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 39.81% of Birchcreek Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: INTC, VUG, SHY, VGT, DFAI, AAPL, VTIP, GBIL, JNJ, VOOG.
- Started 18 new stock positions in IEZ, SYK, UNH, TJX, PM, ABT, CIBR, CRWD, SNDK, CAH. SLV, ACMR, IRM, GLW, EW, ADI, ADP, VZ.
- Reduced shares in these 10 stocks: FNCL, RSP, FCOM, XLY, , MRVL, NOC, , , XLE.
- Sold out of its positions in ENSG, IXUS, NOC, XLP.
- Birchcreek Wealth Management was a net buyer of stock by $30M.
- Birchcreek Wealth Management has $257M in assets under management (AUM), dropping by 23.60%.
- Central Index Key (CIK): 0001840341
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Portfolio Holdings for Birchcreek Wealth Management
Birchcreek Wealth Management holds 134 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 10.6 | $27M | +12% | 330k | 82.11 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 8.8 | $23M | 205k | 110.15 |
|
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| Ishares Tr Core S&p Us Gwt (IUSG) | 8.7 | $22M | 118k | 188.09 |
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| Spdr Series Trust St Str Bl 12 Etf (BILS) | 6.3 | $16M | +2% | 163k | 99.38 |
|
| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 5.5 | $14M | +17% | 341k | 41.25 |
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| Intel Corporation (INTC) | 4.8 | $12M | +54% | 88k | 139.63 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 3.5 | $9.0M | -5% | 42k | 212.77 |
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| Apple (AAPL) | 2.7 | $7.0M | +31% | 24k | 289.36 |
|
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 2.4 | $6.3M | 76k | 82.34 |
|
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.2 | $5.6M | 73k | 77.11 |
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| Vanguard Index Fds Value Etf (VTV) | 2.0 | $5.1M | -2% | 24k | 217.93 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.9 | $4.9M | +489% | 57k | 86.14 |
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| Ishares Msci Emrg Chn (EMXC) | 1.9 | $4.8M | 47k | 102.30 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.6 | $4.1M | 42k | 96.58 |
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| NVIDIA Corporation (NVDA) | 1.5 | $3.7M | +7% | 19k | 200.09 |
|
| Vanguard World Inf Tech Etf (VGT) | 1.1 | $2.8M | +622% | 24k | 119.52 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 1.0 | $2.6M | +40% | 26k | 100.16 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $2.4M | +8% | 6.8k | 357.38 |
|
| Microsoft Corporation (MSFT) | 0.9 | $2.4M | 6.5k | 373.02 |
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| Amazon (AMZN) | 0.9 | $2.4M | +5% | 10k | 238.35 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.9 | $2.4M | +77% | 47k | 50.23 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 0.8 | $2.1M | +31% | 19k | 110.35 |
|
| JPMorgan Chase & Co. (JPM) | 0.8 | $2.0M | +9% | 6.3k | 327.33 |
|
| Johnson & Johnson (JNJ) | 0.8 | $2.0M | +57% | 8.1k | 253.97 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $2.0M | 2.7k | 736.51 |
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| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.7 | $1.8M | +5% | 61k | 29.30 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $1.8M | 7.4k | 236.62 |
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| Procter & Gamble Company (PG) | 0.7 | $1.7M | +20% | 12k | 146.64 |
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| Caterpillar (CAT) | 0.6 | $1.6M | +17% | 1.5k | 1064.90 |
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| Applied Materials (AMAT) | 0.6 | $1.6M | 2.2k | 723.00 |
|
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $1.5M | 9.7k | 158.03 |
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| Eli Lilly & Co. (LLY) | 0.6 | $1.5M | +9% | 1.3k | 1198.97 |
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| Vanguard World Industrial Etf (VIS) | 0.6 | $1.5M | +9% | 4.1k | 360.38 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $1.5M | 21k | 71.25 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $1.5M | -3% | 2.0k | 748.92 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.4M | 3.8k | 370.05 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $1.3M | 9.0k | 148.30 |
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| Micron Technology (MU) | 0.5 | $1.2M | -5% | 1.0k | 1154.36 |
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| Vanguard World Financials Etf (VFH) | 0.5 | $1.2M | +28% | 9.1k | 131.60 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.4 | $1.0M | -13% | 1.4k | 747.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $995k | 2.8k | 353.31 |
|
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.4 | $981k | -8% | 13k | 77.25 |
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| Cisco Systems (CSCO) | 0.4 | $953k | +97% | 8.1k | 117.46 |
|
| Eaton Corp SHS (ETN) | 0.4 | $952k | +91% | 2.2k | 426.16 |
|
