BIRCHWOOD FINANCIAL PARTNERS, INC.

Filed: 2/19/2026ACC: 0002110062-26-000003

📋 What this filing means

BIRCHWOOD FINANCIAL PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 352 equity positions with a total reported market value of $100.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

352

Positions

$100.72M

Total AUM (reported)

1.51M

Total Shares

Allocation by class

ETF$68.53M68.0%

STOCK$31.91M31.7%

CEF$216.6K0.2%

ADR$73.4K0.1%

Portfolio Concentration

Top 3$16.69M16.6%

4–10$24.06M23.9%

11–25$23.40M23.2%

Rest$36.58M36.3%

Top 3 weight

16.6%

Top 10 weight

40.5%

Voting Authority Distribution

Total shares with voting rights: 1.51M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.51M

% of voting shares100.0%

Investment Discretion (by position count)

Sole352

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings352

Rows:

ISHARES ESG AWARE MSCI USA ETF

SOLE

ETF

Shares48.09K

TypeSH

Market value$7.16M

7.11%

Sole

0.00

Shared

0.00

None

48.09K

APPLE INC

SOLE

Stock

Shares18.44K

TypeSH

Market value$5.01M

4.98%

Sole

0.00

Shared

0.00

None

18.44K

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

SOLE

ETF

Shares99.89K

TypeSH

Market value$4.52M

4.48%

Sole

0.00

Shared

0.00

None

99.89K

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

SOLE

ETF

Shares45.09K

TypeSH

Market value$4.20M

4.17%

Sole

0.00

Shared

0.00

None

45.09K

VANGUARD S&P 500 ETF

SOLE

ETF

Shares6.11K

TypeSH

Market value$3.83M

3.80%

Sole

0.00

Shared

0.00

None

6.11K

HARBOR LONG-TERM GROWERS ETF

SOLE

ETF

Shares115.09K

TypeSH

Market value$3.58M

3.55%

Sole

0.00

Shared

0.00

None

115.09K

MICROSOFT

SOLE

Stock

Shares7.39K

TypeSH

Market value$3.57M

3.55%

Sole

0.00

Shared

0.00

None

7.39K

DONALDSON INC COM

SOLE

Stock

Shares39.68K

TypeSH

Market value$3.52M

3.49%

Sole

0.00

Shared

0.00

None

39.68K

SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF

SOLE

ETF

Shares75.75K

TypeSH

Market value$2.73M

2.71%

Sole

0.00

Shared

0.00

None

75.75K

VANGUARD FTSE DEVELOPED MARKETS ETF

SOLE

ETF

Shares42.11K

TypeSH

Market value$2.63M

2.61%

Sole

0.00

Shared

0.00

None

42.11K

ISHARES ESG AWARE MSCI USA SMALL-CAP ETF

SOLE

ETF

Shares55.37K

TypeSH

Market value$2.55M

2.53%

Sole

0.00

Shared

0.00

None

55.37K

UNITEDHEALTH GROUP

SOLE

Stock

Shares6.10K

TypeSH

Market value$2.02M

2.00%

Sole

0.00

Shared

0.00

None

6.10K

VANGUARD EXTENDED MARKET ETF

SOLE

ETF

Shares9.19K

TypeSH

Market value$1.92M

1.91%

Sole

0.00

Shared

0.00

None

9.19K

JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF

SOLE

ETF

Shares28.73K

TypeSH

Market value$1.74M

1.73%

Sole

0.00

Shared

0.00

None

28.73K

SCHWAB U.S. LARGE-CAP GROWTH ETF

SOLE

ETF

Shares51.77K

TypeSH

Market value$1.69M

1.68%

Sole

0.00

Shared

0.00

None

51.76K

ISHARES ESG AWARE MSCI EM ETF

SOLE

ETF

Shares38.18K

TypeSH

Market value$1.69M

1.67%

Sole

0.00

Shared

0.00

None

38.18K

ISHARES CORE S&P 500 ETF

SOLE

ETF

