Birchwood Financial Partners, Inc.

Birchwood Financial Partners, Inc. is an Investment Adviser institutional filer with the SEC under CIK 2110062, reporting 351 portfolio positions, with 9 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

• State of incorporation: MN
• Filing type: 13F-HR
• Latest reporting period: 2026-06-30
• Last filed: 2026-08-06

Top 10 portfolio positions

The largest reported holdings in Birchwood Financial Partners, Inc.'s most recent 13F filing, ranked by reported market value.

1. ISHARES ESG AWARE MSCI USA ETF (ESGU)
2. PIMCO ACTIVE BOND EXCHANGE-TRADED FUND (BOND)
3. SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDF)
4. ISHARES ESG AWARE MSCI USA SMALL-CAP ETF (ESML)
5. VANGUARD S&P 500 ETF (VOO)
6. APPLE INC (AAPL)
7. HARBOR LONG-TERM GROWERS ETF (WINN)
8. DONALDSON INC COM (DCI)
9. VANGUARD FTSE DEVELOPED MARKETS ETF (VEA)
10. SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF (FNDE)