BIRCH FINANCIAL GROUP, LLC

Q1 2026 13F-HR Holdings

Location
Keene, NH
Holdings as of
3/31/2026
Date filed
4/16/2026
Form type
13F-HR
Num holdings
136
Total value ($000)
$171,192
Net value change ($000)
-4,189 (-2.4%)
New positions
8
Sold out positions
8
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VOO 1,213 13.4%
QQQM 869 411.8%
PSX 856 41.1%
CCJ 744 175.1%
XOM 522 60.3%
JNJ 515 17.1%
AWK 409 NEW
AXSM 368 184.0%
CVX 334 34.0%
IJR 303 11.1%
Top Reduces (Value $000, Stocks/ETFs)
AXP -3,972 -17.3%
MSFT -815 -17.6%
BRK-B -733 -4.9%
PAYC -522 -100.0%
V -503 -36.2%
BRK-B -501 -8.3%
APP -480 -31.4%
LLY -472 -100.0%
AAPL -467 -6.7%
AMP -465 -9.3%
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