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: $171.2M136 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$656K	0.4%	6,391 SH	New
ABBVIE INC	COM	$835K	0.5%Prev: 0.4%	3,839 SH	Increased+1,751 SH
ACCENTURE PLC IRELAND	SHS CLASS A	$217K	0.1%Prev: 0.4%	1,094 SH	Decreased-378 SH
ADOBE INC	COM	$469K	0.3%Prev: 0.5%	1,929 SH	Decreased+437 SH
ADVANCED MICRO DEVICES INC	COM	$597K	0.3%	2,937 SH	New
AES CORP	COM	$181K	0.1%	12,823 SH	New
AFFILIATED MANAGERS GROUP	COM	$226K	0.1%	817 SH	New
AIRBNB INC	COM CL A	$218K	0.1%	1,728 SH	New
ALLSTATE CORP	COM	$467K	0.3%	2,252 SH	New
ALPHABET INC	CAP STK CL A	$878K	0.5%Prev: 0.4%	3,054 SH	Increased+436 SH
ALPHABET INC	CAP STK CL C	$2.4M	1.4%Prev: 1.6%	8,309 SH	Increased-3,189 SH
ALTRIA GROUP INC	COM	$836K	0.5%	12,664 SH	New
AMAZON COM INC	COM	$2.9M	1.7%Prev: 2.4%	13,980 SH	Increased-276 SH
AMERICAN ELEC PWR CO INC	COM	$740K	0.4%Prev: 0.3%	5,644 SH	Increased+2,132 SH
AMERICAN EXPRESS CO	COM	$19.0M	11.1%Prev: 7.0%	62,722 SH	Increased+33,490 SH
AMERICAN INTL GROUP INC	COM NEW	$588K	0.3%	7,813 SH	New
AMERICAN WTR WKS CO INC NEW	COM	$409K	0.2%	3,004 SH	New
AMERIPRISE FINL INC	COM	$4.5M	2.6%Prev: 4.3%	10,151 SH	Decreased+118 SH
AON PLC	SHS CL A	$533K	0.3%Prev: 0.5%	1,651 SH	Decreased+110 SH
API GROUP CORP	COM STK	$201K	0.1%	4,960 SH	New
APPLE INC	COM	$6.5M	3.8%Prev: 4.8%	25,659 SH	Increased+1,601 SH
APPLOVIN CORP	COM CL A	$1.0M	0.6%Prev: 0.6%	2,631 SH	Increased+179 SH
ASCENDIS PHARMA A/S	SPONSORED ADR	$242K	0.1%Prev: 0.2%	1,059 SH	Increased-436 SH
AT&T INC	COM	$1.6M	0.9%Prev: 0.7%	54,606 SH	Increased+27,914 SH
AUTOMATIC DATA PROCESSING IN	COM	$306K	0.2%Prev: 0.4%	1,506 SH	Decreased+152 SH
AXSOME THERAPEUTICS INC.	COM	$568K	0.3%	3,360 SH	New
BAKER HUGHES COMPANY	CL A	$695K	0.4%	11,379 SH	New
BANK AMERICA CORP	COM	$2.7M	1.6%Prev: 0.3%	55,424 SH	Increased+46,133 SH
BERKSHIRE HATHAWAY INC DEL	CL A	$14.4M	8.4%Prev: 14.2%	20 SH	Decreased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.5M	3.2%Prev: 5.8%	11,559 SH	Decreased-650 SH
BIOMEA FUSION INC	COM	$21K	0.0%	14,000 SH	New
BLACKROCK INC	COM	$472K	0.3%	491 SH	New
BRISTOL-MYERS SQUIBB CO	COM	$226K	0.1%Prev: 0.2%	3,733 SH	Increased+96 SH
BROADCOM INC	COM	$299K	0.2%Prev: 0.5%	967 SH	Decreased-2,370 SH
CAMECO CORP	COM	$1.2M	0.7%	10,767 SH	New
CENTERPOINT ENERGY INC	COM	$316K	0.2%	7,321 SH	New