| Qualcomm (QCOM) | 0.4 | $934k | +21% | 5.1k | 184.78 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $923k | +7% | 1.8k | 500.34 |
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| Home Depot (HD) | 0.4 | $919k | +51% | 2.6k | 352.62 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $907k | +6% | 11k | 85.49 |
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| Vanguard World Consum Stp Etf (VDC) | 0.4 | $899k | -14% | 4.0k | 225.49 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $897k | -2% | 3.0k | 303.12 |
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| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.3 | $884k | -25% | 13k | 69.48 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.3 | $839k | +500% | 10k | 82.62 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $779k | +13% | 13k | 58.20 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.3 | $772k | -17% | 15k | 53.11 |
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| Oracle Corporation (ORCL) | 0.3 | $762k | +5% | 5.2k | 146.56 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.3 | $748k | -14% | 4.6k | 164.27 |
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| Goldman Sachs (GS) | 0.3 | $745k | +2% | 737.00 | 1011.37 |
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| Broadcom (AVGO) | 0.3 | $712k | -3% | 1.9k | 377.75 |
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| Chevron Corporation (CVX) | 0.3 | $703k | +42% | 4.2k | 165.76 |
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| Park National Corporation (PRK) | 0.3 | $671k | 3.7k | 183.00 |
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| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.3 | $659k | -30% | 5.6k | 117.28 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $656k | +4% | 4.8k | 136.71 |
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| Stryker Corporation (SYK) | 0.3 | $649k | NEW | 2.1k | 314.84 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.2 | $637k | +436% | 23k | 27.41 |
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| Acm Resh Com Cl A (ACMR) | 0.2 | $635k | NEW | 5.0k | 126.89 |
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| Vanguard World Energy Etf (VDE) | 0.2 | $621k | 4.1k | 150.13 |
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| Abbvie (ABBV) | 0.2 | $604k | +39% | 2.4k | 251.64 |
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| Williams Companies (WMB) | 0.2 | $601k | 8.1k | 74.34 |
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| Select Sector Spdr Tr St Str Util Etf (XLU) | 0.2 | $601k | +13% | 13k | 45.34 |
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| Merck & Co (MRK) | 0.2 | $598k | +23% | 4.7k | 128.51 |
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| Netflix (NFLX) | 0.2 | $594k | +8% | 8.3k | 71.40 |
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| Wal-Mart Stores (WMT) | 0.2 | $585k | +10% | 5.2k | 113.26 |
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| Trane Technologies SHS (TT) | 0.2 | $572k | 1.2k | 491.16 |
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| Dominion Resources (D) | 0.2 | $572k | +4% | 8.4k | 68.29 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $559k | +248% | 6.9k | 80.56 |
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| Dimensional Etf Trust Us Equi Mark Etf (DFUS) | 0.2 | $551k | +14% | 6.7k | 81.94 |
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| Fortinet (FTNT) | 0.2 | $550k | -18% | 3.6k | 153.62 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $520k | 1.2k | 433.33 |
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| McDonald's Corporation (MCD) | 0.2 | $509k | +39% | 1.9k | 270.31 |
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| International Business Machines (IBM) | 0.2 | $508k | +32% | 1.8k | 281.21 |
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| Meta Platforms Cl A (META) | 0.2 | $486k | +17% | 862.00 | 563.29 |
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| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.2 | $478k | -56% | 6.2k | 76.56 |
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| Amgen (AMGN) | 0.2 | $471k | +92% | 1.3k | 362.12 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $460k | 3.6k | 126.58 |
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| Arista Networks Com Shs (ANET) | 0.2 | $459k | 2.7k | 169.88 |
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| Marvell Technology (MRVL) | 0.2 | $441k | -36% | 1.5k | 297.89 |
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| Advanced Micro Devices (AMD) | 0.2 | $436k | -25% | 750.00 | 580.91 |
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| American Express Company (AXP) | 0.2 | $421k | 1.2k | 338.25 |
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| Vanguard World Materials Etf (VAW) | 0.2 | $418k | -5% | 1.8k | 228.79 |
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| Vanguard World Consum Dis Etf (VCR) | 0.2 | $416k | -8% | 1.0k | 396.61 |