Shares2.40K

TypeSH

Market value$1.64M

1.63%

Sole

0.00

Shared

0.00

None

2.40K

ISHARES ESG AWARE MSCI EAFE ETF

SOLE

ETF

Shares16.51K

TypeSH

Market value$1.57M

1.56%

Sole

0.00

Shared

0.00

None

16.51K

SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF

SOLE

ETF

Shares47.12K

TypeSH

Market value$1.48M

1.47%

Sole

0.00

Shared

0.00

None

47.12K

3M CO COM

SOLE

Stock

Shares8.16K

TypeSH

Market value$1.31M

1.30%

Sole

0.00

Shared

0.00

None

8.16K

SCHWAB US DIVIDEND EQUITY ETF

SOLE

ETF

Shares47.13K

TypeSH

Market value$1.29M

1.28%

Sole

0.00

Shared

0.00

None

47.13K

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

SOLE

ETF

Shares47.23K

TypeSH

Market value$1.29M

1.28%

Sole

0.00

Shared

0.00

None

47.23K

CAPITAL GROUP GROWTH ETF

SOLE

ETF

Shares27.27K

TypeSH

Market value$1.21M

1.20%

Sole

0.00

Shared

0.00

None

27.27K

SCHWAB U.S. LARGE-CAP ETF

SOLE

ETF

Shares41K

TypeSH

Market value$1.10M

1.10%

Sole

0.00

Shared

0.00

None

41K

C H ROBINSON WORLDWIDE INC

SOLE

Stock

Shares5.58K

TypeSH

Market value$896.2K

0.89%

Sole

0.00

Shared

0.00

None

5.58K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES ESG AWARE MSCI USA ETFSOLE	ETF	48.09K	SH	$7.16M 7.11%	48.09K
APPLE INCSOLE	Stock	18.44K	SH	$5.01M 4.98%	18.44K
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETFSOLE	ETF	99.89K	SH	$4.52M 4.48%	99.89K
PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDSOLE	ETF	45.09K	SH	$4.20M 4.17%	45.09K
VANGUARD S&P 500 ETFSOLE	ETF	6.11K	SH	$3.83M 3.80%	6.11K
HARBOR LONG-TERM GROWERS ETFSOLE	ETF	115.09K	SH	$3.58M 3.55%	115.09K
MICROSOFTSOLE	Stock	7.39K	SH	$3.57M 3.55%	7.39K
DONALDSON INC COMSOLE	Stock	39.68K	SH	$3.52M 3.49%	39.68K
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETFSOLE	ETF	75.75K	SH	$2.73M 2.71%	75.75K
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE	ETF	42.11K	SH	$2.63M 2.61%	42.11K
ISHARES ESG AWARE MSCI USA SMALL-CAP ETFSOLE	ETF	55.37K	SH	$2.55M 2.53%	55.37K
UNITEDHEALTH GROUPSOLE	Stock	6.10K	SH	$2.02M 2.00%	6.10K
VANGUARD EXTENDED MARKET ETFSOLE	ETF	9.19K	SH	$1.92M 1.91%	9.19K
JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETFSOLE	ETF	28.73K	SH	$1.74M 1.73%	28.73K
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE	ETF	51.77K	SH	$1.69M 1.68%	51.76K
ISHARES ESG AWARE MSCI EM ETFSOLE	ETF	38.18K	SH	$1.69M 1.67%	38.18K
ISHARES CORE S&P 500 ETFSOLE	ETF	2.40K	SH	$1.64M 1.63%	2.40K
ISHARES ESG AWARE MSCI EAFE ETFSOLE	ETF	16.51K	SH	$1.57M 1.56%	16.51K
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETFSOLE	ETF	47.12K	SH	$1.48M 1.47%	47.12K
3M CO COMSOLE	Stock	8.16K	SH	$1.31M 1.30%	8.16K
SCHWAB US DIVIDEND EQUITY ETFSOLE	ETF	47.13K	SH	$1.29M 1.28%	47.13K
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETFSOLE	ETF	47.23K	SH	$1.29M 1.28%	47.23K
CAPITAL GROUP GROWTH ETFSOLE	ETF	27.27K	SH	$1.21M 1.20%	27.27K
SCHWAB U.S. LARGE-CAP ETFSOLE	ETF	41K	SH	$1.10M 1.10%	41K
C H ROBINSON WORLDWIDE INCSOLE	Stock	5.58K	SH	$896.2K 0.89%	5.58K

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