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Disclosery

13F-HR filed by BIRCH FINANCIAL GROUP, LLC

BIRCH FINANCIAL GROUP, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-15, with 136 holding rows worth $175,381,372.

Accession
0001754960-26-000070
Filer
CIK 2083592
Filed
2026-01-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 136 entries on the cover page, a total value of $175,381,372 stated on the cover page (in dollars after the unit check, H1), rows summing to $175,381,372 with VALUE read as dollars as filed, 13F file number 028-25809. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
American Express Company025816109COM62,020$22,944,169dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A20$15,096,000dollars as filed
Vanguard S&P 500 ETF922908363COM14,473$9,076,491dollars as filed
Apple Inc037833100COM25,670$6,978,611dollars as filed
Berkshire Hathaway Inc084670702COM12,017$6,040,102dollars as filed
AMERIPRISE FINL INC COM03076C106Stock10,148$4,975,821dollars as filed
Home Depot, Inc437076102COM13,941$4,797,129dollars as filed
Microsoft Corp594918104COM9,589$4,637,563dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock12,251$4,124,386dollars as filed
Goldman Sachs Group,Inc.38141G104COM3,982$3,500,272dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS55,490$3,466,489dollars as filed
Amazon.com, Inc023135106COM14,205$3,278,736dollars as filed
Bank of America Corp060505104COM55,307$3,041,897dollars as filed
Johnson & Johnson478160104COM14,566$3,014,513dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM8,794$2,759,430dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS22,752$2,734,343dollars as filed
ISHARES TR464287457COM32,160$2,663,523dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS15,165$2,254,848dollars as filed
PHILLIPS 66 COM718546104Stock16,141$2,082,804dollars as filed
NVIDIA Corp67066G104COM10,710$1,997,435dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS40,917$1,915,311dollars as filed
Schwab US TIPS ETF808524870SHS66,315$1,756,675dollars as filed
SPDR Portfolio Long Term Treasury ETF78464A664SHS66,219$1,752,810dollars as filed
Philip Morris International Inc.718172109COM10,498$1,683,898dollars as filed
APPLOVIN CORP COM CL A03831W108Stock2,266$1,526,631dollars as filed
ISHARES TR464288414NATIONAL MUN ETF14,245$1,525,745dollars as filed
AT&T Inc00206R102COM60,900$1,512,746dollars as filed
Visa Inc92826C839COM3,963$1,389,844dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS12,030$1,325,575dollars as filed
ISHARES TR464288513IBOXX HI YD ETF13,734$1,107,383dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS22,131$1,069,368dollars as filed
MasterCard, Inc57636Q104COM1,823$1,040,891dollars as filed
Verizon Communications Inc92343V104COM24,738$1,007,594dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock9,539$1,006,011dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS6,116$984,520dollars as filed
Chevron Corporation166764100COM6,439$981,315dollars as filed
NextEra Energy,Inc.65339F101COM12,203$979,637dollars as filed
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF12,584$975,626dollars as filed
iShares MBS ETF464288588SHS10,126$964,203dollars as filed
SOUNDHOUND AI INC CLASS A COM836100107Stock95,580$952,936dollars as filed
Netflix, Inc64110L106COM9,719$911,231dollars as filed
Oracle Corporation68389X105COM4,664$909,121dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,839$888,517dollars as filed
Abbott Laboratories002824100COM6,937$869,124dollars as filed
EXXON MOBIL CORP30231G102COM7,198$866,189dollars as filed
AbbVie,Inc.00287Y109COM3,757$858,358dollars as filed
META PLATFORMS INC CL A30303M102COM1,262$833,234dollars as filed
JPMorgan Chase & Co46625H100COM2,566$826,943dollars as filed
Progressive Corporation743315103COM3,226$734,588dollars as filed
SPY78462F103SHS1,077$734,195dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,259$729,303dollars as filed
Walmart Inc.931142103COM6,401$713,085dollars as filed
EA SERIES TRUST02072L672STRIVE US SEMICO10,236$702,458dollars as filed
International Business Machines Corporation459200101COM2,355$697,447dollars as filed
Citigroup Inc.172967424COM5,970$696,661dollars as filed
Adobe Inc00724F101COM1,936$677,710dollars as filed
AON PLC SHS CL AG0403H108Stock1,870$659,736dollars as filed
Altria Group Inc02209S103COM10,948$631,268dollars as filed
MSCI INC COM55354G100Stock1,075$617,028dollars as filed
AMERICAN INTL GROUP INC COM NEW026874784Stock6,944$594,029dollars as filed
SAP SE SPON ADR803054204ADR2,383$578,748dollars as filed
UnitedHealth Group Inc91324P102COM1,712$565,021dollars as filed
Honeywell Technologies438516106COM2,855$557,078dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock4,825$556,353dollars as filed
