Birchcreek Wealth Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Birchcreek Wealth Management, LLC reported 115 stock positions worth $176.5 million. Its top holding was iShares 1-3 Year Treasury Bo (SHY) at 10.3% of the portfolio, followed by iShares Core S&P U.S. Growth (IUSG, 10.0%) and iShares Core S&P U.S. Value (IUSV, 8.2%). Compared with Q1 2025, it opened 6 new positions, sold out of 6, added to 49 and reduced 39. The biggest buy was iShares Core S&P U.S. Growth (IUSG, shares +4%) and the biggest sale Vanguard Total Intl Stock (VXUS, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- MIAMI TOWNSHIP, OH
- CIK
- 0001840341
- Portfolio Value
- $176.5M (Q2 2025)
- SEC Filing
- 0001951757-25-001045 ↗ filed Aug 7, 2025
Holdings Value
Holdings 115 stocks · $176.5M
| SHY iShares 1-3 Year Treasury Bo | 10.30% | 219,335 | $18.2M | Add +6.3% |
| IUSG iShares Core S&P U.S. Growth | 9.98% | 117,182 | $17.6M | Add +4.1% |
| IUSV iShares Core S&P U.S. Value | 8.23% | 153,447 | $14.5M | Add +6.3% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 6.81% | 120,933 | $12.0M | Add +1.2% |
| IEFA iShares Core MSCI Eafe ETF | 5.70% | 120,609 | $10.1M | Add +11.1% |
| RSP Invesco S&P 500 Equal Weight | 3.68% | 35,772 | $6.5M | Add +7.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.42% | 9,734 | $4.3M | Add +1.9% |
| AAPL Apple Inc. | 2.40% | 20,686 | $4.2M | Add +1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.32% | 23,198 | $4.1M | Reduce -1.9% |
| DFAS Dimensional US Small Cap ETF | 2.17% | 60,192 | $3.8M | Add +13.8% |
| IJH iShares Core S&P Midcap ETF | 2.04% | 58,154 | $3.6M | Add +8.3% |
| MSFT Microsoft Corp. | 1.96% | 6,945 | $3.5M | Reduce -3.3% |
| VGT Vanguard Info Tech ETF | 1.94% | 5,156 | $3.4M | Add +5.9% |
| NVDA Nvidia Corp. | 1.85% | 20,654 | $3.3M | Add +6.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.41% | 39,554 | $2.5M | Add +12.8% |
| AMZN Amazon.com Inc. | 1.27% | 10,232 | $2.2M | Add +8.0% |
| SHV iShares 0-1 Year Treasury Bo | 1.21% | 19,379 | $2.1M | Reduce -7.6% |
| JPM JPMorgan Chase & Co. | 1.12% | 6,801 | $2.0M | Reduce -0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.98% | 3,143 | $1.7M | Add +19.9% |
| PG The Procter & Gamble Co. | 0.96% | 10,636 | $1.7M | Reduce -1.6% |
| VIG Vanguard Dividend Apprec ETF | 0.87% | 7,502 | $1.5M | No change |
| VIS Vanguard Industrials ETF | 0.84% | 5,315 | $1.5M | Add +3.7% |
| FNCL Fidelity MSCI Financial Indx | 0.82% | 19,576 | $1.4M | Add +5.4% |
| GOOGL Alphabet Inc. Class A | 0.80% | 8,028 | $1.4M | Add +2.9% |
| VYM Vanguard High DVD Yield ETF | 0.79% | 10,421 | $1.4M | Add +2.9% |
| XLY SS Consumer Disc Select Sect | 0.77% | 6,266 | $1.4M | Add +17.2% |
| IVV iShares Core S&P 500 ETF | 0.74% | 2,103 | $1.3M | Add +9.0% |
| GBIL Goldman Sachs Access Treasur | 0.74% | 12,987 | $1.3M | Add +68.7% |
| FCOM Fidelity MSCI Comm Serv Indx | 0.71% | 19,342 | $1.3M | Add +12.1% |
| FHLC Fidelity MSCI Health Care | 0.69% | 19,051 | $1.2M | Add +26.3% |
| LLY Eli Lilly & Co. | 0.68% | 1,547 | $1.2M | Reduce -3.3% |
| FREL Fidelity MSCI RL Est Indx | 0.68% | 44,311 | $1.2M | Add +7.6% |
| VEA Vanguard Ftse Developed ETF | 0.67% | 20,831 | $1.2M | Add +19.7% |
| NFLX Netflix Inc. | 0.66% | 867 | $1.2M | Reduce -10.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.64% | 3,705 | $1.1M | No change |
