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 43.49% of Birchcreek Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: INTC, VTIP, SHY, DFAI, ROCK, VGIT, IUSV, ITOT, BILS, NOC.
- Started 8 new stock positions in ROCK, DE, NET, NOC, MRVL, ENSG, VGIT, IXUS.
- Reduced shares in these 10 stocks: , MU, NVDA, PG, VDE, VO, GOOGL, VB, IBM, CVX.
- Sold out of its position in UNH.
- Birchcreek Wealth Management was a net buyer of stock by $6.7M.
- Birchcreek Wealth Management has $208M in assets under management (AUM), dropping by 1.98%.
- Central Index Key (CIK): 0001840341
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Portfolio Holdings for Birchcreek Wealth Management
Birchcreek Wealth Management holds 120 positions in its portfolio as reported in the March 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) | 11.6 | $24M | +2% | 292k | 82.57 |
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| Ishares Tr Core S&p Us Vlu (IUSV) | 9.9 | $21M | 202k | 102.25 |
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| Ishares Tr Core S&p Us Gwt (IUSG) | 8.9 | $18M | 119k | 155.11 |
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| Spdr Series Trust State Street Spd (BILS) | 7.6 | $16M | 160k | 99.44 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 5.4 | $11M | +4% | 289k | 38.96 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.1 | $8.6M | 45k | 191.92 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 2.6 | $5.4M | 76k | 71.13 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 2.4 | $4.9M | +2% | 73k | 67.53 |
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| Vanguard Index Fds Value Etf (VTV) | 2.3 | $4.7M | 24k | 196.20 |
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| Apple (AAPL) | 2.2 | $4.7M | 18k | 253.78 |
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| Vanguard Index Fds Growth Etf (VUG) | 2.0 | $4.2M | 9.7k | 436.80 |
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| Ishares Tr Core Msci Eafe (IEFA) | 1.8 | $3.8M | 42k | 90.53 |
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| Ishares Msci Emrg Chn (EMXC) | 1.8 | $3.8M | +3% | 48k | 78.66 |
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| NVIDIA Corporation (NVDA) | 1.5 | $3.0M | -4% | 18k | 174.40 |
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| Intel Corporation (INTC) | 1.2 | $2.5M | +106% | 57k | 44.13 |
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| Microsoft Corporation (MSFT) | 1.1 | $2.4M | 6.4k | 370.16 |
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| Vanguard World Inf Tech Etf (VGT) | 1.1 | $2.3M | 3.3k | 697.81 |
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| Amazon (AMZN) | 1.0 | $2.0M | 9.5k | 208.28 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.9 | $1.9M | +12% | 19k | 100.19 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.8M | -2% | 6.3k | 287.57 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $1.7M | 5.7k | 294.16 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $1.6M | 7.6k | 215.06 |
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| Ishares Tr Trust Ishare 0-1 (SHV) | 0.8 | $1.6M | 15k | 110.39 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.8 | $1.6M | 2.7k | 577.20 |
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| Fidelity Covington Trust Msci Rl Est Etf (FREL) | 0.7 | $1.5M | 57k | 26.91 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $1.4M | -2% | 9.7k | 148.10 |
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| Procter & Gamble Company (PG) | 0.7 | $1.4M | -4% | 9.7k | 144.44 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.6 | $1.3M | +192% | 27k | 49.95 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $1.3M | +13% | 2.0k | 653.19 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $1.3M | 20k | 64.08 |
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| Johnson & Johnson (JNJ) | 0.6 | $1.3M | +4% | 5.1k | 244.44 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.6 | $1.2M | 3.8k | 320.82 |
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| Vanguard World Industrial Etf (VIS) | 0.6 | $1.2M | 3.7k | 312.22 |
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| Fidelity Covington Trust Msci Commntn Svc (FCOM) | 0.6 | $1.2M | +4% | 17k | 68.12 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.5 | $1.1M | +7% | 9.0k | 124.31 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.5 | $1.1M | +8% | 18k | 61.26 |
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| Eli Lilly & Co. (LLY) | 0.5 | $1.1M | 1.2k | 919.81 |
