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Birchwood Financial Partners, Inc.
Updated 3 days agoManaged by Birchwood Financial Partners, Inc. • Latest filing Q3 2026
Portfolio value
$134.2M
Q3 2026
Filings
4
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 4 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2025 | $100.7M |
| Q1 2026 | $103.7M |
| Q2 2026 | $122.3M |
| Q3 2026 | $134.2M |
Top holdings
694 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $9.2M | 55.2K | 6.86% | — | |
| 2 | $7M | 80.4K | 5.21% | — | |
| 3 | $6.2M | 8.8K | 4.60% | — | |
| 4 | $6.1M | 113.5K | 4.55% | — | |
| 5 | $5.7M | 17.1K | 4.23% | — | |
| 6 | $5.3M | 102.8K | 3.98% | — | |
| 7 | ? N/A HARBOR LONG-TERM GROWERS ETF | $4.6M | 132.7K | 3.39% | — |
| 8 | $3.9M | 7.5K | 2.87% | — | |
| 9 | $3.8M | 54.0K | 2.84% | — | |
| 10 | $3.7M | 16.1K | 2.78% | — | |
| 11 | $3.7M | 87.6K | 2.73% | — | |
| 12 | $3.4M | 39.5K | 2.56% | — | |
| 13 | $2.3M | 41.7K | 1.68% | — | |
| 14 | $2.2M | 68.6K | 1.66% | — | |
| 15 | $2.2M | 45.9K | 1.62% | — | |
| 16 | $2.1M | 20.8K | 1.59% | — | |
| 17 | $2.1M | 5.7K | 1.56% | — | |
| 18 | $2.1M | 58.9K | 1.54% | — | |
| 19 | $1.9M | 30.2K | 1.43% | — | |
| 20 | $1.9M | 2.5K | 1.41% | — |