Birchcreek Wealth Management, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 4, 2025), Birchcreek Wealth Management, LLC reported 121 stock positions worth $159.2 million. Its top holding was iShares 1-3 Year Treasury Bo (SHY) at 9.9% of the portfolio, followed by iShares Core S&P U.S. Growth (IUSG, 9.0%) and iShares Core S&P U.S. Value (IUSV, 7.5%). Compared with Q3 2024, it opened 13 new positions, sold out of 9, added to 51 and reduced 38. The biggest buy was SS Spdrb B 3-12M T-Bill ETF (BILS, shares +50%) and the biggest sale iShares 0-1 Year Treasury Bo (SHV, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI TOWNSHIP, OH
- CIK
- 0001840341
- Portfolio Value
- $159.2M (Q4 2024)
- SEC Filing
- 0001951757-25-000175 ↗ filed Feb 4, 2025
Holdings Value
Holdings 121 stocks · $159.2M
| SHY iShares 1-3 Year Treasury Bo | 9.90% | 192,217 | $15.8M | Add +15.0% |
| IUSG iShares Core S&P U.S. Growth | 8.98% | 102,608 | $14.3M | Reduce -1.5% |
| IUSV iShares Core S&P U.S. Value | 7.50% | 128,982 | $11.9M | Add +5.0% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 7.05% | 113,227 | $11.2M | Add +49.6% |
| IEFA iShares Core MSCI Eafe ETF | 4.64% | 105,204 | $7.4M | Add +11.1% |
| RSP Invesco S&P 500 Equal Weight | 3.51% | 31,910 | $5.6M | Add +2.8% |
| AAPL Apple Inc. | 3.22% | 20,500 | $5.1M | Reduce -1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.64% | 24,783 | $4.2M | Add +1.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.25% | 8,731 | $3.6M | Add +1.0% |
| VGT Vanguard Info Tech ETF | 1.93% | 4,934 | $3.1M | Reduce -11.3% |
| MSFT Microsoft Corp. | 1.92% | 7,245 | $3.1M | Reduce -8.8% |
| IJH iShares Core S&P Midcap ETF | 1.87% | 47,730 | $3.0M | Add +3.1% |
| DFAS Dimensional US Small Cap ETF | 1.77% | 43,398 | $2.8M | Add +41.4% |
| NVDA Nvidia Corp. | 1.60% | 18,999 | $2.6M | Reduce -10.5% |
| SHV iShares 0-1 Year Treasury Bo | 1.53% | 22,071 | $2.4M | Reduce -49.5% |
| AMZN Amazon.com Inc. | 1.31% | 9,496 | $2.1M | Add +2.2% |
| PG The Procter & Gamble Co. | 1.17% | 11,106 | $1.9M | Add +5.0% |
| JPM JPMorgan Chase & Co. | 1.08% | 7,153 | $1.7M | Add +3.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.08% | 30,921 | $1.7M | Add +15.6% |
| GOOGL Alphabet Inc. Class A | 0.93% | 7,854 | $1.5M | Add +2.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.89% | 2,787 | $1.4M | Add +1.7% |
| VIG Vanguard Dividend Apprec ETF | 0.86% | 7,028 | $1.4M | Add +0.7% |
| LLY Eli Lilly & Co. | 0.83% | 1,714 | $1.3M | Reduce -11.2% |
| FNCL Fidelity MSCI Financial Indx | 0.83% | 19,219 | $1.3M | Add +2.3% |
| VYM Vanguard High DVD Yield ETF | 0.81% | 10,142 | $1.3M | Reduce -0.0% |
| IVV iShares Core S&P 500 ETF | 0.80% | 2,154 | $1.3M | Reduce -9.5% |
| VIS Vanguard Industrials ETF | 0.78% | 4,899 | $1.2M | Reduce -2.7% |
| IJR iShares Core S&P Small-Cap E | 0.74% | 10,273 | $1.2M | Reduce -34.6% |
