Birchcreek Wealth Management

Birchcreek Wealth Management as of March 31, 2026

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