Birchcreek Wealth Management
Latest statistics and disclosures from Birchcreek Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SHY, IUSG, IUSV, BILS, IEFA, and represent 41.80% of Birchcreek Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: SHY, IUSV, BILS, RSP, IUSG, DFAS, DFAI, IEFA, IJH, MU.
- Started 7 new stock positions in MRVL, MU, NOC, GE, RTX, NET, DFAI.
- Reduced shares in these 10 stocks: , NVDA, TSM, VGT, AAPL, , TXN, MSTR, AWK, LLY.
- Sold out of its positions in AWK, AMP, Chargepoint Holdings Inc Com Cl A, COST, MSTR, TSM, TXN.
- Birchcreek Wealth Management was a net buyer of stock by $5.8M.
- Birchcreek Wealth Management has $194M in assets under management (AUM), dropping by 9.65%.
- Central Index Key (CIK): 0001840341
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Portfolio Holdings for Birchcreek Wealth Management
Birchcreek Wealth Management holds 115 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 10.3 | $20M | +9% | 241k | 82.96 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 10.2 | $20M | +2% | 121k | 164.54 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 8.7 | $17M | +9% | 168k | 99.95 |
|
| Spdr Series Trust Bloomberg 3-12 M (BILS) | 6.9 | $13M | +10% | 134k | 99.52 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 5.6 | $11M | +3% | 125k | 87.31 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 3.9 | $7.5M | +11% | 40k | 189.70 |
|
| Apple (AAPL) | 2.6 | $5.0M | -4% | 20k | 254.64 |
|
| Vanguard Index Fds Growth Etf (VUG) | 2.4 | $4.7M | 9.8k | 479.62 |
|
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 2.4 | $4.6M | +11% | 67k | 68.46 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.3 | $4.4M | 24k | 186.49 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.1 | $4.2M | +9% | 64k | 65.26 |
|
| Vanguard World Inf Tech Etf (VGT) | 1.9 | $3.6M | -5% | 4.8k | 746.70 |
|
| NVIDIA Corporation (NVDA) | 1.9 | $3.6M | -6% | 19k | 186.58 |
|
| Microsoft Corporation (MSFT) | 1.8 | $3.5M | -2% | 6.8k | 517.99 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.4 | $2.8M | +4% | 41k | 67.51 |
|
| Amazon (AMZN) | 1.2 | $2.2M | 10k | 219.58 |
|
|
| Ishares Tr Short Treas Bd (SHV) | 1.1 | $2.1M | -2% | 19k | 110.49 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $2.0M | -6% | 6.4k | 315.43 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $1.9M | 3.2k | 600.30 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $1.8M | -5% | 7.6k | 243.10 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $1.6M | 7.5k | 215.79 |
|
|
| Procter & Gamble Company (PG) | 0.8 | $1.6M | -4% | 10k | 153.65 |
|
| Vanguard World Industrial Etf (VIS) | 0.8 | $1.5M | -2% | 5.2k | 296.29 |
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.8 | $1.5M | 20k | 76.34 |
|
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.8 | $1.5M | 6.2k | 239.64 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.8 | $1.5M | 10k | 140.95 |
|
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.7 | $1.4M | +16% | 52k | 27.81 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.7 | $1.4M | +10% | 21k | 66.87 |
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.7 | $1.4M | 20k | 70.97 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $1.4M | -3% | 2.0k | 669.38 |
|
| Oracle Corporation (ORCL) | 0.7 | $1.3M | -5% | 4.8k | 281.22 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.3M | +3% | 3.8k | 328.14 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $1.2M | 21k | 59.92 |
|
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.6 | $1.2M | -5% | 12k | 100.23 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.0M | 1.6k | 666.09 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $1.0M | 2.1k | 502.70 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $994k | 8.4k | 118.83 |
|
|
| Netflix (NFLX) | 0.5 | $970k | -6% | 809.00 | 1198.92 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $966k | -18% | 1.3k | 762.71 |