| XLY SS Consumer Disc Select Sect | 0.69% | 4,879 | $1.1M | Reduce -16.3% |
| VXUS Vanguard Total Intl Stock | 0.68% | 18,436 | $1.1M | Reduce -1.2% |
| FHLC Fidelity MSCI Health Care | 0.68% | 16,555 | $1.1M | Reduce -12.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.67% | 3,707 | $1.1M | No change |
| FCOM Fidelity MSCI Comm Serv Indx | 0.66% | 17,938 | $1.1M | Add +15.5% |
| FREL Fidelity MSCI RL Est Indx | 0.61% | 35,942 | $971K | Add +5.4% |
| VDC Vanguard Consumer Staple ETF | 0.60% | 4,494 | $950K | Add +10.1% |
| NFLX Netflix Inc. | 0.58% | 1,030 | $918K | Reduce -7.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.57% | 1,556 | $912K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 1,844 | $836K | Add +2.3% |
| VEA Vanguard Ftse Developed ETF | 0.52% | 17,435 | $834K | Add +0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.50% | 3,282 | $789K | Add +4.2% |
| JNJ Johnson & Johnson | 0.49% | 5,347 | $773K | Add +10.9% |
| VFH Vanguard Financials ETF | 0.49% | 6,543 | $773K | Add +9.7% |
| ORCL Oracle Corp. | 0.46% | 4,411 | $735K | No change |
| HD Home Depot Inc. | 0.45% | 1,846 | $718K | No change |
| VGSH Vanguard Short-Term Treasury | 0.42% | 11,624 | $676K | Add +29.6% |
| PRK Park National Corp. | 0.42% | 3,913 | $671K | Reduce -5.9% |
| TT Trane Technologies PLC | 0.40% | 1,719 | $635K | Add +11.6% |
| VDE Vanguard Energy ETF | 0.38% | 5,001 | $607K | Add +15.7% |
| META Meta Platforms Inc. Class A | 0.38% | 1,031 | $604K | Add +22.0% |
| GBIL Goldman Sachs Access Treasur | 0.38% | 6,000 | $600K | New |
| QCOM Qualcomm Inc. | 0.37% | 3,828 | $588K | Add +5.8% |
| XLE SS Energy Select Sector | 0.37% | 6,833 | $585K | Add +13.0% |
| ETN Eaton Corp. PLC | 0.36% | 1,748 | $580K | New |
| MRK Merck & Co. Inc. | 0.36% | 5,737 | $571K | Add +16.6% |
| GOOG Alphabet Inc. Class C | 0.34% | 2,880 | $548K | Add +4.9% |
| AVGO Broadcom Inc. | 0.33% | 2,258 | $523K | Add +63.9% |
| XOM Exxon Mobil Corp. | 0.33% | 4,832 | $520K | Reduce -7.7% |
| DVY iShares Select Dividend ETF | 0.33% | 3,941 | $517K | Add +0.7% |
| ANET Arista Networks Inc. | 0.32% | 4,661 | $515K | Reduce -23.2% |
| FTNT Fortinet Inc. | 0.31% | 5,255 | $496K | Reduce -0.3% |
| VCR Vanguard Consumer Discre ETF | 0.31% | 1,311 | $492K | Reduce -1.7% |
| CVX Chevron Corp. | 0.31% | 3,356 | $486K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.30% | 1,814 | $479K | Reduce -0.9% |
| CAT Caterpillar Inc. | 0.30% | 1,314 | $477K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.30% | 1,299 | $476K | Add +17.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 2,162 | $475K | Add +42.0% |
| OEF iShares S&P 100 ETF | 0.30% | 1,628 | $470K | No change |
| INTC Intel Corp. | 0.29% | 23,336 | $468K | Reduce -25.9% |
| AXP American Express Co. | 0.29% | 1,570 | $466K | Reduce -11.4% |
| PEP Pepsico Inc. | 0.29% | 3,051 | $464K | Reduce -1.7% |
