Birchcreek Wealth Management, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 6, 2026, Birchcreek Wealth Management, Llc disclosed 134 stock positions valued at approximately $256.68M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, ISHARES TR, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 134
- Portfolio Value
- $256.68M
Holdings by Sector
Birchcreek Wealth Management, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | SHY | Other | 10.56% | 330,048 | +37,599 | +12.86% | $27,100,267 |
| ISHARES TR | IUSV | Other | 8.78% | 204,617 | +2,822 | +1.40% | $22,538,544 |
| ISHARES TR | IUSG | Other | 8.68% | 118,414 | -235 | -0.20% | $22,272,490 |
| SPDR SERIES TRUST | BILS | Other | 6.32% | 163,150 | +3,584 | +2.25% | $16,213,825 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 5.48% | 340,796 | +51,747 | +17.90% | $14,057,849 |
| INTEL CORP | INTC | Technology | 4.78% | 87,886 | +31,015 | +54.54% | $12,271,522 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 3.50% | 42,281 | -2,468 | -5.52% | $8,996,220 |
| APPLE INC | AAPL | Technology | 2.71% | 24,073 | +5,736 | +31.28% | $6,965,704 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 2.44% | 75,923 | +315 | +0.42% | $6,251,475 |
| ISHARES TR | IJH | Other | 2.18% | 72,710 | -87 | -0.12% | $5,606,633 |
| VANGUARD INDEX FDS | VTV | Other | 2.00% | 23,533 | -508 | -2.11% | $5,128,547 |
| VANGUARD INDEX FDS | VUG | Other | 1.92% | 57,199 | +47,501 | +489.80% | $4,927,118 |
| ISHARES INC | EMXC | Other | 1.88% | 47,190 | -845 | -1.76% | $4,827,555 |
| ISHARES TR | IEFA | Other | 1.59% | 42,388 | +419 | +1.00% | $4,093,866 |
| NVIDIA CORPORATION | NVDA | Technology | 1.46% | 18,738 | +1,275 | +7.30% | $3,749,324 |
| VANGUARD WORLD FD | VGT | Other | 1.10% | 23,522 | +20,267 | +622.64% | $2,811,395 |
| GOLDMAN SACHS ETF TR | GBIL | Other | 1.02% | 26,137 | +7,550 | +40.62% | $2,617,882 |
| ALPHABET INC | GOOGL | Communication Services | 0.95% | 6,822 | +559 | +8.93% | $2,438,067 |
| MICROSOFT CORP | MSFT | Technology | 0.94% | 6,461 | +96 | +1.51% | $2,410,093 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.93% | 10,045 | +567 | +5.98% | $2,394,201 |
| VANGUARD MALVERN FDS | VTIP | Other | 0.92% | 47,133 | +20,644 | +77.93% | $2,367,491 |
| ISHARES TR | SHV | Other | 0.82% | 19,069 | +4,531 | +31.17% | $2,104,311 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.80% | 6,262 | +541 | +9.46% | $2,049,740 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.80% | 8,066 | +2,949 | +57.63% | $2,048,522 |
| INVESCO QQQ TR | QQQ | Other | 0.78% | 2,721 | -12 | -0.44% | $2,004,037 |
| FIDELITY COVINGTON TRUST | FREL | Other | 0.69% | 60,592 | +3,316 | +5.79% | $1,775,338 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.68% | 7,429 | -125 | -1.65% | $1,757,850 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.67% | 11,641 | +1,974 | +20.42% | $1,707,036 |
| CATERPILLAR INC | CAT | Industrials | 0.63% | 1,515 | +225 | +17.44% | $1,613,324 |
| APPLIED MATLS INC | AMAT | Technology | 0.62% | 2,213 | - | - | $1,599,999 |
Showing 30 of 134 holdings in the latest reporting period.