Birchwood Financial Partners, Inc.
All 13F Filings
- Location
- Bloomington, MN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 103,716
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/5/2026 | 348 | 103,716 | 13F-HR | Birchwood Financial Partners, Inc. |
| Q4 2025 | 2/19/2026 | 352 | 100,725 | 13F-HR | Birchwood Financial Partners, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 30.04 K | 29.0% | 0 | 2.152 K | -2.152 K |
| ETFs | 73.67 K | 71.0% | 5.14 K | 0 | 5.14 K |
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Fund Snapshot
Q1 2026
Latest filed
5/5/2026
Total value ($000)
103,716
Holdings
348
QoQ value change ($000)
2,991
(3.0%)
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.