOGLAlphabet Inc.$464K0.38%0.00%-0.1%Q4 2025
ORCLOracle Corp$442K0.36%0.00%Not reportedQ4 2025
IAUIshares Gold Trust$394K0.32%0.00%-0.2%Q4 2025
HIGHartford Insurance Group, Inc.$375K0.31%0.00%+0.4%Q4 2025
PGPROCTER & GAMBLE Co$373K0.31%0.00%-4.0%Q4 2025
USBUS Bancorp \de\$303K0.25%0.00%+0.2%Q4 2025
INTCIntel Corp$270K0.22%0.00%Not reportedQ4 2025
TTCToro Co$267K0.22%0.00%Not reportedQ4 2025
GGGGraco Inc$253K0.21%0.00%Not reportedQ4 2025
PEPPepsico Inc$241K0.20%0.00%Not reportedQ4 2025
LLYELI LILLY & Co$220K0.18%0.00%Not reportedQ4 2025
DEDeere & Co$218K0.18%0.00%Not reportedQ4 2025
COSTCostco Wholesale Corp$216K0.18%0.00%Not reportedQ4 2025
QQQInvesco QQQ Trust, Series 1$205K0.17%Not reportedNot reportedQ4 2025
IBMInternational Business Machines Corp$192K0.16%0.00%Not reportedQ4 2025
PHYSSprott Physical Gold Trust$180K0.15%0.00%-2.3%Q1 2026
MAMastercard Inc$177K0.14%0.00%Not reportedQ4 2025
AMZNAmazon Com Inc$167K0.14%0.00%-0.3%Q4 2025
MDTMedtronic plc$166K0.14%0.00%Not reportedQ4 2025
CRWDCrowdStrike Holdings, Inc.$153K0.13%0.00%Not reportedQ4 2025
ECLEcolab Inc.$150K0.12%0.00%Not reportedQ4 2025
STXSeagate Technology Holdings plc$145K0.12%0.00%Not reportedQ4 2025
FDXFedex Corp$143K0.12%0.00%Not reportedQ4 2025
GEGeneral Electric Co$140K0.11%0.00%Not reportedQ4 2025
YUMYum Brands Inc$139K0.11%0.00%Not reportedQ4 2025
SOLVSolventum Corp$136K0.11%0.00%-2.1%Q4 2025
INCYIncyte Corp$132K0.11%0.00%Not reportedQ4 2025
SPYSPDR S&P 500 ETF Trust$131K0.11%Not reportedNot reportedQ4 2025
UNPUnion Pacific Corp$131K0.11%0.00%Not reportedQ4 2025
DUSADusa Pharmaceuticals Inc$122K0.10%0.01%Not reportedQ4 2025
CATCaterpillar Inc$112K0.09%0.00%Not reportedQ4 2025
Q1 2026Reported May 5, 2026196 positions
FNDFSchwab Strategic Trust$4.99M4.81%Not reported+2.1%Q4 2025
AAPLApple Inc.$4.55M4.38%0.00%-2.8%Q4 2025
DCIDONALDSON Co INC$3.37M3.25%0.03%0.0%Q4 2025
WINNWinn Dixie Stores Inc$3.34M3.22%Not reported+4.5%Q4 2025
MSFTMicrosoft Corp$2.75M2.65%0.00%+0.7%Q4 2025
UNHUnitedhealth Group Inc$1.65M1.59%0.00%+0.1%Q4 2025
MMM3m Co$1.18M1.14%0.00%Not reportedQ4 2025
CHRWC. H. Robinson Worldwide, Inc.$926K0.89%0.00%Not reportedQ4 2025
BRK.BBerkshire Hathaway Inc$855K0.82%Not reported+0.3%Q4 2025
XELXcel Energy Inc$735K0.71%0.00%+1.7%Q4 2025
FASTFastenal Co$687K0.66%0.00%0.0%Q4 2025
