BIRCH FINANCIAL GROUP, LLC — 13F holdings

BIRCH FINANCIAL GROUP, LLC reported 135 holdings worth $195M in its 13F filing for Q2 2026, filed July 15, 2026.

Largest positions

  1. AXP AMERICAN EXPRESS CO — $21.0M (10.8%)
  2. BRK.A BERKSHIRE HATHAWAY INC DEL — $15.0M (7.7%)
  3. VOO VANGUARD INDEX FDS — $14.6M (7.5%)
  4. AAPL APPLE INC — $7.40M (3.8%)
  5. BRK.B BERKSHIRE HATHAWAY INC DEL — $5.81M (3.0%)
  6. VEA VANGUARD TAX-MANAGED FDS — $5.37M (2.8%)
  7. HD HOME DEPOT INC — $4.94M (2.5%)
  8. IJR ISHARES TR — $4.86M (2.5%)
  9. IQMM PROSHARES TR — $4.73M (2.4%)
  10. AMP AMERIPRISE FINL INC — $4.66M (2.4%)