Long-term investor
Birch Financial Group, LLC @birchfinancialgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002083592).
Record
- Tracked since 2025-06-30 (441 days), 144 trades recorded
- Returns: week n/a · month n/a · 90 days +6.9% · 6 months n/a · 1 year +8.5% · all +8.5%
- Max drawdown n/a · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AXP · 10.8% · long · since 2025-06-30
- BRKA · 7.7% · long · since 2025-06-30
- VOO · 7.5% · long · since 2025-06-30
- AAPL · 3.8% · long · since 2025-06-30
- BRK-B · 3.0% · long · since 2025-06-30
- VEA · 2.8% · long · since 2025-06-30
- HD · 2.5% · long · since 2025-06-30
- IJR · 2.5% · long · since 2025-06-30
- IQMM · 2.4% · long · since 2026-06-30
- AMP · 2.4% · long · since 2025-06-30
- GD · 2.2% · long · since 2025-06-30
- GS · 2.1% · long · since 2025-09-30