Birchcreek Wealth Management, LLC

Est. AUM

$207.7M

13F long equity, this entity only

Positions

120

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	1 3 YR TREAS BD	$24.1M	292449	11.63%	SOLE
2	ISHARES TR	CORE S&P US VLU	$20.6M	201795	9.94%	SOLE
3	ISHARES TR	CORE S&P US GWT	$18.4M	118649	8.86%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$15.9M	159566	7.64%	SOLE
5	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$11.3M	289049	5.42%	SOLE
6	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$8.6M	44749	4.14%	SOLE
7	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$5.4M	75608	2.59%	SOLE
8	ISHARES TR	CORE S&P MCP ETF	$4.9M	72797	2.37%	SOLE
9	VANGUARD INDEX FDS	VALUE ETF	$4.7M	24041	2.27%	SOLE
10	APPLE INC	COM	$4.7M	18337	2.24%	SOLE
11	VANGUARD INDEX FDS	GROWTH ETF	$4.2M	9698	2.04%	SOLE
12	ISHARES TR	CORE MSCI EAFE	$3.8M	41969	1.83%	SOLE
13	ISHARES INC	MSCI EMRG CHN	$3.8M	48035	1.82%	SOLE
14	NVIDIA CORPORATION	COM	$3.0M	17463	1.47%	SOLE
15	INTEL CORP	COM	$2.5M	56871	1.21%	SOLE
16	MICROSOFT CORP	COM	$2.4M	6365	1.13%	SOLE
17	VANGUARD WORLD FD	INF TECH ETF	$2.3M	3255	1.09%	SOLE
18	AMAZON COM INC	COM	$2.0M	9478	0.95%	SOLE
19	GOLDMAN SACHS ETF TR	ACCES TREASURY	$1.9M	18587	0.90%	SOLE
20	ALPHABET INC	CAP STK CL A	$1.8M	6263	0.87%	SOLE
21	JPMORGAN CHASE & CO	COM	$1.7M	5721	0.81%	SOLE
22	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.6M	7554	0.78%	SOLE
23	ISHARES TR	TRUST ISHARE 0-1	$1.6M	14538	0.77%	SOLE
24	INVESCO QQQ TR	UNIT SER 1	$1.6M	2733	0.76%	SOLE
25	FIDELITY COVINGTON TRUST	MSCI RL EST ETF	$1.5M	57276	0.74%	SOLE
26	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.4M	9665	0.69%	SOLE
27	PROCTER & GAMBLE CO	COM	$1.4M	9667	0.67%	SOLE
28	VANGUARD MALVERN FDS	STRM INFPROIDX	$1.3M	26489	0.64%	SOLE
29	ISHARES TR	CORE S&P500 ETF	$1.3M	2024	0.64%	SOLE
30	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$1.3M	20407	0.63%	SOLE
31	JOHNSON & JOHNSON	COM	$1.3M	5117	0.60%	SOLE
32	VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	3817	0.59%	SOLE
33	VANGUARD WORLD FD	INDUSTRIAL ETF	$1.2M	3742	0.56%	SOLE
34	FIDELITY COVINGTON TRUST	MSCI COMMNTN SVC	$1.2M	16995	0.56%	SOLE
35	ISHARES TR	CORE S&P SCP ETF	$1.1M	9032	0.54%	SOLE
36	SELECT SECTOR SPDR TR	STATE STREET ENE	$1.1M	17629	0.52%	SOLE
37	ELI LILLY & CO	COM	$1.1M	1164	0.52%	SOLE
38	VANGUARD WORLD FD	CONSUM STP ETF	$1.0M	4652	0.50%	SOLE
39	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.0M	1565	0.49%	SOLE
40	FIDELITY COVINGTON TRUST	MSCI FINLS IDX	$1.0M	14314	0.48%	SOLE
41	FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$978K	13901	0.47%	SOLE
42	CATERPILLAR INC	COM	$914K	1290	0.44%	SOLE
43	SELECT SECTOR SPDR TR	STATE STREET CON	$875K	8028	0.42%	SOLE
44	VANGUARD WORLD FD	FINANCIALS ETF	$851K	7042	0.41%	SOLE
45	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$825K	1722	0.40%	SOLE
46	ALPHABET INC	CAP STK CL C	$808K	2817	0.39%	SOLE
47	VANGUARD INDEX FDS	SMALL CP ETF	$798K	3047	0.38%	SOLE
48	EXXON MOBIL CORP	COM	$780K	4595	0.38%	SOLE
49	VANGUARD STAR FDS	VG TL INTL STK F	$769K	9970	0.37%	SOLE
50	ISHARES TR	CORE S&P TTL STK	$756K	5305	0.36%	SOLE

1–50 of 120

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.