Birchwood Financial Partners, Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 694 separate positions held by the firm during the third quarter of that year.
The report, signed by Chief Compliance Officer Jill Vilkama, indicates that the firm held a diverse portfolio of common stocks and exchange-traded funds. The largest position disclosed in the filing is Microsoft, for which Birchwood reported holding 3,856,525 shares. Other significant individual stock holdings include Apple, Alphabet Inc., Amazon.com Inc., and Johnson & Johnson.
The portfolio also includes a substantial allocation to exchange-traded funds, with the Schwab U.S. Large-Cap Growth ETF holding 5,174,400 shares, and the Vanguard Morningstar Total Stock Market ETF holding 1,071,000 shares. Additionally, the firm holds positions in various other ETFs, including the Schwab U.S. Large-Cap ETF, the Schwab International Equity ETF, and the iShares Gold Trust.