| WMT Walmart Inc. | 0.29% | 5,119 | $463K | No change |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.28% | 7,934 | $447K | No change |
| WMB Williams Cos Inc. | 0.28% | 8,090 | $438K | No change |
| D Dominion Energy Inc. | 0.27% | 8,051 | $434K | No change |
| LMT Lockheed Martin Corp. | 0.27% | 873 | $424K | Add +0.9% |
| AMAT Applied Materials Inc. | 0.25% | 2,483 | $404K | No change |
| TSLA Tesla Inc. | 0.25% | 989 | $399K | Reduce -6.6% |
| KR Kroger Co. | 0.25% | 6,488 | $397K | Add +4.4% |
| LOW Lowe's Cos Inc. | 0.25% | 1,595 | $394K | Reduce -3.7% |
| DUK Duke Energy Corp. | 0.25% | 3,635 | $392K | No change |
| VHT Vanguard Health Care ETF | 0.24% | 1,537 | $390K | Add +68.5% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.24% | 4,481 | $385K | Add +76.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.24% | 5,022 | $380K | Reduce -2.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.23% | 1,852 | $366K | Add +11.2% |
| UNH Unitedhealth Group Inc. | 0.22% | 687 | $348K | Reduce -19.0% |
| EMR Emerson Electric Co. | 0.22% | 2,804 | $348K | No change |
| NOC Northrop Grumman Corp. | 0.22% | 740 | $347K | No change |
| MCD McDonald's Corp. | 0.22% | 1,197 | $347K | Add +18.4% |
| HDV iShares Core High Dividend E | 0.22% | 3,073 | $345K | Add +13.6% |
| COST Costco Wholesale Corp. | 0.22% | 374 | $343K | Reduce -25.4% |
| AMP Ameriprise Financial Inc. | 0.21% | 641 | $341K | Add +19.1% |
| UNP Union Pacific Corp. | 0.21% | 1,476 | $337K | Reduce -11.7% |
| AMGN Amgen Inc. | 0.21% | 1,261 | $329K | Add +40.3% |
| ABBV Abbvie Inc. | 0.20% | 1,815 | $323K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.20% | 5,200 | $314K | Reduce -15.6% |
| V Visa Inc. Class A | 0.19% | 981 | $310K | Reduce -9.8% |
| VAW Vanguard Materials ETF | 0.18% | 1,534 | $288K | Add +0.5% |
| VNQ Vanguard Real Estate ETF | 0.17% | 3,042 | $271K | Add +0.1% |
| BX Blackstone Inc. | 0.16% | 1,521 | $262K | Reduce -14.1% |
| GS Goldman Sachs Group Inc. | 0.16% | 440 | $252K | New |
Portfolio Sells Q3 2024 → Q4 2024
| SHV iShares 0-1 Year Treasury Bo | Reduce -49.5% | 1.53% | −1.64 |
| IJR iShares Core S&P Small-Cap E | Reduce -34.6% | 0.74% | −0.46 |
| MSFT Microsoft Corp. | Reduce -8.8% | 1.92% | −0.32 |
| LLY Eli Lilly & Co. | Reduce -11.2% | 0.83% | −0.29 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.24 |
| FHLC Fidelity MSCI Health Care | Reduce -12.6% | 0.68% | −0.22 |
| VGT Vanguard Info Tech ETF | Reduce -11.3% | 1.93% | −0.21 |
| INTC Intel Corp. | Reduce -25.9% | 0.29% | −0.19 |
| SO The Southern Co. | Sold out | 0.00% | −0.17 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.16 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.15 |
| AWK American Water Works Co. Inc. | Sold out | 0.00% | −0.14 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.14 |
