BIRCHWOOD FINANCIAL PARTNERS, INC.

Filed: 5/5/2026ACC: 0002110062-26-000004

📋 What this filing means

BIRCHWOOD FINANCIAL PARTNERS, INC. filed this quarterly 13F‑HR report disclosing 348 equity positions with a total reported market value of $103.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

348

Positions

$103.72M

Total AUM (reported)

1.64M

Total Shares

Allocation by class

ETF$73.67M71.0%

STOCK$29.53M28.5%

CEF$431.2K0.4%

ADR$79.3K0.1%

Portfolio Concentration

Top 3$16.40M15.8%

4–10$25.70M24.8%

11–25$23.65M22.8%

Rest$37.96M36.6%

Top 3 weight

15.8%

Top 10 weight

40.6%

Voting Authority Distribution

Total shares with voting rights: 1.64M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.64M

% of voting shares100.0%

Investment Discretion (by position count)

Sole348

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings348

Rows:

ISHARES ESG AWARE MSCI USA ETF

SOLE

ETF

Shares47.59K

TypeSH

Market value$6.73M

6.49%

Sole

0.00

Shared

0.00

None

47.59K

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

SOLE

ETF

Shares102.01K

TypeSH

Market value$4.99M

4.81%

Sole

0.00

Shared

0.00

None

102.01K

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

SOLE

ETF

Shares50.73K

TypeSH

Market value$4.68M

4.51%

Sole

0.00

Shared

0.00

None

50.73K

ISHARES ESG AWARE MSCI USA SMALL-CAP ETF

SOLE

ETF

Shares99.01K

TypeSH

Market value$4.66M

4.49%

Sole

0.00

Shared

0.00

None

99.01K

APPLE INC

SOLE

Stock

Shares17.92K

TypeSH

Market value$4.55M

4.38%

Sole

0.00

Shared

0.00

None

17.92K

VANGUARD S&P 500 ETF

SOLE

ETF

Shares6.68K

TypeSH

Market value$3.99M

3.85%

Sole

0.00

Shared

0.00

None

6.68K

DONALDSON INC COM

SOLE

Stock

Shares39.69K

TypeSH

Market value$3.37M

3.25%

Sole

0.00

Shared

0.00

None

39.68K

HARBOR LONG-TERM GROWERS ETF

SOLE

ETF

Shares120.28K

TypeSH

Market value$3.34M

3.22%

Sole

0.00

Shared

0.00

None

120.28K

SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF

SOLE

ETF

Shares77.33K

TypeSH

Market value$2.96M

2.85%

Sole

0.00

Shared

0.00

None

77.33K

VANGUARD FTSE DEVELOPED MARKETS ETF

SOLE

ETF

Shares44.39K

TypeSH

Market value$2.84M

2.74%

Sole

0.00

Shared

0.00

None

44.39K

MICROSOFT

SOLE

Stock

Shares7.43K

TypeSH

Market value$2.75M

2.65%

Sole

0.00

Shared

0.00

None

7.43K

VANGUARD EXTENDED MARKET ETF

SOLE

ETF

Shares10.26K

TypeSH

Market value$2.11M

2.04%

Sole

0.00

Shared

0.00

None

10.26K

JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF

SOLE

ETF

Shares28.84K

TypeSH

Market value$1.79M

1.73%

Sole

0.00

Shared

0.00

None

28.84K

ISHARES ESG AWARE MSCI EM ETF

SOLE

ETF

Shares37.70K

TypeSH

Market value$1.71M

1.65%

Sole

0.00

Shared

0.00

None

37.70K

UNITEDHEALTH GROUP

SOLE

Stock

Shares6.11K

TypeSH

Market value$1.65M

1.59%

Sole

0.00

Shared

0.00

None

6.11K

SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF

SOLE

ETF

Shares50.22K

TypeSH

Market value$1.63M

1.57%

Sole

0.00

Shared

0.00

None

50.21K

SCHWAB US DIVIDEND EQUITY ETF

