Long-term investor
Birchwood Financial Partners, Inc. @birchwoodfinancialpartne
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002110062).
Record
- Tracked since 2025-12-31 (257 days), 15 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +8.0%
- Max drawdown n/a · win rate 12% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- ESGU · 6.5% · long · since 2025-12-31
- BOND · 4.6% · long · since 2025-12-31
- FNDF · 4.6% · long · since 2025-12-31
- ESML · 4.6% · long · since 2025-12-31
- VOO · 4.2% · long · since 2025-12-31
- AAPL · 4.1% · long · since 2025-12-31
- WINN · 3.4% · long · since 2025-12-31
- DCI · 2.9% · long · since 2025-12-31
- VEA · 2.8% · long · since 2025-12-31
- FNDE · 2.7% · long · since 2025-12-31
- VXF · 2.6% · long · since 2025-12-31
- MSFT · 2.3% · long · since 2025-12-31