BIRCH FINANCIAL GROUP, LLC

KEENE, NH · CIK 2083592 · 13F filing filed 2026-07-15

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyKeene, NH

$194.5m reported value +13.6% vs Q1 2026

135positions

45.4%in top 10

19 new 52 added 55 reduced 20 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	AMERICAN EXPRESS CO COM AXP	AXP	62,109	$21.0m10.80%	10.80%	Reduced -613	-613 -1.0%
2	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	20	$15.0m7.70%	7.70%	Unchanged
3	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	21,233	$14.6m7.50%	7.50%	Added +4.0k	+4,015 23.3%
4	APPLE INC COM AAPL	AAPL	25,578	$7.4m3.81%	3.81%	Reduced -81	-81 -0.3%
5	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	11,605	$5.8m2.99%	2.99%	Added +46	+46 0.4%
6	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	75,362	$5.4m2.76%	2.76%	Added +18.4k	+18,377 32.2%
7	HOME DEPOT INC COM HD	HD	14,020	$4.9m2.54%	2.54%	Added +68	+68 0.5%
8	ISHARES TR CORE S&P SCP ETF IJR	IJR	32,772	$4.9m2.50%	2.50%	Added +8.3k	+8,345 34.2%
9	PROSHARES TR GENIUS MONEY MRK IQMM	IQMM	47,231	$4.7m2.43%	2.43%	New
10	AMERIPRISE FINL INC COM AMP	AMP	10,147	$4.7m2.39%	2.39%	Reduced -4	-4 -0.0%
11	GENERAL DYNAMICS CORP COM GD	GD	12,251	$4.3m2.23%	2.23%	Unchanged
12	GOLDMAN SACHS GROUP INC COM GS	GS	3,983	$4.0m2.07%	2.07%	Unchanged
13	JOHNSON & JOHNSON COM JNJ	JNJ	14,610	$3.7m1.91%	1.91%	Added +169	+169 1.2%
14	MICROSOFT CORP COM MSFT	MSFT	9,875	$3.7m1.89%	1.89%	Reduced -453	-453 -4.4%
15	BANK AMERICA CORP COM BAC	BAC	56,008	$3.2m1.64%	1.64%	Added +584	+584 1.1%
16	SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM	SPEM	60,620	$3.1m1.61%	1.61%	Added +16.5k	+16,532 37.5%
17	AMAZON COM INC COM AMZN	AMZN	12,261	$2.9m1.50%	1.50%	Reduced -1.7k	-1,719 -12.3%
18	ISHARES TR 1 3 YR TREAS BD SHY	SHY	35,473	$2.9m1.50%	1.50%	Added +2.9k	+2,904 8.9%
19	PHILLIPS 66 COM PSX	PSX	16,126	$2.7m1.40%	1.40%	Reduced -8	-8 -0.1%
20	ALPHABET INC CAP STK CL C GOOG	GOOG	7,551	$2.7m1.37%	1.37%	Reduced -758	-758 -9.1%
21	ISHARES TR CORE S&P TTL STK ITOT	ITOT	14,417	$2.4m1.22%	1.22%	Reduced -499	-499 -3.4%
22	NVIDIA CORPORATION COM NVDA	NVDA	10,911	$2.2m1.12%	1.12%	Added +291	+291 2.7%
23	PHILIP MORRIS INTL INC COM PM	PM	11,611	$2.1m1.08%	1.08%	Reduced -147	-147 -1.2%
24	SCHWAB STRATEGIC TR US TIPS ETF SCHP	SCHP	72,847	$1.9m0.99%	0.99%	Added +6.7k	+6,721 10.2%
25	SPDR SER TR PORTFOLIO LN TSR SPTL	SPTL	73,536	$1.9m0.99%	0.99%	Added +6.4k	+6,408 9.6%