BlackRock,Inc.09290D101COM488$522,537dollars as filed
PAYCOMSOFTWAREINC70432V102STOK3,277$522,223dollars as filed
INVESCO QQQ TR46090E103COM849$521,466dollars as filed
BAKER HUGHES COMPANY CL A05722G100Stock11,379$518,221dollars as filed
Cigna Corporation125523100COM1,880$517,534dollars as filed
Coca-Cola Company191216100COM7,046$492,552dollars as filed
WORKDAY INC CL A98138H101Stock2,235$480,125dollars as filed
Procter & Gamble Co742718109COM3,339$478,455dollars as filed
Eli Lilly and Company532457108COM439$471,889dollars as filed
Advanced Micro Devices,Inc.007903107COM2,165$463,609dollars as filed
McDonalds Corporation580135101COM1,507$460,474dollars as filed
CME Group Inc. Class A12572Q105COM1,680$458,660dollars as filed
CAMECO CORP COM13321L108Stock4,650$425,405dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS4,243$423,831dollars as filed
NOVO-NORDISK A S ADR670100205ADR8,284$421,471dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock1,426$411,758dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF8,161$410,430dollars as filed
COSTAR GROUP INC COM22160N109Stock5,988$402,656dollars as filed
PepsiCo,Inc.713448108COM2,673$383,569dollars as filed
Union Pacific Corporation907818108COM1,654$382,545dollars as filed
Starbucks Corporation855244109COM4,537$382,073dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT2,042$377,928dollars as filed
ZOETIS INC CL A98978V103Stock2,999$377,303dollars as filed
Duke Energy Corporation26441C204COM3,210$376,254dollars as filed
Lowes Companies,Inc.548661107COM1,537$370,740dollars as filed
Walt Disney Co254687106COM3,201$364,141dollars as filed
CINCINNATI FINL CORP COM172062101Stock2,128$347,557dollars as filed
STRATEGY SHS86280R878GOLD ENHANCED ET9,814$342,992dollars as filed
Automatic Data Processing,Inc.053015103COM1,330$342,230dollars as filed
DYCOM INDS INC COM267475101Stock1,000$337,900dollars as filed
ALLSTATE CORP COM020002101Stock1,604$333,835dollars as filed
Merck & Co.,Inc.58933Y105COM3,043$320,344dollars as filed
Broadcom Inc.11135F101COM919$318,173dollars as filed
Raytheon Technologies Corporation75513E101COM1,727$316,693dollars as filed
ServiceNow,Inc.81762P102COM2,063$316,045dollars as filed
EXELON CORP COM30161N101Stock7,143$311,370dollars as filed
Tesla Motors, Inc88160R101COM692$311,003dollars as filed
Airbnb, Inc. Class A009066101COM2,243$304,404dollars as filed
Accenture Plc Class AG1151C101COM1,129$302,804dollars as filed
XCELENERGY INC98389B100COM3,856$284,838dollars as filed
AFFILIATED MANAGERS GROUP COM008252108Stock985$283,957dollars as filed
WILLIS TOWERS WATSON PLC LTD SHSG96629103Stock837$275,098dollars as filed
SNOWFLAKE INC COM SHS833445109Stock1,250$274,146dollars as filed
EXACT SCIENCES CORP COM30063P105Stock2,661$270,215dollars as filed
TORONTO DOMINION BK ONT COM NEW891160509Stock2,831$266,667dollars as filed
CORNING INC219350105COM2,992$261,953dollars as filed
KROGER CO COM501044101Stock4,161$259,980dollars as filed
Cisco Systems,Inc.17275R102COM3,373$259,805dollars as filed
Elevance Health, Inc.036752103COM707$247,668dollars as filed
US FOODS HLDG CORP COM912008109Stock3,273$246,538dollars as filed
PROSHARES TR74347X831ULTRAPRO QQQ4,562$240,500dollars as filed
United Parcel Service,Inc. Class B911312106COM2,411$239,125dollars as filed
SCHD808524797COM8,608$236,114dollars as filed
LPL FINL HLDGS INC COM50212V100Stock654$233,757dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock2,553$232,875dollars as filed
CENTERPOINT ENERGY INC15189T107COM6,062$232,421dollars as filed
PUBLIC SVC ENTERPRISE GROUP COM744573106Stock2,873$230,669dollars as filed
Waste Management, Inc.94106L109COM1,044$229,391dollars as filed
ASCENDIS PHARMA A/S DKK 1.0 AD04351P101SPONSORED ADR1,050$223,893dollars as filed
Texas Instruments Incorporated882508104COM1,286$223,096dollars as filed
MERCADOLIBREINC58733R102STOK110$220,829dollars as filed
TJX Companies Inc872540109COM1,434$220,202dollars as filed
FEDEX CORP COM31428X106Stock755$217,990dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM6,780$217,355dollars as filed
KLA CORP482480100COM176$213,526dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM834$210,975dollars as filed
WELLTOWER INC COM95040Q104REIT1,113$206,527dollars as filed
DIMENSIONAL ETF TRUST25434V633CALIF MUN BD ETF4,065$203,578dollars as filed
AXSOME THERAPEUTICS INC. COM05464T104Stock1,097$200,289dollars as filed
AES CORP COM00130H105Stock12,823$183,888dollars as filed
CLARIVATE PLCG21810109ORD SHS18,635$62,242dollars as filed
BIOMEA FUSION INC09077A106CMN14,000$17,360dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001754960-26-000070this filing2026-01-15acceptance time not in the bulk data set