Birchwood Financial Partners, Inc.: 13F holdings
CIK 21100622026Q2
| Positions | 352 |
|---|---|
| Reported value | $122.3m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| ESGU ISHARES ESG AWARE MSCI USA ETF | 48,250 | $7.9m | 6.5% |
| BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 61,616 | $5.7m | 4.6% |
| EWU SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 107,344 | $5.7m | 4.6% |
| TCBK ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 100,267 | $5.6m | 4.6% |
| VOO VANGUARD S&P 500 ETF | 7,534 | $5.2m | 4.2% |
| AAPL APPLE INC | 17,174 | $5.0m | 4.1% |
| HARBOR LONG-TERM GROWERS ETF | 127,636 | $4.1m | 3.4% |
| DCI DONALDSON INC COM | 39,469 | $3.5m | 2.9% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 47,807 | $3.4m | 2.8% |
| FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 82,537 | $3.3m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2110062")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.