BIRCH FINANCIAL GROUP, LLC

CIK 0002083592 • 7 13F filings • Oct 31, 2025 – Jul 15, 2026

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Filer information

Filed by: BIRCH FINANCIAL GROUP, LLC, Agent
Address: 149 EMERALD ST, STE M2/M3, KEENE, NH, 03431
Phone: 844-844-3453
AUM: $175.4M

AUM over time

$194.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q4 2024

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $175.4M136 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$869K	0.5%Prev: 0.9%	6,937 SH	Increased+113 SH
ABBVIE INC	COM	$858K	0.5%Prev: 0.3%	3,757 SH	Increased+2,263 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$303K	0.2%Prev: 0.6%	1,129 SH	Decreased-325 SH
ADOBE INC	COM	$678K	0.4%Prev: 0.7%	1,936 SH	Increased+543 SH
ADVANCED MICRO DEVICES INC	COM	$464K	0.3%	2,165 SH	New
AES CORP	COM	$184K	0.1%	12,823 SH	New
AFFILIATED MANAGERS GROUP IN	COM	$284K	0.2%	985 SH	New
AIRBNB INC	COM CL A	$304K	0.2%	2,243 SH	New
ALLSTATE CORP	COM	$334K	0.2%	1,604 SH	New
ALPHABET INC	CAP STK CL A	$889K	0.5%Prev: 0.5%	2,839 SH	Increased+557 SH
ALPHABET INC	CAP STK CL C	$2.8M	1.6%Prev: 2.1%	8,794 SH	Increased-1,113 SH
ALTRIA GROUP INC	COM	$631K	0.4%	10,948 SH	New
AMAZON COM INC	COM	$3.3M	1.9%Prev: 3.3%	14,205 SH	Increased+946 SH
AMERICAN ELEC PWR CO INC	COM	$556K	0.3%	4,825 SH	New
AMERICAN EXPRESS CO	COM	$22.9M	13.1%Prev: 9.7%	62,020 SH	Increased+32,987 SH
AMERICAN INTL GROUP INC	COM NEW	$594K	0.3%	6,944 SH	New
AMERIPRISE FINL INC	COM	$5.0M	2.8%Prev: 6.0%	10,148 SH	Decreased+148 SH
AON PLC	SHS CL A	$660K	0.4%Prev: 0.6%	1,870 SH	Increased+282 SH
APPLE INC	COM	$7.0M	4.0%Prev: 6.3%	25,670 SH	Increased+3,226 SH
APPLOVIN CORP	COM CL A	$1.5M	0.9%Prev: 0.7%	2,266 SH	Increased+210 SH
ASCENDIS PHARMA A/S	SPONSORED ADR	$224K	0.1%Prev: 0.2%	1,050 SH	Increased-489 SH
AT&T INC	COM	$1.5M	0.9%Prev: 0.6%	60,900 SH	Increased+37,843 SH
AUTOMATIC DATA PROCESSING IN	COM	$342K	0.2%Prev: 0.4%	1,330 SH	Decreased-7 SH
AXSOME THERAPEUTICS INC	COM	$200K	0.1%	1,097 SH	New
BAKER HUGHES COMPANY	CL A	$518K	0.3%	11,379 SH	New
BANK AMERICA CORP	COM	$3.0M	1.7%Prev: 0.4%	55,307 SH	Increased+46,988 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$15.1M	8.6%Prev: 16.1%	20 SH	Increased-1 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$6.0M	3.4%Prev: 5.3%	12,017 SH	Increased+1,599 SH
BIOMEA FUSION INC	COM	$17K	0.0%	14,000 SH	New
