BIRCH FINANCIAL GROUP, LLC

Q4 2025 13F-HR Holdings

Location
Keene, NH
Holdings as of
12/31/2025
Date filed
1/15/2026
Form type
13F-HR
Num holdings
136
Total value ($000)
$175,381
Net value change ($000)
+5,589 (3.3%)
New positions
17
Sold out positions
11
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/31/2025 Next filing: 4/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
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)
AXP 2,344 11.4%
MO 631 NEW
AIG 594 NEW
CME 459 NEW
PM 454 36.9%
VOO 405 4.7%
XOM 389 81.6%
IBM 379 119.2%
DUK 376 NEW
VZ 373 58.7%
Top Reduces (Value $000, Stocks/ETFs)
HD -850 -15.1%
META -663 -44.3%
LLY -615 -56.6%
APP -537 -26.0%
NVO -512 -54.9%
ORCL -380 -29.5%
AVGO -379 -54.4%
NVDA -379 -16.0%
SO -351 -100.0%
TRGP -302 -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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type