26	ADVANCED MICRO DEVICES INC COM AMD	AMD	3,166	$1.8m0.95%	0.95%	Added +229	+229 7.8%
27	ISHARES TR NATIONAL MUN ETF MUB	MUB	15,551	$1.7m0.86%	0.86%	Added +1.4k	+1,444 10.2%
28	ISHARES TR EAFE SML CP ETF SCZ	SCZ	19,243	$1.6m0.81%	0.81%	Added +5.7k	+5,714 42.2%
29	ISHARES TR IBOXX INV CP ETF LQD	LQD	13,154	$1.4m0.74%	0.74%	Added +1.1k	+1,062 8.8%
30	ROUNDHILL ETF TRUST MEMORY ETF DRAM	DRAM	19,392	$1.4m0.74%	0.74%	New
31	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	4,622	$1.4m0.72%	0.72%	Added +77	+77 1.7%
32	VANGUARD CHARLOTTE FDS TOTAL INT BD ETF BNDX	BNDX	26,219	$1.3m0.65%	0.65%	Added +4.3k	+4,279 19.5%
33	APPLOVIN CORP COM CL A APP	APP	2,329	$1.2m0.62%	0.62%	Reduced -302	-302 -11.5%
34	ISHARES TR IBOXX HI YD ETF HYG	HYG	14,835	$1.2m0.61%	0.61%	Added +1.3k	+1,254 9.2%
35	AT&T INC COM T	T	56,039	$1.2m0.60%	0.60%	Added +1.4k	+1,433 2.6%
36	EA SERIES TRUST STRIVE US SEMICO SHOC	SHOC	9,502	$1.2m0.60%	0.60%	Reduced -1.7k	-1,748 -15.5%
37	NEXTERA ENERGY INC COM NEE	NEE	13,108	$1.2m0.59%	0.59%	Added +278	+278 2.2%
38	WEC ENERGY GROUP INC COM WEC	WEC	9,704	$1.1m0.58%	0.58%	Added +83	+83 0.9%
39	CAMECO CORP COM CCJ	CCJ	10,737	$1.1m0.56%	0.56%	Reduced -30	-30 -0.3%
40	ALPHABET INC CAP STK CL A GOOGL	GOOGL	2,991	$1.1m0.55%	0.55%	Reduced -63	-63 -2.1%
41	CHEVRON CORP NEW COM CVX	CVX	6,388	$1.1m0.54%	0.54%	Added +31	+31 0.5%
42	ISHARES TR MBS ETF MBB	MBB	10,945	$1.0m0.53%	0.53%	Added +961	+961 9.6%
43	META PLATFORMS INC CL A META	META	1,801	$1.0m0.52%	0.52%	Added +101	+101 5.9%
44	EA SERIES TRUST ALPHA ARCH 1-3 BOXX	BOXX	8,546	$1.0m0.51%	0.51%	New
45	ABBVIE INC COM ABBV	ABBV	3,945	$992.6k0.51%	0.51%	Added +106	+106 2.8%
46	VERIZON COMMUNICATIONS INC COM VZ	VZ	22,675	$960.1k0.49%	0.49%	Added +246	+246 1.1%
47	PROGRESSIVE CORP COM PGR	PGR	4,194	$916.1k0.47%	0.47%	Added +71	+71 1.7%
48	EXXON MOBIL CORP COM XOM	XOM	6,700	$916.0k0.47%	0.47%	Reduced -1.5k	-1,480 -18.1%
49	JPMORGAN CHASE & CO COM JPM	JPM	2,664	$872.1k0.45%	0.45%	Added +87	+87 3.4%
50	CITIGROUP INC COM NEW C	C	6,221	$870.8k0.45%	0.45%	Added +201	+201 3.3%
51	ALTRIA GROUP INC COM MO	MO	11,128	$800.7k0.41%	0.41%	Reduced -1.5k	-1,536 -12.1%
52	AMERICAN ELEC PWR CO INC COM AEP	AEP	5,442	$744.5k0.38%	0.38%	Reduced -202	-202 -3.6%
53	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	962	$718.4k0.37%	0.37%	Reduced -119	-119 -11.0%
