Birch Financial Group
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Birch Financial Group’s EA Series Trust Alpha Architect Global Factor Equity ETF AAVM Stock Holding History

Birch Financial Group’s Portfolio AAVM Stock Details AAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.3K Buy
+429
New +$14.6K 0.01% 542

Other funds holding AAVM

Empirical Finance
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HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Range Advisory
Range Advisory Mclean, Virginia $1.19B AUM 21.19% 1-Year Est. Return
Lifeworks Advisors
Lifeworks Advisors Grand Rapids, Michigan $1.02B AUM 31.22% 1-Year Est. Return
GWN Securities
GWN Securities Palm Beach Gardens, Florida $636M AUM 25.82% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Birch Financial Group's AAVM Position: Q3 2026 in Review

Birch Financial Group opened a new position in EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) in Q3 2026: 429 shares worth $14.3K. The stake represents 0.01% of the portfolio and ranks #542 among its holdings.

7 funds tracked by Wall St. Rank hold AAVM as of Q3 2026.

  • Birch Financial Group held 429 shares of EA Series Trust Alpha Architect Global Factor Equity ETF worth $14.3K as of Q3 2026.
  • EA Series Trust Alpha Architect Global Factor Equity ETF was a new Birch Financial Group position in Q3 2026.
  • EA Series Trust Alpha Architect Global Factor Equity ETF made up 0.01% of Birch Financial Group's portfolio in Q3 2026, its #542 holding.
  • 7 funds tracked by Wall St. Rank held EA Series Trust Alpha Architect Global Factor Equity ETF as of Q3 2026.

Based on Birch Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.