Birchwood Financial Partners, Inc.
All 13F Filings
- Location
- Bloomington, MN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 122,265
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 352 | 122,265 | 13F-HR | Birchwood Financial Partners, Inc. |
| 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 | 32.94 K | 26.9% | 2.9 K | 0 | 2.9 K |
| ETFs | 89.32 K | 73.1% | 15.65 K | 0 | 15.65 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
122,265
Holdings
352
QoQ value change ($000)
18,549
(17.9%)
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.