BIRCH FINANCIAL GROUP, LLC

Q1 2025 13F-HR Holdings

Location
Keene, NH
Holdings as of
3/31/2025
Date filed
10/31/2025
Form type
13F-HR
Num holdings
106
Total value ($000)
$112,257
Net value change ($000)
+23,382 (26.3%)
New positions
24
Sold out positions
3
Turnover %
6.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/31/2025 Next filing: 10/31/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VOO 3,900 154.3%
BRK-B 1,780 37.7%
VEA 1,737 163.1%
BRK-B 1,670 11.7%
IJR 1,144 171.0%
SHY 1,075 216.7%
SPEM 934 192.2%
SPTL 709 206.7%
SCHP 705 195.3%
HON 593 NEW
Top Reduces (Value $000, Stocks/ETFs)
ITOT -807 -25.1%
AXP -752 -8.7%
AMP -467 -8.8%
GLOB -354 -100.0%
STIP -279 -49.8%
AAPL -276 -4.9%
AGG -224 -28.4%
XLK -220 -100.0%
SPHY -211 -46.0%
DASH -200 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type