BIRCHBROOK, INC. — 13F holdings

BIRCHBROOK, INC. reported 295 holdings worth $209M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

  1. VGIT VANGUARD SCOTTSDALE FDS — $32.8M (15.7%)
  2. IGIB ISHARES TR — $24.9M (11.9%)
  3. VEA VANGUARD TAX-MANAGED FDS — $13.2M (6.3%)
  4. IEMG ISHARES INC — $10.5M (5.0%)
  5. VOO VANGUARD INDEX FDS — $8.85M (4.2%)
  6. IJH ISHARES TR — $7.85M (3.8%)
  7. TLT ISHARES TR — $7.04M (3.4%)
  8. IJR ISHARES TR — $6.90M (3.3%)
  9. USMV ISHARES TR — $6.80M (3.3%)
  10. SCHM SCHWAB STRATEGIC TR — $4.73M (2.3%)