| ORCL Oracle Corp. | 0.63% | 5,084 | $1.1M | Reduce -7.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.57% | 2,069 | $1.0M | Add +11.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 1,564 | $966K | Add +0.5% |
| IJR iShares Core S&P Small-Cap E | 0.52% | 8,470 | $926K | Reduce -7.4% |
| VDC Vanguard Consumer Staple ETF | 0.49% | 3,967 | $869K | Reduce -5.5% |
| VFH Vanguard Financials ETF | 0.48% | 6,725 | $856K | Add +3.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.46% | 3,424 | $811K | Add +4.3% |
| JNJ Johnson & Johnson | 0.45% | 5,165 | $789K | Reduce -3.7% |
| QCOM Qualcomm Inc. | 0.41% | 4,527 | $721K | Add +18.3% |
| XLE SS Energy Select Sector | 0.39% | 8,035 | $681K | Add +19.2% |
| HD Home Depot Inc. | 0.38% | 1,847 | $677K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.38% | 1,692 | $671K | Add +13.8% |
| META Meta Platforms Inc. Class A | 0.37% | 887 | $655K | Reduce -10.4% |
| AVGO Broadcom Inc. | 0.37% | 2,346 | $647K | Add +2.6% |
| VGSH Vanguard Short-Term Treasury | 0.36% | 10,846 | $638K | Reduce -0.0% |
| VXUS Vanguard Total Intl Stock | 0.36% | 9,114 | $630K | Reduce -45.7% |
| INTC Intel Corp. | 0.35% | 27,746 | $622K | No change |
| PRK Park National Corp. | 0.35% | 3,667 | $613K | Reduce -0.9% |
| VDE Vanguard Energy ETF | 0.35% | 5,116 | $609K | Add +4.4% |
| TT Trane Technologies PLC | 0.34% | 1,389 | $608K | Reduce -7.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.34% | 2,123 | $594K | Add +6.5% |
| GS Goldman Sachs Group Inc. | 0.32% | 787 | $557K | Add +78.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.31% | 1,847 | $544K | Reduce -7.8% |
| GOOG Alphabet Inc. Class C | 0.30% | 3,005 | $533K | Add +4.3% |
| XOM Exxon Mobil Corp. | 0.30% | 4,842 | $522K | Reduce -6.2% |
| VCR Vanguard Consumer Discre ETF | 0.29% | 1,428 | $517K | Add +12.2% |
| CAT Caterpillar Inc. | 0.29% | 1,314 | $510K | Reduce -0.4% |
| WMB Williams Cos Inc. | 0.29% | 8,090 | $508K | No change |
| WMT Walmart Inc. | 0.28% | 5,119 | $501K | Reduce -0.4% |
| OEF iShares S&P 100 ETF | 0.28% | 1,628 | $495K | No change |
| CVX Chevron Corp. | 0.27% | 3,356 | $481K | Reduce -0.3% |
| FTNT Fortinet Inc. | 0.26% | 4,381 | $463K | Reduce -12.1% |
| ETN Eaton Corp. PLC | 0.26% | 1,276 | $456K | Reduce -27.0% |
| D Dominion Energy Inc. | 0.26% | 8,051 | $455K | No change |
| DVY iShares Select Dividend ETF | 0.25% | 3,347 | $444K | Add +0.1% |
| AMAT Applied Materials Inc. | 0.25% | 2,363 | $433K | No change |
| DUK Duke Energy Corp. | 0.24% | 3,635 | $429K | No change |
| AXP American Express Co. | 0.23% | 1,288 | $411K | Reduce -12.1% |
| HDV iShares Core High Dividend E | 0.23% | 3,473 | $407K | Reduce -1.6% |
| LMT Lockheed Martin Corp. | 0.23% | 873 | $404K | No change |
| ANET Arista Networks Inc. | 0.23% | 3,887 | $398K | Reduce -21.9% |
| KR Kroger Co. | 0.22% | 5,440 | $390K | Reduce -5.0% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.21% | 5,427 | $375K | Add +82.9% |
| EMR Emerson Electric Co. | 0.21% | 2,808 | $374K | No change |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.20% | 6,570 | $357K | Add +0.3% |
| LOW Lowe's Cos Inc. | 0.20% | 1,595 | $354K | Reduce -0.4% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.20% | 4,290 | $350K | Add +0.0% |
| MCD McDonald's Corp. | 0.20% | 1,197 | $350K | No change |
| V Visa Inc. Class A | 0.20% | 985 | $350K | Reduce -1.4% |
| ABBV Abbvie Inc. | 0.19% | 1,815 | $337K | No change |
| TSLA Tesla Inc. | 0.19% | 1,044 | $332K | Add +3.5% |
| RCL Royal Caribbean Cruises Ltd. | 0.19% | 1,050 | $329K | No change |
