Birchwood Financial Partners, Inc.

Name: Birchwood Financial Partners, Inc. — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002110062 · BLOOMINGTON, MN · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source ↗

Birchwood Financial Partners, Inc. reported 352 positions worth $122.3M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: ESGU (6.5%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$122.3M

2026 Q2

Positions

352

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

40.4%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 352 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	ESGU	ISHARES ESG AWARE MSCI USA ETF	SH	$7.9M	6.46%	48,250	—	—
▸ 2	BOND	PIMCO ACTIVE BOND EXCHANGE-TRADED FUND	SH	$5.7M	4.65%	61,616	—	—
▸ 3	FNDF	SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF	SH	$5.7M	4.63%	107,344	—	—
▸ 4	ESML	ISHARES ESG AWARE MSCI USA SMALL-CAP ETF	SH	$5.6M	4.59%	100,267	—	—
▸ 5	VOO	VANGUARD S&P 500 ETF	SH	$5.2M	4.23%	7,534	—	—
▸ 6	AAPL	APPLE INC	SH	$5.0M	4.06%	17,174	—	—
▸ 7	WINN	HARBOR LONG-TERM GROWERS ETF	SH	$4.1M	3.39%	127,636	—	—
▸ 8	DCI	DONALDSON INC COM	SH	$3.5M	2.90%	39,469	—	—
▸ 9	VEA	VANGUARD FTSE DEVELOPED MARKETS ETF	SH	$3.4M	2.79%	47,807	—	—
▸ 10	FNDE	SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF	SH	$3.3M	2.68%	82,537	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Birchwood Financial Partners, Inc. hold as of Q2 2026?

Birchwood Financial Partners, Inc. reported 352 positions worth $122.3M in its Q2 2026 13F filing. Largest positions: ESGU (6.5%), BOND (4.6%), FNDF (4.6%), ESML (4.6%) and VOO (4.2%).

What did Birchwood Financial Partners, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Birchwood Financial Partners, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.