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Aryn Sands

Birch Financial Group, Llc

Assets Managed
$194.51M
Holdings
135
Last Quarter
2026 - Q2
Filed Date
11d ago
Growth Rate
13.63%(2Q avg: 5.62%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Birch Financial Group, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 135 positions.

Assets under management

The assets under management (AUM) of Birch Financial Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 194.51M in assets, with a quarterly growth rate of 13.63% and a 2-quarter average growth rate of 5.62%. The portfolio is managed by Aryn Sands, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AXP
American Express Co
Recent Activity
Decreased -0.97%
10.81%
$21.008M
62,109 shares@ $338.26 avg price
BRK.A
Berkshire Hathaway Inc-cl A
Recent Activity
7.7%
$14.977M
20 shares@ $748850.0 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 23.32%
7.5%
$14.583M
21,233 shares@ $686.83 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.31%
3.81%
$7.401M
25,578 shares@ $289.37 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 0.4%
2.99%
$5.807M
11,605 shares@ $500.4 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 32.25%
2.77%
$5.37M
75,362 shares@ $71.25 avg price
HD
Home Depot Inc
Recent Activity
Increased 0.49%
2.55%
$4.945M
14,020 shares@ $352.69 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 34.17%
2.5%
$4.86M
32,772 shares@ $148.31 avg price
IQMM
Proshares Genius Mny Mkt Etf
Recent Activity
New Position
2.43%
$4.726M
47,231 shares@ $100.07 avg price
AMP
Ameriprise Financial Inc
Recent Activity
Decreased -0.03%
2.4%
$4.655M
10,147 shares@ $458.78 avg price

1-10 of 135