Holdings
Birch Financial Group, LLC
As of Jun 30, 2026, Birch Financial Group, LLC reported 100 positions worth US$135M. Largest: American Express Company, Berkshire Hathaway Inc. and Apple Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| American Express Company | 62,109 | US$21M | −613 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 41,536 | US$20.8M | +4 | Jun 30, 2026 |
| Apple Inc | 25,578 | US$7.4M | −81 | Jun 30, 2026 |
| Home Depot, Inc. (the) | 14,020 | US$4.94M | +68 | Jun 30, 2026 |
| Ameriprise Financial, Inc. | 10,147 | US$4.66M | −4 | Jun 30, 2026 |
| General Dynamics Corporation | 12,251 | US$4.34M | no change | Jun 30, 2026 |
| Goldman Sachs Group, Inc. (the) | 3,983 | US$4.03M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 10,457 | US$3.74M | −886 | Jun 30, 2026 |
| Johnson & Johnson | 14,610 | US$3.71M | +169 | Jun 30, 2026 |
| Microsoft Corp. | 9,875 | US$3.68M | −453 | Jun 30, 2026 |