Birchcreek Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, Birchcreek Wealth Management, LLC held in its portfolio 112 assets valued at $203,649,851 (i.e. $203.65M).
The most valuable assets in the portfolio included: ISHARES TR ($23.56M), ISHARES TR ($20.43M), and ISHARES TR ($19.83M).
The chart below shows the top 10 valuable assets, and the table below shows the top 112 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Birchcreek Wealth Management, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 284443 | 23557586 | 1 3 YR TREAS BD |
| ISHARES TR | 199277 | 20433813 | CORE S&P US VLU |
| ISHARES TR | 118100 | 19833758 | CORE S&P US GWT |
| SPDR SERIES TRUST | 157209 | 15598234 | STATE STREET SPD |
| DIMENSIONAL ETF TRUST | 277678 | 10582309 | INTL CORE EQT MK |
| INVESCO EXCHANGE TRADED FD T | 44363 | 8498094 | S&P500 EQL WGT |
| DIMENSIONAL ETF TRUST | 74819 | 5212628 | US SMALL CAP ETF |
| APPLE INC | 18465 | 5019941 | COM |
| VANGUARD INDEX FDS | 9711 | 4737699 | GROWTH ETF |
| ISHARES TR | 70904 | 4679692 | CORE S&P MCP ETF |
| VANGUARD INDEX FDS | 24249 | 4631317 | VALUE ETF |
| ISHARES TR | 41151 | 3681331 | CORE MSCI EAFE |
| NVIDIA CORPORATION | 18251 | 3403845 | COM |
| ISHARES INC | 46335 | 3367653 | MSCI EMRG CHN |
| MICROSOFT CORP | 6358 | 3074687 | COM |
| VANGUARD WORLD FD | 3310 | 2495331 | INF TECH ETF |
| AMAZON COM INC | 9567 | 2208328 | COM |
| ALPHABET INC | 6427 | 2011714 | CAP STK CL A |
| JPMORGAN CHASE & CO. | 5721 | 1843421 | COM |
| INVESCO QQQ TR | 2738 | 1681806 | UNIT SER 1 |
| GOLDMAN SACHS ETF TR | 16487 | 1647711 | ACCES TREASURY |
| VANGUARD SPECIALIZED FUNDS | 7479 | 1643735 | DIV APP ETF |
| ISHARES TR | 14499 | 1597083 | TRUST ISHARE 0-1 |
| FIDELITY COVINGTON TRUST | 56243 | 1512365 | MSCI RL EST ETF |
| PROCTER AND GAMBLE CO | 10112 | 1449151 | COM |
| VANGUARD WHITEHALL FDS | 9900 | 1420848 | HIGH DIV YLD |
| VANGUARD INDEX FDS | 3814 | 1278741 | TOTAL STK MKT |
| VANGUARD TAX-MANAGED FDS | 20407 | 1274825 | VAN FTSE DEV MKT |
| ELI LILLY & CO | 1169 | 1256347 | COM |
| ISHARES TR | 1784 | 1222093 | CORE S&P500 ETF |
| FIDELITY COVINGTON TRUST | 16327 | 1196443 | MSCI COMMNTN SVC |
| SELECT SECTOR SPDR TR | 10557 | 1126700 | STATE STREET CON |
| VANGUARD WORLD FD | 3747 | 1118030 | INDUSTRIAL ETF |
| FIDELITY COVINGTON TRUST | 14368 | 1067255 | MSCI HLTH CARE I |
| SPDR S&P 500 ETF TR | 1564 | 1066517 | TR UNIT |
| FIDELITY COVINGTON TRUST | 13365 | 1038995 | MSCI FINLS IDX |
| JOHNSON & JOHNSON | 4917 | 1017573 | COM |
| INTEL CORP | 27531 | 1015894 | COM |
| ISHARES TR | 8423 | 1012302 | CORE S&P SCP ETF |
| ORACLE CORP | 4943 | 963407 | COM |
| VANGUARD WORLD FD | 7042 | 940037 | FINANCIALS ETF |
| VANGUARD WORLD FD | 4339 | 916570 | CONSUM STP ETF |
| ALPHABET INC | 2852 | 894892 | CAP STK CL C |
| BERKSHIRE HATHAWAY INC DEL | 1729 | 868991 | CL B NEW |
| VANGUARD INDEX FDS | 3217 | 829825 | SMALL CP ETF |
| VANGUARD ADMIRAL FDS INC | 1692 | 752246 | 500 GRTH IDX F |
| VANGUARD STAR FDS | 9934 | 749441 | VG TL INTL STK F |
| SELECT SECTOR SPDR TR | 16194 | 724034 | STATE STREET ENE |