BLACKROCK INC	COM	$523K	0.3%	488 SH	New
BROADCOM INC	COM	$318K	0.2%Prev: 0.5%	919 SH	Decreased-893 SH
CAMECO CORP	COM	$425K	0.2%	4,650 SH	New
CENTERPOINT ENERGY INC	COM	$232K	0.1%	6,062 SH	New
CHEVRON CORP NEW	COM	$981K	0.6%Prev: 0.6%	6,439 SH	Increased+2,688 SH
CINCINNATI FINL CORP	COM	$348K	0.2%	2,128 SH	New
CISCO SYS INC	COM	$260K	0.1%	3,373 SH	New
CITIGROUP INC	COM NEW	$697K	0.4%Prev: 0.4%	5,970 SH	Increased+1,354 SH
CLARIVATE PLC	ORD SHS	$62K	0.0%	18,635 SH	New
CME GROUP INC	COM	$459K	0.3%	1,680 SH	New
COCA COLA CO	COM	$493K	0.3%Prev: 0.3%	7,046 SH	Increased+2,185 SH
CORNING INC	COM	$262K	0.1%	2,992 SH	New
COSTAR GROUP INC	COM	$403K	0.2%Prev: 0.4%	5,988 SH	Increased+891 SH
DIMENSIONAL ETF TRUST	CALIF MUN BD ETF	$204K	0.1%	4,065 SH	New
DISNEY WALT CO	COM	$364K	0.2%Prev: 0.2%	3,201 SH	Increased+1,340 SH
DUKE ENERGY CORP NEW	COM NEW	$376K	0.2%	3,210 SH	New
DYCOM INDS INC	COM	$338K	0.2%	1,000 SH	New
EA SERIES TRUST	STRIVE US SEMICO	$702K	0.4%	10,236 SH	New
ELEVANCE HEALTH INC FORMERLY	COM	$248K	0.1%	707 SH	New
ELI LILLY & CO	COM	$472K	0.3%Prev: 0.5%	439 SH	Increased-133 SH
ENTERPRISE PRODS PARTNERS L	COM	$217K	0.1%	6,780 SH	New
EXACT SCIENCES CORP	COM	$270K	0.2%	2,661 SH	New
EXELON CORP	COM	$311K	0.2%	7,143 SH	New
EXXON MOBIL CORP	COM	$866K	0.5%Prev: 0.4%	7,198 SH	Increased+3,600 SH
FEDEX CORP	COM	$218K	0.1%	755 SH	New
GENERAL DYNAMICS CORP	COM	$4.1M	2.4%Prev: 1.7%	12,251 SH	Increased+6,620 SH
GOLDMAN SACHS GROUP INC	COM	$3.5M	2.0%	3,982 SH	New
HOME DEPOT INC	COM	$4.8M	2.7%Prev: 1.9%	13,941 SH	Increased+9,684 SH
HONEYWELL INTL INC	COM	$557K	0.3%	2,855 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$697K	0.4%	2,355 SH	New
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$211K	0.1%	834 SH	New
INVESCO QQQ TR	UNIT SER 1	$521K	0.3%Prev: 0.5%	849 SH	Increased-3 SH
ISHARES TR	1 3 YR TREAS BD	$2.7M	1.5%Prev: 0.6%	32,160 SH	Increased+26,106 SH
ISHARES TR	CORE S&P SCP ETF	$2.7M	1.6%Prev: 0.8%	22,752 SH	Increased+16,950 SH
ISHARES TR	CORE S&P TTL STK	$2.3M	1.3%Prev: 3.6%	15,165 SH	Decreased-9,855 SH
ISHARES TR	CORE US AGGBD ET	$424K	0.2%Prev: 0.9%	4,243 SH	Decreased-3,914 SH
ISHARES TR	EAFE SML CP ETF	$976K	0.6%Prev: 0.3%	12,584 SH	Increased+8,903 SH
ISHARES TR	IBOXX HI YD ETF	$1.1M	0.6%Prev: 0.3%	13,734 SH	Increased+10,497 SH
ISHARES TR	IBOXX INV CP ETF	$1.3M	0.8%Prev: 0.4%	12,030 SH	Increased+9,046 SH