SOLE

ETF

Shares51.99K

TypeSH

Market value$1.60M

1.54%

Sole

0.00

Shared

0.00

None

51.99K

ISHARES ESG AWARE MSCI EAFE ETF

SOLE

ETF

Shares16.46K

TypeSH

Market value$1.57M

1.52%

Sole

0.00

Shared

0.00

None

16.46K

ISHARES CORE S&P 500 ETF

SOLE

ETF

Shares2.39K

TypeSH

Market value$1.56M

1.50%

Sole

0.00

Shared

0.00

None

2.39K

SCHWAB U.S. LARGE-CAP GROWTH ETF

SOLE

ETF

Shares51.79K

TypeSH

Market value$1.51M

1.45%

Sole

0.00

Shared

0.00

None

51.79K

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

SOLE

ETF

Shares46.74K

TypeSH

Market value$1.30M

1.26%

Sole

0.00

Shared

0.00

None

46.74K

CAPITAL GROUP GROWTH ETF

SOLE

ETF

Shares30.42K

TypeSH

Market value$1.22M

1.18%

Sole

0.00

Shared

0.00

None

30.42K

3M CO COM

SOLE

Stock

Shares8.16K

TypeSH

Market value$1.18M

1.14%

Sole

0.00

Shared

0.00

None

8.16K

SCHWAB U.S. LARGE-CAP ETF

SOLE

ETF

Shares41.11K

TypeSH

Market value$1.05M

1.02%

Sole

0.00

Shared

0.00

None

41.11K

CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF

SOLE

ETF

Shares39.65K

TypeSH

Market value$1.00M

0.97%

Sole

0.00

Shared

0.00

None

39.65K

Issuer	Class	Shares	Type	Value / Portfolio %	None
ISHARES ESG AWARE MSCI USA ETFSOLE	ETF	47.59K	SH	$6.73M 6.49%	47.59K
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETFSOLE	ETF	102.01K	SH	$4.99M 4.81%	102.01K
PIMCO ACTIVE BOND EXCHANGE-TRADED FUNDSOLE	ETF	50.73K	SH	$4.68M 4.51%	50.73K
ISHARES ESG AWARE MSCI USA SMALL-CAP ETFSOLE	ETF	99.01K	SH	$4.66M 4.49%	99.01K
APPLE INCSOLE	Stock	17.92K	SH	$4.55M 4.38%	17.92K
VANGUARD S&P 500 ETFSOLE	ETF	6.68K	SH	$3.99M 3.85%	6.68K
DONALDSON INC COMSOLE	Stock	39.69K	SH	$3.37M 3.25%	39.68K
HARBOR LONG-TERM GROWERS ETFSOLE	ETF	120.28K	SH	$3.34M 3.22%	120.28K
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETFSOLE	ETF	77.33K	SH	$2.96M 2.85%	77.33K
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE	ETF	44.39K	SH	$2.84M 2.74%	44.39K
MICROSOFTSOLE	Stock	7.43K	SH	$2.75M 2.65%	7.43K
VANGUARD EXTENDED MARKET ETFSOLE	ETF	10.26K	SH	$2.11M 2.04%	10.26K
JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETFSOLE	ETF	28.84K	SH	$1.79M 1.73%	28.84K
ISHARES ESG AWARE MSCI EM ETFSOLE	ETF	37.70K	SH	$1.71M 1.65%	37.70K
UNITEDHEALTH GROUPSOLE	Stock	6.11K	SH	$1.65M 1.59%	6.11K
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETFSOLE	ETF	50.22K	SH	$1.63M 1.57%	50.21K
SCHWAB US DIVIDEND EQUITY ETFSOLE	ETF	51.99K	SH	$1.60M 1.54%	51.99K
ISHARES ESG AWARE MSCI EAFE ETFSOLE	ETF	16.46K	SH	$1.57M 1.52%	16.46K
ISHARES CORE S&P 500 ETFSOLE	ETF	2.39K	SH	$1.56M 1.50%	2.39K
SCHWAB U.S. LARGE-CAP GROWTH ETFSOLE	ETF	51.79K	SH	$1.51M 1.45%	51.79K
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETFSOLE	ETF	46.74K	SH	$1.30M 1.26%	46.74K
CAPITAL GROUP GROWTH ETFSOLE	ETF	30.42K	SH	$1.22M 1.18%	30.42K
3M CO COMSOLE	Stock	8.16K	SH	$1.18M 1.14%	8.16K
SCHWAB U.S. LARGE-CAP ETFSOLE	ETF	41.11K	SH	$1.05M 1.02%	41.11K
CAPITAL GROUP MUNICIPAL HIGH-INCOME ETFSOLE	ETF	39.65K	SH	$1.00M 0.97%	39.65K

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