| GE General Electric | Sold out | 0.00% | −0.14 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.14 |
| DE Deere & Co. | Sold out | 0.00% | −0.13 |
| VXUS Vanguard Total Intl Stock | Reduce -1.2% | 0.68% | −0.11 |
| UNH Unitedhealth Group Inc. | Reduce -19.0% | 0.22% | −0.11 |
| IVV iShares Core S&P 500 ETF | Reduce -9.5% | 0.80% | −0.10 |
| NVDA Nvidia Corp. | Reduce -10.5% | 1.60% | −0.09 |
| XLY SS Consumer Disc Select Sect | Reduce -16.3% | 0.69% | −0.08 |
| COST Costco Wholesale Corp. | Reduce -25.4% | 0.22% | −0.08 |
| VIS Vanguard Industrials ETF | Reduce -2.7% | 0.78% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -7.7% | 0.33% | −0.08 |
| UNP Union Pacific Corp. | Reduce -11.7% | 0.21% | −0.06 |
| ANET Arista Networks Inc. | Reduce -23.2% | 0.32% | −0.06 |
| PEP Pepsico Inc. | Reduce -1.7% | 0.29% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -3.7% | 0.25% | −0.05 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.0% | 0.81% | −0.04 |
| PRK Park National Corp. | Reduce -5.9% | 0.42% | −0.04 |
| XLI SS Industrial Select Sector | Reduce -14.3% | 0.14% | −0.04 |
| CMG Chipotle Mexican Grill Inc. | Reduce -15.6% | 0.20% | −0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -2.5% | 0.24% | −0.03 |
| TMUS T-Mobile US Inc. | Reduce -18.8% | 0.14% | −0.03 |
| AXP American Express Co. | Reduce -11.4% | 0.29% | −0.02 |
| IUSG iShares Core S&P U.S. Growth | Reduce -1.5% | 8.98% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.9% | 0.30% | −0.02 |
| BX Blackstone Inc. | Reduce -14.1% | 0.16% | −0.01 |
| QYLD Global X Nasd 100 Cov Call | Reduce -5.5% | 0.12% | −0.01 |
| ITOT iShares Core S&P Total U.S. | Reduce -2.6% | 0.14% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -1.0% | 0.13% | −0.00 |
| V Visa Inc. Class A | Reduce -9.8% | 0.19% | −0.00 |
| VCR Vanguard Consumer Discre ETF | Reduce -1.7% | 0.31% | +0.01 |
| FTNT Fortinet Inc. | Reduce -0.3% | 0.31% | +0.04 |
| NFLX Netflix Inc. | Reduce -7.9% | 0.58% | +0.06 |
| AAPL Apple Inc. | Reduce -1.1% | 3.22% | +0.06 |
| TSLA Tesla Inc. | Reduce -6.6% | 0.25% | +0.07 |
Portfolio Buys Q3 2024 → Q4 2024
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +49.6% | 7.05% | +2.11 |
| SHY iShares 1-3 Year Treasury Bo | Add +15.0% | 9.90% | +0.79 |
| DFAS Dimensional US Small Cap ETF | Add +41.4% | 1.77% | +0.47 |
| GBIL Goldman Sachs Access Treasur | New | 0.38% | +0.38 |
| ETN Eaton Corp. PLC | New | 0.36% | +0.36 |
| AMZN Amazon.com Inc. | Add +2.2% | 1.31% | +0.17 |
| AVGO Broadcom Inc. | Add +63.9% | 0.33% | +0.17 |
| GS Goldman Sachs Group Inc. | New | 0.16% | +0.16 |
| RCL Royal Caribbean Cruises Ltd. | New | 0.15% | +0.15 |
| DKS Dick's Sporting Goods Inc. | New | 0.14% | +0.14 |
| BMY Bristol-Myers Squibb Co. | New | 0.14% | +0.14 |
| NET Cloudflare Inc. Class A | New | 0.14% | +0.14 |
| STZ Constellation Brands Inc. Class A | New | 0.14% | +0.14 |
