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

0$100.0M$200.0M$300.0M Q1 2024: $190.2M Q1 2024 Q2 2024: $177.6M Q2 2024 Q3 2024: $152.6M Q3 2024 Q4 2024: $159.2M Q4 2024 Q1 2025: $158.4M Q1 2025 Q2 2025: $176.5M $176.5M Q2 2025 Q3 2025: $193.5M Q3 2025 Q4 2025: $203.6M Q4 2025 Q1 2026: $207.7M Q1 2026 Q2 2026: $256.7M Q2 2026

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
GLD SPDR Gold Shares 0.13% 742 $226K No change
VOO Vanguard S&P 500 ETF 0.13% 394 $224K No change
DE Deere & Co. 0.13% 439 $223K Reduce -0.7%
AMP Ameriprise Financial Inc. 0.13% 417 $223K Reduce -17.9%
MRK Merck & Co. Inc. 0.13% 2,803 $222K Reduce -35.6%
TXN Texas Instruments Inc. 0.12% 1,056 $219K New
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.12% 540 $218K New
XLK SS Technology Select Sector 0.12% 858 $217K New
AWK American Water Works Co. Inc. 0.12% 1,558 $217K Add +5.4%
XLI SS Industrial Select Sector 0.12% 1,469 $217K Reduce -13.9%
UNH Unitedhealth Group Inc. 0.12% 687 $214K Reduce -0.1%
USB US Bancorp 0.12% 4,659 $211K New
ORLY O'reilly Automotive Inc. 0.12% 2,325 $210K No change
QS Quantumscape Corp. 0.10% 25,283 $170K Add +0.4%
CHPT Chargepoint Holdings Inc. 0.00% 10,800 $8K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 134$256.7MSHY, IUSV, IUSG, BILS, DFAI
Q1 2026 120$207.7MSHY, IUSV, IUSG, BILS, DFAI
Q4 2025 113$203.6MSHY, IUSV, IUSG, BILS, DFAI
Q3 2025 115$193.5MSHY, IUSG, IUSV, BILS, IEFA
Q2 2025 115$176.5MSHY, IUSG, IUSV, BILS, IEFA
Q1 2025 115$158.4MSHY, IUSG, IUSV, BILS, IEFA
Q4 2024 121$159.2MSHY, IUSG, IUSV, BILS, IEFA
Q3 2024 117$152.6MSHY, IUSG, IUSV, BILS, IEFA
Q2 2024 151$177.6MIUSG, SHV, SHY, IUSV, IEFA
Q1 2024 156$190.2MIUSG, SHV, SHY, IUSV, IEFA