HDHome Depot, Inc.$639K0.62%0.00%+17.2%Q4 2025
XOMExxonMobil Holdings Corp$579K0.56%0.00%Not reportedQ4 2025
WFCWells Fargo & Company$567K0.55%0.00%-1.0%Q4 2025
METAMeta Platforms, Inc.$551K0.53%Not reportedNot reportedQ4 2025
LRCXLam Research Corp$536K0.52%0.00%-6.8%Q4 2025
JNJJohnson & Johnson$512K0.49%0.00%Not reportedQ4 2025
BNBROOKFIELD Corp$507K0.49%Not reportedNot reportedQ4 2025
IAUIshares Gold Trust$461K0.44%0.00%-34.5%Q4 2025
GOOGAlphabet Inc.$460K0.44%Not reported-0.1%Q4 2025
ORCLOracle Corp$444K0.43%0.00%Not reportedQ4 2025
PGPROCTER & GAMBLE Co$383K0.37%0.00%-5.2%Q4 2025
HIGHartford Insurance Group, Inc.$381K0.37%0.00%Not reportedQ4 2025
GOOGLAlphabet Inc.$374K0.36%0.00%Not reportedQ4 2025
GGGGraco Inc$283K0.27%0.00%Not reportedQ4 2025
PEPPepsico Inc$277K0.27%0.00%-1.3%Q4 2025
USBUS Bancorp \de\$261K0.25%0.00%+0.3%Q4 2025
TTCToro Co$256K0.25%0.00%Not reportedQ4 2025
COSTCostco Wholesale Corp$230K0.22%0.00%Not reportedQ4 2025
PHYSSprott Physical Gold Trust$216K0.21%0.00%NewQ1 2026
DEDeere & Co$194K0.19%0.00%-3.4%Q4 2025
MDTMedtronic plc$184K0.18%0.00%Not reportedQ4 2025
MAMastercard Inc$172K0.17%0.00%-3.1%Q4 2025
LLYELI LILLY & Co$169K0.16%0.00%Not reportedQ4 2025
IBMInternational Business Machines Corp$166K0.16%0.00%Not reportedQ4 2025
FDXFedex Corp$162K0.16%0.00%-10.4%Q4 2025
QQQInvesco QQQ Trust, Series 1$161K0.15%Not reportedNot reportedQ4 2025
AMZNAmazon Com Inc$146K0.14%0.00%-5.6%Q4 2025
ECLEcolab Inc.$144K0.14%0.00%Not reportedQ4 2025
YUMYum Brands Inc$135K0.13%0.00%-1.6%Q4 2025
SOLVSolventum Corp$117K0.11%0.00%Not reportedQ4 2025
UNPUnion Pacific Corp$116K0.11%0.00%Not reportedQ4 2025
SPYSPDR S&P 500 ETF Trust$114K0.11%Not reportedNot reportedQ4 2025
DUSADusa Pharmaceuticals Inc$111K0.11%0.01%Not reportedQ4 2025
INCYIncyte Corp$110K0.11%0.00%Not reportedQ4 2025
GEGeneral Electric Co$106K0.10%0.00%Not reportedQ4 2025
CPCanadian Pacific Kansas City Ltd$98.3K0.09%0.00%Not reportedQ4 2025
MCDMcdonalds Corp$97.4K0.09%0.00%Not reportedQ4 2025
GISGeneral Mills Inc$96.4K0.09%0.00%Not reportedQ4 2025
SHWSherwin Williams Co$93.9K0.09%0.00%Not reportedQ4 2025
Q4 2025Reported Feb 19, 2026204 positions
AAPLApple Inc.$5.01M4.98%0.00%NewQ4 2025
FNDFSchwab Strategic Trust$4.52M4.48%Not reportedNewQ4 2025
WINNWinn Dixie Stores Inc$3.58M3.55%Not reportedNewQ4 2025