| SHOP Shopify Inc. Class A | New | 0.13% | +0.13 |
| CIBR First Trust Nasdaq Cybersecu | New | 0.13% | +0.13 |
| PWR Quanta Services Inc. | New | 0.13% | +0.13 |
| SHEL Shell PLC-ADR | New | 0.13% | +0.13 |
| CSCO Cisco Systems Inc. | New | 0.13% | +0.13 |
| JPM JPMorgan Chase & Co. | Add +3.5% | 1.08% | +0.12 |
| FCOM Fidelity MSCI Comm Serv Indx | Add +15.5% | 0.66% | +0.10 |
| GOOGL Alphabet Inc. Class A | Add +2.4% | 0.93% | +0.10 |
| IBM Intl Business Machines Corp. | Add +42.0% | 0.30% | +0.08 |
| VGSH Vanguard Short-Term Treasury | Add +29.6% | 0.42% | +0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.0% | 2.25% | +0.08 |
| VHT Vanguard Health Care ETF | Add +68.5% | 0.24% | +0.08 |
| META Meta Platforms Inc. Class A | Add +22.0% | 0.38% | +0.06 |
| VFH Vanguard Financials ETF | Add +9.7% | 0.49% | +0.06 |
| AMP Ameriprise Financial Inc. | Add +19.1% | 0.21% | +0.05 |
| VOOG Vanguard S&P 500 Growth ETF | Add +17.6% | 0.30% | +0.05 |
| GOOG Alphabet Inc. Class C | Add +4.9% | 0.34% | +0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +76.3% | 0.24% | +0.04 |
| FNCL Fidelity MSCI Financial Indx | Add +2.3% | 0.83% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +11.2% | 0.23% | +0.04 |
| VDE Vanguard Energy ETF | Add +15.7% | 0.38% | +0.03 |
| XLE SS Energy Select Sector | Add +13.0% | 0.37% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.7% | 0.89% | +0.02 |
| AMGN Amgen Inc. | Add +40.3% | 0.21% | +0.02 |
| MCD McDonald's Corp. | Add +18.4% | 0.22% | +0.02 |
| KR Kroger Co. | Add +4.4% | 0.25% | +0.02 |
| VDC Vanguard Consumer Staple ETF | Add +10.1% | 0.60% | +0.01 |
| PH Parker Hannifin Corp. | Add +9.9% | 0.15% | +0.01 |
| HDV iShares Core High Dividend E | Add +13.6% | 0.22% | +0.01 |
| TT Trane Technologies PLC | Add +11.6% | 0.40% | +0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +4.2% | 0.50% | +0.01 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +15.6% | 1.08% | +0.01 |
| QS Quantumscape Corp. | Add +13.6% | 0.07% | −0.00 |
| MRK Merck & Co. Inc. | Add +16.6% | 0.36% | −0.01 |
| VOOV Vanguard S&P 500 Value ETF | Add +0.4% | 0.16% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.3% | 0.52% | −0.02 |
| DVY iShares Select Dividend ETF | Add +0.7% | 0.33% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 134 | $256.7M | SHY, IUSV, IUSG, BILS, DFAI |
| Q1 2026 | 120 | $207.7M | SHY, IUSV, IUSG, BILS, DFAI |
| Q4 2025 | 113 | $203.6M | SHY, IUSV, IUSG, BILS, DFAI |
| Q3 2025 | 115 | $193.5M | SHY, IUSG, IUSV, BILS, IEFA |
| Q2 2025 | 115 | $176.5M | SHY, IUSG, IUSV, BILS, IEFA |
| Q1 2025 | 115 | $158.4M | SHY, IUSG, IUSV, BILS, IEFA |
| Q4 2024 | 121 | $159.2M | SHY, IUSG, IUSV, BILS, IEFA |
| Q3 2024 | 117 | $152.6M | SHY, IUSG, IUSV, BILS, IEFA |
| Q2 2024 | 151 | $177.6M | IUSG, SHV, SHY, IUSV, IEFA |
| Q1 2024 | 156 | $190.2M | IUSG, SHV, SHY, IUSV, IEFA |