Institutional Fund
Birchwood Financial Partners, Inc.
Bloomington, MNCIK 21100622 filings on record
Portfolio Value
$103.72M
Q1 2026
Holdings
347
Reported positions
New Buys
21
Opened this quarter
QoQ Change
+3.0%
from $100.72M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr6.5%
- Schwab Strategic Tr4.8%
- Pimco ETF Tr4.5%
- Ishares Tr4.5%
- Apple Inc4.4%
- Vanguard Index Fds3.8%
- Other71.5%
Portfolio Holdings
347 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 47.6K | $6.73M | 6.5% | −495 | Reduced |
| 2 | Schwab Strategic Tr | 102.0K | $4.99M | 4.8% | +2.1K | Added |
| 3 | Pimco ETF Tr | 50.7K | $4.68M | 4.5% | +5.6K | Added |
| 4 | Ishares Tr | 99.0K | $4.66M | 4.5% | +43.6K | Added |
| 5 | Apple Inc | 17.9K | $4.55M | 4.4% | −521 | Reduced |
| 6 | Vanguard Index Fds | 6.7K | $3.99M | 3.8% | +572 | Added |
| 7 | Donaldson Inc | 39.7K | $3.37M | 3.2% | +1 | Added |
| 8 | Harbor Long | 120.3K | $3.34M | 3.2% | +5.2K | Added |
| 9 | Schwab Strategic Tr | 77.3K | $2.96M | 2.9% | +1.6K | Added |
| 10 | Vanguard Tax-Managed Fds | 44.4K | $2.84M | 2.7% | +2.3K | Added |
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