Birchwood Financial Partners, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$103.7M
Q ending 2026-03-31
Prior quarter
$100.7M
Q ending 2025-12-31
Change
+3.0% QoQ
Positions
348
reported holdings
Largest positions
Top 100 of 348 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Esg Aware Msci Usa Etf | ESGU | Shares | $6.7M | 48K |
| Schwab Fundamental International E | FNDF | Shares | $5.0M | 102K |
| Pimco Active Bond Exchange-Traded | BOND | Shares | $4.7M | 51K |
| Ishares Esg Aware Msci Usa Small-C | ESML | Shares | $4.7M | 99K |
| Apple Inc | AAPL | Shares | $4.5M | 18K |
| Vanguard S&P 500 Etf | VOO | Shares | $4.0M | 7K |
| Donaldson Inc Com | DCI | Shares | $3.4M | 40K |
| Harbor Long-Term Growers Etf | WINN | Shares | $3.3M | 120K |
| Schwab Fundamental Emerging Market | FNDE | Shares | $3.0M | 77K |
| Vanguard Ftse Developed Markets Et | VEA | Shares | $2.8M | 44K |
| Microsoft | MSFT | Shares | $2.8M | 7K |
| Vanguard Extended Market Etf | VXF | Shares | $2.1M | 10K |
| Jpmorgan Diversified Return Emergi | JPEM | Shares | $1.8M | 29K |
| Ishares Esg Aware Msci Em Etf | ESGE | Shares | $1.7M | 38K |
| Unitedhealth Group | UNH | Shares | $1.7M | 6K |
| Schwab Fundamental U.S. Small Comp | FNDA | Shares | $1.6M | 50K |
| Schwab Us Dividend Equity Etf | SCHD | Shares | $1.6M | 52K |
| Ishares Esg Aware Msci Eafe Etf | ESGD | Shares | $1.6M | 16K |
| Ishares Core S&P 500 Etf | IVV | Shares | $1.6M | 2K |
| Schwab U.S. Large-Cap Growth Etf | SCHG | Shares | $1.5M | 52K |
| Schwab Fundamental U.S. Large Comp | FNDX | Shares | $1.3M | 47K |
| Capital Group Growth Etf | CGGR | Shares | $1.2M | 30K |
| 3M Co Com | MMM | Shares | $1.2M | 8K |
| Schwab U.S. Large-Cap Etf | SCHX | Shares | $1.1M | 41K |
| Capital Group Municipal High-Incom | CGHM | Shares | $1.0M | 40K |
| C H Robinson Worldwide Inc | CHRW | Shares | $926K | 6K |
| Capital Group Dividend Value Etf | CGDV | Shares | $902K | 21K |
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $855K | 2K |
| Capital Group Core Bond Etf | CGCB | Shares | $799K | 30K |
| Jpmorgan Income Etf | JPIE | Shares | $767K | 17K |
| Schwab U.S. Large-Cap Value Etf | SCHV | Shares | $765K | 25K |
| Xcel Energy Inc Com | XEL | Shares | $735K | 9K |
| Schwab Fundamental International S | FNDC | Shares | $713K | 15K |
| Fastenal Co | FAST | Shares | $687K | 15K |
| Vanguard Esg U.S. Stock Etf | ESGV | Shares | $664K | 6K |
| Pimco Enhanced Short Maturity Acti | MINT | Shares | $654K | 7K |
| Home Depot | HD | Shares | $639K | 2K |
| Jpmorgan Hedged Equity Laddered Ov | HELO | Shares | $635K | 10K |
| Ishares Esg Msci Kld 400 Etf | DSI | Shares | $617K | 5K |
| Schwab U.S. Small-Cap Etf | SCHA | Shares | $608K | 21K |
| Nuveen Esg Large-Cap Growth Etf | NULG | Shares | $601K | 7K |
| Exxon Mobil Corp Com | XOM | Shares | $579K | 3K |
| Capital Group International Focus | CGXU | Shares | $573K | 19K |
| Wells Fargo & Co Com | WFC | Shares | $567K | 7K |
| Meta Platforms Inc Cl A | META | Shares | $551K | 963 |
| Lam Research Corp Com New | LRCX | Shares | $536K | 3K |
| Davis Select International Etf | DINT | Shares | $530K | 20K |
| Oakmark U.S. Large Cap Etf | OAKM | Shares | $514K | 19K |
