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Birchwood Financial Partners, Inc.

Q2 2026 Holdings

Filed 2026-08-06 | 352 holdings | $122.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares ESG Aware Msci USA ETF(ESGU)ETF46435G425$7.9M48,2506.5%
Pimco Active Bond Exchange-Traded Fund(BOND)ETF72201R775$5.7M61,6164.6%
Schwab Fundamental International Equity ETF(FNDF)ETF808524755$5.7M107,3444.6%
Ishares ESG Aware Msci USA Small-Cap ETF(ESML)ETF46435U663$5.6M100,2674.6%
Vanguard S&P 500 ETF(VOO)ETF922908363$5.2M7,5344.2%
Apple Inc(AAPL)Stock037833100$5.0M17,1744.1%
Harbor Long-Term Growers ETF(WINN)ETF41151J406$4.1M127,6363.4%
Donaldson Inc COM(DCI)Stock257651109$3.5M39,4692.9%
Vanguard Ftse Developed Markets ETF(VEA)ETF921943858$3.4M47,8072.8%
Schwab Fundamental Emerging Markets Equity ETF(FNDE)ETF808524730$3.3M82,5372.7%
Vanguard Extended Market ETF(VXF)ETF922908652$3.1M12,7662.6%
Microsoft(MSFT)Stock594918104$2.8M7,4352.3%
Unitedhealth Group(UNH)Stock91324P102$2.4M5,7902.0%
Ishares ESG Aware Msci EM ETF(ESGE)ETF46434G863$2.1M38,7311.7%
Schwab Fundamental U.S. Small Company ETF(FNDA)ETF808524763$2.0M52,7501.6%
Schwab US Dividend Equity ETF(SCHD)ETF808524797$2.0M62,3851.6%
Capital Group Growth ETF(CGGR)ETF14020G101$2.0M41,4741.6%
JPMorgan Diversified Return Emerging Markets Equity ETF(JPEM)ETF46641Q308$1.9M29,5771.5%
Ishares Core S&P 500 ETF(IVV)ETF464287200$1.8M2,3971.5%
Ishares ESG Aware Msci Eafe ETF(ESGD)ETF46435G516$1.8M17,3191.5%
Schwab U.S. Large-Cap Growth ETF(SCHG)ETF808524300$1.8M51,8131.4%
Schwab Fundamental U.S. Large Company ETF(FNDX)ETF808524771$1.5M46,8881.2%
Capital Group Municipal High-Income ETF(CGHM)ETF14020Y805$1.3M50,8041.1%
3M Co COM(MMM)Stock88579Y101$1.3M8,0081.1%
Schwab U.S. Large-Cap ETF(SCHX)ETF808524201$1.2M41,2171.0%
Capital Group Dividend Value ETF(CGDV)ETF14020W106$1.2M23,8291.0%
Capital Group International Focus Equity ETF(CGXU)ETF14019W109$1.1M32,4810.9%
Capital Group Core Bond ETF(CGCB)ETF14020Y508$1.1M42,6060.9%
LAM Research Corp COM New(LRCX)Stock512807306$1.1M2,4750.9%
JPMorgan Income ETF(JPIE)ETF46641Q159$947.7K20,5790.8%
C H Robinson Worldwide Inc(CHRW)Stock12541W209$919.1K4,8800.8%
Berkshire Hathaway Inc del CL B New(BRK/B)Stock084670702$895.2K1,7890.7%
Schwab U.S. Large-Cap Value ETF(SCHV)ETF808524409$876.0K25,1660.7%
Nuveen ESG Large-Cap Growth ETF(NULG)ETF67092P201$869.9K7,4310.7%
Ishares ESG Msci KLD 400 ETF(DSI)ETF464288570$851.0K5,9770.7%
Vanguard ESG U.S. Stock ETF(ESGV)ETF921910733$850.1K6,4280.7%
JPMorgan Hedged Equity Laddered Overlay ETF(HELO)ETF46654Q724$812.0K12,0160.7%
Schwab U.S. Small-Cap ETF(SCHA)ETF808524607$797.6K22,0760.7%
Pimco Enhanced Short Maturity Active Exchange-Traded Fund(MINT)ETF72201R833$754.7K7,4860.6%
Schwab Fundamental International Small Equity ETF(FNDC)ETF808524748$751.0K15,4650.6%
Xcel Energy Inc COM(XEL)Stock98389B100$717.0K8,9290.6%
Home Depot(HD)Stock437076102$685.4K1,9430.6%
Fastenal Co(FAST)Stock311900104$671.7K13,9840.5%
Oakmark U.S. Large Cap ETF(OAKM)ETF41456U106$642.6K22,8120.5%
Wells Fargo & Co COM(WFC)Stock949746101$588.8K7,1250.5%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$566.4K1,6030.5%
Davis Select International ETF(DINT)ETF23908L405$561.1K19,6870.5%
Invesco Rafi Developed Markets Ex-U.S. ETF(PXF)ETF46138E743$546.1K7,2200.4%
Meta Platforms Inc CL A(META)Stock30303M102$542.6K9630.4%
Brookfield Corp CL A LTD VT SH(BN)Stock11271J107$533.6K12,5280.4%
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