|
| Intel Corporation (INTC) | 0.5 | $924k | 28k | 33.55 |
|
|
| Johnson & Johnson (JNJ) | 0.5 | $912k | -4% | 4.9k | 185.42 |
|
| Vanguard World Financials Etf (VFH) | 0.5 | $908k | +2% | 6.9k | 131.24 |
|
| Vanguard World Consum Stp Etf (VDC) | 0.5 | $903k | +6% | 4.2k | 213.73 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $841k | -3% | 3.3k | 254.28 |
|
| Broadcom (AVGO) | 0.4 | $774k | 2.3k | 329.91 |
|
|
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $764k | +6% | 8.6k | 89.34 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.4 | $737k | 1.7k | 435.46 |
|
|
| Home Depot (HD) | 0.4 | $735k | 1.8k | 405.10 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $732k | 3.0k | 243.55 |
|
|
| Qualcomm (QCOM) | 0.4 | $691k | -8% | 4.2k | 166.35 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $683k | 9.3k | 73.46 |
|
|
| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $648k | 11k | 58.85 |
|
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $635k | 2.2k | 293.75 |
|
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| Goldman Sachs (GS) | 0.3 | $627k | 787.00 | 796.35 |
|
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| Meta Platforms Cl A (META) | 0.3 | $607k | -6% | 826.00 | 734.38 |
|
| Park National Corporation (PRK) | 0.3 | $596k | 3.7k | 162.53 |
|
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| Caterpillar (CAT) | 0.3 | $567k | -9% | 1.2k | 477.15 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.3 | $542k | 1.6k | 332.84 |
|
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| Exxon Mobil Corporation (XOM) | 0.3 | $538k | 4.8k | 112.75 |
|
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| Vanguard World Energy Etf (VDE) | 0.3 | $531k | -17% | 4.2k | 125.86 |
|
| Wal-Mart Stores (WMT) | 0.3 | $528k | 5.1k | 103.06 |
|
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| Chevron Corporation (CVX) | 0.3 | $521k | 3.4k | 155.29 |
|
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| Trane Technologies SHS (TT) | 0.3 | $518k | -11% | 1.2k | 421.96 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.3 | $513k | +37% | 5.9k | 87.21 |
|
| Williams Companies (WMB) | 0.3 | $513k | 8.1k | 63.35 |
|
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| Vanguard World Consum Dis Etf (VCR) | 0.3 | $502k | -11% | 1.3k | 396.15 |
|
| Dominion Resources (D) | 0.3 | $493k | 8.1k | 61.17 |
|
|
| Ishares Tr Select Divid Etf (DVY) | 0.2 | $476k | 3.3k | 142.11 |
|
|
| Tesla Motors (TSLA) | 0.2 | $467k | 1.0k | 444.70 |
|
|
| International Business Machines (IBM) | 0.2 | $464k | -10% | 1.6k | 282.14 |
|
| Applied Materials (AMAT) | 0.2 | $453k | -6% | 2.2k | 204.74 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $450k | 3.6k | 123.75 |
|
|
| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $440k | +3% | 3.6k | 122.44 |
|
| Eaton Corp SHS (ETN) | 0.2 | $436k | -8% | 1.2k | 374.32 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $429k | 859.00 | 499.36 |
|
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| American Express Company (AXP) | 0.2 | $420k | 1.3k | 332.16 |
|
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| Vanguard World Health Car Etf (VHT) | 0.2 | $419k | +24% | 1.6k | 259.60 |
|
| Arista Networks Com Shs (ANET) | 0.2 | $414k | -26% | 2.8k | 145.71 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $404k | NEW | 11k | 36.35 |
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.2 | $378k | 6.6k | 57.52 |
|
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| Kroger (KR) | 0.2 | $375k | +2% | 5.6k | 67.41 |
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| Abbvie (ABBV) | 0.2 | $375k | -10% | 1.6k | 231.54 |
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| Vanguard World Materials Etf (VAW) | 0.2 | $375k | +20% | 1.8k | 204.86 |
|
| Fortinet (FTNT) | 0.2 | $374k | 4.5k | 84.08 |
|
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| Lowe's Companies (LOW) | 0.2 | $367k | -8% | 1.5k | 251.31 |
