Birchwood Financial Partners, Inc.
SEC Form 13F institutional filer · CIK 0002110062
13F-HR · 143 reported holdings · 2026-03-31
Reported long-US-equity value
$0.05B
Top-10 concentration
73.2%
Birchwood Financial Partners, Inc. — $51.2M AUM allocation strategy
Birchwood Financial Partners, Inc. files SEC Form 13F and reports $51.2M of long US equity value across 143 reported holdings for 2026-03-31.
Its largest sector bet is Financials 38.3%, followed by Information Technology 16.2% and Industrials 5.5%.
The top 10 holdings account for 73% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Birchwood Financial Partners, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$51.2M
total across 143 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
73% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$SCHW +11.1K sh · +$992K+$HD +285 sh · +$68.6K+$IVZ +166 sh · +$42.9K
Biggest trims (shares)
−$VOO −563 sh · +$105K−$AAPL −521 sh · −$465K−$IWM −249 sh · −$49.1K
Exited to nil (held last quarter, gone now)
$BDX ($116K last qtr)$LMT ($9.19K last qtr)$APD ($4.94K last qtr)$AMP ($4.41K last qtr)$SPYM ($3.05K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Investment Banking & Brokerage34.5%—
- Technology Hardware, Storage & Peripherals8.9%—
- Systems Software5.4%—
- Managed Health Care3.2%—
- Industrial Conglomerates2.4%—
- Interactive Media & Services2.0%—
- Air Freight & Logistics1.8%—
- Multi-Sector Holdings1.7%—
- Other holdings40.2%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $SCHW | Charles Schwab Corporation | 509K | $17.7M | +11.1K | 34.5% |
| $AAPL | Apple Inc | 17.9K | $4.55M | -521 | 8.9% |
| $MSFT | Microsoft Corporation | 7.43K | $2.75M | +49 | 5.4% |
| $UNH | UnitedHealth Group Incorporated | 6.11K | $1.65M | +3 | 3.2% |
| $MMM | 3M Company | 8.16K | $1.18M | +0 | 2.3% |
| $CHRW | C.H. Robinson Worldwide Inc | 5.58K | $926K | +0 | 1.8% |
| $BRK.B | Berkshire Hathaway Inc.-Class B | 1.78K | $855K | +5 | 1.7% |
| $XEL | Xcel Energy Inc | 9.25K | $735K | +158 | 1.4% |
…and 135 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
Newsletter signup
Free subscription. Daily trading day morning dispatch. No spam.