Holdings of Birchwood Financial Partners, Inc.

Name: Holdings of Birchwood Financial Partners, Inc.
Creator: Titelia

286 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 45.9 % of the equity sleeve

Sector breakdown

Technology 9.8 %
Funds 7.6 %
Industrials 4.2 %
Financials 3.1 %
Health care 3.0 %
Communication 1.6 %
Consumer discretionary 1.4 %
Consumer staples 1.2 %
Utilities 1.1 %
Energy 0.6 %
Materials 0.5 %
Unattributed 65.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

US 99.9 %
BE 0.0 %
BR 0.0 %
GB 0.0 %
DE 0.0 %

Shares computed on the equity sleeve.

Rank	Country	Lines	Value	Share
1	US	281	90.4M $	99.91 %
2	BE	1	28K $	0.03 %
3	BR	1	25.8K $	0.03 %
4	GB	2	19.2K $	0.02 %
5	DE	1	6.3K $	0.01 %

Positions

Rank	Company	Shares	Value
101	Goldman Sachs Group Inc/The	100	84.6K $
102	iShares Trust	743	84K $
103	CAPITAL GROUP GLOBAL EQUITY ETF	2,750	83.9K $
104	Vanguard Large-Cap ETF	276	82.6K $
105	GE Vernova Inc	93	81.2K $
106	Crowdstrike Holdings Inc	201	78.5K $
107	Target Corp	634	76.9K $
108	iShares Trust	398	76.3K $
109	Constellation Energy Corp.	269	75.1K $
110	Caterpillar Inc	105	74.4K $
111	iShares MSCI USA Min Vol Factor ETF	799	74.1K $
112	Bank of America Corp	1,495	72.9K $
113	John Hancock Preferred Income Fund	4,599	72.2K $
114	Vanguard Value ETF	361	70.8K $
115	Vanguard Short-term Bond Etf	900	70.6K $
116	Emerson Electric Co.	538	70.5K $
117	iShares Trust	1,498	69.2K $
118	iShares Trust	919	68.4K $
119	IDEXX Laboratories Inc	121	68K $
120	Dimensional ETF Trust	861	61.1K $
121	iShares S&P Mid-Cap 400 Value ETF	460	60.9K $
122	Visa Inc	200	60.5K $
123	Capital One Financial Corp	330	60.2K $
124	iShares Core MSCI EAFE ETF	645	58.4K $
125	Bristol-Myers Squibb Co	930	56.4K $
126	Palantir Technologies Inc	385	56.3K $
127	Walmart Inc	453	56.3K $
128	WEC Energy Group Inc	465	53.9K $
129	General American Investors Company, Inc.	918	53.7K $
130	WW Grainger Inc	49	53.5K $
131	iShares 5-10 Year Investment Grade Corporate Bond ETF	1,000	53.2K $
132	Coca-Cola Co/The	699	53.2K $
133	O'Reilly Automotive Inc	570	52.6K $
134	Chevron Corp	253	52.3K $
135	Allstate Corp/The	250	51.8K $
136	Select Sector Spdr Trust	1,258	51.4K $
137	Vanguard Tax-Exempt Bond Index ETF	1,020	50.9K $
138	iShares iBonds Dec 2027 Term C	2,089	50.6K $
139	Harbor Commodity All-Weather Strategy ETF	1,589	49.3K $
140	Cisco Systems, Inc.	635	49.3K $
141	BlackRock ETF Trust	834	48.5K $
142	JPMorgan Chase & Co	158	46.5K $
143	Vanguard Growth ETF	105	45.9K $
144	VanEck Pharmaceutical ETF	439	45.6K $
145	S&P Global Inc	107	45.5K $
146	Walt Disney Co/The	471	45.4K $
147	iShares Trust	850	44.7K $
148	NVIDIA Corp	256	44.6K $
149	iShares Core MSCI Emerging Markets ETF	637	44.4K $
150	Otter Tail Corp	500	43.9K $
151	Vanguard Total Bond Market ETF	588	43.3K $
152	Honeywell International Inc	190	42.9K $
153	Pfizer Inc	1,515	42.5K $
154	iShares 0-5 Year TIPS Bond ETF	411	42.5K $
155	AT&T Inc	1,456	42.2K $
156	iShares Trust	1,827	41.9K $
157	American Express Co	133	40.4K $
158	TJX Cos Inc/The	250	39.9K $
159	First Eagle Overseas Equity ETF	785	39.6K $
160	Exelon Corp	807	39.6K $
161	Vanguard S&P 500 Growth ETF	97	39.5K $
162	GLOBAL X FUNDS	2,118	39K $
163	Morgan Stanley	236	38.8K $
164	iShares MSCI EAFE Growth ETF	330	36.8K $
165	iShares Trust	168	35.5K $
166	Vanguard S&P Small-Cap 600 Value ETF	348	35.4K $
167	Vanguard Short-Term Tax-Exempt Bond ETF	350	35.4K $
168	Aflac Inc	322	35.3K $
169	McKesson Corp	40	34.6K $
170	Intuitive Surgical Inc	75	34.6K $
171	Marriott International Inc/MD	105	34.3K $
172	Vanguard S&P 500 Value ETF	167	34K $
173	Danaher Corp	176	33.4K $
174	Stryker Corp	100	32.9K $
175	Regeneron Pharmaceuticals, Inc.	41	31.8K $
176	Vanguard Mid-Cap ETF	104	29.9K $
177	Cummins Inc	55	29.8K $
178	Anheuser-Busch InBev SA/NV	403	28K $
179	Vulcan Materials Co	100	27.2K $
180	iShares Trust	582	26.4K $
181	Vale SA	1,620	25.8K $
182	iShares Bitcoin Trust ETF	666	25.6K $
183	Thermo Fisher Scientific Inc	50	24.6K $
184	OGE Energy Corp	500	24K $
185	QUALCOMM Inc	179	23.1K $
186	Analog Devices Inc	72	22.9K $
187	JOHN HANCOCK MULTIFACTOR DEVEL JOHN HANCOCK MF DEV INTL ETF	530	22.5K $
188	iShares Russell 2000 Value ETF	115	21.9K $
189	Moody's Corp	50	21.8K $
190	Intuit Inc	50	21.6K $
191	HEICO Corp	76	20.8K $
192	Vanguard Scottsdale Funds	350	20.5K $
193	Ishares S&p 100 Etf	63	20K $
194	Vanguard High Dividend Yield E	135	20K $
195	Salesforce Inc	103	19.2K $
196	eBay Inc	211	19.2K $
197	PPL Corp	500	19.1K $
198	iShares MBS ETF	186	17.7K $
199	Newmont Corp	157	17K $
200	Vanguard Information Technology ETF	24	17K $