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Birchwood Financial Partners, Inc.

Q1 2026 Holdings

Filed 2026-05-05 | 348 holdings | $103.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares ESG Aware Msci USA ETF(ESGU)ETF46435G425$6.7M47,5936.5%
Schwab Fundamental International Equity ETF(FNDF)ETF808524755$5.0M102,0104.8%
Pimco Active Bond Exchange-Traded Fund(BOND)ETF72201R775$4.7M50,7274.5%
Ishares ESG Aware Msci USA Small-Cap ETF(ESML)ETF46435U663$4.7M99,0134.5%
Apple Inc(AAPL)Stock037833100$4.5M17,9194.4%
Vanguard S&P 500 ETF(VOO)ETF922908363$4.0M6,6773.8%
Donaldson Inc COM(DCI)Stock257651109$3.4M39,6853.2%
Harbor Long-Term Growers ETF(WINN)ETF41151J406$3.3M120,2853.2%
Schwab Fundamental Emerging Markets Equity ETF(FNDE)ETF808524730$3.0M77,3332.9%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$2.8M44,3932.7%
Microsoft(MSFT)Stock594918104$2.8M7,4352.7%
Vanguard Extended Market ETF(VXF)ETF922908652$2.1M10,2582.0%
JPMorgan Diversified Return Emerging Markets Equity ETF(JPEM)ETF46641Q308$1.8M28,8401.7%
Ishares ESG Aware Msci EM ETF(ESGE)ETF46434G863$1.7M37,7051.7%
Unitedhealth Group(UNH)Stock91324P102$1.7M6,1071.6%
Schwab Fundamental U.S. Small Company ETF(FNDA)ETF808524763$1.6M50,2151.6%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$1.6M51,9951.5%
Ishares ESG Aware Msci Eafe ETF(ESGD)ETF46435G516$1.6M16,4571.5%
Ishares Core S&P 500 ETF(IVV)ETF464287200$1.6M2,3871.5%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$1.5M51,7891.5%
Schwab Fundamental U.S. Large Company ETF(FNDX)ETF808524771$1.3M46,7431.3%
Capital Group Growth ETF(CGGR)ETF14020G101$1.2M30,4181.2%
3M Co COM(MMM)Stock88579Y101$1.2M8,1591.1%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$1.1M41,1091.0%
Capital Group Municipal High-Income ETF(CGHM)ETF14020Y805$1.0M39,6471.0%
C H Robinson Worldwide Inc(CHRW)Stock12541W209$925.8K5,5750.9%
Capital Group Dividend Value ETF(CGDV)ETF14020W106$902.3K21,2100.9%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$854.9K1,7840.8%
Capital Group Core Bond ETF(CGCB)ETF14020Y508$799.0K30,4280.8%
JPMorgan Income ETF(JPIE)ETF46641Q159$766.5K16,6390.7%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$764.9K25,0790.7%
Xcel Energy Inc COM(XEL)Stock98389B100$735.0K9,2520.7%
Schwab Fundamental International Small Equity ETF(FNDC)ETF808524748$712.9K15,3770.7%
Fastenal Co(FAST)Stock311900104$686.6K14,7960.7%
Vanguard ESG U.S. Stock ETF(ESGV)ETF921910733$664.5K5,9180.6%
Pimco Enhanced Short Maturity Active Exchange-Traded Fund(MINT)ETF72201R833$654.4K6,5070.6%
Home Depot(HD)Stock437076102$639.1K1,9430.6%
JPMorgan Hedged Equity Laddered Overlay ETF(HELO)ETF46654Q724$634.8K9,9330.6%
Ishares ESG Msci KLD 400 ETF(DSI)ETF464288570$617.2K5,0930.6%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$608.5K20,9250.6%
Nuveen ESG Large-Cap Growth ETF(NULG)ETF67092P201$601.5K6,6140.6%
Exxon Mobil Corp COM(XOM)Stock30231G102$579.5K3,4150.6%
Capital Group International Focus Equity ETF(CGXU)ETF14019W109$572.9K19,4280.6%
Wells Fargo & Co COM(WFC)Stock949746101$567.2K7,1250.5%
Meta Platforms Inc CL A(META)Stock30303M102$551.1K9630.5%
LAM Research Corp COM New(LRCX)Stock512807306$535.9K2,5080.5%
Davis Select International ETF(DINT)ETF23908L405$529.9K19,6870.5%
Oakmark U.S. Large Cap ETF(OAKM)ETF41456U106$514.3K18,6590.5%
Johnson & Johnson COM(JNJ)Stock478160104$511.9K2,0940.5%
Brookfield Corp CL A LTD VT SH(BN)Stock11271J107$507.0K12,5280.5%
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