Birchcreek Wealth Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Birchcreek Wealth Management, LLC reported 115 stock positions worth $158.4 million. Its top holding was iShares 1-3 Year Treasury Bo (SHY) at 10.8% of the portfolio, followed by iShares Core S&P U.S. Growth (IUSG, 9.0%) and iShares Core S&P U.S. Value (IUSV, 8.4%). Compared with Q4 2024, it opened 5 new positions, sold out of 11, added to 40 and reduced 50. The biggest buy was iShares Core S&P U.S. Value (IUSV, shares +12%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI TOWNSHIP, OH
- CIK
- 0001840341
- Portfolio Value
- $158.4M (Q1 2025)
- SEC Filing
- 0001951757-25-000520 ↗ filed May 6, 2025
Holdings Value
Holdings 115 stocks · $158.4M
| SHY iShares 1-3 Year Treasury Bo | 10.77% | 206,309 | $17.1M | Add +7.3% |
| IUSG iShares Core S&P U.S. Growth | 9.03% | 112,602 | $14.3M | Add +9.7% |
| IUSV iShares Core S&P U.S. Value | 8.41% | 144,337 | $13.3M | Add +11.9% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 7.50% | 119,508 | $11.9M | Add +5.5% |
| IEFA iShares Core MSCI Eafe ETF | 5.18% | 108,547 | $8.2M | Add +3.2% |
| RSP Invesco S&P 500 Equal Weight | 3.66% | 33,437 | $5.8M | Add +4.8% |
| AAPL Apple Inc. | 2.87% | 20,469 | $4.5M | Reduce -0.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.58% | 23,658 | $4.1M | Reduce -4.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.24% | 9,553 | $3.5M | Add +9.4% |
| DFAS Dimensional US Small Cap ETF | 1.99% | 52,899 | $3.2M | Add +21.9% |
| IJH iShares Core S&P Midcap ETF | 1.98% | 53,705 | $3.1M | Add +12.5% |
| MSFT Microsoft Corp. | 1.70% | 7,184 | $2.7M | Reduce -0.8% |
| VGT Vanguard Info Tech ETF | 1.67% | 4,867 | $2.6M | Reduce -1.4% |
| SHV iShares 0-1 Year Treasury Bo | 1.46% | 20,965 | $2.3M | Reduce -5.0% |
| NVDA Nvidia Corp. | 1.33% | 19,455 | $2.1M | Add +2.4% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.22% | 35,071 | $1.9M | Add +13.4% |
| PG The Procter & Gamble Co. | 1.16% | 10,809 | $1.8M | Reduce -2.7% |
| AMZN Amazon.com Inc. | 1.14% | 9,476 | $1.8M | Reduce -0.2% |
| JPM JPMorgan Chase & Co. | 1.06% | 6,833 | $1.7M | Reduce -4.5% |
| VIG Vanguard Dividend Apprec ETF | 0.92% | 7,502 | $1.5M | Add +6.7% |
| LLY Eli Lilly & Co. | 0.83% | 1,599 | $1.3M | Reduce -6.7% |
| VYM Vanguard High DVD Yield ETF | 0.82% | 10,124 | $1.3M | Reduce -0.2% |
| FNCL Fidelity MSCI Financial Indx | 0.81% | 18,567 | $1.3M | Reduce -3.4% |
| VIS Vanguard Industrials ETF | 0.80% | 5,127 | $1.3M | Add +4.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.78% | 2,622 | $1.2M | Reduce -5.9% |
| GOOGL Alphabet Inc. Class A | 0.76% | 7,805 | $1.2M | Reduce -0.6% |
| FREL Fidelity MSCI RL Est Indx | 0.71% | 41,195 | $1.1M | Add +14.6% |
| IVV iShares Core S&P 500 ETF | 0.68% | 1,930 | $1.1M | Reduce -10.4% |
| XLY SS Consumer Disc Select Sect | 0.67% | 5,348 | $1.1M | Add +9.6% |
| VXUS Vanguard Total Intl Stock | 0.66% | 16,778 | $1.0M | Reduce -9.0% |
| FHLC Fidelity MSCI Health Care | 0.65% | 15,082 | $1.0M | Reduce -8.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.64% | 3,705 | $1.0M | Reduce -0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.62% | 1,849 | $985K | Add +0.3% |
| FCOM Fidelity MSCI Comm Serv Indx | 0.61% | 17,252 | $971K | Reduce -3.8% |
| IJR iShares Core S&P Small-Cap E | 0.60% | 9,143 | $956K | Reduce -11.0% |
| VDC Vanguard Consumer Staple ETF | 0.58% | 4,196 | $918K | Reduce -6.6% |