MSFTMicrosoft Corp$3.57M3.55%0.00%NewQ4 2025
DCIDONALDSON Co INC$3.52M3.49%0.03%NewQ4 2025
UNHUnitedhealth Group Inc$2.02M2.00%0.00%NewQ4 2025
MMM3m Co$1.31M1.30%0.00%NewQ4 2025
CHRWC. H. Robinson Worldwide, Inc.$896K0.89%0.00%NewQ4 2025
BRK.BBerkshire Hathaway Inc$894K0.89%Not reportedNewQ4 2025
XELXcel Energy Inc$672K0.67%0.00%NewQ4 2025
WFCWells Fargo & Company$671K0.67%0.00%NewQ4 2025
IAUIshares Gold Trust$648K0.64%0.00%NewQ4 2025
METAMeta Platforms, Inc.$636K0.63%Not reportedNewQ4 2025
FASTFastenal Co$594K0.59%0.00%NewQ4 2025
ORCLOracle Corp$588K0.58%0.00%NewQ4 2025
BNBROOKFIELD Corp$575K0.57%Not reportedNewQ4 2025
HDHome Depot, Inc.$571K0.57%0.00%NewQ4 2025
GOOGAlphabet Inc.$504K0.50%Not reportedNewQ4 2025
LRCXLam Research Corp$460K0.46%0.00%NewQ4 2025
JNJJohnson & Johnson$433K0.43%0.00%NewQ4 2025
XOMExxonMobil Holdings Corp$411K0.41%0.00%NewQ4 2025
GOOGLAlphabet Inc.$407K0.40%0.00%NewQ4 2025
PGPROCTER & GAMBLE Co$400K0.40%0.00%NewQ4 2025
HIGHartford Insurance Group, Inc.$388K0.39%0.00%NewQ4 2025
GGGGraco Inc$274K0.27%0.00%NewQ4 2025
USBUS Bancorp \de\$267K0.26%0.00%NewQ4 2025
PEPPepsico Inc$259K0.26%0.00%NewQ4 2025
TTCToro Co$215K0.21%0.00%NewQ4 2025
MDTMedtronic plc$204K0.20%0.00%NewQ4 2025
IBMInternational Business Machines Corp$203K0.20%0.00%NewQ4 2025
MAMastercard Inc$203K0.20%0.00%NewQ4 2025
COSTCostco Wholesale Corp$199K0.20%0.00%NewQ4 2025
LLYELI LILLY & Co$197K0.20%0.00%NewQ4 2025
AMZNAmazon Com Inc$172K0.17%0.00%NewQ4 2025
QQQInvesco QQQ Trust, Series 1$171K0.17%Not reportedNewQ4 2025
DEDeere & Co$166K0.16%0.00%NewQ4 2025
FDXFedex Corp$147K0.15%0.00%NewQ4 2025
SOLVSolventum Corp$142K0.14%0.00%NewQ4 2025
ECLEcolab Inc.$142K0.14%0.00%NewQ4 2025
YUMYum Brands Inc$134K0.13%0.00%NewQ4 2025
GISGeneral Mills Inc$120K0.12%0.00%NewQ4 2025
SPYSPDR S&P 500 ETF Trust$119K0.12%Not reportedNewQ4 2025
BDXBecton Dickinson & Co$116K0.12%0.00%NewQ4 2025
GEGeneral Electric Co$116K0.11%0.00%NewQ4 2025
INCYIncyte Corp$115K0.11%0.00%NewQ4 2025
DUSADusa Pharmaceuticals Inc$111K0.11%0.01%NewQ4 2025
UNPUnion Pacific Corp$111K0.11%0.00%NewQ4 2025
BAMBrookfield Asset Management Ltd.$110K0.11%Not reportedNewQ4 2025
DAYDayforce, Inc.$96.8K0.10%0.00%NewQ4 2025
MCDMcdonalds Corp$95.7K0.10%0.00%NewQ4 2025
Premium opens every quarter this fund has filed
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