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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 2026-06-30, filed 2026-07-15, with 135 holding rows worth $194,509,883.

Accession
0001754960-26-000532
Filer
CIK 2083592
Filed
2026-07-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 135 entries on the cover page, a total value of $194,509,883 stated on the cover page (in dollars after the unit check, H1), rows summing to $194,509,883 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 Company025816109COM62,109$21,008,485dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A20$14,977,000dollars as filed
Vanguard S&P 500 ETF922908363COM21,233$14,583,355dollars as filed
Apple Inc037833100COM25,578$7,401,306dollars as filed
Berkshire Hathaway Inc084670702COM11,605$5,807,054dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS75,362$5,369,542dollars as filed
Home Depot, Inc437076102COM14,020$4,944,601dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS32,772$4,860,401dollars as filed
PROSHARES TR74350P691CMN47,231$4,725,973dollars as filed
AMERIPRISE FINL INC COM03076C106Stock10,147$4,655,240dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock12,251$4,339,915dollars as filed
Goldman Sachs Group,Inc.38141G104COM3,983$4,027,897dollars as filed
Johnson & Johnson478160104COM14,610$3,710,619dollars as filed
Microsoft Corp594918104COM9,875$3,683,750dollars as filed
Bank of America Corp060505104COM56,008$3,191,328dollars as filed
SPDR Portfolio Emerging Markets ETF78463X509SHS60,620$3,138,898dollars as filed
Amazon.com, Inc023135106COM12,261$2,922,399dollars as filed
ISHARES TR464287457COM35,473$2,912,696dollars as filed
PHILLIPS 66 COM718546104Stock16,126$2,726,054dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM7,551$2,667,956dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS14,417$2,368,199dollars as filed
NVIDIA Corp67066G104COM10,911$2,183,219dollars as filed
Philip Morris International Inc.718172109COM11,611$2,100,506dollars as filed
Schwab US TIPS ETF808524870SHS72,847$1,930,444dollars as filed
SPDR Portfolio Long Term Treasury ETF78464A664SHS73,536$1,928,839dollars as filed
Advanced Micro Devices,Inc.007903107COM3,166$1,839,317dollars as filed
ISHARES TR464288414NATIONAL MUN ETF15,551$1,673,642dollars as filed
ISHARES MSCI EAFE SMALL-CAP ETF464288273ETF19,243$1,583,122dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS13,154$1,434,751dollars as filed
ROUNDHILL ETF TRUST77926X320MEMORY ETF *A*19,392$1,432,088dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM4,622$1,400,265dollars as filed
Vanguard Total International Bond Index Fund ETF92203J407SHS26,219$1,269,801dollars as filed
APPLOVIN CORP COM CL A03831W108Stock2,329$1,199,953dollars as filed
ISHARES TR464288513IBOXX HI YD ETF14,835$1,186,355dollars as filed
AT&T Inc00206R102COM56,039$1,160,002dollars as filed
EA SERIES TRUST02072L672STRIVE US SEMICO9,502$1,159,205dollars as filed
NextEra Energy,Inc.65339F101COM13,108$1,150,485dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock9,704$1,133,176dollars as filed
CAMECO CORP COM13321L108Stock10,737$1,093,686dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,991$1,068,780dollars as filed
Chevron Corporation166764100COM6,388$1,058,871dollars as filed
iShares MBS ETF464288588SHS10,945$1,034,492dollars as filed
META PLATFORMS INC CL A30303M102COM1,801$1,014,493dollars as filed
EA SERIES TRUST02072L565ALPHA ARCH 1-38,546$1,000,598dollars as filed
AbbVie,Inc.00287Y109COM3,945$992,594dollars as filed
Verizon Communications Inc92343V104COM22,675$960,072dollars as filed
Progressive Corporation743315103COM4,194$916,082dollars as filed
EXXON MOBIL CORP30231G102COM6,700$915,982dollars as filed
JPMorgan Chase & Co46625H100COM2,664$872,135dollars as filed
Citigroup Inc.172967424COM6,221$870,758dollars as filed
Altria Group Inc02209S103COM11,128$800,695dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock5,442$744,549dollars as filed
SPY78462F103SHS962$718,361dollars as filed
Walmart Inc.931142103COM6,018$681,646dollars as filed
Coca-Cola Company191216100COM8,114$659,441dollars as filed
Visa Inc92826C839COM1,875$643,185dollars as filed
BAKER HUGHES COMPANY CL A05722G100Stock11,379$631,560dollars as filed
Cigna Corporation125523100COM2,282$629,013dollars as filed
MasterCard, Inc57636Q104COM1,200$616,085dollars as filed
Netflix, Inc64110L106COM8,465$604,402dollars as filed
Oracle Corporation68389X105COM4,085$598,642dollars as filed
AMERICAN INTL GROUP INC COM NEW026874784Stock7,914$589,835dollars as filed
Procter & Gamble Co742718109COM3,749$549,822dollars as filed
SOUNDHOUND AI INC CLASS A COM836100107Stock84,097$544,105dollars as filed