ISHARES TR	MBS ETF	$964K	0.5%Prev: 0.3%	10,126 SH	Increased+7,430 SH
ISHARES TR	NATIONAL MUN ETF	$1.5M	0.9%Prev: 0.4%	14,245 SH	Increased+10,722 SH
JOHNSON & JOHNSON	COM	$3.0M	1.7%Prev: 0.9%	14,566 SH	Increased+9,042 SH
JPMORGAN CHASE & CO.	COM	$827K	0.5%Prev: 0.5%	2,566 SH	Increased+623 SH
KLA CORP	COM NEW	$214K	0.1%	176 SH	New
KROGER CO	COM	$260K	0.1%	4,161 SH	New
LOWES COS INC	COM	$371K	0.2%	1,537 SH	New
LPL FINL HLDGS INC	COM	$234K	0.1%Prev: 0.3%	654 SH	Decreased-63 SH
MASTERCARD INCORPORATED	CL A	$1.0M	0.6%Prev: 1.1%	1,823 SH	Increased+14 SH
MCDONALDS CORP	COM	$460K	0.3%Prev: 0.4%	1,507 SH	Increased+233 SH
MERCADOLIBRE INC	COM	$221K	0.1%	110 SH	New
MERCK & CO INC	COM	$320K	0.2%Prev: 0.3%	3,043 SH	Increased+86 SH
META PLATFORMS INC	CL A	$833K	0.5%Prev: 0.6%	1,262 SH	Increased+394 SH
MICROSOFT CORP	COM	$4.6M	2.6%Prev: 3.9%	9,589 SH	Increased+1,467 SH
MSCI INC	COM	$617K	0.4%Prev: 0.7%	1,075 SH	Decreased+5 SH
NETFLIX INC	COM	$911K	0.5%Prev: 0.3%	9,719 SH	Increased+9,411 SH
NEXTERA ENERGY INC	COM	$980K	0.6%Prev: 0.5%	12,203 SH	Increased+6,404 SH
NORFOLK SOUTHN CORP	COM	$412K	0.2%Prev: 0.3%	1,426 SH	Increased+131 SH
NOVO-NORDISK A S	ADR	$421K	0.2%Prev: 0.6%	8,284 SH	Decreased+1,795 SH
NVIDIA CORPORATION	COM	$2.0M	1.1%Prev: 0.9%	10,710 SH	Increased+4,922 SH
ORACLE CORP	COM	$909K	0.5%Prev: 0.4%	4,664 SH	Increased+2,672 SH
OREILLY AUTOMOTIVE INC	COM	$233K	0.1%	2,553 SH	New
PAYCOM SOFTWARE INC	COM	$522K	0.3%Prev: 0.6%	3,277 SH	Increased+871 SH
PEPSICO INC	COM	$384K	0.2%	2,673 SH	New
PHILIP MORRIS INTL INC	COM	$1.7M	1.0%Prev: 0.4%	10,498 SH	Increased+7,271 SH
PHILLIPS 66	COM	$2.1M	1.2%	16,141 SH	New
PROCTER AND GAMBLE CO	COM	$478K	0.3%Prev: 0.5%	3,339 SH	Increased+608 SH
PROGRESSIVE CORP	COM	$735K	0.4%	3,226 SH	New
PROSHARES TR	ULTRAPRO QQQ	$241K	0.1%	4,562 SH	New
PUBLIC SVC ENTERPRISE GRP IN	COM	$231K	0.1%Prev: 0.2%	2,873 SH	Increased+455 SH
RTX CORPORATION	COM	$317K	0.2%	1,727 SH	New
SAP SE	SPON ADR	$579K	0.3%Prev: 0.9%	2,383 SH	Decreased-1,005 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$236K	0.1%	8,608 SH	New
SCHWAB STRATEGIC TR	US TIPS ETF	$1.8M	1.0%Prev: 0.4%	66,315 SH	Increased+52,333 SH
SERVICENOW INC	COM	$316K	0.2%Prev: 0.5%	2,063 SH	Decreased+1,638 SH
SHOPIFY INC	CL A SUB VTG SHS	$985K	0.6%Prev: 0.8%	6,116 SH	Increased-628 SH
SIMON PPTY GROUP INC NEW	COM	$378K	0.2%	2,042 SH	New
SNOWFLAKE INC	COM SHS	$274K	0.2%	1,250 SH	New
