BIRCH FINANCIAL GROUP, LLC
•CIK: 2083592•Filing: Q4 2025
**BIRCH FINANCIAL GROUP, LLC** manages $175M across a diversified portfolio of 136 positions. The fund exhibits significant conviction in established financial and technology leaders, with top holdings including AXP at $22.9M and BRK/A at $15.1M. Further allocations are notable in VOO ($9.1M), AAPL ($7.0M), and BRK/B ($6.0M). This concentration suggests a value-oriented, large-cap exposure strategy.
Total AUM
$175.4M
QoQ Performance
+59.5%
Positions
125
Top 10 Concentration
46.9%
Latest Filing
Q4 2025
Top Holdings Allocation
AXP
BRK/A
VOO
AXP13.1%
BRK/A8.6%
VOO5.2%
AAPL4.0%
BRK/B3.4%
A4S2.8%
HD2.7%
MSFT2.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other34.5%
Financial32.0%
Technology12.5%
Consumer6.1%
ETF5.6%
Healthcare4.2%
Communication1.6%
Consumer Staples1.0%
🚪 Exited Positionssold since Q3 2025
+19 more exited positions
Changes from Q3 2025
NEW16 new positions
↑92 increased
↓24 decreased
Historical Filings
Q4 2025Q3 2025