54	WALMART INC COM WMT	WMT	6,018	$681.6k0.35%	0.35%	Reduced -170	-170 -2.8%
55	COCA COLA CO COM KO	KO	8,114	$659.4k0.34%	0.34%	Added +93	+93 1.2%
56	VISA INC COM CL A V	V	1,875	$643.2k0.33%	0.33%	Reduced -1.1k	-1,061 -36.1%
57	BAKER HUGHES COMPANY CL A BKR	BKR	11,379	$631.6k0.32%	0.32%	Unchanged
58	THE CIGNA GROUP COM CI	CI	2,282	$629.0k0.32%	0.32%	Reduced -119	-119 -5.0%
59	MASTERCARD INCORPORATED CL A MA	MA	1,200	$616.1k0.32%	0.32%	Reduced -489	-489 -28.9%
60	NETFLIX INC COM NFLX	NFLX	8,465	$604.4k0.31%	0.31%	Added +196	+196 2.4%
61	ORACLE CORP COM ORCL	ORCL	4,085	$598.6k0.31%	0.31%	Reduced -1.7k	-1,659 -28.9%
62	AMERICAN INTL GROUP INC COM NEW AIG	AIG	7,914	$589.8k0.30%	0.30%	Added +101	+101 1.3%
63	PROCTER AND GAMBLE CO COM PG	PG	3,749	$549.8k0.28%	0.28%	Added +251	+251 7.2%
64	SOUNDHOUND AI INC CLASS A COM SOUN	SOUN	84,097	$544.1k0.28%	0.28%	Reduced -25.9k	-25,942 -23.6%
65	CORNING INC COM GLW	GLW	2,064	$527.2k0.27%	0.27%	Reduced -4	-4 -0.2%
66	ALLSTATE CORP COM ALL	ALL	2,200	$523.4k0.27%	0.27%	Reduced -52	-52 -2.3%
67	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,829	$514.4k0.26%	0.26%	Reduced -79	-79 -4.1%
68	DYCOM INDS INC COM DY	DY	1,000	$505.6k0.26%	0.26%	Unchanged
69	KLA CORP COM NEW KLAC	KLAC	1,650	$497.9k0.26%	0.26%	Reduced -80	-80 -4.6%
70	CINCINNATI FINL CORP COM CINF	CINF	2,638	$488.3k0.25%	0.25%	Added +80	+80 3.1%
71	VANGUARD MUN BD FDS TAX EXEMPT BD VTEB	VTEB	9,485	$479.7k0.25%	0.25%	Added +1.3k	+1,318 16.1%
72	CME GROUP INC COM CME	CME	2,163	$477.8k0.25%	0.25%	Added +250	+250 13.1%
73	BLACKROCK INC COM BLK	BLK	489	$470.5k0.24%	0.24%	Reduced -2	-2 -0.4%
74	DATADOG INC CL A COM DDOG	DDOG	1,791	$466.3k0.24%	0.24%	Reduced -504	-504 -22.0%
75	SIMON PPTY GROUP INC NEW COM SPG	SPG	2,047	$457.8k0.24%	0.24%	Unchanged
76	UNION PAC CORP COM UNP	UNP	1,674	$455.4k0.23%	0.23%	Added +4	+4 0.2%
77	SNOWFLAKE INC CL A SNOW	SNOW	1,735	$441.6k0.23%	0.23%	Reduced -222	-222 -11.3%
78	NORFOLK SOUTHN CORP COM NSC	NSC	1,404	$441.5k0.23%	0.23%	Reduced -8	-8 -0.6%
79	MERCK & CO INC COM MRK	MRK	3,394	$436.1k0.22%	0.22%	Added +237	+237 7.5%
80	MCDONALDS CORP COM MCD	MCD	1,604	$433.5k0.22%	0.22%	Added +85	+85 5.6%
81	AMERICAN WTR WKS CO INC NEW COM AWK	AWK	3,206	$421.8k0.22%	0.22%	Added +202	+202 6.7%
82	CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES CRDO	CRDO	1,530	$416.0k0.21%	0.21%	New
83	DUKE ENERGY CORP NEW COM NEW DUK	DUK	3,260	$412.6k0.21%	0.21%	Added +68	+68 2.1%
