Birchwood Financial Partners, Inc. Q4 2025 Filing
Filed February 19, 2026
Portfolio Value
$100.7M
Holdings
352
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (352 positions)
| Stock | Value |
|---|---|
SPYSTATE STREET SPDR S&P 500 ETF | $119K |
BDXBECTON DICKINSON & CO COM | $116K |
GEGE AEROSPACE COM NEW | $115K |
INCYINCYTE CORP | $115K |
DUSADAVIS SELECT U.S. EQUITY ETF | $111K |
UNPUNION PAC CORP COM | $111K |
BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $110K |
SCHHSCHWAB U.S. REIT ETF | $98K |
LCTUISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | $97K |
DAYDAYFORCE INC COM | $96K |
MCDMCDONALDS CORP COM | $95K |
CEGCONSTELLATION ENERGY CORP COM | $95K |
CRWDCROWDSTRIKE HLDGS INC CL A | $94K |
SHWSHERWIN WILLIAMS CO COM | $94K |
BACBANK AMERICA CORP COM | $93K |
IVWISHARES S&P 500 GROWTH ETF | $93K |
CPCANADIAN PACIFIC KANSAS CITY COM | $92K |
EXGEATON VANCE TAX-ADVANTAGED DIVIDEND INCOME FUND | $89K |
SKORFLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND | $88K |
GSGOLDMAN SACHS GROUP INC | $87K |
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF | $87K |
VVVANGUARD LARGE-CAP ETF | $86K |
CGGECAPITAL GROUP GLOBAL EQUITY ETF | $86K |
VBRVANGUARD SMALL CAP VALUE ETF | $85K |
NULVNUVEEN ESG LARGE-CAP VALUE ETF | $84K |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $83K |
IDXXIDEXX LABS INC COM | $81K |
NUBDNUVEEN ESG U.S. AGGREGATE BOND ETF | $80K |
QUALISHARES MSCI USA QUALITY FACTOR ETF | $79K |
COFCAPITAL ONE FINL CORP COM | $79K |
HPIJOHN HANCOCK PREFERRED INCOME FUND | $72K |
EMREMERSON ELEC CO COM | $71K |
INTCINTEL CORP COM | $71K |
BSVVANGUARD SHORT-TERM BOND ETF | $70K |
VVISA INC COM CL A | $70K |
IUSBISHARES CORE TOTAL USD BOND MARKET ETF | $69K |
PLTRPALANTIR TECHNOLOGIES INC CL A | $68K |
VTVVANGUARD VALUE ETF | $68K |
EFVISHARES MSCI EAFE VALUE ETF | $65K |
DFUSDIMENSIONAL U.S. EQUITY MARKET ETF | $63K |
DYHTARGET CORP COM | $62K |
IJJISHARES S&P MID-CAP 400 VALUE ETF | $60K |
BMOBANK MONTREAL MEDIUM COM | $60K |
CATCATERPILLAR INC COM | $60K |
GEVGE VERNOVA INC COM | $60K |
NVDANVIDIA CORPORATION COM | $59K |
EFGISHARES MSCI EAFE GROWTH ETF | $58K |
BNDVANGUARD TOTAL BOND MARKET ETF | $58K |
AQLTISHARES CORE MSCI EAFE ETF | $57K |
PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $56K |
RAVIFLEXSHARES ULTRA-SHORT INCOME FUND | $56K |
SPGIS&P GLOBAL INC COM | $55K |
DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | $54K |
KOCOCA COLA CO COM | $54K |
DISDISNEY WALT CO COM | $53K |
GAMGENERAL AMERN INVS CO INC COM | $53K |
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $53K |
ALSALLSTATE CORP COM | $52K |
VCEBVANGUARD ESG U.S. CORPORATE BOND ETF | $51K |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $51K |
VUGVANGUARD GROWTH ETF | $51K |
ORLYOREILLY AUTOMOTIVE INC COM | $51K |
WMTWALMART INC COM | $50K |
JPMJPMORGAN CHASE & CO COM | $50K |
GWWWW GRAINGER INC COM | $50K |
XLRESTATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $50K |
IBDSISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $50K |
BMYBRISTOL-MYERS SQUIBB CO COM | $50K |
WECWEC ENERGY GROUP INC COM | $49K |
AXPAMERICAN EXPRESS CO COM | $49K |
CSCOCISCO SYS INC | $48K |
DWLDDAVIS SELECT WORLDWIDE ETF | $45K |
PPHVANECK PHARMACEUTICAL ETF | $45K |
IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $44K |
EAOAISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF | $43K |
VOOGVANGUARD S&P 500 GROWTH ETF | $43K |
CVXCHEVRON CORPORATION COM | $43K |
IEMGISHARES CORE MSCI EMERGING MARKETS ETF | $42K |
ISRGINTUITIVE SURGICAL INC COM NEW | $42K |
STIPISHARES 0-5 YEAR TIPS BOND ETF | $42K |
VGSHVANGUARD SHORT-TERM TREASURY ETF | $41K |
DWDMORGAN STANLEY COM NEW | $41K |
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $41K |
DHRDANAHER CORPORATION COM | $40K |
AQLTISHARES U.S. TREASURY BOND ETF | $40K |
XJRISHARES ESG SELECT SCREENED S&P SMALL-CAP ETF | $40K |
PFFDGLOBAL X U.S. PREFERRED ETF | $40K |
OTTROTTER TAIL CORP COM | $40K |
WCNWASTE CONNECTIONS INC COM | $39K |
NVTNVENT ELECTRIC PLC SHS | $39K |
TJXTJX COS INC NEW COM | $38K |
PFEPFIZER INC COM | $37K |
MBBISHARES MBS ETF | $37K |
HONHONEYWELL INTL INC | $37K |
PEOEXELON CORP COM | $35K |
AFLAFLAC INC COM | $35K |
VTESVANGUARD SHORT-TERM TAX EXEMPT BOND ETF | $35K |
IVEISHARES S&P 500 VALUE ETF | $35K |
SYKSTRYKER CORPORATION COM | $35K |
VOOVVANGUARD S&P 500 VALUE ETF | $34K |