Birchwood Financial Partners, Inc. - Q12026 Holdings

Birchwood Financial Partners, Inc. holds 347 stocks with a total portfolio value of $ 103.72M as of Q12026. In Q12026, Birchwood Financial Partners, Inc. added 20 new positions, increased stakes in 72 stocks, reduced 67 holdings, and fully exited 24 positions. The largest holding is Ishares Esg Aware Msci Usa Etf (ESGU), representing 6.49% of the total portfolio.