84	AXSOME THERAPEUTICS INC COM AXSM	AXSM	1,675	$410.0k0.21%	0.21%	Reduced -1.7k	-1,685 -50.1%
85	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	2,379	$406.5k0.21%	0.21%	New
86	DELL TECHNOLOGIES INC CL C DELL	DELL	935	$403.4k0.21%	0.21%	New
87	UNITEDHEALTH GROUP INC COM UNH	UNH	961	$399.6k0.21%	0.21%	Reduced -101	-101 -9.5%
88	EXELON CORP COM EXC	EXC	8,555	$398.8k0.21%	0.21%	Added +243	+243 2.9%
89	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	785	$393.6k0.20%	0.20%	Reduced -379	-379 -32.6%
90	XCEL ENERGY INC COM XEL	XEL	4,727	$379.6k0.20%	0.20%	Added +3	+3 0.1%
91	CISCO SYS INC COM CSCO	CSCO	3,231	$379.5k0.20%	0.20%	Reduced -142	-142 -4.2%
92	ISHARES TR CORE US AGGBD ET AGG	AGG	3,833	$379.4k0.20%	0.20%	Reduced -364	-364 -8.7%
93	PROSHARES TR ULTRAPRO QQQ TQQQ	TQQQ	4,581	$371.0k0.19%	0.19%	New
94	PEPSICO INC COM PEP	PEP	2,710	$366.9k0.19%	0.19%	Added +50	+50 1.9%
95	TESLA INC COM TSLA	TSLA	871	$366.2k0.19%	0.19%	Reduced -20	-20 -2.2%
96	ABBOTT LABS COM ABT	ABT	3,917	$355.4k0.18%	0.18%	Reduced -2.5k	-2,474 -38.7%
97	SHOPIFY INC CL A SUB VTG SHS SHOP	SHOP	3,056	$348.9k0.18%	0.18%	Reduced -2.7k	-2,693 -46.8%
98	TORONTO DOMINION BK ONT COM NEW TD	TD	2,831	$343.8k0.18%	0.18%	Unchanged
99	KROGER CO COM KR	KR	6,154	$341.7k0.18%	0.18%	Added +482	+482 8.5%
100	LOWES COS INC COM LOW	LOW	1,550	$341.7k0.18%	0.18%	Added +21	+21 1.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
HONEYWELL INTL INC		1,432	$647.3k1.4k shares
INVESCO QQQ TR QQQ	QQQ	917	$529.0k917 shares
SAP SE SAP	SAP	2,593	$443.9k2.6k shares
RTX CORPORATION RTX	RTX	1,725	$332.7k1.7k shares
WORKDAY INC WDAY	WDAY	2,465	$320.3k2.5k shares
ZOETIS INC ZTS	ZTS	2,506	$296.2k2.5k shares
NOVO-NORDISK A S NVO	NVO	7,471	$274.6k7.5k shares
CONOCOPHILLIPS COP	COP	1,992	$263.0k2.0k shares
SALESFORCE INC CRM	CRM	1,339	$249.9k1.3k shares
ASCENDIS PHARMA A/S		1,059	$242.3k1.1k shares
OREILLY AUTOMOTIVE INC ORLY	ORLY	2,572	$237.5k2.6k shares
SERVICENOW INC NOW	NOW	2,265	$236.8k2.3k shares
TJX COS INC NEW TJX	TJX	1,394	$222.6k1.4k shares
AIRBNB INC ABNB	ABNB	1,728	$218.2k1.7k shares
ACCENTURE PLC IRELAND ACN	ACN	1,094	$216.8k1.1k shares
SPROTT FDS TR URNM	URNM	3,389	$214.0k3.4k shares
SHARKNINJA INC SN	SN	1,955	$207.1k2.0k shares
WILLIS TOWERS WATSON PLC LTD WTW	WTW	707	$205.4k707 shares
API GROUP CORP APG	APG	4,960	$201.0k5.0k shares
CLARIVATE PLC CLVT	CLVT	18,635	$47.1k18.6k shares