| NFLX Netflix Inc. | 0.57% | 972 | $906K | Reduce -5.6% |
| JNJ Johnson & Johnson | 0.56% | 5,364 | $890K | Add +0.3% |
| VEA Vanguard Ftse Developed ETF | 0.56% | 17,402 | $885K | Reduce -0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 1,556 | $871K | No change |
| VFH Vanguard Financials ETF | 0.49% | 6,525 | $780K | Reduce -0.3% |
| GBIL Goldman Sachs Access Treasur | 0.49% | 7,700 | $771K | Add +28.3% |
| ORCL Oracle Corp. | 0.49% | 5,516 | $771K | Add +25.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.46% | 3,282 | $728K | No change |
| HD Home Depot Inc. | 0.43% | 1,847 | $677K | Add +0.1% |
| VGSH Vanguard Short-Term Treasury | 0.40% | 10,850 | $637K | Reduce -6.7% |
| VDE Vanguard Energy ETF | 0.40% | 4,901 | $636K | Reduce -2.0% |
| INTC Intel Corp. | 0.40% | 27,746 | $630K | Add +18.9% |
| XLE SS Energy Select Sector | 0.40% | 6,742 | $630K | Reduce -1.3% |
| XOM Exxon Mobil Corp. | 0.39% | 5,161 | $614K | Add +6.8% |
| QCOM Qualcomm Inc. | 0.37% | 3,828 | $588K | No change |
| META Meta Platforms Inc. Class A | 0.36% | 990 | $571K | Reduce -4.0% |
| CVX Chevron Corp. | 0.36% | 3,365 | $563K | Add +0.3% |
| PRK Park National Corp. | 0.35% | 3,700 | $560K | Reduce -5.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.33% | 1,994 | $516K | Add +9.9% |
| TT Trane Technologies PLC | 0.32% | 1,502 | $506K | Reduce -12.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 2,004 | $498K | Reduce -7.3% |
| VOOG Vanguard S&P 500 Growth ETF | 0.31% | 1,487 | $497K | Add +14.5% |
| WMB Williams Cos Inc. | 0.31% | 8,090 | $483K | No change |
| FTNT Fortinet Inc. | 0.30% | 4,981 | $479K | Reduce -5.2% |
| ETN Eaton Corp. PLC | 0.30% | 1,748 | $475K | No change |
| D Dominion Energy Inc. | 0.28% | 8,051 | $451K | No change |
| WMT Walmart Inc. | 0.28% | 5,139 | $451K | Add +0.4% |
| GOOG Alphabet Inc. Class C | 0.28% | 2,880 | $450K | No change |
| DVY iShares Select Dividend ETF | 0.28% | 3,344 | $449K | Reduce -15.2% |
| DUK Duke Energy Corp. | 0.28% | 3,635 | $443K | No change |
| OEF iShares S&P 100 ETF | 0.28% | 1,628 | $441K | No change |
| CAT Caterpillar Inc. | 0.27% | 1,319 | $435K | Add +0.4% |
| HDV iShares Core High Dividend E | 0.27% | 3,530 | $428K | Add +14.9% |
| VCR Vanguard Consumer Discre ETF | 0.26% | 1,273 | $414K | Reduce -2.9% |
| VHT Vanguard Health Care ETF | 0.26% | 1,537 | $407K | No change |
| PEP Pepsico Inc. | 0.25% | 2,652 | $398K | Reduce -13.1% |
| AXP American Express Co. | 0.25% | 1,465 | $394K | Reduce -6.7% |
| MRK Merck & Co. Inc. | 0.25% | 4,353 | $391K | Reduce -24.1% |
| LMT Lockheed Martin Corp. | 0.25% | 873 | $390K | No change |
| KR Kroger Co. | 0.24% | 5,728 | $388K | Reduce -11.7% |
| ANET Arista Networks Inc. | 0.24% | 4,977 | $386K | Add +6.8% |
| AVGO Broadcom Inc. | 0.24% | 2,287 | $383K | Add +1.3% |
| ABBV Abbvie Inc. | 0.24% | 1,815 | $380K | No change |
| MCD McDonald's Corp. | 0.24% | 1,197 | $374K | No change |
| LOW Lowe's Cos Inc. | 0.24% | 1,602 | $374K | Add +0.4% |
| UNH Unitedhealth Group Inc. | 0.23% | 688 | $360K | Add +0.1% |
| V Visa Inc. Class A | 0.22% | 999 | $350K | Add +1.8% |
| AMAT Applied Materials Inc. | 0.22% | 2,363 | $343K | Reduce -4.8% |
| AMGN Amgen Inc. | 0.22% | 1,094 | $341K | Reduce -13.2% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.21% | 6,550 | $339K | Reduce -17.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.21% | 4,289 | $338K | Reduce -14.6% |
