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 Market Cap. of $10 Billions to $200 Billions
