Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| iShares Esg Aware MSCI USA ETFETF | ETF | $7.9M | 6.5% |
| Pimco Active Bond Exchange-traded FundETF | ETF | $5.68M | 4.6% |
| Schwab Fundamental International Equity ETFETF | ETF | $5.66M | 4.6% |
| iShares Esg Aware MSCI USA Small-cap ETFETF | ETF | $5.61M | 4.6% |
| Vanguard S&P 500 ETFETF | ETF | $5.17M | 4.2% |
| Apple Inc.Stock | Stock | $4.97M | 4.1% |
| Harbor Long-term Growers ETFETF | ETF | $4.14M | 3.4% |
| Donaldson Inc.Stock | Stock | $3.54M | 2.9% |
| Vanguard FTSE Developed Markets ETFETF | ETF | $3.41M | 2.8% |
| Schwab Fundamental Emerging Markets Equity ETFETF | ETF | $3.28M | 2.7% |
| Vanguard Extended Market ETFETF | ETF | $3.14M | 2.6% |
| MicrosoftStock | Stock | $2.77M | 2.3% |
| Unitedhealth GroupStock | Stock | $2.41M | 2.0% |
| iShares Esg Aware MSCI EM ETFETF | ETF | $2.12M | 1.7% |
| Schwab Fundamental U.S. Small Company ETFETF | ETF | $2.01M | 1.6% |
| Schwab US Dividend Equity ETFETF | ETF | $1.98M | 1.6% |
| Capital Group Growth ETFETF | ETF | $1.96M | 1.6% |
| JPMORGAN Diversified Return Emerging Markets Equity ETFETF | ETF | $1.86M | 1.5% |
| iShares Core S&P 500 ETFETF | ETF | $1.8M | 1.5% |
| iShares Esg Aware MSCI Eafe ETFETF | ETF | $1.78M | 1.5% |
| Schwab U.S. Large-cap Growth ETFETF | ETF | $1.75M | 1.4% |
| Schwab Fundamental U.S. Large Company ETFETF | ETF | $1.46M | 1.2% |
| Capital Group Municipal High-income ETFETF | ETF | $1.31M | 1.1% |
| 3m COStock | Stock | $1.3M | 1.1% |
| Schwab U.S. Large-cap ETFETF | ETF | $1.21M | 1.0% |
| Capital Group Dividend Value ETFETF | ETF | $1.17M | 1.0% |
| Capital Group International Focus Equity ETFETF | ETF | $1.12M | 0.9% |
| Capital Group Core Bond ETFETF | ETF | $1.12M | 0.9% |
| Lam Research Corp. Com NewStock | Stock | $1.07M | 0.9% |
| JPMORGAN Income ETFETF | ETF | $948K | 0.8% |
| C H Robinson Worldwide Inc.Stock | Stock | $919K | 0.8% |
| Berkshire Hathaway Inc. Del CL B NewStock | Stock | $895K | 0.7% |
| Schwab U.S. Large-cap Value ETFETF | ETF | $876K | 0.7% |
| Nuveen Esg Large-cap Growth ETFETF | ETF | $870K | 0.7% |
| iShares Esg MSCI Kld 400 ETFETF | ETF | $851K | 0.7% |
| Vanguard Esg U.S. Stock ETFETF | ETF | $850K | 0.7% |
| JPMORGAN Hedged Equity Laddered Overlay ETFETF | ETF | $812K | 0.7% |
| Schwab U.S. Small-cap ETFETF | ETF | $798K | 0.7% |
| Pimco Enhanced Short Maturity Active Exchange-traded FundETF | ETF | $755K | 0.6% |
| Schwab Fundamental International Small Equity ETFETF | ETF | $751K | 0.6% |
| Xcel Energy Inc.Stock | Stock | $717K | 0.6% |
| Home DepotStock | Stock | $685K | 0.6% |
| Fastenal COStock | Stock | $672K | 0.5% |
| Oakmark U.S. Large Cap ETFETF | ETF | $643K | 0.5% |
| Wells Fargo & COStock | Stock | $589K | 0.5% |
| Alphabet Inc. Cap Stk CL CStock | Stock | $566K | 0.5% |
| Davis Select International ETFETF | ETF | $561K | 0.5% |
| Invesco Rafi Developed Markets Ex-u.s. ETFETF | ETF | $546K | 0.4% |
| Meta Platforms Inc. CL AStock | Stock | $543K | 0.4% |
| Brookfield Corp. CL A Ltd VT SHStock | Stock | $534K | 0.4% |
iShares Esg Aware MSCI USA ETFETF$7.9M
- Class
- ETF
- Share
- 6.5%
Pimco Active Bond Exchange-traded FundETF$5.68M
- Class
- ETF
- Share
- 4.6%
Schwab Fundamental International Equity ETFETF$5.66M
- Class
- ETF
- Share
- 4.6%
iShares Esg Aware MSCI USA Small-cap ETFETF$5.61M
- Class
- ETF
- Share
- 4.6%
Vanguard S&P 500 ETFETF$5.17M
- Class
- ETF
- Share
- 4.2%
Apple Inc.Stock$4.97M
- Class
- Stock
- Share
- 4.1%
Harbor Long-term Growers ETFETF$4.14M
- Class
- ETF
- Share
- 3.4%
Donaldson Inc.Stock$3.54M
- Class
- Stock
- Share
- 2.9%
Vanguard FTSE Developed Markets ETFETF$3.41M
- Class
- ETF
- Share
- 2.8%
Schwab Fundamental Emerging Markets Equity ETFETF$3.28M
- Class
- ETF
- Share
- 2.7%
Vanguard Extended Market ETFETF$3.14M
