Birchwood Financial Partners, Inc.
CIK: 0002110062SEC EDGAR →
Portfolio Value
$100.7M
Holdings
352
As of
Q4 2025
New Positions
352
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES ESG AWARE MSCI USA ETF | 48,088 | $7.2M | 7.11% |
| 2 | APPLE INC | 18,440 | $5.0M | 4.98% |
| 3 | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 99,889 | $4.5M | 4.48% |
| 4 | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 45,087 | $4.2M | 4.17% |
| 5 | VANGUARD S&P 500 ETF | 6,105 | $3.8M | 3.80% |
| 6 | HARBOR LONG-TERM GROWERS ETF | 115,088 | $3.6M | 3.55% |
| 7 | MICROSOFT | 7,386 | $3.6M | 3.55% |
| 8 | DONALDSON INC COM | 39,684 | $3.5M | 3.49% |
| 9 | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 75,746 | $2.7M | 2.71% |
| 10 | VANGUARD FTSE DEVELOPED MARKETS ETF | 42,110 | $2.6M | 2.61% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 177 | $70.3M | 69.9% |
| Technology | 36 | $10.5M | 10.5% |
| Industrials | 27 | $7.9M | 7.8% |
| Healthcare | 32 | $3.7M | 3.7% |
| Unknown | 20 | $2.4M | 2.4% |
| Communication Services | 8 | $1.6M | 1.6% |
| Consumer Cyclical | 17 | $1.2M | 1.2% |
| Consumer Defensive | 8 | $1.1M | 1.1% |
| Utilities | 13 | $1.0M | 1.0% |
| Energy | 3 | $472K | 0.5% |
| Basic Materials | 10 | $307K | 0.3% |
| Real Estate | 1 | $14K | 0.0% |