Jill Vilkama

Birchwood Financial Partners, Inc.

Assets Managed

$103.716M

Holdings

348

Last Quarter

2026 - Q1

Filed Date

1mo 6d ago

Growth Rate

2.97%(2Q avg: 1.49%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Birchwood Financial Partners, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 348 positions.

Assets under management

The assets under management (AUM) of Birchwood Financial Partners, Inc. 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 - Q1, they manage 103.716M in assets, with a quarterly growth rate of 2.97% and a 2-quarter average growth rate of 1.49%. The portfolio is managed by Jill Vilkama, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
ESGU Ishares Esg Aware Msci Usa Recent Activity Decreased -1.02%	6.49%	$6.731M 47,593 shares@ $141.43 avg price	Decreased -1.02%
FNDF Schwab Fndmn Intl Lrg Co Etf Recent Activity Increased 2.13%	4.82%	$4.991M 102,010 shares@ $48.94 avg price	Increased 2.13%
BOND Pimco Active Bond Exchange-t Recent Activity Increased 12.51%	4.52%	$4.681M 50,727 shares@ $92.29 avg price	Increased 12.51%
ESML Ishares Esg Aware Msci Usa S Recent Activity Increased 78.82%	4.49%	$4.656M 99,013 shares@ $47.03 avg price	Increased 78.82%
AAPL Apple Inc Recent Activity Decreased -2.82%	4.39%	$4.548M 17,919 shares@ $253.8 avg price	Decreased -2.82%
VOO Vanguard S&p 500 Etf Recent Activity Increased 9.37%	3.85%	$3.99M 6,677 shares@ $597.59 avg price	Increased 9.37%
DCI Donaldson Co Inc Recent Activity Increased 0.01%	3.25%	$3.368M 39,685 shares@ $84.87 avg price	Increased 0.01%
WINN Harbor Long-term Growers Etf Recent Activity Increased 4.52%	3.22%	$3.335M 120,285 shares@ $27.73 avg price	Increased 4.52%
FNDE Schwab Fndmntl Em Mrk Eq Etf Recent Activity Increased 2.1%	2.86%	$2.959M 77,333 shares@ $38.26 avg price	Increased 2.1%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 5.43%	2.75%	$2.845M 44,393 shares@ $64.09 avg price	Increased 5.43%

1-10 of 348