Birch Financial Group, LLC ETF holdings
Keene, NH
Reported $58.2M in 28 ETFs in its Form 13F for June 30, 2026.
ETF value
$58.2M
ETFs held
28
Change from prior quarter
+48.2%
With price moves
ETFs as a share of its 13F
29.9%
of $194.5M
Top 10 of 28 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $14.6M | 21,233 | +4,015 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $5.4M | 75,362 | +18,377 shares |
| IJR | iShares Core S&P Small-Cap ETF | $4.9M | 32,772 | +8,345 shares |
| IQMM | Proshares Genius Money Market ETF | $4.7M | 47,231 | New position |
| SPEM | State Street SPDR Portfolio Emerging Markets ETF | $3.1M | 60,620 | +16,532 shares |
| SHY | iShares 1-3 Year Treasury Bond ETF | $2.9M | 35,473 | +2,904 shares |
| ITOT | iShares Core S&P Total U.S. Stock Market ETF | $2.4M | 14,417 | −499 shares |
| SCHP | Schwab U.S. TIPS ETF | $1.9M | 72,847 | +6,721 shares |
| SPTL | State Street SPDR Portfolio Long Term Treasury Index ETF | $1.9M | 73,536 | +6,408 shares |
| MUB | iShares National Muni Bond ETF | $1.7M | 15,551 | +1,444 shares |
18 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002083592. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Birch Financial Group, LLC own?
Birch Financial Group, LLC reported 28 ETF positions worth $58.2M in its Form 13F for June 30, 2026. The largest was VOO, at $14.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.