| COST Costco Wholesale Corp. | 0.21% | 345 | $326K | Reduce -7.8% |
| EMR Emerson Electric Co. | 0.19% | 2,808 | $308K | Add +0.1% |
| UNP Union Pacific Corp. | 0.18% | 1,209 | $286K | Reduce -18.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.18% | 1,719 | $285K | Reduce -7.2% |
| VAW Vanguard Materials ETF | 0.17% | 1,465 | $277K | Reduce -4.5% |
| ROCK Gibraltar Industries Inc. | 0.17% | 4,559 | $267K | New |
| TSLA Tesla Inc. | 0.17% | 1,009 | $261K | Add +2.0% |
| VNQ Vanguard Real Estate ETF | 0.16% | 2,843 | $257K | Reduce -6.5% |
| VOOV Vanguard S&P 500 Value ETF | 0.16% | 1,350 | $249K | Add +0.1% |
| AMP Ameriprise Financial Inc. | 0.16% | 508 | $246K | Reduce -20.8% |
| GS Goldman Sachs Group Inc. | 0.15% | 442 | $241K | Add +0.5% |
| PH Parker Hannifin Corp. | 0.15% | 387 | $235K | No change |
| BMY Bristol-Myers Squibb Co. | 0.15% | 3,825 | $233K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -0.1% | 2.87% | −0.35 |
| VGT Vanguard Info Tech ETF | Reduce -1.4% | 1.67% | −0.26 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.22 |
| MSFT Microsoft Corp. | Reduce -0.8% | 1.70% | −0.22 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 0.76% | −0.17 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 1.14% | −0.17 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.16 |
| DKS Dick's Sporting Goods Inc. | Sold out | 0.00% | −0.14 |
| IJR iShares Core S&P Small-Cap E | Reduce -11.0% | 0.60% | −0.14 |
| USB US Bancorp | Sold out | 0.00% | −0.14 |
| TMUS T-Mobile US Inc. | Sold out | 0.00% | −0.14 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.14 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.13 |
| PWR Quanta Services Inc. | Sold out | 0.00% | −0.13 |
| SHEL Shell PLC-ADR | Sold out | 0.00% | −0.13 |
| QYLD Global X Nasd 100 Cov Call | Sold out | 0.00% | −0.12 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -5.9% | 0.78% | −0.12 |
| ETV Eaton Vance T/M Buy-Writ Opp | Sold out | 0.00% | −0.11 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -33.8% | 0.13% | −0.11 |
| IVV iShares Core S&P 500 ETF | Reduce -10.4% | 0.68% | −0.11 |
| MRK Merck & Co. Inc. | Reduce -24.1% | 0.25% | −0.11 |
| TT Trane Technologies PLC | Reduce -12.6% | 0.32% | −0.08 |
| PRK Park National Corp. | Reduce -5.4% | 0.35% | −0.07 |
| JEPQ JPM Nasdaq Equity Premium | Reduce -17.4% | 0.21% | −0.07 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -5.0% | 1.46% | −0.06 |
| AMP Ameriprise Financial Inc. | Reduce -20.8% | 0.16% | −0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -4.5% | 2.58% | −0.06 |
| CMG Chipotle Mexican Grill Inc. | Reduce -11.2% | 0.15% | −0.05 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -7.2% | 0.18% | −0.05 |
| FCOM Fidelity MSCI Comm Serv Indx | Reduce -3.8% | 0.61% | −0.05 |
| VCR Vanguard Consumer Discre ETF | Reduce -2.9% | 0.26% | −0.05 |
| AXP American Express Co. | Reduce -6.7% | 0.25% | −0.04 |
| DVY iShares Select Dividend ETF | Reduce -15.2% | 0.28% | −0.04 |
| PEP Pepsico Inc. | Reduce -13.1% | 0.25% | −0.04 |
| AMAT Applied Materials Inc. | Reduce -4.8% | 0.22% | −0.04 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.1% | 0.64% | −0.03 |
| UNP Union Pacific Corp. | Reduce -18.1% | 0.18% | −0.03 |
| FHLC Fidelity MSCI Health Care | Reduce -8.9% | 0.65% | −0.03 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -14.6% | 0.21% | −0.03 |
| VXUS Vanguard Total Intl Stock | Reduce -9.0% | 0.66% | −0.02 |
