Birchwood Financial Partners, Inc.
Q3 2026 13F filing
Updated 3 days ago694 disclosed positions worth $134.2M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES ESG AWARE MSCI USA ETF | $9.2M | 55.2K | 6.86% | — |
| 2 | P PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $7M | 80.4K | 5.21% | — |
| 3 | V VANGUARD S&P 500 ETF | $6.2M | 8.8K | 4.60% | — |
| 4 | S SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $6.1M | 113.5K | 4.55% | — |
| 5 | A APPLE INC | $5.7M | 17.1K | 4.23% | — |
| 6 | E ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $5.3M | 102.8K | 3.98% | — |
| 7 | ? N/A HARBOR LONG-TERM GROWERS ETF | $4.6M | 132.7K | 3.39% | — |
| 8 | M MICROSOFT | $3.9M | 7.5K | 2.87% | — |
| 9 | V VANGUARD FTSE DEVELOPED MARKETS ETF | $3.8M | 54.0K | 2.84% | — |
| 10 | V VANGUARD EXTENDED MARKET ETF | $3.7M | 16.1K | 2.78% | — |
| 11 | S SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $3.7M | 87.6K | 2.73% | — |
| 12 | D DONALDSON INC COM | $3.4M | 39.5K | 2.56% | — |
| 13 | E ISHARES ESG AWARE MSCI EM ETF | $2.3M | 41.7K | 1.68% | — |
| 14 | S SCHWAB US DIVIDEND EQUITY ETF | $2.2M | 68.6K | 1.66% | — |
| 15 | C CAPITAL GROUP GROWTH ETF | $2.2M | 45.9K | 1.62% | — |
| 16 | E ISHARES ESG AWARE MSCI EAFE ETF | $2.1M | 20.8K | 1.59% | — |
| 17 | U UNITEDHEALTH GROUP | $2.1M | 5.7K | 1.56% | — |
| 18 | S SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $2.1M | 58.9K | 1.54% | — |
| 19 | J JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF | $1.9M | 30.2K | 1.43% | — |
| 20 | E ISHARES CORE S&P 500 ETF | $1.9M | 2.5K | 1.41% | — |
| 21 | S SCHWAB U.S. LARGE-CAP GROWTH ETF | $1.9M | 51.7K | 1.39% | — |
| 22 | C CAPITAL GROUP CORE BOND ETF | $1.7M | 66.2K | 1.23% | — |
| 23 | C CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF | $1.6M | 65.5K | 1.17% | — |
| 24 | S SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $1.5M | 47.0K | 1.10% | — |
| 25 | M 3M CO COM | $1.3M | 8.0K | 0.98% | — |
| 26 | C CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF | $1.3M | 37.9K | 0.97% | — |
| 27 | S SCHWAB U.S. LARGE-CAP ETF | $1.3M | 42.5K | 0.95% | — |
| 28 | C CAPITAL GROUP DIVIDEND VALUE ETF | $1.2M | 25.5K | 0.93% | — |
| 29 | M JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | $994K | 14.4K | 0.74% | — |
| 30 | ? N/A NUVEEN ESG LARGE-CAP GROWTH ETF | $951K | 8.4K | 0.71% | — |
| 31 | J JPMORGAN INCOME ETF | $939K | 20.9K | 0.70% | — |
| 32 | V VANGUARD ESG U.S. STOCK ETF | $910K | 6.7K | 0.68% | — |
| 33 | B BERKSHIRE HATHAWAY INC DEL CL B NEW | $893K | 1.8K | 0.67% | — |
| 34 | P PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | $885K | 8.8K | 0.66% | — |
| 35 | E ISHARES ESG MSCI KLD 400 ETF | $877K | 6.0K | 0.65% | — |
| 36 | V VANGUARD ESG INTERNATIONAL STOCK ETF | $855K | 10.6K | 0.64% | — |
| 37 | S SCHWAB U.S. LARGE-CAP VALUE ETF | $839K | 25.2K | 0.63% | — |
| 38 | L LAM RESEARCH CORP COM NEW | $820K | 2.5K | 0.61% | — |
| 39 | ? N/A OAKMARK U.S. LARGE CAP ETF | $791K | 26.9K | 0.59% | — |
| 40 | ? N/A SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $771K | 15.5K | 0.57% | — |
| 41 | S SCHWAB U.S. SMALL-CAP ETF | $763K | 23.4K | 0.57% | — |
| 42 | A C H ROBINSON WORLDWIDE INC | $723K | 4.9K | 0.54% | — |
| 43 | M META PLATFORMS INC CL A | $699K | 963 | 0.52% | — |
| 44 | F FASTENAL CO | $693K | 14.0K | 0.52% | — |
| 45 | C CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | $681K | 18.7K | 0.51% | — |
| 46 | X XCEL ENERGY INC COM | $580K | 8.2K | 0.43% | — |
| 47 | W WELLS FARGO & CO COM | $575K | 7.2K | 0.43% | — |
| 48 | H HOME DEPOT | $557K | 2.0K | 0.41% | — |
| 49 | X EXXONMOBIL HOLDINGS CORP COM SHS | $556K | 3.4K | 0.41% | — |
| 50 | ? N/A INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | $554K | 7.3K | 0.41% | — |