SOUNDHOUND AI INC	CLASS A COM	$953K	0.5%	95,580 SH	New
SPDR INDEX SHS FDS	PORTFOLIO EMG MK	$1.9M	1.1%Prev: 0.5%	40,917 SH	Increased+28,263 SH
SPDR S&P 500 ETF TR	TR UNIT	$734K	0.4%	1,077 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$1.8M	1.0%	66,219 SH	New
STARBUCKS CORP	COM	$382K	0.2%	4,537 SH	New
STRATEGY SHS	GOLD ENHANCED ET	$343K	0.2%	9,814 SH	New
TESLA INC	COM	$311K	0.2%	692 SH	New
TEXAS INSTRS INC	COM	$223K	0.1%	1,286 SH	New
THE CIGNA GROUP	COM	$518K	0.3%	1,880 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$729K	0.4%Prev: 0.7%	1,259 SH	Increased+38 SH
TJX COS INC NEW	COM	$220K	0.1%	1,434 SH	New
TORONTO DOMINION BK ONT	COM NEW	$267K	0.2%	2,831 SH	New
UNION PAC CORP	COM	$383K	0.2%Prev: 0.4%	1,654 SH	Increased+190 SH
UNITED PARCEL SERVICE INC	CL B	$239K	0.1%	2,411 SH	New
UNITEDHEALTH GROUP INC	COM	$565K	0.3%Prev: 0.3%	1,712 SH	Increased+1,127 SH
US FOODS HLDG CORP	COM	$247K	0.1%	3,273 SH	New
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.1M	0.6%Prev: 0.3%	22,131 SH	Increased+16,078 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$9.1M	5.2%Prev: 2.8%	14,473 SH	Increased+9,782 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$410K	0.2%	8,161 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.5M	2.0%Prev: 1.2%	55,490 SH	Increased+33,217 SH
VERIZON COMMUNICATIONS INC	COM	$1.0M	0.6%Prev: 0.3%	24,738 SH	Increased+17,014 SH
VISA INC	COM CL A	$1.4M	0.8%Prev: 1.2%	3,963 SH	Increased+508 SH
WALMART INC	COM	$713K	0.4%Prev: 0.5%	6,401 SH	Increased+1,082 SH
WASTE MGMT INC DEL	COM	$229K	0.1%	1,044 SH	New
WEC ENERGY GROUP INC	COM	$1.0M	0.6%Prev: 1.0%	9,539 SH	Increased+299 SH
WELLTOWER INC	COM	$207K	0.1%	1,113 SH	New
WILLIS TOWERS WATSON PLC LTD	SHS	$275K	0.2%	837 SH	New
WORKDAY INC	CL A	$480K	0.3%Prev: 0.7%	2,235 SH	Decreased-268 SH
XCEL ENERGY INC	COM	$285K	0.2%	3,856 SH	New
ZOETIS INC	CL A	$377K	0.2%Prev: 0.4%	2,999 SH	Increased+1,061 SH

Sold (vs prior filing)

DOORDASH INC — $200K
GLOBANT S A — $354K
ICON PLC — $372K
ISHARES TR — $560K
QUALCOMM INC — $203K
SELECT SECTOR SPDR TR — $220K
SHIFT4 PMTS INC — $271K
SOUTHERN CO — $200K
SPDR SERIES TRUST — $459K
SPDR SERIES TRUST — $343K
TRANSDIGM GROUP INC — $215K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 15, 2026	Q4 2025	13F-HR	0001754960-26-000070	$175.4M	View
Oct 31, 2025	Q4 2024	13F-HR	0001754960-25-000732	$88.9M	View
Oct 31, 2025	Q3 2025