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| Vanguard World Consum Stp Etf (VDC) | 0.5 | $1.0M | +7% | 4.7k | 224.59 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $1.0M | 1.6k | 650.43 |
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| Fidelity Covington Trust Msci Finls Idx (FNCL) | 0.5 | $1.0M | +7% | 14k | 70.20 |
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| Fidelity Covington Trust Msci Hlth Care I (FHLC) | 0.5 | $978k | -3% | 14k | 70.36 |
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| Caterpillar (CAT) | 0.4 | $914k | +13% | 1.3k | 708.46 |
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| Select Sector Spdr Tr State Street Con (XLY) | 0.4 | $875k | +9% | 8.0k | 108.98 |
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| Vanguard World Financials Etf (VFH) | 0.4 | $851k | 7.0k | 120.81 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $825k | 1.7k | 479.15 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $808k | 2.8k | 286.84 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.4 | $798k | -5% | 3.0k | 261.92 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $780k | -2% | 4.6k | 169.64 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.4 | $769k | 10k | 77.11 |
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| Applied Materials (AMAT) | 0.4 | $756k | 2.2k | 341.79 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.4 | $756k | +50% | 5.3k | 142.42 |
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| Netflix (NFLX) | 0.4 | $739k | 7.7k | 96.15 |
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| Oracle Corporation (ORCL) | 0.3 | $722k | 4.9k | 147.11 |
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| Vanguard World Energy Etf (VDE) | 0.3 | $709k | -7% | 4.1k | 173.04 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.3 | $690k | 1.7k | 407.69 |
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| Vanguard Scottsdale Fds Short Term Treas (VGSH) | 0.3 | $689k | 12k | 58.54 |
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| Chevron Corporation (CVX) | 0.3 | $616k | -6% | 3.0k | 206.90 |
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| Goldman Sachs (GS) | 0.3 | $607k | 717.00 | 845.99 |
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| Broadcom (AVGO) | 0.3 | $605k | +8% | 2.0k | 309.51 |
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| Park National Corporation (PRK) | 0.3 | $599k | 3.7k | 163.46 |
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| Williams Companies (WMB) | 0.3 | $589k | 8.1k | 72.78 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.3 | $587k | -3% | 4.3k | 135.72 |
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| Wal-Mart Stores (WMT) | 0.3 | $582k | 4.7k | 124.28 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $571k | -8% | 2.0k | 287.11 |
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| Home Depot (HD) | 0.3 | $564k | 1.7k | 328.81 |
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| Qualcomm (QCOM) | 0.3 | $535k | 4.2k | 128.76 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.3 | $534k | +4% | 12k | 45.89 |
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| Dominion Resources (D) | 0.2 | $498k | 8.1k | 61.82 |
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| Trane Technologies SHS (TT) | 0.2 | $488k | 1.2k | 416.74 |
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| Duke Energy Corp Com New (DUK) | 0.2 | $476k | 3.6k | 130.94 |
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| Merck & Co (MRK) | 0.2 | $451k | +31% | 3.8k | 120.28 |
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| Vanguard World Materials Etf (VAW) | 0.2 | $435k | +9% | 1.9k | 225.34 |
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| Meta Platforms Cl A (META) | 0.2 | $421k | -3% | 736.00 | 572.13 |
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| McDonald's Corporation (MCD) | 0.2 | $419k | +12% | 1.3k | 310.79 |
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| Eaton Corp SHS (ETN) | 0.2 | $417k | 1.2k | 357.74 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $416k | 689.00 | 604.06 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.2 | $416k | +29% | 5.9k | 70.91 |
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| Vanguard World Consum Dis Etf (VCR) | 0.2 | $413k | 1.1k | 359.03 |
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| Vanguard World Health Car Etf (VHT) | 0.2 | $387k | +4% | 1.4k | 272.33 |
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| American Express Company (AXP) | 0.2 | $377k | +4% | 1.2k | 302.48 |
