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Birchcreek Wealth Management

Latest statistics and disclosures from Birchcreek Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IUSG, SHY, SHV, IUSV, IEFA, and represent 27.22% of Birchcreek Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SHV, SHY, EMXC, IUSV, RSP, VTV, XLK, IEFA, VB, CRWD.
Started 12 new stock positions in TSLA, SMH, NOC, CRWD, FDLO, VZ, EMXC, CIBR, CMG, IEI. SGOV, AXP.
Reduced shares in these 10 stocks: VCSH, IEMG, ISTB, VGT, BSV, ICSH, IAU, FENY, VUSB, FSTA.
Sold out of its positions in DUHP, FSTA, FENY, FIDU, SLQD, BSV, VUSB.
Birchcreek Wealth Management was a net buyer of stock by $6.6M.
Birchcreek Wealth Management has $167M in assets under management (AUM), dropping by 13.38%.
Central Index Key (CIK): 0001840341

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Portfolio Holdings for Birchcreek Wealth Management

Birchcreek Wealth Management holds 136 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p Us Gwt (IUSG)	6.6	$11M	+2%	106k	104.10	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	5.7	$9.5M	+24%	116k	82.04	View chart
Ishares Tr Short Treas Bd (SHV)	5.7	$9.5M	+80%	86k	110.13	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	5.6	$9.3M	+9%	111k	84.33	View chart
Ishares Tr Core Msci Eafe (IEFA)	3.7	$6.1M	+7%	87k	70.35	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.8	$4.6M	+12%	29k	157.80	View chart
Vanguard Index Fds Value Etf (VTV)	2.6	$4.4M	+12%	30k	149.50	View chart
Apple (AAPL)	2.6	$4.3M		22k	192.53	View chart
Vanguard Index Fds Growth Etf (VUG)	2.5	$4.2M		13k	310.87	View chart
Select Sector Spdr Tr Technology (XLK)	2.3	$3.8M	+13%	20k	192.48	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.9	$3.3M		30k	108.25	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	1.8	$3.0M	-53%	39k	77.37	View chart
Microsoft Corporation (MSFT)	1.8	$3.0M	+2%	7.9k	376.05	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	1.7	$2.8M	-4%	48k	58.33	View chart
Vanguard World Fds Inf Tech Etf (VGT)	1.7	$2.8M	-11%	5.7k	484.00	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	1.6	$2.6M		15k	178.81	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.5	$2.5M	+9%	18k	136.38	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.4	$2.3M	+11%	8.4k	277.14	View chart
NVIDIA Corporation (NVDA)	1.2	$2.0M	+5%	4.1k	495.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.1	$1.9M	-5%	4.6k	409.54	View chart
Procter & Gamble Company (PG)	1.0	$1.7M		12k	146.54	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.0	$1.7M	+5%	60k	28.64	View chart
Select Sector Spdr Tr Indl (XLI)	1.0	$1.7M	+12%	15k	113.99	View chart
Select Sector Spdr Tr Financial (XLF)	1.0	$1.7M	+8%	45k	37.60	View chart
Select Sector Spdr Tr Communication (XLC)	1.0	$1.7M	+6%	23k	72.66	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.0	$1.7M	-6%	35k	47.49	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.9	$1.5M	-6%	23k	64.69	View chart
Intel Corporation (INTC)	0.9	$1.5M		30k	50.25	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.9	$1.5M		8.7k	170.40	View chart
Amazon (AMZN)	0.9	$1.4M	+3%	9.4k	151.94	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.8	$1.3M	+12%	22k	59.32	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.8	$1.3M	+21%	18k	72.03	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.8	$1.3M	+10%	53k	24.11	View chart
Fidelity Covington Trust Msci Finls Idx (FNCL)	0.8	$1.3M	-10%	24k	53.55	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$1.3M	-4%	11k	111.63	View chart
Vanguard World Fds Industrial Etf (VIS)	0.7	$1.2M	-11%	5.5k	220.43	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.2M	+11%	8.7k	139.69	View chart
