Birchwood Financial Partners, Inc. - Portfolio overview

Birchwood Financial Partners, Inc. has 347 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. ESGU - ISHARES ESG AWARE MSCI USA ETF, 6.49%
2. FNDF - SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF, 4.81%
3. BOND - PIMCO ACTIVE BOND EXCHANGE-TRADED FUND, 4.51%

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

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