Birchcreek Wealth Management
Latest statistics and disclosures from Birchcreek Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SHY, IUSV, IUSG, BILS, DFAI, and represent 44.20% of Birchcreek Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: DFAI (+$10M), SHY, IUSV, BILS, RSP, NFLX, DFAS, IJH, VTIP, GBIL.
- Started 7 new stock positions in AMD, XLP, VTIP, BAC, DFUS, LRCX, XLRE.
- Reduced shares in these 10 stocks: IEFA (-$7.5M), VGT, FNCL, FHLC, SHV, VIS, IUSG, GOOGL, AAPL, NVO.
- Sold out of its positions in NET, CRWD, DE, CIBR, MRVL, NOC, NVO, XLK, TJX.
- Birchcreek Wealth Management was a net buyer of stock by $8.8M.
- Birchcreek Wealth Management has $204M in assets under management (AUM), dropping by 5.22%.
- Central Index Key (CIK): 0001840341
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Portfolio Holdings for Birchcreek Wealth Management
Birchcreek Wealth Management holds 113 positions in its portfolio as reported in the December 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) | 11.6 | $24M | +17% | 284k | 82.82 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 10.0 | $20M | +18% | 199k | 102.54 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 9.7 | $20M | 118k | 167.94 |
|
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| Spdr Series Trust State Street Spd (BILS) | 7.7 | $16M | +17% | 157k | 99.22 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 5.2 | $11M | +2401% | 278k | 38.11 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.2 | $8.5M | +11% | 44k | 191.56 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 2.6 | $5.2M | +11% | 75k | 69.67 |
|
| Apple (AAPL) | 2.5 | $5.0M | -6% | 19k | 271.86 |
|
| Vanguard Index Fds Growth Etf (VUG) | 2.3 | $4.7M | 9.7k | 487.87 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 2.3 | $4.7M | +11% | 71k | 66.00 |
|
| Vanguard Index Fds Value Etf (VTV) | 2.3 | $4.6M | +2% | 24k | 190.99 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.8 | $3.7M | -67% | 41k | 89.46 |
|
| NVIDIA Corporation (NVDA) | 1.7 | $3.4M | -5% | 18k | 186.50 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.7 | $3.4M | +12% | 46k | 72.68 |
|
| Microsoft Corporation (MSFT) | 1.5 | $3.1M | -6% | 6.4k | 483.59 |
|
| Vanguard World Inf Tech Etf (VGT) | 1.2 | $2.5M | -31% | 3.3k | 753.88 |
|
| Amazon (AMZN) | 1.1 | $2.2M | -5% | 9.6k | 230.83 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $2.0M | -15% | 6.4k | 313.01 |
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $1.8M | -10% | 5.7k | 322.22 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $1.7M | -13% | 2.7k | 614.25 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.8 | $1.6M | +34% | 17k | 99.94 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $1.6M | 7.5k | 219.78 |
|
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.8 | $1.6M | -23% | 15k | 110.15 |
|
| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.7 | $1.5M | +9% | 56k | 26.89 |
|
| Procter & Gamble Company (PG) | 0.7 | $1.4M | 10k | 143.31 |
|
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $1.4M | -4% | 9.9k | 143.52 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.3M | 3.8k | 335.28 |
|
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $1.3M | 20k | 62.47 |
|
|
| Eli Lilly & Co. (LLY) | 0.6 | $1.3M | -7% | 1.2k | 1074.72 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $1.2M | -12% | 1.8k | 685.03 |
|
| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.6 | $1.2M | -16% | 16k | 73.28 |
|
| Vanguard World Industrial Etf (VIS) | 0.5 | $1.1M | -27% | 3.7k | 298.38 |
|
| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.5 | $1.1M | -31% | 14k | 74.28 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.1M | 1.6k | 681.92 |
|
|
| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.5 | $1.0M | -33% | 13k | 77.74 |
|
| Johnson & Johnson (JNJ) | 0.5 | $1.0M | 4.9k | 206.95 |
|
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| Intel Corporation (INTC) | 0.5 | $1.0M | 28k | 36.90 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $1.0M | 8.4k | 120.18 |
|
|
| Oracle Corporation (ORCL) | 0.5 | $963k | +3% | 4.9k | 194.90 |
|
| Vanguard World Financials Etf (VFH) | 0.5 | $940k | 7.0k | 133.49 |
|
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| Vanguard World Consum Stp Etf (VDC) | 0.5 | $917k | +2% | 4.3k | 211.24 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $895k | -5% | 2.9k | 313.78 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.4 | $877k | +18% | 7.3k | 119.41 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $869k | -16% | 1.7k | 502.60 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $830k | -2% | 3.2k | 257.95 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.4 | $752k | 1.7k | 444.59 |
|
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $749k | +6% | 9.9k | 75.44 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.4 | $724k | +89% | 16k | 44.71 |
|
| Netflix (NFLX) | 0.4 | $720k | +849% | 7.7k | 93.76 |
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| Qualcomm (QCOM) | 0.3 | $710k | 4.2k | 171.06 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $688k | +6% | 12k | 58.73 |
|
| Caterpillar (CAT) | 0.3 | $653k | -4% | 1.1k | 572.87 |
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| Goldman Sachs (GS) | 0.3 | $630k | -8% | 717.00 | 879.00 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $628k | 2.2k | 290.27 |
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| Broadcom (AVGO) | 0.3 | $625k | -23% | 1.8k | 346.10 |
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| Home Depot (HD) | 0.3 | $590k | -5% | 1.7k | 344.02 |
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| Applied Materials (AMAT) | 0.3 | $569k | 2.2k | 256.99 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $568k | 4.7k | 120.34 |
