Birchwood Financial Partners
Birchwood Financial Partners reported 694 stocks worth $134M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are ESGU (6.9%), BOND (5.2%) and VOO (4.6%). Compared with Q2 2026, the fund opened new positions in BUFR and TECH, added to ESGU, BOND and VOO, trimmed AAPL, UNH and SCHG and sold out of CGSM, DYNF and RSP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ESGU Ishares TR | $9.2M | 6.9% | 55K | +6,910 (+14%) | 4 of 4 | |
| 2 |  BOND Pimco ETF TR | $7M | 5.2% | 80K | +19K (+31%) | 4 of 4 | |
| 3 |  VOO Vanguard S&P 500 ETF | $6.2M | 4.6% | 8,812 | +1,278 (+17%) | 4 of 4 | |
| 4 |  FNDF Schwab Fundamental International Equity ETF | $6.1M | 4.5% | 114K | +6,163 (+6%) | 4 of 4 | |
| 5 |  AAPL Apple Inc | $5.7M | 4.2% | 17K | −123 (−1%) | 4 of 4 | |
| 6 |  ESML Ishares TR | $5.3M | 4.0% | 103K | +2,561 (+3%) | 4 of 4 | |
| 7 |  WINN Harbor ETF Trust | $4.6M | 3.4% | 133K | +5,098 (+4%) | 4 of 4 | |
| 8 |  MSFT Microsoft Corp | $3.9M | 2.9% | 7,519 | +84 (+1%) | 4 of 4 | |
| 9 |  VEA Vanguard Tax-Managed Fds | $3.8M | 2.8% | 54K | +6,219 (+13%) | 4 of 4 | |
| 10 |  VXF Vanguard Index Fds | $3.7M | 2.8% | 16K | +3,344 (+26%) | 4 of 4 |
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| Stock | Value last quarter | Shares sold |
|---|---|---|
 CGSM Capital Grp Fixed Incm ETF T | $327K | 12K |
ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF | $157K | 4,133 |
ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF | $121K | 2,654 |
ADVISORSHARES | $49K | 2,989 |
 DYNF Blackrock ETF Trust | $11K | 166 |
🔒 Free account: see all 11.
Reported value
last 4 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 | |
|---|---|---|---|
| Nov 2, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Birchwood Financial Partners 13F FAQ
What does Birchwood Financial Partners own?
Birchwood Financial Partners reported 694 stocks worth $134M in its 13F filing for Q3 2026, filed Nov 2, 2026. Its largest holdings are ESGU (6.9%), BOND (5.2%) and VOO (4.6%). The table above lists every position in the filing (the top 10 without an account).
What did Birchwood Financial Partners buy and sell in Q3 2026?
Compared with Q2 2026: 353 new positions, 193 added to, 49 trimmed and 11 sold out. New positions include BUFR and TECH. It sold all of CGSM, DYNF and RSP.
When will Birchwood Financial Partners 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 Birchwood Financial Partners's portfolio worth?
The Q3 2026 filing reports $134M 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.