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| McDonald's Corporation (MCD) | 0.2 | $364k | 1.2k | 303.89 |
|
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| Visa Com Cl A (V) | 0.2 | $340k | 995.00 | 341.38 |
|
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| Emerson Electric (EMR) | 0.2 | $329k | -10% | 2.5k | 131.18 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.2 | $326k | +2% | 2.2k | 145.66 |
|
| Quantumscape Corp Com Cl A (QS) | 0.2 | $312k | 25k | 12.32 |
|
|
| O'reilly Automotive (ORLY) | 0.2 | $307k | +22% | 2.8k | 107.81 |
|
| Novo-nordisk A S Adr (NVO) | 0.2 | $297k | 5.4k | 55.49 |
|
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| Parker-Hannifin Corporation (PH) | 0.2 | $290k | 383.00 | 758.15 |
|
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $275k | +5% | 3.0k | 91.41 |
|
| TJX Companies (TJX) | 0.1 | $271k | 1.9k | 144.54 |
|
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $270k | 1.4k | 199.48 |
|
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| Micron Technology (MU) | 0.1 | $264k | NEW | 1.6k | 167.32 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $264k | 742.00 | 355.47 |
|
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| Royal Caribbean Cruises (RCL) | 0.1 | $259k | -23% | 800.00 | 323.58 |
|
| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $251k | 3.3k | 76.01 |
|
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $246k | 401.00 | 612.38 |
|
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| UnitedHealth (UNH) | 0.1 | $243k | +2% | 704.00 | 345.30 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $242k | 858.00 | 281.86 |
|
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $239k | 488.00 | 490.38 |
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| Amgen (AMGN) | 0.1 | $239k | -10% | 845.00 | 282.20 |
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| Cisco Systems (CSCO) | 0.1 | $238k | 3.5k | 68.42 |
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| Merck & Co (MRK) | 0.1 | $235k | 2.8k | 83.94 |
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| Us Bancorp Del Com New (USB) | 0.1 | $225k | 4.7k | 48.33 |
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| Select Sector Spdr Tr Indl (XLI) | 0.1 | $221k | -2% | 1.4k | 154.23 |
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| Ge Aerospace Com New (GE) | 0.1 | $221k | NEW | 734.00 | 300.82 |
|
| Marvell Technology (MRVL) | 0.1 | $218k | NEW | 2.6k | 84.07 |
|
| Cloudflare Cl A Com (NET) | 0.1 | $215k | NEW | 1.0k | 214.59 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $212k | NEW | 1.3k | 167.33 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $207k | NEW | 340.00 | 609.32 |
|
| Deere & Company (DE) | 0.1 | $201k | 439.00 | 457.26 |
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Past Filings by Birchcreek Wealth Management
SEC 13F filings are viewable for Birchcreek Wealth Management going back to 2020
- Birchcreek Wealth Management 2025 Q3 filed Oct. 28, 2025
- Birchcreek Wealth Management 2025 Q2 filed Aug. 7, 2025
- Birchcreek Wealth Management 2025 Q1 filed May 6, 2025
- Birchcreek Wealth Management 2024 Q4 filed Feb. 4, 2025
- Birchcreek Wealth Management 2024 Q3 filed Nov. 6, 2024
- Birchcreek Wealth Management 2024 Q2 filed Aug. 2, 2024
- Birchcreek Wealth Management 2024 Q1 filed April 29, 2024
- Birchcreek Wealth Management 2023 Q4 filed Feb. 5, 2024
- Birchcreek Wealth Management 2023 Q3 filed Oct. 24, 2023
- Birchcreek Wealth Management 2023 Q2 filed July 20, 2023
- Birchcreek Wealth Management 2023 Q1 filed May 2, 2023
- Birchcreek Wealth Management 2022 Q4 filed Feb. 6, 2023
- Birchcreek Wealth Management 2022 Q3 filed Nov. 14, 2022
- Birchcreek Wealth Management 2022 Q2 filed Aug. 12, 2022
- Birchcreek Wealth Management 2022 Q1 filed May 13, 2022
- Birchcreek Wealth Management 2021 Q4 filed Feb. 9, 2022