CHEVRON CORPORATION	COM	$1.3M	0.8%	6,357 SH	New
CINCINNATI FINL CORP	COM	$403K	0.2%	2,558 SH	New
CISCO SYS INC	COM	$262K	0.2%	3,373 SH	New
CITIGROUP INC	COM NEW	$683K	0.4%Prev: 0.3%	6,020 SH	Increased+1,372 SH
CLARIVATE PLC	ORD SHS	$47K	0.0%Prev: 0.1%	18,635 SH	Decreased-4,101 SH
CME GROUP INC	COM	$565K	0.3%	1,913 SH	New
COCA COLA CO	COM	$610K	0.4%Prev: 0.6%	8,021 SH	Decreased-804 SH
CONOCOPHILLIPS	COM	$263K	0.2%	1,992 SH	New
CORNING INC	COM	$281K	0.2%	2,068 SH	New
DATADOG INC	CL A COM	$271K	0.2%Prev: 0.2%	2,295 SH	Increased-40 SH
DIMENSIONAL ETF TRUST	CALIF MUN BD ETF	$203K	0.1%	4,065 SH	New
DISNEY WALT CO	COM	$315K	0.2%Prev: 0.2%	3,265 SH	Increased+1,141 SH
DUKE ENERGY CORP NEW	COM NEW	$418K	0.2%Prev: 0.4%	3,192 SH	Decreased-286 SH
DYCOM INDS INC	COM	$339K	0.2%	1,000 SH	New
EA SERIES TRUST	STRIVE US SEMICO	$810K	0.5%	11,250 SH	New
ENTERPRISE PRODS PARTNERS L	COM	$258K	0.2%Prev: 0.2%	6,824 SH	Increased+473 SH
EXELON CORP	COM	$407K	0.2%	8,312 SH	New
EXXON MOBIL CORP	COM	$1.4M	0.8%Prev: 0.4%	8,180 SH	Increased+4,131 SH
FEDEX CORP	COM	$265K	0.2%	744 SH	New
GENERAL DYNAMICS CORP	COM	$4.2M	2.5%Prev: 1.4%	12,251 SH	Increased+6,588 SH
GOLDMAN SACHS GROUP INC	COM	$3.4M	2.0%	3,983 SH	New
HOME DEPOT INC	COM	$4.6M	2.7%Prev: 1.5%	13,952 SH	Increased+9,403 SH
HONEYWELL INTL INC	COM	$647K	0.4%Prev: 0.5%	2,864 SH	Increased+63 SH
INTERNATIONAL BUSINESS MACHS	COM	$463K	0.3%Prev: 0.2%	1,908 SH	Increased+919 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.1M	0.6%	4,545 SH	New
INVESCO QQQ TR	UNIT SER 1	$529K	0.3%Prev: 0.4%	917 SH	Increased+77 SH
ISHARES TR	1 3 YR TREAS BD	$2.7M	1.6%Prev: 1.4%	32,569 SH	Increased+13,577 SH
ISHARES TR	CORE S&P SCP ETF	$3.0M	1.8%Prev: 1.6%	24,427 SH	Increased+7,092 SH
ISHARES TR	CORE S&P TTL STK	$2.1M	1.2%Prev: 2.1%	14,916 SH	Decreased-4,841 SH
ISHARES TR	CORE US AGGBD ET	$417K	0.2%Prev: 0.5%	4,197 SH	Decreased-1,526 SH
ISHARES TR	EAFE SML CP ETF	$1.1M	0.6%Prev: 0.6%	13,529 SH	Increased+2,602 SH
ISHARES TR	IBOXX HI YD ETF	$1.1M	0.6%Prev: 0.6%	13,581 SH	Increased+5,376 SH
ISHARES TR	IBOXX INV CP ETF	$1.3M	0.8%Prev: 0.7%	12,092 SH	Increased+4,880 SH
ISHARES TR	MBS ETF	$948K	0.6%Prev: 0.5%	9,984 SH	Increased+3,651 SH
ISHARES TR	NATIONAL MUN ETF	$1.5M	0.9%Prev: 0.8%	14,107 SH	Increased+5,665 SH
JOHNSON & JOHNSON	COM	$3.5M	2.1%Prev: 0.9%	14,441 SH	Increased+8,289 SH