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| Vanguard World Energy Etf (VDE) | 0.3 | $560k | +5% | 4.4k | 125.92 |
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| Park National Corporation (PRK) | 0.3 | $558k | 3.7k | 152.18 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.3 | $543k | +24% | 4.5k | 121.62 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $525k | +57% | 3.5k | 148.69 |
|
| Wal-Mart Stores (WMT) | 0.3 | $522k | -8% | 4.7k | 111.41 |
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| Meta Platforms Cl A (META) | 0.2 | $501k | -8% | 759.00 | 660.09 |
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| Williams Companies (WMB) | 0.2 | $486k | 8.1k | 60.11 |
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| Chevron Corporation (CVX) | 0.2 | $485k | -5% | 3.2k | 152.41 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.2 | $476k | +89% | 11k | 42.69 |
|
| Dominion Resources (D) | 0.2 | $472k | 8.1k | 58.59 |
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| Trane Technologies SHS (TT) | 0.2 | $463k | -3% | 1.2k | 389.20 |
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| International Business Machines (IBM) | 0.2 | $459k | -5% | 1.5k | 296.21 |
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| Micron Technology (MU) | 0.2 | $456k | 1.6k | 285.42 |
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| Vanguard World Consum Dis Etf (VCR) | 0.2 | $453k | -9% | 1.1k | 393.92 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.2 | $449k | NEW | 9.1k | 49.46 |
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| American Express Company (AXP) | 0.2 | $443k | -5% | 1.2k | 369.95 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $426k | 3.6k | 117.21 |
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| Tesla Motors (TSLA) | 0.2 | $415k | -12% | 922.00 | 449.86 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $393k | -15% | 1.4k | 287.85 |
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| Eaton Corp SHS (ETN) | 0.2 | $371k | 1.2k | 318.57 |
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| Abbvie (ABBV) | 0.2 | $370k | 1.6k | 228.49 |
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| McDonald's Corporation (MCD) | 0.2 | $366k | 1.2k | 305.63 |
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| Vanguard World Materials Etf (VAW) | 0.2 | $365k | -3% | 1.8k | 207.55 |
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| Arista Networks Com Shs (ANET) | 0.2 | $358k | -3% | 2.7k | 131.03 |
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| Fortinet (FTNT) | 0.2 | $354k | 4.5k | 79.41 |
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| Lowe's Companies (LOW) | 0.2 | $352k | 1.5k | 241.16 |
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| Visa Com Cl A (V) | 0.2 | $340k | -2% | 969.00 | 350.71 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $337k | NEW | 4.5k | 74.17 |
|
| Lockheed Martin Corporation (LMT) | 0.2 | $336k | -18% | 696.00 | 483.32 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $333k | 379.00 | 878.96 |
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| Emerson Electric (EMR) | 0.2 | $333k | 2.5k | 132.72 |
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| Merck & Co (MRK) | 0.1 | $299k | 2.8k | 105.26 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $295k | -22% | 5.1k | 58.12 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $294k | 742.00 | 396.31 |
|
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $287k | NEW | 7.1k | 40.35 |
|
| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $277k | 1.4k | 204.86 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $277k | +9% | 441.00 | 627.07 |
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| Cisco Systems (CSCO) | 0.1 | $274k | +2% | 3.6k | 77.03 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $271k | 3.1k | 88.50 |
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| Kroger (KR) | 0.1 | $270k | -22% | 4.3k | 62.48 |
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| Quantumscape Corp Com Cl A (QS) | 0.1 | $270k | +2% | 26k | 10.42 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $269k | -51% | 783.00 | 342.97 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $252k | -46% | 1.8k | 141.12 |
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| Us Bancorp Del Com New (USB) | 0.1 | $251k | 4.7k | 53.36 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.1 | $249k | NEW | 3.2k | 77.68 |
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| O'reilly Automotive (ORLY) | 0.1 | $247k | -4% | 2.7k | 91.21 |
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| UnitedHealth (UNH) | 0.1 | $232k | 704.00 | 330.11 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $232k | 1.3k | 183.40 |
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| Ge Aerospace Com New (GE) | 0.1 | $226k | 734.00 | 308.03 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $223k | 800.00 | 278.92 |
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| Amgen (AMGN) | 0.1 | $223k | -19% | 680.00 | 327.31 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $222k | 1.4k | 155.12 |
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| Advanced Micro Devices (AMD) | 0.1 | $214k | NEW | 1.0k | 214.16 |
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| Bank of America Corporation (BAC) | 0.1 | $208k | NEW | 3.8k | 55.01 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $205k | NEW | 1.2k | 171.18 |
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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 Q4 filed Jan. 16, 2026
- 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