| VHT Vanguard Health Care ETF | 0.18% | 1,293 | $321K | Reduce -15.9% |
| VAW Vanguard Materials ETF | 0.17% | 1,516 | $295K | Add +3.5% |
| ITOT iShares Core S&P Total U.S. | 0.17% | 2,184 | $295K | Add +14.4% |
| COST Costco Wholesale Corp. | 0.16% | 287 | $284K | Reduce -16.8% |
| PH Parker Hannifin Corp. | 0.15% | 387 | $270K | No change |
| AMGN Amgen Inc. | 0.15% | 946 | $264K | Reduce -13.5% |
| VOOV Vanguard S&P 500 Value ETF | 0.14% | 1,352 | $255K | Add +0.1% |
| VNQ Vanguard Real Estate ETF | 0.14% | 2,843 | $253K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.14% | 3,307 | $250K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.14% | 488 | $249K | New |
| CSCO Cisco Systems Inc. | 0.14% | 3,478 | $241K | Reduce -1.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.13% | 1,038 | $235K | Reduce -39.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 1,878 | $232K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| VXUS Vanguard Total Intl Stock | Reduce -45.7% | 0.36% | −0.30 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -1.9% | 2.32% | −0.26 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.25 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -7.6% | 1.21% | −0.25 |
| PG The Procter & Gamble Co. | Reduce -1.6% | 0.96% | −0.20 |
| UNP Union Pacific Corp. | Sold out | 0.00% | −0.18 |
| ROCK Gibraltar Industries Inc. | Sold out | 0.00% | −0.17 |
| LLY Eli Lilly & Co. | Reduce -3.3% | 0.68% | −0.15 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.15 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.15 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.14 |
| MRK Merck & Co. Inc. | Reduce -35.6% | 0.13% | −0.12 |
| JNJ Johnson & Johnson | Reduce -3.7% | 0.45% | −0.11 |
| UNH Unitedhealth Group Inc. | Reduce -0.1% | 0.12% | −0.11 |
| XOM Exxon Mobil Corp. | Reduce -6.2% | 0.30% | −0.09 |
| VDC Vanguard Consumer Staple ETF | Reduce -5.5% | 0.49% | −0.09 |
| CVX Chevron Corp. | Reduce -0.3% | 0.27% | −0.08 |
| IJR iShares Core S&P Small-Cap E | Reduce -7.4% | 0.52% | −0.08 |
| VHT Vanguard Health Care ETF | Reduce -15.9% | 0.18% | −0.07 |
| AMGN Amgen Inc. | Reduce -13.5% | 0.15% | −0.07 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -39.6% | 0.13% | −0.05 |
| COST Costco Wholesale Corp. | Reduce -16.8% | 0.16% | −0.05 |
| ETN Eaton Corp. PLC | Reduce -27.0% | 0.26% | −0.04 |
| VGSH Vanguard Short-Term Treasury | Reduce -0.0% | 0.36% | −0.04 |
| FTNT Fortinet Inc. | Reduce -12.1% | 0.26% | −0.04 |
| HDV iShares Core High Dividend E | Reduce -1.6% | 0.23% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -0.4% | 0.20% | −0.04 |
| AMP Ameriprise Financial Inc. | Reduce -17.9% | 0.13% | −0.03 |
| KR Kroger Co. | Reduce -5.0% | 0.22% | −0.02 |
| V Visa Inc. Class A | Reduce -1.4% | 0.20% | −0.02 |
| XLI SS Industrial Select Sector | Reduce -13.9% | 0.12% | −0.02 |
| ANET Arista Networks Inc. | Reduce -21.9% | 0.23% | −0.02 |
| AXP American Express Co. | Reduce -12.1% | 0.23% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -7.8% | 0.31% | −0.01 |
| PRK Park National Corp. | Reduce -0.9% | 0.35% | −0.01 |
| DE Deere & Co. | Reduce -0.7% | 0.13% | −0.00 |
| WMT Walmart Inc. | Reduce -0.4% | 0.28% | −0.00 |
| CSCO Cisco Systems Inc. | Reduce -1.2% | 0.14% | −0.00 |
| META Meta Platforms Inc. Class A | Reduce -10.4% | 0.37% | +0.01 |
| CAT Caterpillar Inc. | Reduce -0.4% | 0.29% | +0.01 |
