Birch Financial Group, LLC reported 846 positions worth $153.79M for the quarter ended Sep 30, 2026, up 13.8% on the prior quarter. It opened 740 new positions, added to 33, trimmed 64 and exited 0. Its largest holding is American Express Co at 12.3% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVDA Nvidia Corp | +3,019 | +27.7% | $689.47K | 2.07% |
| MU Micron Technology Inc | +593 | – | $631.33K | 0.411% |
| GOOG Alphabet Inc. | +1,259 | +16.7% | $428.99K | 1.95% |
| AAPL Apple Inc. | +1,216 | +4.8% | $404.95K | 5.8% |
| RTX RTX Corp | +2,046 | – | $379.85K | 0.247% |
| AMZN Amazon Com Inc | +1,465 | +11.9% | $365.00K | 2.22% |
| PLTR Palantir Technologies Inc. | +1,587 | – | $296.92K | 0.193% |
| LRCX Lam Research Corp | +851 | – | $279.58K | 0.182% |
| CRDO Credo Technology Group Holding Ltd | +1,378 | +90.1% | $268.43K | 0.368% |
| DELL Dell Technologies Inc. | +462 | +49.4% | $248.47K | 0.489% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | -3,330 | -28.7% | $1.66M | 2.68% |
| PM Philip Morris International Inc. | -2,653 | -22.8% | $506.24K | 1.11% |
| AEP American Electric Power Co Inc | -2,613 | -48.0% | $310.05K | 0.218% |
| PGR Progressive Corp | -1,203 | -28.7% | $249.40K | 0.403% |
| T At&T Inc. | -9,754 | -17.4% | $238.00K | 0.734% |
| AWK American Water Works Company, Inc. | -1,781 | -55.6% | $230.55K | 0.12% |
| ADBE Adobe Inc. | -841 | -73.7% | $201.64K | 0.047% |
| CINF Cincinnati Financial Corp | -1,256 | -47.6% | $200.11K | 0.143% |
| XOM ExxonMobil Holdings Corp | -1,180 | -17.6% | $192.04K | 0.584% |
| IBM International Business Machines Corp | -782 | -42.8% | $172.03K | 0.15% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MU Micron Technology Inc | +593 | $631.33K | 0.411% |
| RTX RTX Corp | +2,046 | $379.85K | 0.247% |
| PLTR Palantir Technologies Inc. | +1,587 | $296.92K | 0.193% |
| LRCX Lam Research Corp | +851 | $279.58K | 0.182% |
| SAP Sap Se | +1,172 | $244.26K | 0.159% |
| LLY ELI LILLY & Co | +205 | $237.37K | 0.154% |
| COP Conocophillips | +1,574 | $196.99K | 0.128% |
| APG APi Group Corp | +4,769 | $184.08K | 0.12% |
| NOW ServiceNow, Inc. | +1,329 | $178.14K | 0.116% |
| CEG Constellation Energy Corp | +690 | $175.22K | 0.114% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AXP American Express Co | Financial Services | 62.1K | $18.88M | 12.28% | -15 | 0.0% | Reduced | 0.01% |
| 2 | BRK-A Berkshire Hathaway Inc | Financial Services | 20 | $14.94M | 9.71% | 0 | 0.0% | Unchanged | 0% |
| 3 | AAPL Apple Inc. | Technology | 26.8K | $8.92M | 5.8% | +1,216 | +4.8% | Added | 0% |
| 4 | MSFT Microsoft Corp | Technology | 10.3K | $5.31M | 3.45% | +469 | +4.7% | Added | 0% |
| 5 | AMP Ameriprise Financial Inc | Financial Services | 10.1K | $5.00M | 3.25% | 0 | 0.0% | Unchanged | 0.01% |
| 6 | BRK-B Berkshire Hathaway Inc | Financial Services | 8,275 | $4.12M | 2.68% | -3,330 | -28.7% | Reduced | 0% |
| 7 | PSX Phillips 66 | Energy | 16.1K | $4.11M | 2.67% | -44 | -0.3% | Reduced | 0% |
| 8 | GD General Dynamics Corp | Industrials | 12.3K | $4.07M | 2.64% | +1 | +0.0% | Added | 0% |
| 9 | HD Home Depot, Inc. | Consumer Discretionary | 14.0K | $3.97M | 2.58% | -54 | -0.4% | Reduced | 0% |
| 10 | JNJ Johnson & Johnson | Healthcare | 14.5K | $3.83M | 2.49% | -125 | -0.9% | Reduced | 0% |
| 11 | GS Goldman Sachs Group Inc | Financial Services | 4,053 | $3.65M | 2.37% | +70 | +1.8% | Added | 0% |
| 12 | AMZN Amazon Com Inc | Consumer Discretionary | 13.7K | $3.42M | 2.22% | +1,465 | +11.9% | Added | 0% |
| 13 | NVDA Nvidia Corp | Technology | 13.9K | $3.18M | 2.07% | +3,019 | +27.7% | Added | 0% |
| 14 | BAC Bank Of America Corp | Financial Services | 55.9K | $3.04M | 1.98% | -156 | -0.3% | Reduced | 0% |
| 15 | GOOG Alphabet Inc. | Technology | 8,810 | $3.00M | 1.95% | +1,259 | +16.7% | Added | 0% |
Tip. Select a row to see that position’s full history at Birch Financial.
As of its Q3 2026 13F filing, Birch Financial Group, LLC’s five largest positions were American Express Co (AXP) at 12.3%, Berkshire Hathaway Inc (BRK-A) at 9.7%, Apple Inc. (AAPL) at 5.8%, Microsoft Corp (MSFT) at 3.5%, Ameriprise Financial Inc (AMP) at 3.2% of the reported portfolio.
Birch Financial Group, LLC reported a 13F portfolio worth $153.79M across 846 positions for Q3 2026. That is up 13.8% from the previous quarter.
Its largest purchases by value were Nvidia Corp ($689.47K), Micron Technology Inc ($631.33K), Alphabet Inc. ($428.99K). It opened 740 new positions.
Its largest sales by value were Berkshire Hathaway Inc ($1.66M), Philip Morris International Inc. ($506.24K), American Electric Power Co Inc ($310.05K). It exited 0 positions entirely.
From the Form 13F-HR reports Birch Financial Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.