13F Filings History of BIRCH FINANCIAL GROUP, LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$175,381,372
Signature - Title
Aryn Sands - Agent
Location
Keene, NH
Summary
This page shows a list of all the recent 13F filings made by BIRCH FINANCIAL GROUP, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BIRCH FINANCIAL GROUP, LLC reported 136 stock holdings with total value $175,381,372 as of Q4 2025. Top holdings included AXP, BRKA, VOO, AAPL, and BRKB.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 136 $175,381,372 +$12,041,453 -$8,338,373 +$3,703,080 AXP, BRKA, VOO, AAPL, BRKB 13F-HR 15 Jan 2026, 13:31
Q3 2025 130 $169,792,089 +$40,501,359 -$2,925,018 +$37,576,341 AXP, BRKA, VOO, AAPL, BRKB 13F-HR 30 Oct 2025, 21:15
Q2 2025 116 $125,049,781 +$12,779,551 -$5,103,713 +$7,675,838 BRKA, AXP, VOO, BRKB, AMP 13F-HR 30 Oct 2025, 21:16
Q1 2025 106 $112,257,117 +$26,577,310 -$3,375,331 +$23,201,979 BRKA, AXP, BRKB, VOO, AAPL 13F-HR 30 Oct 2025, 21:18
Q4 2024 85 $88,874,879 $0 $0 $0 BRKA, AXP, AAPL, AMP, BRKB 13F-HR 30 Oct 2025, 21:19