Birchcreek Wealth Management

Birchcreek Wealth Management as of June 30, 2026

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