| Johnson & Johnson Com | JNJ | Shares | $512K | 2K |
| Brookfield Corp Cl A Ltd Vt Sh | BN | Shares | $507K | 13K |
| Invesco Rafi Developed Markets Ex- | PXF | Shares | $500K | 7K |
| Ishares Gold Trust Etf | IAU | Shares | $461K | 5K |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $460K | 2K |
| Schwab Emerging Markets Equity Etf | SCHE | Shares | $458K | 14K |
| Oracle Corporation | ORCL | Shares | $444K | 3K |
| Schwab International Equity Etf | SCHF | Shares | $419K | 17K |
| State Street Spdr Msci World Strat | QWLD | Shares | $397K | 3K |
| Procter & Gamble Co Com | PG | Shares | $383K | 3K |
| Hartford Finl Svcs Group Inc | HIG | Shares | $381K | 3K |
| Alphabet Inc Cap Stk Cl A | GOOGL | Shares | $374K | 1K |
| Ishares Core S&P U.S. Growth Etf | IUSG | Shares | $374K | 2K |
| Capital Group Core Balanced Etf | CGBL | Shares | $371K | 11K |
| John Hancock Multifactor Small Cap | JHSC | Shares | $336K | 8K |
| Capital Group Short Duration Munic | CGSM | Shares | $322K | 12K |
| Ishares Msci Global Min Vol Factor | ACWV | Shares | $321K | 3K |
| Ishares Core S&P Mid-Cap Etf | IJH | Shares | $312K | 5K |
| Vanguard Total Stock Market Etf | VTI | Shares | $291K | 907 |
| Ishares Select Dividend Etf | DVY | Shares | $291K | 2K |
| Graco Inc Com | GGG | Shares | $283K | 3K |
| Pepsico Inc Com | PEP | Shares | $277K | 2K |
| Schwab International Small-Cap Equ | SCHC | Shares | $274K | 6K |
| Ishares Core S&P Small Cap Etf | IJR | Shares | $269K | 2K |
| Us Bancorp Com New | USB | Shares | $261K | 5K |
| Capital Group New Geography Equity | CGNG | Shares | $260K | 8K |
| Vanguard Esg International Stock E | VSGX | Shares | $256K | 4K |
| Toro Co Com | TTC | Shares | $256K | 3K |
| Costco Wholesale Corporation Com | COST | Shares | $230K | 231 |
| Sprott Asset Management Lp Physica | PHYS | Shares | $216K | 6K |
| Capital Group Conservative Equity | CGCV | Shares | $202K | 7K |
| Jpmorgan Diversified Return Use Eq | JPUS | Shares | $200K | 2K |
| Vanguard Small-Cap Growth Etf | VBK | Shares | $199K | 658 |
| Jpmorgan Betabuilders U.S. Equity | BBUS | Shares | $198K | 2K |
| Ishares Short Duration Bond Active | NEAR | Shares | $197K | 4K |
| Deere & Co Com | DE | Shares | $194K | 344 |
| Medtronic Plc Shs | Shares | $184K | 2K | |
| Pimco Preferred And Capital Securi | PRFD | Shares | $178K | 4K |
| Bny Mellon International Equity Et | BKIE | Shares | $172K | 2K |
| Mastercard Inc | MA | Shares | $172K | 344 |
| Eli Lilly & Co Com | LLY | Shares | $169K | 183 |
| Intl Business Machines | IBM | Shares | $166K | 684 |
| Fedex Corp Com | FDX | Shares | $162K | 456 |
| Powershares Qqq Trust Etf | QQQ | Shares | $161K | 278 |
| Ishares Core S&P Us Value Etf | IUSV | Shares | $159K | 2K |
| John Hancock Multifactor Mid Cap E | JHMM | Shares | $159K | 2K |
| Vanguard Short-Term Inflation-Prot | VTIP | Shares | $150K | 3K |
| Jpmorgan Ultra-Short Municipal Inc | JMST | Shares | $150K | 3K |
| Amazon.Com Inc | AMZN | Shares | $146K | 703 |
| Ecolab Inc Com | ECL | Shares | $144K | 540 |
| Pimco Multisector Bond Active Exch | PYLD | Shares | $141K | 5K |
| Ishares Russell 1000 Value Etf | IWD | Shares | $135K | 633 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.