Read this manager's filing book
Disclosed positions
BIRCH FINANCIAL GROUP, LLC: source evidence dated 2026-07-16T03:59:59.999Z.
- Issuer
- AMERICAN EXPRESS CO
- Ticker
- AXP
- Class
- COM
- Reported value
- $21,008,485
- Reported amount
- 62,109
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001754960-26-000532Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
Scroll sideways to compare all columns. Select a heading to sort.
| AMERICAN EXPRESS CO | AXP | COM | $21,008,485 | 62,109 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.A | CL A | $14,977,000 | 20 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $14,583,355 | 21,233 | SH | None |
| APPLE INC | AAPL | COM | $7,401,306 | 25,578 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $5,807,054 | 11,605 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $5,369,542 | 75,362 | SH | None |
| HOME DEPOT INC | HD | COM | $4,944,601 | 14,020 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $4,860,401 | 32,772 | SH | None |
| PROSHARES TR | IQMM | GENIUS MONEY MRK | $4,725,973 | 47,231 | SH | None |
| AMERIPRISE FINL INC | AMP | COM | $4,655,240 | 10,147 | SH | None |
| GENERAL DYNAMICS CORP | GD | COM | $4,339,915 | 12,251 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $4,027,897 | 3,983 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $3,710,619 | 14,610 | SH | None |
| MICROSOFT CORP | MSFT | COM | $3,683,750 | 9,875 | SH | None |
| BANK OF AMER CORP | BAC | COM | $3,191,328 | 56,008 | SH | None |
| SPDR INDEX SHS FDS | SPEM | ST PORT MARK ETF | $3,138,898 | 60,620 | SH | None |
| AMAZON COM INC | AMZN | COM | $2,922,399 | 12,261 | SH | None |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $2,912,696 | 35,473 | SH | None |
| PHILLIPS 66 | PSX | COM | $2,726,054 | 16,126 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $2,667,956 | 7,551 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $2,368,199 | 14,417 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $2,183,219 | 10,911 | SH | None |
| PHILIP MORRIS INTL INC | PM | COM | $2,100,506 | 11,611 | SH | None |
| SCHWAB STRATEGIC TR | SCHP | US TIPS ETF | $1,930,444 | 72,847 | SH | None |
| SPDR SERIES TRUST | SPTL | ST LON TREAS ETF | $1,928,839 | 73,536 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $1,839,317 | 3,166 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $1,673,642 | 15,551 | SH | None |
| ISHARES TR | SCZ | EAFE SML CP ETF | $1,583,122 | 19,243 | SH | None |
| ISHARES TR | LQD | IBOXX INV CP ETF | $1,434,751 | 13,154 | SH | None |
| ROUNDHILL ETF TRUST | DRAM | MEMORY ETF | $1,432,088 | 19,392 | SH | None |
| INVESCO EXCH TRADED FD TR II | QQQM | NASDAQ 100 ETF | $1,400,265 | 4,622 | SH | None |
| VANGUARD CHARLOTTE FDS | BNDX | TOTAL INT BD ETF | $1,269,801 | 26,219 | SH | None |
| APPLOVIN CORP | APP | COM CL A | $1,199,953 | 2,329 | SH | None |
| ISHARES TR | HYG | IBOXX HI YD ETF | $1,186,355 | 14,835 | SH | None |
| AT&T INC | T | COM | $1,160,002 | 56,039 | SH | None |
| EA SERIES TRUST | SHOC | STRIVE US SEMICO | $1,159,205 | 9,502 | SH | None |
| NEXTERA ENERGY INC | NEE | COM | $1,150,485 | 13,108 | SH | None |
| WEC ENERGY GROUP INC | WEC | COM | $1,133,176 | 9,704 | SH | None |
| CAMECO CORP | CCJ | COM | $1,093,686 | 10,737 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $1,068,780 | 2,991 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $1,058,871 | 6,388 | SH | None |
| ISHARES TR | MBB | MBS ETF | $1,034,492 | 10,945 | SH | None |
| META PLATFORMS INC | META | CL A | $1,014,493 | 1,801 | SH | None |
| EA SERIES TRUST | BOXX | ALPHA ARCH 1-3 | $1,000,598 | 8,546 | SH | None |
| ABBVIE INC | ABBV | COM | $992,594 | 3,945 | SH | None |
| VERIZON COMMUNICATIONS INC | VZ | COM | $960,072 | 22,675 | SH | None |
| PROGRESSIVE CORP | PGR | COM | $916,082 | 4,194 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $915,982 | 6,700 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $872,135 | 2,664 | SH | None |
| CITIGROUP INC | C | COM NEW | $870,758 | 6,221 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.