- Class
- ETF
- Share
- 2.6%
MicrosoftStock$2.77M
- Class
- Stock
- Share
- 2.3%
Unitedhealth GroupStock$2.41M
- Class
- Stock
- Share
- 2.0%
iShares Esg Aware MSCI EM ETFETF$2.12M
- Class
- ETF
- Share
- 1.7%
Schwab Fundamental U.S. Small Company ETFETF$2.01M
- Class
- ETF
- Share
- 1.6%
Schwab US Dividend Equity ETFETF$1.98M
- Class
- ETF
- Share
- 1.6%
Capital Group Growth ETFETF$1.96M
- Class
- ETF
- Share
- 1.6%
JPMORGAN Diversified Return Emerging Markets Equity ETFETF$1.86M
- Class
- ETF
- Share
- 1.5%
iShares Core S&P 500 ETFETF$1.8M
- Class
- ETF
- Share
- 1.5%
iShares Esg Aware MSCI Eafe ETFETF$1.78M
- Class
- ETF
- Share
- 1.5%
Schwab U.S. Large-cap Growth ETFETF$1.75M
- Class
- ETF
- Share
- 1.4%
Schwab Fundamental U.S. Large Company ETFETF$1.46M
- Class
- ETF
- Share
- 1.2%
Capital Group Municipal High-income ETFETF$1.31M
- Class
- ETF
- Share
- 1.1%
3m COStock$1.3M
- Class
- Stock
- Share
- 1.1%
Schwab U.S. Large-cap ETFETF$1.21M
- Class
- ETF
- Share
- 1.0%
Capital Group Dividend Value ETFETF$1.17M
- Class
- ETF
- Share
- 1.0%
Capital Group International Focus Equity ETFETF$1.12M
- Class
- ETF
- Share
- 0.9%
Capital Group Core Bond ETFETF$1.12M
- Class
- ETF
- Share
- 0.9%
Lam Research Corp. Com NewStock$1.07M
- Class
- Stock
- Share
- 0.9%
JPMORGAN Income ETFETF$948K
- Class
- ETF
- Share
- 0.8%
C H Robinson Worldwide Inc.Stock$919K
- Class
- Stock
- Share
- 0.8%
Berkshire Hathaway Inc. Del CL B NewStock$895K
- Class
- Stock
- Share
- 0.7%
Schwab U.S. Large-cap Value ETFETF$876K
- Class
- ETF
- Share
- 0.7%
Nuveen Esg Large-cap Growth ETFETF$870K
- Class
- ETF
- Share
- 0.7%
iShares Esg MSCI Kld 400 ETFETF$851K
- Class
- ETF
- Share
- 0.7%
Vanguard Esg U.S. Stock ETFETF$850K
- Class
- ETF
- Share
- 0.7%
JPMORGAN Hedged Equity Laddered Overlay ETFETF$812K
- Class
- ETF
- Share
- 0.7%
Schwab U.S. Small-cap ETFETF$798K
- Class
- ETF
- Share
- 0.7%
Pimco Enhanced Short Maturity Active Exchange-traded FundETF$755K
- Class
- ETF
- Share
- 0.6%
Schwab Fundamental International Small Equity ETFETF$751K
- Class
- ETF
- Share
- 0.6%
Xcel Energy Inc.Stock$717K
- Class
- Stock
- Share
- 0.6%
Home DepotStock$685K
- Class
- Stock
- Share
- 0.6%
Fastenal COStock$672K
- Class
- Stock
- Share
- 0.5%
Oakmark U.S. Large Cap ETFETF$643K
- Class
- ETF
- Share
- 0.5%
Wells Fargo & COStock$589K
- Class
- Stock
- Share
- 0.5%
Alphabet Inc. Cap Stk CL CStock$566K
- Class
- Stock
- Share
- 0.5%
Davis Select International ETFETF$561K
- Class
- ETF
- Share
- 0.5%
Invesco Rafi Developed Markets Ex-u.s. ETFETF$546K
- Class
- ETF
- Share
- 0.4%
Meta Platforms Inc. CL AStock$543K
- Class
- Stock
- Share
- 0.4%
Brookfield Corp. CL A Ltd VT SHStock$534K
- Class
- Stock
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 352 positions by value, with holdings of the same security combined. The 200 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2110062
- File number
- 028-26652
- Options
- 0 call, 0 put
- In the 25 largest
- 64.0%
- Prior quarter
- $104M at 31 March 2026
- Positions opened
- 12
- Positions closed
- 8
Common questions
What are Birchwood Financial Partners’ 13F holdings worth?
$122 million across 352 positions for the quarter ended 30 June 2026.
What is Birchwood Financial Partners’ largest 13F holding?
ISHARES ESG AWARE MSCI USA ETF (ETF) was the largest position at $7.9 million, or 6.5% of reported 13F value, as of 30 June 2026.
How concentrated is Birchwood Financial Partners’ 13F portfolio?
The ten largest positions accounted for 40.4% of reported value and the twenty-five largest for 64.0%, across 352 positions as of 30 June 2026.
Does Form 13F show everything Birchwood Financial Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Birchwood Financial Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.