Birchwood Financial Partners, Inc. — 13F holdings

Birchwood Financial Partners, Inc. reported 352 holdings worth $122M in its 13F filing for Q2 2026, filed August 6, 2026.

Largest positions

1. ESGU ISHARES TR — $7.90M (6.5%)
2. BOND PIMCO ETF TR — $5.68M (4.6%)
3. FNDF SCHWAB STRATEGIC TR — $5.66M (4.6%)
4. ESML ISHARES TR — $5.61M (4.6%)
5. VOO VANGUARD INDEX FDS — $5.17M (4.2%)
6. AAPL APPLE INC — $4.97M (4.1%)
7. WINN HARBOR ETF TRUST — $4.14M (3.4%)
8. DCI DONALDSON INC — $3.54M (2.9%)
9. VEA VANGUARD TAX-MANAGED FDS — $3.41M (2.8%)
10. FNDE SCHWAB STRATEGIC TR — $3.28M (2.7%)