Birch Financial Group, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of the close of business on September 30, 2026. The filing lists the firm's principal business address as 149 Emerald St, Ste M2/M3, Keene, NH 03431. The report was signed by Aryn Sands, an agent for the firm, and was dated October 27, 2026.
The filing provides a detailed list of the firm's holdings, which include common stock in major corporations such as Apple Inc., Microsoft Corporation, Amazon.com, Inc., and Berkshire Hathaway Inc. The portfolio also includes shares in financial institutions like Bank of America Corporation and American Express Company, as well as technology companies like Alphabet Inc., NVIDIA Corporation, and Meta Platforms, Inc. (listed as Facebook, Inc.). The report indicates that the firm holds shares in various sectors, including healthcare, consumer goods, and energy.
The filing does not provide specific dollar values for the holdings, only the number of shares held for each security. The report lists a total of 1075 individual securities in the portfolio. Birch Financial Group, LLC is identified in the filing with the Central Index Key (CIK) number 0002083592.
