BIRCH FINANCIAL GROUP, LLC
All 13F Filings
- Location
- Keene, NH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 194,510
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 135 | 194,510 | 13F-HR | BIRCH FINANCIAL GROUP, LLC |
| Q1 2026 | 4/16/2026 | 136 | 171,192 | 13F-HR | BIRCH FINANCIAL GROUP, LLC |
| Q4 2025 | 1/15/2026 | 136 | 175,381 | 13F-HR | BIRCH FINANCIAL GROUP, LLC |
| Q3 2025 | 10/31/2025 | 130 | 169,792 | 13F-HR | BIRCH FINANCIAL GROUP, LLC |
| Q2 2025 | 10/31/2025 | 116 | 125,050 | 13F-HR | BIRCH FINANCIAL GROUP, LLC |
| Q1 2025 | 10/31/2025 | 106 | 112,257 | 13F-HR | BIRCH FINANCIAL GROUP, LLC |
| Q4 2024 | 10/31/2025 | 85 | 88,875 | 13F-HR | BIRCH FINANCIAL GROUP, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 138.7 K | 71.3% | 5.465 K | 0 | 5.465 K |
| ETFs | 55.78 K | 28.7% | 17.86 K | 0 | 17.86 K |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
194,510
Holdings
135
QoQ value change ($000)
23,318
(13.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.