Birch Financial Group, LLC Portfolio Holdings

Birch Financial Group, LLC

  • $175 Billion
  • Q4 2025

Birch Financial Group, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $175 Billion distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Express CO with a value of $22.9B, Berkshire Hathaway Inc with a value of $15.1B, Vanguard Index Fds S&P 500 ETF with a value of $9.08B, Apple Inc. with a value of $6.98B, and Berkshire Hathaway Inc Class B with a value of $6.04B.

Examining the 13F form we can see an increase of $5.59B in the current position value, from $170B to 175B.

Birch Financial Group, LLC is based out at Keene, NH

Below you can find more details about Birch Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $175 Billion
Financial Services: $64.4 Billion
ETFs: $35.4 Billion
Technology: $23.6 Billion
Consumer Cyclical: $10.6 Billion
Healthcare: $9.1 Billion
Communication Services: $8.28 Billion
Industrials: $7.16 Billion
Energy: $5.09 Billion
Other: $10 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$255B
$22.9 Billion 13.08% of portfolio
62,020
Q4 2025 Added 0.0%
$453B
$15.1 Billion 8.61% of portfolio
20
Q1 2025 Reduced 4.76%
$4.3T
$6.98 Billion 3.98% of portfolio
25,670
Q4 2025 Reduced 8.52%
$662B
$6.04 Billion 3.44% of portfolio
12,017
Q4 2025 Reduced 0.16%
$47B
$4.98 Billion 2.84% of portfolio
10,148
Q3 2025 Added 0.82%
$367B
$4.8 Billion 2.74% of portfolio
13,941
Q4 2025 Added 0.04%
$3.78T
$4.64 Billion 2.64% of portfolio
9,589
Q4 2025 Added 3.4%
$94.5B
$4.12 Billion 2.35% of portfolio
12,251
Q4 2025 Added 0.4%
$265B
$3.5 Billion 2.0% of portfolio
3,982
Q4 2025 Added 0.03%
$2.39T
$3.28 Billion 1.87% of portfolio
14,205
Q4 2025 Reduced 7.84%
$413B
$3.04 Billion 1.73% of portfolio
55,307
Q4 2025 Added 0.01%
$522B
$3.01 Billion 1.72% of portfolio
14,566
Q4 2025 Reduced 0.12%
$1.74T
$2.76 Billion 1.57% of portfolio
8,794
Q4 2025 Reduced 15.85%
$68.5B
$2.08 Billion 1.19% of portfolio
16,141
Q4 2025 Added 0.04%
$465B
$2 Billion 1.14% of portfolio
10,710
Q4 2025 Reduced 15.9%
$237B
$1.68 Billion 0.96% of portfolio
10,498
Q4 2025 Added 38.46%
$181B
$1.51 Billion 0.86% of portfolio
60,900
Q4 2025 Added 21.98%
$533B
$1.39 Billion 0.79% of portfolio
3,963
Q4 2025 Reduced 9.79%
$512B
$1.04 Billion 0.59% of portfolio
1,823
Q4 2025 Added 2.3%
$172B
$1.01 Billion 0.57% of portfolio
24,738
Q4 2025 Added 71.33%
$35B
$1.01 Billion 0.57% of portfolio
9,539
Q4 2025 Added 0.77%
$303B
$981 Million 0.56% of portfolio
6,439
Q4 2025 Added 0.3%
$174B
$985 Million 0.56% of portfolio
6,116
Q4 2025 Reduced 4.78%
$168B
$980 Million 0.56% of portfolio
12,203
Q4 2025 Added 3.35%
$1.91B
$953 Million 0.54% of portfolio
95,580
Q4 2025 Added 154.09%
$49.1B
$911 Million 0.52% of portfolio
9,719
Q4 2025 Added 976.3%
$593B
$909 Million 0.52% of portfolio
4,664
Q4 2025 Added 1.79%
$1.65T
$889 Million 0.51% of portfolio
2,839
Q4 2025 Reduced 1.32%
$228B
$869 Million 0.5% of portfolio
6,937
Q4 2025 Added 1.79%
$414B
$858 Million 0.49% of portfolio
3,757
Q4 2025 Reduced 0.4%
$490B
$866 Million 0.49% of portfolio
7,198
Q4 2025 Added 70.09%
$1.37T
$833 Million 0.48% of portfolio
1,262
Q4 2025 Reduced 38.05%
$881B
$827 Million 0.47% of portfolio
2,566
Q4 2025 Added 0.23%
$132B
$735 Million 0.42% of portfolio
3,226
Q4 2025 Added 62.11%
$222B
$729 Million 0.42% of portfolio
1,259
Q4 2025 Reduced 5.48%
$279B
$713 Million 0.41% of portfolio
6,401
Q4 2025 Reduced 32.45%
$266B
$697 Million 0.4% of portfolio
2,355
Q4 2025 Added 109.15%
$190B
$697 Million 0.4% of portfolio
5,970
Q4 2025 Added 0.1%
-
$702 Million 0.4% of portfolio
-
Q4 2025 Added 8.31%
$151B
$678 Million 0.39% of portfolio
1,936
Q4 2025 Added 0.47%
$72.4B
$660 Million 0.38% of portfolio
1,870
Q4 2025 Added 9.04%
$104B
$631 Million 0.36% of portfolio
10,948
Q4 2025 New
$45.2B
$617 Million 0.35% of portfolio
1,075
Q4 2025 Added 0.84%
$59.1B
$594 Million 0.34% of portfolio
6,944
Q4 2025 New
$279B
$579 Million 0.33% of portfolio
2,383
Q4 2025 Added 2.89%
$132B
$557 Million 0.32% of portfolio
2,855
Q3 2025 Added 0.42%
$300B
$565 Million 0.32% of portfolio
1,712
Q4 2025 Reduced 17.97%
$62.3B
$556 Million 0.32% of portfolio
4,825
Q4 2025 Added 72.51%
$82.8B
$518 Million 0.3% of portfolio
1,880
Q4 2025 Added 94.82%

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $175 Billion
  • Prior Value $170 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 17 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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