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| Abbvie (ABBV) | 0.2 | $374k | +6% | 1.7k | 217.49 |
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| Micron Technology (MU) | 0.2 | $371k | -31% | 1.1k | 337.86 |
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| Fortinet (FTNT) | 0.2 | $358k | 4.4k | 81.72 |
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| Lowe's Companies (LOW) | 0.2 | $345k | 1.5k | 236.28 |
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| Tesla Motors (TSLA) | 0.2 | $343k | 922.00 | 371.87 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $339k | 379.00 | 895.24 |
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| Arista Networks Com Shs (ANET) | 0.2 | $331k | 2.7k | 122.78 |
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| International Business Machines (IBM) | 0.2 | $331k | -11% | 1.4k | 242.39 |
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| Emerson Electric (EMR) | 0.2 | $329k | 2.5k | 131.02 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $319k | 742.00 | 430.29 |
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| Cisco Systems (CSCO) | 0.2 | $318k | +15% | 4.1k | 77.60 |
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| Kroger (KR) | 0.2 | $312k | 4.3k | 72.36 |
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| Select Sector Spdr Tr State Street Rea (XLRE) | 0.1 | $303k | +4% | 7.4k | 40.83 |
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| Visa Com Cl A (V) | 0.1 | $293k | 969.00 | 302.24 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.1 | $282k | 5.1k | 55.52 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $276k | 1.4k | 203.80 |
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| Gibraltar Industries (ROCK) | 0.1 | $275k | NEW | 6.9k | 39.87 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $274k | 3.1k | 88.70 |
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| Ishares Tr Select Divid Etf (DVY) | 0.1 | $270k | 1.8k | 151.42 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $264k | 441.00 | 597.49 |
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| Select Sector Spdr Tr State Street Con (XLP) | 0.1 | $263k | 3.2k | 81.98 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $258k | NEW | 4.3k | 59.55 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $256k | 1.2k | 213.66 |
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| O'reilly Automotive (ORLY) | 0.1 | $252k | 2.7k | 92.31 |
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| Us Bancorp Com New (USB) | 0.1 | $245k | 4.7k | 52.01 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $244k | 1.3k | 192.90 |
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| Ishares Tr S&p 100 Etf (OEF) | 0.1 | $238k | -4% | 748.00 | 318.07 |
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| Amgen (AMGN) | 0.1 | $237k | 674.00 | 351.85 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $232k | NEW | 340.00 | 682.24 |
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| Select Sector Spdr Tr State Street Ind (XLI) | 0.1 | $231k | 1.4k | 161.73 |
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| Marvell Technology (MRVL) | 0.1 | $231k | NEW | 2.3k | 99.05 |
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| Ishares Tr Core Msci Total (IXUS) | 0.1 | $229k | NEW | 2.6k | 86.64 |
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| Ge Aerospace Com New (GE) | 0.1 | $221k | +6% | 779.00 | 283.77 |
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| Royal Caribbean Cruises (RCL) | 0.1 | $220k | 800.00 | 275.18 |
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| Deere & Company (DE) | 0.1 | $220k | NEW | 390.00 | 563.30 |
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| Bank of America Corporation (BAC) | 0.1 | $207k | +12% | 4.3k | 48.75 |
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| Cloudflare Cl A Com (NET) | 0.1 | $206k | NEW | 1.0k | 206.34 |
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| Advanced Micro Devices (AMD) | 0.1 | $203k | 1.0k | 203.43 |
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| Ensign (ENSG) | 0.1 | $202k | NEW | 1.0k | 201.50 |
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| Quantumscape Corp Com Cl A (QS) | 0.1 | $164k | 26k | 6.38 |
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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 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
- Birchcreek Wealth Management 2022 Q2 filed Aug. 12, 2022