BIRCH FINANCIAL GROUP, LLC: 13F holdings
CIK 20835922026Q2
| Positions | 135 |
|---|---|
| Reported value | $194.5m |
| Filed | 2026-07-15 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AXP AMERICAN EXPRESS CO | 62,109 | $21.0m | 10.8% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 20 | $15.0m | 7.7% |
| VOO VANGUARD INDEX FDS | 21,233 | $14.6m | 7.5% |
| AAPL APPLE INC | 25,578 | $7.4m | 3.8% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 11,605 | $5.8m | 3.0% |
| VEA VANGUARD TAX-MANAGED FDS | 75,362 | $5.4m | 2.8% |
| HD HOME DEPOT INC | 14,020 | $4.9m | 2.5% |
| IJR ISHARES TR | 32,772 | $4.9m | 2.5% |
| IQMM PROSHARES TR | 47,231 | $4.7m | 2.4% |
| AMP AMERIPRISE FINL INC | 10,147 | $4.7m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2083592")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.