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Portfolio (Quarterly) Guide ↗

BIRCH FINANCIAL GROUP, LLC

· CIK 0002083592
13F Portfolio $175M AUM Filed Jan 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 136 New
Page 2 of 7  ·  136 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPEM SPDR INDEX SHS FDS 40,917.0 $1.9M 1.09% NEW $46.81 +12.5%
22 SCHP SCHWAB STRATEGIC TR 66,315.0 $1.8M 1.00% NEW $26.49 +0.9%
23 SPTL SPDR SERIES TRUST 66,219.0 $1.8M 1.00% NEW $26.47 -2.3%
24 PM PHILIP MORRIS INTL INC Consumer Defensive 10,498.0 $1.7M 0.96% NEW $160.40 +13.2%
25 APP APPLOVIN CORP Technology 2,266.0 $1.5M 0.87% NEW $673.71 -23.7%
26 MUB ISHARES TR 14,245.0 $1.5M 0.87% NEW $107.11 -0.4%
27 T AT&T INC Communication Services 60,900.0 $1.5M 0.86% NEW $24.84 +0.4%
28 V VISA INC Financial Services 3,963.0 $1.4M 0.79% NEW $350.71 -7.1%
29 LQD ISHARES TR 12,030.0 $1.3M 0.76% NEW $110.19 -1.3%
30 HYG ISHARES TR 13,734.0 $1.1M 0.63% NEW $80.63 -0.5%
31 BNDX VANGUARD CHARLOTTE FDS 22,131.0 $1.1M 0.61% NEW $48.32 -0.2%
32 MA MASTERCARD INCORPORATED Financial Services 1,823.0 $1.0M 0.59% NEW $570.98 -13.7%
33 VZ VERIZON COMMUNICATIONS INC Communication Services 24,738.0 $1.0M 0.57% NEW $40.73 +19.1%
34 WEC WEC ENERGY GROUP INC Utilities 9,539.0 $1.0M 0.57% NEW $105.46 +7.1%
35 SHOP SHOPIFY INC Technology 6,116.0 $985K 0.56% NEW $160.97 -34.8%
36 CVX CHEVRON CORP NEW Energy 6,439.0 $981K 0.56% NEW $152.40 +21.2%
37 NEE NEXTERA ENERGY INC Utilities 12,203.0 $980K 0.56% NEW $80.28 +8.4%
38 SCZ ISHARES TR 12,584.0 $976K 0.56% NEW $77.53 +11.4%
39 MBB ISHARES TR 10,126.0 $964K 0.55% NEW $95.22 -0.8%
40 SOUN SOUNDHOUND AI INC Technology 95,580.0 $953K 0.54% NEW $9.97 -18.8%
Page 2 of 7  ·  136 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 38.0%
Technology 20.0%
Consumer Cyclical 8.9%
Healthcare 7.3%
Communication Services 7.0%
Industrials 6.0%
Energy 4.3%
Consumer Defensive 4.1%
Utilities 3.5%
Real Estate 0.8%