JPMORGAN CHASE & CO	COM	$758K	0.4%	2,577 SH	New
KLA CORP	COM NEW	$255K	0.1%	173 SH	New
KROGER CO	COM	$410K	0.2%	5,672 SH	New
LOWES COS INC	COM	$361K	0.2%Prev: 0.3%	1,529 SH	Increased+287 SH
MASTERCARD INCORPORATED	CL A	$844K	0.5%Prev: 0.9%	1,689 SH	Decreased-58 SH
MCDONALDS CORP	COM	$472K	0.3%Prev: 0.4%	1,519 SH	Increased+231 SH
MERCK & CO INC	COM	$380K	0.2%Prev: 0.3%	3,157 SH	Increased-157 SH
META PLATFORMS INC	CL A	$972K	0.6%Prev: 0.9%	1,700 SH	Increased+25 SH
MICROSOFT CORP	COM	$3.8M	2.2%Prev: 3.2%	10,328 SH	Increased+635 SH
MSCI INC	COM	$480K	0.3%Prev: 0.5%	891 SH	Decreased-174 SH
NETFLIX INC.	COM	$795K	0.5%	8,269 SH	New
NEXTERA ENERGY INC	COM	$1.2M	0.7%Prev: 0.4%	12,830 SH	Increased+7,256 SH
NORFOLK SOUTHN CORP	COM	$405K	0.2%Prev: 0.3%	1,412 SH	Increased-95 SH
NOVO-NORDISK A S	ADR	$275K	0.2%Prev: 0.7%	7,471 SH	Decreased-3,906 SH
NVIDIA CORPORATION	COM	$1.9M	1.1%Prev: 1.0%	10,620 SH	Increased-139 SH
ORACLE CORP	COM	$845K	0.5%Prev: 0.3%	5,744 SH	Increased+3,225 SH
OREILLY AUTOMOTIVE INC	COM	$237K	0.1%Prev: 0.2%	2,572 SH	Decreased+2,405 SH
PEPSICO INC	COM	$413K	0.2%Prev: 0.3%	2,660 SH	Increased+119 SH
PHILIP MORRIS INTL INC	COM	$1.9M	1.1%Prev: 0.4%	11,758 SH	Increased+8,674 SH
PHILLIPS 66	COM	$2.9M	1.7%	16,134 SH	New
PROCTER & GAMBLE CO	COM	$505K	0.3%	3,498 SH	New
PROGRESSIVE CORP	COM	$817K	0.5%	4,123 SH	New
PUBLIC SVC ENTERPRISE GROUP	COM	$234K	0.1%	2,894 SH	New
RTX CORPORATION	COM	$333K	0.2%	1,725 SH	New
SALESFORCE INC	COM	$250K	0.1%	1,339 SH	New
SAP SE	SPON ADR	$444K	0.3%Prev: 0.7%	2,593 SH	Decreased-535 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$240K	0.1%	7,823 SH	New
SCHWAB STRATEGIC TR	US TIPS ETF	$1.8M	1.0%Prev: 0.9%	66,126 SH	Increased+26,474 SH
SERVICENOW INC	COM	$237K	0.1%Prev: 0.3%	2,265 SH	Decreased+1,824 SH
SHARKNINJA INC	COM SHS	$207K	0.1%	1,955 SH	New
SHOPIFY INC	CL A SUB VTG SHS	$682K	0.4%Prev: 0.5%	5,749 SH	Increased-537 SH
SIMON PPTY GROUP INC NEW	COM	$382K	0.2%	2,047 SH	New
SNOWFLAKE INC	COM SHS	$295K	0.2%	1,957 SH	New
SOUNDHOUND AI INC	CLASS A COM	$756K	0.4%	110,039 SH	New
SPDR INDEX SHS FDS	STATE STREET SPD	$2.1M	1.2%	44,088 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$1.8M	1.0%	67,128 SH	New
SPROTT FDS TR	URANIUM MINERS E	$214K	0.1%	3,389 SH	New
STARBUCKS CORP	COM	$323K	0.2%	3,602 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$703K	0.4%	1,081 SH	New
