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BFG
Birch Financial Group Portfolio holdings
AUM
$195M
1-Year Est. Return
21.04%
This Fund
S&P 500
This Quarter
Est. Return
+3.87%
1 Year Est. Return
+21.04%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$88.9M
AUM Growth
–
Cap. Flow
+$89M
Cap. Flow
% of AUM
100.16%
Top 10 Holdings %
Top 10 Hldgs %
59.13%
Holding
85
New
85
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class A
BRK.A
|
+$14.5M |
| 2 |
American Express
AXP
|
+$8.34M |
| 3 |
Ameriprise Financial
AMP
|
+$5.34M |
| 4 |
Apple
AAPL
|
+$5.29M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$4.81M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 42.32% |
| 2 | Technology | 18.08% |
| 3 | Consumer Discretionary | 5.78% |
| 4 | Healthcare | 5.58% |
| 5 | Communication Services | 5.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Berkshire Hathaway Class A
BRK.A
$1.12T
| $14.3M | 16.09% |
+21
| New | +$14.5M |
|
|
2
American Express
AXP
$230B
| $8.62M | 9.7% |
+29,033
| New | +$8.34M |
|
|
3
Apple
AAPL
$4.57T
| $5.62M | 6.32% |
+22,444
| New | +$5.29M |
|
|
4
Ameriprise Financial
AMP
$48.8B
| $5.32M | 5.99% |
+10,000
| New | +$5.34M |
|
|
5
Berkshire Hathaway Class B
BRK.B
$1.13T
| $4.72M | 5.31% |
+10,418
| New | +$4.81M |
|
6
Microsoft
MSFT
$3.71T
| $3.42M | 3.85% |
+8,122
| New | +$3.46M |
|
7
iShares Core S&P Total US Stock Market ETF
ITOT
$97.8B
| $3.22M | 3.62% |
+25,020
| New | +$3.24M |
|
8
Amazon
AMZN
$2.96T
| $2.91M | 3.27% |
+13,259
| New | +$2.71M |
|
9
Vanguard S&P 500 ETF
VOO
$1.01T
| $2.53M | 2.84% |
+4,691
| New | +$2.54M |
|
10
Alphabet (Google) Class C
GOOG
$4.32T
| $1.89M | 2.12% |
+9,907
| New | +$1.75M |
|
11
Home Depot
HD
$355B
| $1.66M | 1.86% |
+4,257
| New | +$1.74M |
|
12
General Dynamics
GD
$106B
| $1.48M | 1.67% |
+5,631
| New | +$1.62M |
|
13
Visa
V
$677B
| $1.09M | 1.23% |
+3,455
| New | +$1.04M |
|
14
Vanguard FTSE Developed Markets ETF
VEA
$236B
| $1.07M | 1.2% |
+22,273
| New | +$1.12M |
|
15
Mastercard
MA
$493B
| $952K | 1.07% |
+1,809
| New | +$937K |
|
16
WEC Energy
WEC
$35.1B
| $869K | 0.98% |
+9,240
| New | +$896K |
|
17
SAP
SAP
$238B
| $834K | 0.94% |
+3,388
| New | +$806K |
|
18
Johnson & Johnson
JNJ
$625B
| $799K | 0.9% |
+5,524
| New | +$856K |
|
19
iShares Core US Aggregate Bond ETF
AGG
$138B
| $790K | 0.89% |
+8,157
| New | +$803K |
|
20
NVIDIA
NVDA
$5.42T
| $777K | 0.87% |
+5,788
| New | +$798K |
|
21
Abbott
ABT
$187B
| $772K | 0.87% |
+6,824
| New | +$789K |
|
22
Shopify
SHOP
$195B
| $717K | 0.81% |
+6,744
| New | +$656K |
|
23
iShares Core S&P Small-Cap ETF
IJR
$112B
| $669K | 0.75% |
+5,802
| New | +$693K |
|
24
Applovin
APP
$116B
| $666K | 0.75% |
+2,056
| New | +$520K |
|
25
Workday
WDAY
$44.4B
| $646K | 0.73% |
+2,503
| New | +$639K |
|
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Birch Financial Group's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for Birch Financial Group, which disclosed 85 positions worth $88.9M. Its ten largest holdings account for 59% of the portfolio.
Its largest position is Berkshire Hathaway Class A: 21 shares worth $14.3M.
By sector, the portfolio is most concentrated in Financials at 42% of assets, followed by Technology and Consumer Discretionary.
- Birch Financial Group's largest Q4 2024 buy was Berkshire Hathaway Class A: 21 shares worth $14.3M.
- Birch Financial Group's ten largest holdings make up 59% of its $88.9M portfolio in Q4 2024.
- Birch Financial Group disclosed 85 positions in Q4 2024, its first 13F filing on record.
Based on Birch Financial Group's 13F filing for Q4 2024, filed 31 Oct 2025.