Birch Financial Group
Birch Financial Group reported 1,048 stocks worth $214M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are AXP (8.8%), VOO (7.0%) and BRK.A (7.0%). Compared with Q2 2026, the fund opened new positions in XOM, MU and IQQ, added to VOO, AAPL and VEA, trimmed BRK.B, PSX and HD and sold out of IQMM and XOM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AXP American Express Co | $18.9M | 8.8% | 62K | No change | 8 of 8 | |
| 2 |  VOO Vanguard S&P 500 ETF | $15M | 7.0% | 21K | +183 (+1%) | 8 of 8 | |
| 3 |  BRK.A Berkshire Hathaway Inc Dclass A | $14.9M | 7.0% | 20 | No change | 8 of 8 | |
| 4 |  AAPL Apple Inc | $8.9M | 4.2% | 27K | +1,216 (+5%) | 8 of 8 | |
| 5 |  VEA Vanguard Tax-Managed Fds | $5.4M | 2.5% | 76K | +868 (+1%) | 8 of 8 | |
| 6 |  MSFT Microsoft Corp | $5.3M | 2.5% | 10K | +469 (+5%) | 8 of 8 | |
| 7 |  AMP Ameriprise Finl Inc | $5M | 2.3% | 10K | No change | 8 of 8 | |
| 8 |  IJR Ishares TR | $4.5M | 2.1% | 33K | +150 (+0%) | 8 of 8 | |
| 9 |  BRK.B Berkshire Hathaway Inc Del | $4.1M | 1.9% | 8,275 | −3,330 (−29%) | 8 of 8 | |
| 10 |  PSX Phillips 66 | $4.1M | 1.9% | 16K | −44 (−0%) | 5 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Birch Financial Group 13F FAQ
What does Birch Financial Group own?
Birch Financial Group reported 1,048 stocks worth $214M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are AXP (8.8%), VOO (7.0%) and BRK.A (7.0%). The table above lists every position in the filing (the top 10 without an account).
What did Birch Financial Group buy and sell in Q3 2026?
Compared with Q2 2026: 895 new positions, 49 added to, 70 trimmed and 2 sold out. New positions include XOM, MU and IQQ. It sold all of IQMM and XOM.
When will Birch Financial Group file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Birch Financial Group's portfolio worth?
The Q3 2026 filing reports $214M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.