| TT Trane Technologies PLC | Reduce -7.5% | 0.34% | +0.02 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 1.12% | +0.06 |
| NFLX Netflix Inc. | Reduce -10.8% | 0.66% | +0.09 |
| ORCL Oracle Corp. | Reduce -7.8% | 0.63% | +0.14 |
| MSFT Microsoft Corp. | Reduce -3.3% | 1.96% | +0.26 |
Portfolio Buys Q1 2025 → Q2 2025
| IUSG iShares Core S&P U.S. Growth | Add +4.1% | 9.98% | +0.95 |
| IEFA iShares Core MSCI Eafe ETF | Add +11.1% | 5.70% | +0.52 |
| NVDA Nvidia Corp. | Add +6.2% | 1.85% | +0.52 |
| VGT Vanguard Info Tech ETF | Add +5.9% | 1.94% | +0.27 |
| GBIL Goldman Sachs Access Treasur | Add +68.7% | 0.74% | +0.25 |
| QQQ Invesco QQQ Trust Series 1 | Add +19.9% | 0.98% | +0.21 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +12.8% | 1.41% | +0.20 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.9% | 2.42% | +0.18 |
| DFAS Dimensional US Small Cap ETF | Add +13.8% | 2.17% | +0.18 |
| GS Goldman Sachs Group Inc. | Add +78.0% | 0.32% | +0.16 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.14% | +0.14 |
| AMZN Amazon.com Inc. | Add +8.0% | 1.27% | +0.13 |
| AVGO Broadcom Inc. | Add +2.6% | 0.37% | +0.12 |
| TXN Texas Instruments Inc. | New | 0.12% | +0.12 |
| MSTR Strategy Inc. | New | 0.12% | +0.12 |
| XLK SS Technology Select Sector | New | 0.12% | +0.12 |
| USB US Bancorp | New | 0.12% | +0.12 |
| VEA Vanguard Ftse Developed ETF | Add +19.7% | 0.67% | +0.11 |
| XLY SS Consumer Disc Select Sect | Add +17.2% | 0.77% | +0.10 |
| FCOM Fidelity MSCI Comm Serv Indx | Add +12.1% | 0.71% | +0.10 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +82.9% | 0.21% | +0.08 |
| VOOG Vanguard S&P 500 Growth ETF | Add +13.8% | 0.38% | +0.07 |
| IJH iShares Core S&P Midcap ETF | Add +8.3% | 2.04% | +0.07 |
| IVV iShares Core S&P 500 ETF | Add +9.0% | 0.74% | +0.06 |
| VIS Vanguard Industrials ETF | Add +3.7% | 0.84% | +0.04 |
| FHLC Fidelity MSCI Health Care | Add +26.3% | 0.69% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +2.9% | 0.80% | +0.04 |
| QCOM Qualcomm Inc. | Add +18.3% | 0.41% | +0.04 |
| VCR Vanguard Consumer Discre ETF | Add +12.2% | 0.29% | +0.03 |
| QS Quantumscape Corp. | Add +0.4% | 0.10% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +7.0% | 3.68% | +0.03 |
| TSLA Tesla Inc. | Add +3.5% | 0.19% | +0.02 |
| ITOT iShares Core S&P Total U.S. | Add +14.4% | 0.17% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +4.3% | 0.30% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +6.5% | 0.34% | +0.01 |
| FNCL Fidelity MSCI Financial Indx | Add +5.4% | 0.82% | +0.01 |
| CHPT Chargepoint Holdings Inc. | New | 0.00% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +4.3% | 0.46% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.5% | 0.55% | −0.00 |
| VFH Vanguard Financials ETF | Add +3.1% | 0.48% | −0.01 |
| VAW Vanguard Materials ETF | Add +3.5% | 0.17% | −0.01 |
| JEPQ JPM Nasdaq Equity Premium | Add +0.3% | 0.20% | −0.01 |
| XLE SS Energy Select Sector | Add +19.2% | 0.39% | −0.01 |
| VOOV Vanguard S&P 500 Value ETF | Add +0.1% | 0.14% | −0.01 |
| AWK American Water Works Co. Inc. | Add +5.4% | 0.12% | −0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.0% | 0.20% | −0.01 |
| DVY iShares Select Dividend ETF | Add +0.1% | 0.25% | −0.03 |
| FREL Fidelity MSCI RL Est Indx | Add +7.6% | 0.68% | −0.04 |
| VYM Vanguard High DVD Yield ETF | Add +2.9% | 0.79% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +11.9% | 0.57% | −0.05 |
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 |