Eli Lilly & Co. (LLY)	0.7	$1.2M		2.1k	582.92	View chart
JPMorgan Chase & Co. (JPM)	0.7	$1.2M		7.1k	170.10	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$1.2M	+7%	2.5k	477.59	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.7	$1.2M	+4%	19k	63.33	View chart
Select Sector Spdr Tr Energy (XLE)	0.7	$1.1M	+9%	14k	83.84	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.6	$1.1M		19k	57.96	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$1.0M	NEW	18k	55.41	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.6	$960k	+5%	20k	48.03	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$911k	+84%	4.3k	213.34	View chart
Johnson & Johnson (JNJ)	0.5	$874k		5.6k	156.74	View chart
Fidelity Covington Trust Msci Info Tech I (FTEC)	0.5	$865k	-17%	6.0k	143.63	View chart
Fidelity Covington Trust Msci Commntn Svc (FCOM)	0.5	$848k	-16%	19k	44.54	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.5	$818k	+9%	1.7k	475.31	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$817k	+4%	17k	47.90	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.5	$786k	+11%	13k	61.94	View chart
Fidelity Covington Trust Msci Rl Est Etf (FREL)	0.5	$785k	+9%	29k	26.65	View chart
Vanguard World Fds Consum Stp Etf (VDC)	0.5	$757k	-4%	4.0k	190.96	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.4	$748k	+37%	14k	54.08	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.4	$706k	+21%	17k	40.68	View chart
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)	0.4	$699k	-4%	21k	33.73	View chart
Ishares Core Msci Emkt (IEMG)	0.4	$694k	-55%	14k	50.58	View chart
Ishares Tr Yld Optim Bd (BYLD)	0.4	$691k	-4%	31k	22.43	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$678k	-3%	11k	59.62	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.4	$676k	+2%	17k	40.06	View chart
Home Depot (HD)	0.4	$642k	-8%	1.9k	346.55	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$639k	-15%	12k	51.99	View chart
Netflix (NFLX)	0.4	$633k	+3%	1.3k	486.88	View chart
Chevron Corporation (CVX)	0.4	$632k	+7%	4.2k	149.16	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$626k	-2%	8.2k	76.13	View chart
Vanguard World Fds Energy Etf (VDE)	0.4	$625k	+12%	5.3k	117.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$595k		2.5k	237.17	View chart
Exxon Mobil Corporation (XOM)	0.4	$594k	+14%	5.9k	99.98	View chart
Pepsi (PEP)	0.4	$593k		3.5k	169.84	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$569k	+6%	4.0k	140.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$559k	+3%	1.6k	356.62	View chart
Vanguard World Fds Financials Etf (VFH)	0.3	$550k	-7%	6.0k	92.26	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$535k	-3%	2.3k	232.66	View chart
Qualcomm (QCOM)	0.3	$532k	+8%	3.7k	144.63	View chart
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)	0.3	$512k	+25%	17k	30.74	View chart
Proshares Tr S&p Tech Dividen (TDV)	0.3	$507k	+4%	7.3k	69.58	View chart
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)	0.3	$489k	-6%	9.8k	49.89	View chart
Union Pacific Corporation (UNP)	0.3	$474k		1.9k	245.62	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.3	$473k	+2%	5.5k	85.54	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.3	$471k	-14%	9.4k	50.23	View chart
UnitedHealth (UNH)	0.3	$458k		870.00	526.47	View chart
Oracle Corporation (ORCL)	0.3	$454k		4.3k	105.43	View chart
Duke Energy Corp Com New (DUK)	0.3	$442k	-5%	4.6k	97.04	View chart
Vanguard World Fds Health Car Etf (VHT)	0.3	$425k		1.7k	250.64	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$417k		3.6k	117.23	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$410k	-38%	11k	39.03	View chart
Applied Materials (AMAT)	0.2	$402k		2.5k	162.07	View chart
Caterpillar (CAT)	0.2	$400k	-2%	1.4k	295.67	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$396k		7.9k	49.93	View chart
