BIRCH FINANCIAL GROUP, LLC

Q2 2026 13F-HR Holdings

Location
Keene, NH
Holdings as of
6/30/2026
Date filed
7/15/2026
Form type
13F-HR
Num holdings
135
Total value ($000)
$194,510
Net value change ($000)
+23,318 (13.6%)
New positions
19
Sold out positions
20
Turnover %
9.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
PROSHARES TRUST 4,726 NEW
VOO 4,294 41.7%
AXP 2,036 10.7%
IJR 1,823 60.0%
VEA 1,718 47.0%
ROUNDHILL ETF TRUST 1,432 NEW
AMD 1,242 208.0%
SPEM 1,071 51.8%
BOXX 1,001 NEW
AAPL 889 13.7%
Top Reduces (Value $000, Stocks/ETFs)
HON -647 -100.0%
QQQ -529 -100.0%
XOM -472 -34.0%
SAP -444 -100.0%
T -423 -26.7%
SHOP -333 -48.8%
RTX -333 -100.0%
WDAY -320 -100.0%
AON -309 -58.0%
ABT -301 -45.9%
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