BIRCHBROOK, INC.: 13F holdings
CIK 20714682026Q2
| Positions | 305 |
|---|
| Reported value | $213.1m |
|---|
| Filed | 2026-07-09 |
|---|
Change since last quarter
| Positions | 305 (+14 vs prior quarter) |
|---|
| Reported value | $213.1m (+4.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VGIT VANGUARD SCOTTSDALE FDS | 571,005 | $33.7m | 15.8% |
| IGIB ISHARES TR | 481,354 | $25.6m | 12.0% |
| VEA VANGUARD TAX-MANAGED FDS | 190,147 | $13.5m | 6.4% |
| IEMG ISHARES INC | 129,406 | $10.7m | 5.0% |
| VOO VANGUARD INDEX FDS | 12,297 | $8.4m | 4.0% |
| IJH ISHARES TR | 107,844 | $8.3m | 3.9% |
| IJR ISHARES TR | 51,969 | $7.7m | 3.6% |
| TLT ISHARES TR | 86,826 | $7.5m | 3.5% |
| USMV ISHARES TR | 70,524 | $6.8m | 3.2% |
| SCHM SCHWAB STRATEGIC TR | 145,601 | $5.4m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2071468")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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