BIRCH FINANCIAL GROUP, LLC
CIK: 0002083592SEC EDGAR →
Portfolio Value
$175.4B
Holdings
136
As of
Q4 2025
New Positions
136
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | AMERICAN EXPRESS CO | 62,020 | $22.9B | 13.08% |
| 2 | BERKSHIRE HATHAWAY INC DEL | 20 | $15.1B | 8.61% |
| 3 | VANGUARD INDEX FDS | 14,473 | $9.1B | 5.18% |
| 4 | APPLE INC | 25,670 | $7.0B | 3.98% |
| 5 | BERKSHIRE HATHAWAY INC DEL | 12,017 | $6.0B | 3.44% |
| 6 | AMERIPRISE FINL INC | 10,148 | $5.0B | 2.84% |
| 7 | HOME DEPOT INC | 13,941 | $4.8B | 2.74% |
| 8 | MICROSOFT CORP | 9,589 | $4.6B | 2.64% |
| 9 | GENERAL DYNAMICS CORP | 12,251 | $4.1B | 2.35% |
| 10 | GOLDMAN SACHS GROUP INC | 3,982 | $3.5B | 2.00% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (136)
$22.9B · 62K shares
$15.1B · 20 shares
$9.1B · 14K shares
$7.0B · 26K shares
$6.0B · 12K shares
$5.0B · 10K shares
$4.8B · 14K shares
$4.6B · 10K shares
$4.1B · 12K shares
$3.5B · 4K shares
$3.5B · 55K shares
$3.3B · 14K shares
$3.0B · 55K shares
$3.0B · 15K shares
$2.8B · 9K shares
$2.7B · 23K shares
$2.7B · 32K shares
$2.3B · 15K shares
$2.1B · 16K shares
$2.0B · 11K shares
$1.9B · 41K shares
$1.8B · 66K shares
$1.8B · 66K shares
$1.7B · 10K shares
$1.5B · 2K shares
$1.5B · 14K shares
$1.5B · 61K shares
$1.4B · 4K shares
$1.3B · 12K shares
$1.1B · 14K shares
$1.1B · 22K shares
$1.0B · 2K shares
$1.0B · 25K shares
$1.0B · 10K shares
$984.0M · 6K shares
$981.0M · 6K shares
$979.0M · 12K shares
$975.0M · 13K shares
$964.0M · 10K shares
$952.0M · 96K shares
$911.0M · 10K shares
$909.0M · 5K shares
$888.0M · 3K shares
$869.0M · 7K shares
$866.0M · 7K shares
$858.0M · 4K shares
$833.0M · 1K shares
$826.0M · 3K shares
$734.0M · 1K shares
$734.0M · 3K shares
$729.0M · 1K shares
$713.0M · 6K shares
$702.0M · 10K shares
$697.0M · 2K shares
$696.0M · 6K shares
$677.0M · 2K shares
$659.0M · 2K shares
$631.0M · 11K shares
$617.0M · 1K shares
$594.0M · 7K shares
$578.0M · 2K shares
$565.0M · 2K shares
$557.0M · 3K shares
$556.0M · 5K shares
$522.0M · 488 shares
$522.0M · 3K shares
$521.0M · 849 shares
$518.0M · 11K shares
$517.0M · 2K shares
$492.0M · 7K shares
$480.0M · 2K shares
$478.0M · 3K shares
$471.0M · 439 shares
$463.0M · 2K shares
$460.0M · 2K shares
$458.0M · 2K shares
$425.0M · 5K shares
$423.0M · 4K shares
$421.0M · 8K shares
$411.0M · 1K shares
$410.0M · 8K shares
$402.0M · 6K shares
$383.0M · 3K shares
$382.0M · 2K shares
$382.0M · 5K shares
$377.0M · 2K shares
$377.0M · 3K shares
$376.0M · 3K shares
$370.0M · 2K shares
$364.0M · 3K shares
$347.0M · 2K shares
$342.0M · 1K shares
$342.0M · 10K shares
$337.0M · 1K shares
$333.0M · 2K shares
$320.0M · 3K shares
$318.0M · 919 shares
$316.0M · 2K shares
$316.0M · 2K shares
$311.0M · 7K shares
$311.0M · 692 shares
$304.0M · 2K shares
$302.0M · 1K shares
$284.0M · 4K shares
$283.0M · 985 shares
$275.0M · 837 shares
$274.0M · 1K shares
$270.0M · 3K shares
$266.0M · 3K shares
$261.0M · 3K shares
$259.0M · 4K shares
$259.0M · 3K shares
$247.0M · 707 shares
$246.0M · 3K shares
$240.0M · 5K shares
$239.0M · 2K shares
$236.0M · 9K shares
$233.0M · 654 shares
$232.0M · 6K shares
$232.0M · 3K shares
$230.0M · 3K shares
$229.0M · 1K shares
$223.0M · 1K shares
$223.0M · 1K shares
$220.0M · 110 shares
$220.0M · 1K shares
$217.0M · 755 shares
$217.0M · 7K shares
$213.0M · 176 shares
$210.0M · 834 shares
$206.0M · 1K shares
$203.0M · 4K shares
$200.0M · 1K shares
$183.0M · 13K shares
$62.0M · 19K shares
$17.0M · 14K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $74.8B | 42.7% |
| Unknown | 8 | $29.6B | 16.9% |
| Technology | 23 | $23.9B | 13.7% |
| Consumer Cyclical | 9 | $10.4B | 5.9% |
| Healthcare | 15 | $9.1B | 5.2% |
| Communication Services | 7 | $7.7B | 4.4% |
| Industrials | 10 | $7.2B | 4.1% |
| Energy | 5 | $4.7B | 2.7% |
| Utilities | 8 | $3.8B | 2.2% |
| Consumer Defensive | 7 | $3.2B | 1.8% |
| Real Estate | 3 | $985.0M | 0.6% |