CORNING INC219350105COM2,064$527,220dollars as filed
ALLSTATE CORP COM020002101Stock2,200$523,431dollars as filed
International Business Machines Corporation459200101COM1,829$514,382dollars as filed
DYCOM INDS INC COM267475101Stock1,000$505,590dollars as filed
KLA CORP482480100COM1,650$497,901dollars as filed
CINCINNATI FINL CORP COM172062101Stock2,638$488,307dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF9,485$479,740dollars as filed
CME Group Inc. Class A12572Q105COM2,163$477,755dollars as filed
BlackRock,Inc.09290D101COM489$470,490dollars as filed
DATADOGINCCLASSA23804L103STOK1,791$466,263dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT2,047$457,818dollars as filed
Union Pacific Corporation907818108COM1,674$455,435dollars as filed
SNOWFLAKE INC COM SHS833445109Stock1,735$441,637dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock1,404$441,530dollars as filed
Merck & Co.,Inc.58933Y105COM3,394$436,133dollars as filed
McDonalds Corporation580135101COM1,604$433,480dollars as filed
AMERICAN WTR WKS CO INC NEW COM030420103Stock3,206$421,831dollars as filed
CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARESG25457105Stock1,530$415,956dollars as filed
Duke Energy Corporation26441C204COM3,260$412,643dollars as filed
AXSOME THERAPEUTICS INC. COM05464T104Stock1,675$410,023dollars as filed
SPACE EXPLORATION TECHN CORP CLASS A COM STK84615Q103Stock2,379$406,476dollars as filed
DELL TECHNOLOGIES INC CL C24703L202Stock935$403,443dollars as filed
UnitedHealth Group Inc91324P102COM961$399,615dollars as filed
EXELON CORP COM30161N101Stock8,555$398,849dollars as filed
Thermo Fisher Scientific Inc.883556102COM785$393,626dollars as filed
XCELENERGY INC98389B100COM4,727$379,594dollars as filed
Cisco Systems,Inc.17275R102COM3,231$379,534dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS3,833$379,371dollars as filed
PROSHARES TR74347X831ULTRAPRO QQQ4,581$371,029dollars as filed
PepsiCo,Inc.713448108COM2,710$366,897dollars as filed
Tesla Motors, Inc88160R101COM871$366,218dollars as filed
Abbott Laboratories002824100COM3,917$355,408dollars as filed
SHOPIFY INC82509L107CL A SUB VTG SHS3,056$348,893dollars as filed
TORONTO DOMINION BK ONT COM NEW891160509Stock2,831$343,751dollars as filed
KROGER CO COM501044101Stock6,154$341,711dollars as filed
Lowes Companies,Inc.548661107COM1,550$341,669dollars as filed
Broadcom Inc.11135F101COM896$338,590dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS694$331,463dollars as filed
HONEYWELL INTL INC COM438516205Stock1,433$320,746dollars as filed
Walt Disney Co254687106COM3,330$320,547dollars as filed
HONEYWELL AEROSPACE INC COM43849R105Stock1,433$316,706dollars as filed
Texas Instruments Incorporated882508104COM1,062$316,537dollars as filed
CENTERPOINT ENERGY INC15189T107COM7,133$314,158dollars as filed
STRATEGY SHS86280R878GOLD ENHANCED ET11,874$298,620dollars as filed
Intel Corp458140100COM2,024$282,588dollars as filed
DIMENSIONAL ETF TRUST25434V633CALIF MUN BD ETF5,559$278,939dollars as filed
ASCENDIS PHARMA A/SK08588103ORD SHS *A*993$264,804dollars as filed
US FOODS HLDG CORP COM912008109Stock2,522$257,882dollars as filed
DIMENSIONAL ETF TRUST25434V849NATL MUN BD ETF5,133$248,085dollars as filed
Automatic Data Processing,Inc.053015103COM1,096$245,371dollars as filed
SCHD808524797COM7,678$243,477dollars as filed
AFFILIATED MANAGERS GROUP COM008252108Stock717$242,719dollars as filed
MSCI INC COM55354G100Stock433$242,257dollars as filed
Waste Management, Inc.94106L109COM1,069$238,348dollars as filed
PUBLIC SVC ENTERPRISE GROUP COM744573106Stock2,893$234,820dollars as filed
Adobe Inc00724F101COM1,141$233,874dollars as filed
FEDEX CORP COM31428X106Stock745$233,346dollars as filed
United Parcel Service,Inc. Class B911312106COM2,139$229,899dollars as filed
Pfizer Inc.717081103COM9,529$229,452dollars as filed
DIMENSIONAL ETF TRUST25434V872CORE FIXE IN ETF5,431$229,248dollars as filed
AFFIRM HLDGS INC COM CL A00827B106Stock2,793$227,747dollars as filed
WELLTOWER INC COM95040Q104REIT1,002$227,536dollars as filed
AON PLC SHS CL AG0403H108Stock676$224,137dollars as filed
Bristol-Myers Squibb Company110122108COM3,805$219,251dollars as filed
Starbucks Corporation855244109COM2,121$216,733dollars as filed
GE Vernova Inc.36828A101COM182$213,427dollars as filed
APPFOLIO INC03783C100COM CL A1,326$212,619dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM5,695$209,347dollars as filed
Eaton Corp. PlcG29183103COM485$206,668dollars as filed
AES CORP COM00130H105Stock12,823$187,991dollars as filed
BIOMEA FUSION INC09077A106CMN14,000$20,580dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001754960-26-000532this filing2026-07-15acceptance time not in the bulk data set