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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$48.8B
$518 Million 0.3% of portfolio
11,379
Q4 2025 Added 0.01%
$9.97B
$522 Million 0.3% of portfolio
3,277
Q4 2025 Added 12.34%
$0
$521 Million 0.3% of portfolio
849
Q4 2025 Reduced 3.08%
$306B
$493 Million 0.28% of portfolio
7,046
Q4 2025 Added 87.69%
$346B
$478 Million 0.27% of portfolio
3,339
Q4 2025 Added 5.76%
$46.4B
$480 Million 0.27% of portfolio
2,235
Q4 2025 Added 1.13%
$971B
$472 Million 0.27% of portfolio
439
Q4 2025 Reduced 69.19%
$388B
$464 Million 0.26% of portfolio
2,165
Q4 2025 Added 5.61%
$224B
$460 Million 0.26% of portfolio
1,507
Q4 2025 Added 0.2%
$100B
$459 Million 0.26% of portfolio
1,680
Q4 2025 New
$36.7B
$425 Million 0.24% of portfolio
4,650
Q4 2025 Added 23.77%
$0
$424 Million 0.24% of portfolio
4,243
Q4 2025 Reduced 6.87%
$109B
$421 Million 0.24% of portfolio
8,284
Q4 2025 Reduced 50.75%
$0
$410 Million 0.23% of portfolio
8,161
Q4 2025 Reduced 1.91%
$65.7B
$412 Million 0.23% of portfolio
1,426
Q4 2025 Reduced 0.63%
$27.7B
$403 Million 0.23% of portfolio
5,988
Q4 2025 Added 1.78%
$204B
$384 Million 0.22% of portfolio
2,673
Q4 2025 Added 0.91%
$59.8B
$378 Million 0.22% of portfolio
2,042
Q4 2025 Added 0.05%
$136B
$383 Million 0.22% of portfolio
1,654
Q4 2025 Added 0.49%
$97.3B
$382 Million 0.22% of portfolio
4,537
Q4 2025 Added 7.69%
$55.6B
$377 Million 0.22% of portfolio
2,999
Q4 2025 Added 4.97%
$140B
$371 Million 0.21% of portfolio
1,537
Q4 2025 Added 1.59%
$96.4B
$376 Million 0.21% of portfolio
3,210
Q4 2025 New
$193B
$364 Million 0.21% of portfolio
3,201
Q4 2025 Reduced 0.65%
$26.1B
$348 Million 0.2% of portfolio
2,128
Q4 2025 New
$104B
$342 Million 0.2% of portfolio
1,330
Q4 2025 Added 4.31%
-
$343 Million 0.2% of portfolio
-
Q4 2025 New
$57.9B
$334 Million 0.19% of portfolio
1,604
Q4 2025 Added 32.34%
$8.58B
$338 Million 0.19% of portfolio
1,000
Q3 2025 New
$235B
$320 Million 0.18% of portfolio
3,043
Q4 2025 Reduced 0.16%
$169B
$316 Million 0.18% of portfolio
2,063
Q4 2025 Added 414.46%
$1.29T
$311 Million 0.18% of portfolio
692
Q4 2025 Added 18.49%
$258B
$317 Million 0.18% of portfolio
1,727
Q4 2025 Added 8.55%
$139B
$318 Million 0.18% of portfolio
919
Q4 2025 Reduced 56.51%

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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