| VGSH Vanguard Short-Term Treasury | Reduce -6.7% | 0.40% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -4.0% | 0.36% | −0.02 |
| JPM JPMorgan Chase & Co. | Reduce -4.5% | 1.06% | −0.02 |
| VDC Vanguard Consumer Staple ETF | Reduce -6.6% | 0.58% | −0.02 |
| FNCL Fidelity MSCI Financial Indx | Reduce -3.4% | 0.81% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -7.8% | 0.21% | −0.01 |
| FTNT Fortinet Inc. | Reduce -5.2% | 0.30% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -6.5% | 0.16% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -2.7% | 1.16% | −0.01 |
| VAW Vanguard Materials ETF | Reduce -4.5% | 0.17% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| IUSV iShares Core S&P U.S. Value | Add +11.9% | 8.41% | +0.91 |
| SHY iShares 1-3 Year Treasury Bo | Add +7.3% | 10.77% | +0.88 |
| IEFA iShares Core MSCI Eafe ETF | Add +3.2% | 5.18% | +0.54 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Add +5.5% | 7.50% | +0.45 |
| DFAS Dimensional US Small Cap ETF | Add +21.9% | 1.99% | +0.22 |
| ROCK Gibraltar Industries Inc. | New | 0.17% | +0.17 |
| RSP Invesco S&P 500 Equal Weight | Add +4.8% | 3.66% | +0.14 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +13.4% | 1.22% | +0.14 |
| ORLY O'reilly Automotive Inc. | New | 0.14% | +0.14 |
| AWK American Water Works Co. Inc. | New | 0.14% | +0.14 |
| GLD SPDR Gold Shares | New | 0.13% | +0.13 |
| DE Deere & Co. | New | 0.13% | +0.13 |
| GBIL Goldman Sachs Access Treasur | Add +28.3% | 0.49% | +0.11 |
| IJH iShares Core S&P Midcap ETF | Add +12.5% | 1.98% | +0.11 |
| FREL Fidelity MSCI RL Est Indx | Add +14.6% | 0.71% | +0.10 |
| INTC Intel Corp. | Add +18.9% | 0.40% | +0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.3% | 0.62% | +0.10 |
| JNJ Johnson & Johnson | Add +0.3% | 0.56% | +0.08 |
| XOM Exxon Mobil Corp. | Add +6.8% | 0.39% | +0.06 |
| VIG Vanguard Dividend Apprec ETF | Add +6.7% | 0.92% | +0.05 |
| HDV iShares Core High Dividend E | Add +14.9% | 0.27% | +0.05 |
| IUSG iShares Core S&P U.S. Growth | Add +9.7% | 9.03% | +0.05 |
| CVX Chevron Corp. | Add +0.3% | 0.36% | +0.05 |
| V Visa Inc. Class A | Add +1.8% | 0.22% | +0.03 |
| ORCL Oracle Corp. | Add +25.1% | 0.49% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +9.9% | 0.33% | +0.02 |
| VIS Vanguard Industrials ETF | Add +4.7% | 0.80% | +0.02 |
| VOOG Vanguard S&P 500 Growth ETF | Add +14.5% | 0.31% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +0.1% | 0.23% | +0.01 |
| CSCO Cisco Systems Inc. | Add +1.2% | 0.14% | +0.01 |
| ITOT iShares Core S&P Total U.S. | Add +7.0% | 0.15% | +0.00 |
| VOOV Vanguard S&P 500 Value ETF | Add +0.1% | 0.16% | +0.00 |
| WMT Walmart Inc. | Add +0.4% | 0.28% | −0.01 |
| GS Goldman Sachs Group Inc. | Add +0.5% | 0.15% | −0.01 |
| QS Quantumscape Corp. | Add +11.5% | 0.07% | −0.01 |
| LOW Lowe's Cos Inc. | Add +0.4% | 0.24% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +9.4% | 2.24% | −0.01 |
| XLY SS Consumer Disc Select Sect | Add +9.6% | 0.67% | −0.02 |
| EMR Emerson Electric Co. | Add +0.1% | 0.19% | −0.02 |
| HD Home Depot Inc. | Add +0.1% | 0.43% | −0.02 |
| CAT Caterpillar Inc. | Add +0.4% | 0.27% | −0.02 |
| ANET Arista Networks Inc. | Add +6.8% | 0.24% | −0.08 |
| TSLA Tesla Inc. | Add +2.0% | 0.17% | −0.09 |
| AVGO Broadcom Inc. | Add +1.3% | 0.24% | −0.09 |
| NVDA Nvidia Corp. | Add +2.4% | 1.33% | −0.27 |
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 |