BIRCH FINANCIAL GROUP, LLC - Portfolio overview

BIRCH FINANCIAL GROUP, LLC has 150 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. AXP - AMERICAN EXPRESS CO, 10.79%
2. BRKA - BERKSHIRE HATHAWAY INC DEL, 8.17%
3. VOO - VANGUARD INDEX FDS, 5.85%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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