| NETFLIX INC | 7681 | 720171 | COM |
| QUALCOMM INC | 4152 | 710224 | COM |
| VANGUARD SCOTTSDALE FDS | 11711 | 687812 | SHORT TERM TREAS |
| CATERPILLAR INC | 1139 | 652499 | COM |
| GOLDMAN SACHS GROUP INC | 717 | 630243 | COM |
| VANGUARD INDEX FDS | 2164 | 628141 | MID CAP ETF |
| BROADCOM INC | 1806 | 625057 | COM |
| HOME DEPOT INC | 1715 | 589987 | COM |
| APPLIED MATLS INC | 2213 | 568719 | COM |
| EXXON MOBIL CORP | 4717 | 567644 | COM |
| VANGUARD WORLD FD | 4446 | 559840 | ENERGY ETF |
| PARK NATL CORP | 3667 | 558061 | COM |
| ISHARES TR | 4465 | 543032 | CORE HIGH DV ETF |
| ISHARES TR | 3528 | 524592 | CORE S&P TTL STK |
| WALMART INC | 4682 | 521622 | COM |
| META PLATFORMS INC | 759 | 501008 | CL A |
| WILLIAMS COS INC | 8090 | 486290 | COM |
| CHEVRON CORP NEW | 3179 | 484511 | COM |
| SELECT SECTOR SPDR TR | 11156 | 476250 | STATE STREET UTI |
| DOMINION ENERGY INC | 8051 | 471708 | COM |
| TRANE TECHNOLOGIES PLC | 1189 | 462759 | SHS |
| INTERNATIONAL BUSINESS MACHS | 1548 | 458533 | COM |
| MICRON TECHNOLOGY INC | 1597 | 455814 | COM |
| VANGUARD WORLD FD | 1149 | 452614 | CONSUM DIS ETF |
| VANGUARD MALVERN FDS | 9069 | 448553 | STRM INFPROIDX |
| AMERICAN EXPRESS CO | 1196 | 442460 | COM |
| DUKE ENERGY CORP NEW | 3635 | 426058 | COM NEW |
| TESLA INC | 922 | 414773 | COM |
| VANGUARD WORLD FD | 1365 | 392915 | HEALTH CAR ETF |
| EATON CORP PLC | 1165 | 371134 | SHS |
| ABBVIE INC | 1619 | 369925 | COM |
| MCDONALDS CORP | 1197 | 365839 | COM |
| VANGUARD WORLD FD | 1758 | 364873 | MATERIALS ETF |
| ARISTA NETWORKS INC | 2732 | 357974 | COM SHS |
| FORTINET INC | 4452 | 353533 | COM |
| LOWES COS INC | 1460 | 352094 | COM |
| VISA INC | 969 | 339838 | COM CL A |
| DIMENSIONAL ETF TRUST | 4543 | 336954 | US EQUITY MARKET |
| LOCKHEED MARTIN CORP | 696 | 336392 | COM |
| PARKER-HANNIFIN CORP | 379 | 333126 | COM |
| EMERSON ELEC CO | 2508 | 332862 | COM |
| MERCK & CO INC | 2844 | 299368 | COM |
| J P MORGAN EXCHANGE TRADED F | 5070 | 294668 | NASDAQ EQT PREM |
| SPDR GOLD TR | 742 | 294062 | GOLD SHS |
| SELECT SECTOR SPDR TR | 7108 | 286808 | STATE STREET REA |
| VANGUARD ADMIRAL FDS INC | 1352 | 276972 | 500 VAL IDX FD |
| VANGUARD INDEX FDS | 441 | 276537 | S&P 500 ETF SHS |
| CISCO SYS INC | 3551 | 273527 | COM |
| VANGUARD INDEX FDS | 3062 | 270988 | REAL ESTATE ETF |
| KROGER CO | 4327 | 270351 | COM |
| QUANTUMSCAPE CORP | 25933 | 270222 | COM CL A |
| ISHARES TR | 783 | 268546 | S&P 100 ETF |
| ISHARES TR | 1784 | 251759 | SELECT DIVID ETF |
| US BANCORP DEL | 4705 | 251056 | COM NEW |
| OREILLY AUTOMOTIVE INC | 2711 | 247270 | COM |
| UNITEDHEALTH GROUP INC | 704 | 232397 | COM |
| RTX CORPORATION | 1267 | 232368 | COM |
| GE AEROSPACE | 734 | 226094 | COM NEW |
| ROYAL CARIBBEAN GROUP | 800 | 223136 | COM |
| AMGEN INC | 680 | 222571 | COM |
| SELECT SECTOR SPDR TR | 1431 | 221977 | STATE STREET IND |
| ADVANCED MICRO DEVICES INC | 1000 | 214160 | COM |
| BANK AMERICA CORP | 3780 | 207926 | COM |
| LAM RESEARCH CORP | 1200 | 205416 | COM NEW |
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