STRATEGY SHS	GOLD ENHANCED ET	$354K	0.2%	12,027 SH	New
TESLA INC	COM	$331K	0.2%	891 SH	New
TEXAS INSTRS INC	COM	$238K	0.1%Prev: 0.2%	1,228 SH	Increased+55 SH
THE CIGNA GROUP	COM	$640K	0.4%	2,401 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$572K	0.3%Prev: 0.6%	1,164 SH	Decreased-190 SH
TJX COS INC NEW	COM	$223K	0.1%	1,394 SH	New
TORONTO DOMINION BK ONT	COM NEW	$264K	0.2%Prev: 0.2%	2,831 SH	Increased-1,228 SH
UNION PAC CORP	COM	$405K	0.2%Prev: 0.3%	1,670 SH	Increased+166 SH
UNITED PARCEL SVCS INC	CL B	$227K	0.1%	2,308 SH	New
UNITEDHEALTH GROUP INC	COM	$287K	0.2%Prev: 0.3%	1,062 SH	Increased+519 SH
US FOODS HLDG CORP	COM	$261K	0.2%Prev: 0.2%	2,830 SH	Increased-608 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.1M	0.6%Prev: 0.6%	21,940 SH	Increased+8,090 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.3M	6.0%Prev: 5.7%	17,218 SH	Increased+4,709 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$407K	0.2%	8,167 SH	New
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$3.7M	2.1%Prev: 2.5%	56,985 SH	Increased+1,864 SH
VERIZON COMMUNICATIONS INC	COM	$1.1M	0.7%Prev: 0.3%	22,429 SH	Increased+14,776 SH
VISA INC	COM CL A	$887K	0.5%Prev: 1.2%	2,936 SH	Decreased-1,063 SH
WALMART INC	COM	$769K	0.4%Prev: 0.7%	6,188 SH	Decreased-3,150 SH
WASTE MGMT INC DEL	COM	$240K	0.1%Prev: 0.2%	1,043 SH	Increased+143 SH
WEC ENERGY GROUP INC	COM	$1.1M	0.7%Prev: 0.9%	9,621 SH	Increased+304 SH
WELLTOWER INC	COM	$210K	0.1%Prev: 0.2%	1,060 SH	Increased-252 SH
WILLIS TOWERS WATSON PLC LTD	SHS	$205K	0.1%	707 SH	New
WORKDAY INC	CL A	$320K	0.2%Prev: 0.5%	2,465 SH	Decreased+60 SH
XCEL ENERGY INC	COM	$375K	0.2%	4,724 SH	New
ZOETIS INC	CL A	$296K	0.2%Prev: 0.3%	2,506 SH	Decreased+380 SH

Sold (vs prior filing)

ABBOTT LABS — $932K
CHEVRON CORP NEW — $795K
COSTAR GROUP INC — $335K
ELI LILLY & CO — $935K
GODADDY INC — $239K
ICON PLC — $324K
ISHARES TR — $281K
JPMORGAN CHASE & CO. — $491K
LESLIES INC — $11K
LPL FINL HLDGS INC — $216K
NETFLIX INC — $476K
ONEOK INC NEW — $224K
PAYCOM SOFTWARE INC — $495K
POST HLDGS INC — $218K
PROCTER AND GAMBLE CO — $596K
PUBLIC SVC ENTERPRISE GRP IN — $231K
QUALCOMM INC — $473K
SHELL PLC — $271K
SHIFT4 PMTS INC — $212K
SOUTHERN CO — $411K
… and 7 more

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