Birchcreek Wealth Management

Birchcreek Wealth Management as of Dec. 31, 2025

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