Birch Financial Group, LLC Portfolio Holdings

Birch Financial Group, LLC

  • $175 Billion
  • Q4 2025

Birch Financial Group, LLC has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $175 Billion distributed in 136 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Express CO with a value of $22.9B, Berkshire Hathaway Inc with a value of $15.1B, Vanguard Index Fds S&P 500 ETF with a value of $9.08B, Apple Inc. with a value of $6.98B, and Berkshire Hathaway Inc Class B with a value of $6.04B.

Examining the 13F form we can see an increase of $5.59B in the current position value, from $170B to 175B.

Birch Financial Group, LLC is based out at Keene, NH

Below you can find more details about Birch Financial Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $175 Billion
Financial Services: $64.4 Billion
ETFs: $35.4 Billion
Technology: $23.6 Billion
Consumer Cyclical: $10.6 Billion
Healthcare: $9.1 Billion
Communication Services: $8.28 Billion
Industrials: $7.16 Billion
Energy: $5.09 Billion
Other: $10 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$255B
$22.9 Billion 13.08% of portfolio
62,020
Q4 2025 Added 0.0%
$453B
$15.1 Billion 8.61% of portfolio
20
Q1 2025 Reduced 4.76%
$0
$9.08 Billion 5.18% of portfolio
14,473
Q4 2025 Added 2.22%
$4.3T
$6.98 Billion 3.98% of portfolio
25,670
Q4 2025 Reduced 8.52%
$662B
$6.04 Billion 3.44% of portfolio
12,017
Q4 2025 Reduced 0.16%
$47B
$4.98 Billion 2.84% of portfolio
10,148
Q3 2025 Added 0.82%
$367B
$4.8 Billion 2.74% of portfolio
13,941
Q4 2025 Added 0.04%
$3.78T
$4.64 Billion 2.64% of portfolio
9,589
Q4 2025 Added 3.4%
$94.5B
$4.12 Billion 2.35% of portfolio
12,251
Q4 2025 Added 0.4%
$265B
$3.5 Billion 2.0% of portfolio
3,982
Q4 2025 Added 0.03%
$0
$3.47 Billion 1.98% of portfolio
55,490
Q4 2025 Added 2.82%
$2.39T
$3.28 Billion 1.87% of portfolio
14,205
Q4 2025 Reduced 7.84%
$413B
$3.04 Billion 1.73% of portfolio
55,307
Q4 2025 Added 0.01%
$522B
$3.01 Billion 1.72% of portfolio
14,566
Q4 2025 Reduced 0.12%
$1.74T
$2.76 Billion 1.57% of portfolio
8,794
Q4 2025 Reduced 15.85%
$0
$2.73 Billion 1.56% of portfolio
22,752
Q4 2025 Added 4.09%
$0
$2.25 Billion 1.29% of portfolio
15,165
Q4 2025 Reduced 5.83%
$68.5B
$2.08 Billion 1.19% of portfolio
16,141
Q4 2025 Added 0.04%
$465B
$2 Billion 1.14% of portfolio
10,710
Q4 2025 Reduced 15.9%
$0
$1.92 Billion 1.09% of portfolio
40,917
Q4 2025 Added 4.1%
$0
$1.76 Billion 1.0% of portfolio
66,315
Q4 2025 Added 5.52%
$0
$1.75 Billion 1.0% of portfolio
66,219
Q4 2025 Added 3.74%
$237B
$1.68 Billion 0.96% of portfolio
10,498
Q4 2025 Added 38.46%
$163B
$1.53 Billion 0.87% of portfolio
2,266
Q4 2025 Reduced 21.1%
$0
$1.53 Billion 0.87% of portfolio
14,245
Q4 2025 Added 2.99%
$181B
$1.51 Billion 0.86% of portfolio
60,900
Q4 2025 Added 21.98%
$533B
$1.39 Billion 0.79% of portfolio
3,963
Q4 2025 Reduced 9.79%
$0
$1.33 Billion 0.76% of portfolio
12,030
Q4 2025 Added 4.65%
$0
$1.11 Billion 0.63% of portfolio
13,734
Q4 2025 Added 6.03%
$0
$1.07 Billion 0.61% of portfolio
22,131
Q4 2025 Added 5.59%
$512B
$1.04 Billion 0.59% of portfolio
1,823
Q4 2025 Added 2.3%
$172B
$1.01 Billion 0.57% of portfolio
24,738
Q4 2025 Added 71.33%
$35B
$1.01 Billion 0.57% of portfolio
9,539
Q4 2025 Added 0.77%
$0
$976 Million 0.56% of portfolio
12,584
Q4 2025 Added 7.93%
$303B
$981 Million 0.56% of portfolio
6,439
Q4 2025 Added 0.3%
$174B
$985 Million 0.56% of portfolio
6,116
Q4 2025 Reduced 4.78%
$168B
$980 Million 0.56% of portfolio
12,203
Q4 2025 Added 3.35%
$0
$964 Million 0.55% of portfolio
10,126
Q4 2025 Added 4.46%
$1.91B
$953 Million 0.54% of portfolio
95,580
Q4 2025 Added 154.09%
$49.1B
$911 Million 0.52% of portfolio
9,719
Q4 2025 Added 976.3%
$593B
$909 Million 0.52% of portfolio
4,664
Q4 2025 Added 1.79%
$1.65T
$889 Million 0.51% of portfolio
2,839
Q4 2025 Reduced 1.32%
$228B
$869 Million 0.5% of portfolio
6,937
Q4 2025 Added 1.79%
$414B
$858 Million 0.49% of portfolio
3,757
Q4 2025 Reduced 0.4%
$490B
$866 Million 0.49% of portfolio
7,198
Q4 2025 Added 70.09%
$1.37T
$833 Million 0.48% of portfolio
1,262
Q4 2025 Reduced 38.05%
$881B
$827 Million 0.47% of portfolio
2,566
Q4 2025 Added 0.23%
$0
$734 Million 0.42% of portfolio
1,077
Q4 2025 Added 12.77%
$132B
$735 Million 0.42% of portfolio
3,226
Q4 2025 Added 62.11%

Summary

  • Portfolio
  • No. of Stocks 136
  • Current Value $175 Billion
  • Prior Value $170 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 15, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 17 stocks
  • Additional Purchases 75 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
Track This Portfolio

Track Birch Financial Group, LLC Portfolio

Follow Birch Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Birch Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Birch Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email