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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.91B
$953 Million 0.54% of portfolio
95,580
Q4 2025 Added 154.09%

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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