Birch Financial Group, LLC Portfolio Holdings

Birch Financial Group, LLC

  • $170 Billion
  • Q3 2025

Birch Financial Group, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $170 Billion distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Express CO with a value of $20.6B, Berkshire Hathaway Inc with a value of $15.1B, Vanguard Index Fds S&P 500 ETF with a value of $8.67B, Apple Inc. with a value of $7.15B, and Berkshire Hathaway Inc Class B with a value of $6.05B.

Examining the 13F form we can see an increase of $44.7B in the current position value, from $125B to 170B. Also it can be appreciated an additional of 20 stocks purchases and 6 closed positions.

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 $170 Billion
Financial Services: $59.8 Billion
ETFs: $33.6 Billion
Technology: $25.7 Billion
Consumer Cyclical: $11.6 Billion
Healthcare: $9.12 Billion
Communication Services: $8.72 Billion
Industrials: $6.95 Billion
Energy: $5.27 Billion
Other: $7.69 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$268B
$20.6 Billion 12.13% of portfolio
62,017
Q3 2025 Added 111.09%
$431B
$15.1 Billion 8.88% of portfolio
20
Q1 2025 Reduced 4.76%
$0
$8.67 Billion 5.11% of portfolio
14,159
Q3 2025 Added 7.0%
$4.36T
$7.15 Billion 4.21% of portfolio
28,061
Q3 2025 Added 11.11%
$646B
$6.05 Billion 3.56% of portfolio
12,036
Q3 2025 Reduced 1.2%
$389B
$5.65 Billion 3.33% of portfolio
13,936
Q3 2025 Added 203.35%
$48.5B
$4.99 Billion 2.94% of portfolio
10,148
Q3 2025 Added 0.82%
$3.92T
$4.8 Billion 2.83% of portfolio
9,274
Q3 2025 Added 5.54%
$94.6B
$4.16 Billion 2.45% of portfolio
12,202
Q3 2025 Added 115.32%
$2.27T
$3.38 Billion 1.99% of portfolio
15,414
Q3 2025 Added 6.67%
$0
$3.23 Billion 1.9% of portfolio
53,967
Q3 2025 Added 2.82%
$270B
$3.17 Billion 1.87% of portfolio
3,981
Q3 2025 New
$426B
$2.85 Billion 1.68% of portfolio
55,304
Q3 2025 Added 479.95%
$494B
$2.7 Billion 1.59% of portfolio
14,583
Q3 2025 Added 127.15%
$0
$2.6 Billion 1.53% of portfolio
21,857
Q3 2025 Added 4.66%
$0
$2.56 Billion 1.51% of portfolio
30,882
Q3 2025 Added 14.96%
$506B
$2.38 Billion 1.4% of portfolio
12,735
Q3 2025 Added 34.04%
$0
$2.35 Billion 1.38% of portfolio
16,104
Q3 2025 Reduced 10.28%
$65.9B
$2.19 Billion 1.29% of portfolio
16,134
Q3 2025 New
$181B
$2.06 Billion 1.22% of portfolio
2,872
Q3 2025 Reduced 2.97%
$0
$1.84 Billion 1.08% of portfolio
39,306
Q3 2025 Added 3.38%
$0
$1.72 Billion 1.01% of portfolio
63,834
Q3 2025 Added 14.79%
$0
$1.69 Billion 1.0% of portfolio
62,845
Q3 2025 Added 14.82%
$1.65T
$1.5 Billion 0.88% of portfolio
2,037
Q3 2025 Added 17.47%
$564B
$1.5 Billion 0.88% of portfolio
4,393
Q3 2025 Added 13.46%
$0
$1.47 Billion 0.87% of portfolio
13,831
Q3 2025 Added 17.39%
$176B
$1.41 Billion 0.83% of portfolio
49,926
Q3 2025 Added 8.42%
$693B
$1.29 Billion 0.76% of portfolio
4,582
Q3 2025 Added 10.46%
$0
$1.28 Billion 0.75% of portfolio
11,495
Q3 2025 Added 13.34%
$226B
$1.23 Billion 0.72% of portfolio
7,582
Q3 2025 Added 32.02%
$485B
$1.08 Billion 0.64% of portfolio
903
Q3 2025 Added 58.42%
$802B
$1.09 Billion 0.64% of portfolio
1,425
Q3 2025 Added 18.95%
$35.5B
$1.08 Billion 0.64% of portfolio
9,466
Q3 2025 Added 0.86%
$0
$1.05 Billion 0.62% of portfolio
12,953
Q3 2025 Added 13.85%
$0
$1.04 Billion 0.61% of portfolio
20,959
Q3 2025 Added 13.43%
$528B
$1.01 Billion 0.6% of portfolio
1,782
Q3 2025 Added 3.48%
$301B
$997 Million 0.59% of portfolio
6,420
Q3 2025 Added 32.45%
$277B
$977 Million 0.58% of portfolio
9,476
Q3 2025 Added 3.21%
$207B
$955 Million 0.56% of portfolio
6,423
Q3 2025 Added 3.38%
$113B
$933 Million 0.55% of portfolio
16,822
Q3 2025 Added 13.17%
$218B
$913 Million 0.54% of portfolio
6,815
Q3 2025 Added 3.18%
$0
$922 Million 0.54% of portfolio
9,694
Q3 2025 Added 13.46%
$0
$894 Million 0.53% of portfolio
11,659
Q3 2025 Added 2.88%
$160B
$891 Million 0.52% of portfolio
11,807
Q3 2025 Added 33.22%
$403B
$873 Million 0.51% of portfolio
3,772
Q3 2025 Added 60.31%
$908B
$808 Million 0.48% of portfolio
2,560
Q3 2025 Added 19.29%
$322B
$721 Million 0.42% of portfolio
2,087
Q3 2025 Added 38.86%
$152B
$697 Million 0.41% of portfolio
2,113
Q3 2025 Reduced 9.97%
$1.5T
$699 Million 0.41% of portfolio
2,877
Q3 2025 Added 3.08%

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $170 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 20 stocks
  • Additional Purchases 78 stocks
  • Sold out of 6 stocks
  • Reduced holdings in 29 stocks
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