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| Ge Aerospace Com New (GE) | 0.2 | $415k | +42% | 1.1k | 373.73 |
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| Emerson Electric (EMR) | 0.2 | $402k | +11% | 2.8k | 143.15 |
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| Visa Com Cl A (V) | 0.2 | $401k | +20% | 1.2k | 343.09 |
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| Edwards Lifesciences (EW) | 0.2 | $400k | NEW | 4.4k | 90.46 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $396k | +12% | 777.00 | 509.21 |
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| Tesla Motors (TSLA) | 0.1 | $384k | 913.00 | 420.60 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $371k | 379.00 | 978.12 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $368k | +34% | 998.00 | 368.38 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $368k | +17% | 6.0k | 61.46 |
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| Lowe's Companies (LOW) | 0.1 | $354k | +9% | 1.6k | 220.49 |
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| Vanguard World Health Car Etf (VHT) | 0.1 | $354k | -16% | 1.2k | 299.01 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $347k | +14% | 505.00 | 686.75 |
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| Analog Devices (ADI) | 0.1 | $330k | NEW | 832.00 | 397.17 |
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| Philip Morris International (PM) | 0.1 | $324k | NEW | 1.8k | 180.91 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $320k | +7% | 3.3k | 96.42 |
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| Gibraltar Industries (ROCK) | 0.1 | $311k | 6.9k | 45.10 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $307k | +27% | 1.6k | 189.73 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $305k | NEW | 400.00 | 763.14 |
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| UnitedHealth (UNH) | 0.1 | $305k | NEW | 733.00 | 415.63 |
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| Cardinal Health (CAH) | 0.1 | $305k | NEW | 1.3k | 237.56 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $296k | 1.4k | 219.22 |
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| Select Sector Spdr Tr St Str Real Etf (XLRE) | 0.1 | $291k | -11% | 6.6k | 44.03 |
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| Sandisk Corp (SNDK) | 0.1 | $289k | NEW | 127.00 | 2273.73 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $286k | +2% | 1.8k | 156.27 |
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| Us Bancorp Com New (USB) | 0.1 | $284k | 4.7k | 60.40 |
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| Iron Mountain (IRM) | 0.1 | $277k | NEW | 2.2k | 126.31 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $274k | 748.00 | 365.87 |
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| Bank of America Corporation (BAC) | 0.1 | $270k | +11% | 4.7k | 56.98 |
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| Deere & Company (DE) | 0.1 | $270k | +8% | 425.00 | 634.33 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.1 | $265k | 1.4k | 185.23 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $264k | +3% | 4.5k | 58.98 |
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| Abbott Laboratories (ABT) | 0.1 | $257k | NEW | 2.8k | 90.74 |
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| Corning Incorporated (GLW) | 0.1 | $255k | NEW | 1.0k | 255.43 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $254k | 800.00 | 317.53 |
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| Kroger (KR) | 0.1 | $253k | +5% | 4.6k | 55.53 |
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| Automatic Data Processing (ADP) | 0.1 | $251k | NEW | 1.1k | 223.95 |
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| Cloudflare Cl A Com (NET) | 0.1 | $245k | 1.0k | 245.28 |
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| Ishares Silver Tr Ishares (SLV) | 0.1 | $229k | NEW | 4.3k | 53.47 |
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| First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) | 0.1 | $220k | NEW | 2.4k | 89.85 |
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| TJX Companies (TJX) | 0.1 | $213k | NEW | 1.4k | 151.50 |
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| O'reilly Automotive (ORLY) | 0.1 | $207k | -17% | 2.3k | 92.09 |
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| Ishares Tr Us Oil Eq&sv Etf (IEZ) | 0.1 | $207k | NEW | 7.7k | 26.90 |
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| Verizon Communications (VZ) | 0.1 | $206k | NEW | 4.9k | 42.34 |
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| Quantumscape Corp Com Cl A (QS) | 0.1 | $192k | 25k | 7.56 |
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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 2026 Q2 filed Aug. 6, 2026
- Birchcreek Wealth Management 2026 Q1 filed May 8, 2026
- 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