Birchwood Financial Partners, Inc. ETF holdings
Bloomington, MN
Reported $89.0M in 165 ETFs in its Form 13F for June 30, 2026.
ETF value
$89.0M
ETFs held
165
Change from prior quarter
+21.0%
With price moves
ETFs as a share of its 13F
72.8%
of $122.3M
Top 10 of 165 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| ESGU | iShares ESG Aware MSCI USA ETF | $7.9M | 48,250 | +657 shares |
| BOND | PIMCO Active Bond Exchange-Traded Fund | $5.7M | 61,616 | +10,889 shares |
| FNDF | Schwab Fundamental International Equity ETF | $5.7M | 107,344 | +5,334 shares |
| ESML | iShares ESG Aware MSCI USA Small-Cap ETF | $5.6M | 100,267 | +1,254 shares |
| VOO | Vanguard S&P 500 ETF | $5.2M | 7,534 | +857 shares |
| WINN | Harbor Long-Term Growers ETF | $4.1M | 127,636 | +7,351 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $3.4M | 47,807 | +3,414 shares |
| FNDE | Schwab Fundamental Emerging Markets Equity ETF | $3.3M | 82,537 | +5,204 shares |
| VXF | Vanguard Extended Market ETF | $3.1M | 12,766 | +2,508 shares |
| ESGE | iShares ESG Aware MSCI EM ETF | $2.1M | 38,731 | +1,026 shares |
155 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) 0002110062. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Birchwood Financial Partners, Inc. own?
Birchwood Financial Partners, Inc. reported 165 ETF positions worth $89.0M in its Form 13F for June 30, 2026. The largest was ESGU, at $7.9M.
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.