Vanguard World Fds Consum Dis Etf (VCR)	0.2	$388k		1.3k	304.55	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	0.2	$388k		15k	25.66	View chart
Arista Networks (ANET)	0.2	$385k		1.6k	235.51	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.2	$383k	+19%	4.0k	96.39	View chart
Abbvie (ABBV)	0.2	$381k	-2%	2.5k	154.97	View chart
Merck & Co (MRK)	0.2	$379k	-5%	3.5k	109.01	View chart
Lowe's Companies (LOW)	0.2	$370k		1.7k	222.55	View chart
Ishares Tr S&p 100 Etf (OEF)	0.2	$364k		1.6k	223.39	View chart
Lockheed Martin Corporation (LMT)	0.2	$362k	+14%	799.00	453.24	View chart
Vanguard World Fds Materials Etf (VAW)	0.2	$360k	-7%	1.9k	189.94	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$354k	-3%	5.6k	63.65	View chart
International Business Machines (IBM)	0.2	$343k	+8%	2.1k	163.54	View chart
Honeywell International (HON)	0.2	$337k	-7%	1.6k	209.71	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$333k	-5%	4.1k	81.27	View chart
McDonald's Corporation (MCD)	0.2	$329k	-2%	1.1k	296.38	View chart
Williams Companies (WMB)	0.2	$282k		8.1k	34.83	View chart
Wal-Mart Stores (WMT)	0.2	$279k		1.8k	157.66	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$279k		3.2k	88.37	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$275k	NEW	1.1k	255.32	View chart
Costco Wholesale Corporation (COST)	0.2	$270k	+5%	409.00	659.54	View chart
Emerson Electric (EMR)	0.2	$268k		2.8k	97.33	View chart
Coca-Cola Company (KO)	0.2	$268k	+12%	4.5k	58.93	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.2	$266k	-64%	5.6k	47.56	View chart
Deere & Company (DE)	0.2	$261k	-22%	652.00	399.87	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.2	$258k	NEW	2.6k	100.28	View chart
American Express Company (AXP)	0.2	$256k	NEW	1.4k	187.34	View chart
Hartford Fds Exchange Traded Schrdrs Tax Bd (HTAB)	0.2	$252k	+6%	13k	19.76	View chart
Dominion Resources (D)	0.2	$252k		5.4k	47.00	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$251k	-16%	2.5k	101.99	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.1	$251k	-54%	5.0k	50.36	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$249k		709.00	350.91	View chart
Trane Technologies SHS (TT)	0.1	$244k		1.0k	243.90	View chart
Fidelity Covington Trust Low Volity Etf (FDLO)	0.1	$232k	NEW	4.4k	52.97	View chart
Fidelity Covington Trust Msci Consm Dis (FDIS)	0.1	$228k	-28%	2.9k	78.94	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$225k	-4%	4.6k	49.39	View chart
Northrop Grumman Corporation (NOC)	0.1	$218k	NEW	465.00	468.10	View chart
Verizon Communications (VZ)	0.1	$214k	NEW	5.7k	37.70	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$213k	NEW	4.0k	53.84	View chart
Tesla Motors (TSLA)	0.1	$212k	NEW	854.00	248.48	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$209k	-19%	2.0k	105.24	View chart
Chipotle Mexican Grill (CMG)	0.1	$206k	NEW	90.00	2288.56	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$205k	NEW	1.7k	117.13	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$204k	NEW	1.2k	174.87	View chart
Pfizer (PFE)	0.1	$204k		7.1k	28.79	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.1	$190k	-4%	11k	17.34	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.1	$155k		13k	12.33	View chart

Past Filings by Birchcreek Wealth Management

SEC 13F filings are viewable for Birchcreek Wealth Management going back to 2020

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
Birchcreek Wealth Management 2021 Q3 filed Nov. 16, 2021
Birchcreek Wealth Management 2021 Q2 filed Aug. 16, 2021
Birchcreek Wealth Management 2021 Q1 filed May 17, 2021
Birchcreek Wealth Management 2020 Q4 filed Jan. 28, 2021

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