Birchcreek Wealth Management, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), Birchcreek Wealth Management, LLC reported 120 stock positions worth $207.7 million. Its top holding was iShares 1-3 Year Treasury Bo (SHY) at 11.6% of the portfolio, followed by iShares Core S&P U.S. Value (IUSV, 9.9%) and iShares Core S&P U.S. Growth (IUSG, 8.9%). Compared with Q4 2025, it opened 8 new positions, sold out of 1, added to 49 and reduced 33. The biggest buy was Intel (INTC, shares +107%) and the biggest sale Vanguard Mrngstar GR ETF-Sui (VUG, shares −0%).

Most Recent 13F
Q2 2026
Location
MIAMI TOWNSHIP, OH
CIK
0001840341
Portfolio Value
$207.7M (Q1 2026)
SEC Filing
0001951757-26-000808 ↗ filed May 8, 2026

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 Q2 2025 Q3 2025: $193.5M Q3 2025 Q4 2025: $203.6M Q4 2025 Q1 2026: $207.7M $207.7M Q1 2026 Q2 2026: $256.7M Q2 2026

Holdings 120 stocks · $207.7M
SHY iShares 1-3 Year Treasury Bo 11.63% 292,449 $24.1M Add +2.8%
IUSV iShares Core S&P U.S. Value 9.94% 201,795 $20.6M Add +1.3%
IUSG iShares Core S&P U.S. Growth 8.86% 118,649 $18.4M Add +0.5%
BILS SS Spdrb B 3-12M T-Bill ETF 7.64% 159,566 $15.9M Add +1.5%
DFAI Dimensional International Co. 5.42% 289,049 $11.3M Add +4.1%
RSP Invesco S&P 500 Equal Weight 4.14% 44,749 $8.6M Add +0.9%
DFAS Dimensional US Small Cap ETF 2.59% 75,608 $5.4M Add +1.1%
IJH iShares Core S&P Midcap ETF 2.37% 72,797 $4.9M Add +2.7%
VTV Vanguard Mrngstr Val ETF-Aui 2.27% 24,041 $4.7M Reduce -0.9%
AAPL Apple Inc. 2.24% 18,337 $4.7M Reduce -0.7%
VUG Vanguard Mrngstar GR ETF-Sui 2.04% 9,698 $4.2M Reduce -0.1%
IEFA iShares Core MSCI Eafe ETF 1.83% 41,969 $3.8M Add +2.0%
EMXC iShares MSCI Emr MRK Ex Chna 1.82% 48,035 $3.8M Add +3.7%
NVDA Nvidia Corp. 1.47% 17,463 $3.0M Reduce -4.3%
INTC Intel Corp. 1.21% 56,871 $2.5M Add +106.6%
MSFT Microsoft Corp. 1.13% 6,365 $2.4M Add +0.1%
VGT Vanguard Info Tech ETF 1.09% 3,255 $2.3M Reduce -1.7%
AMZN Amazon.com Inc. 0.95% 9,478 $2.0M Reduce -0.9%
GBIL Goldman Sachs Access Treasur 0.90% 18,587 $1.9M Add +12.7%
GOOGL Alphabet Inc. Class A 0.87% 6,263 $1.8M Reduce -2.5%
JPM JPMorgan Chase & Co. 0.81% 5,721 $1.7M No change
VIG Vanguard Dividend Apprec ETF 0.78% 7,554 $1.6M Add +1.0%
SHV iShares 0-1 Year Treasury Bo 0.77% 14,538 $1.6M Add +0.3%
QQQ Invesco QQQ Trust Series 1 0.76% 2,733 $1.6M Reduce -0.2%
FREL Fidelity MSCI RL Est Indx 0.74% 57,276 $1.5M Add +1.8%
VYM Vanguard High DVD Yield ETF 0.69% 9,665 $1.4M Reduce -2.4%
PG The Procter & Gamble Co. 0.67% 9,667 $1.4M Reduce -4.4%
VTIP Vanguard Short-Term Tips 0.64% 26,489 $1.3M Add +192.1%
IVV iShares Core S&P 500 ETF 0.64% 2,024 $1.3M Add +13.4%
VEA Vanguard Ftse Developed ETF 0.63% 20,407 $1.3M No change
JNJ Johnson & Johnson 0.60% 5,117 $1.3M Add +4.1%
VTI VG Morningstar TS MKT ETF-US 0.59% 3,817 $1.2M Add +0.1%
VIS Vanguard Industrials ETF 0.56% 3,742 $1.2M Reduce -0.1%
FCOM Fidelity MSCI Comm Serv Indx 0.56% 16,995 $1.2M Add +4.1%
IJR iShares Core S&P Small-Cap E 0.54% 9,032 $1.1M Add +7.2%
XLE SS Energy Select Sector 0.52% 17,629 $1.1M Add +8.9%
LLY Eli Lilly & Co. 0.52% 1,164 $1.1M Reduce -0.4%
VDC Vanguard Consumer Staple ETF 0.50% 4,652 $1.0M Add +7.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.49% 1,565 $1.0M Add +0.1%
FNCL Fidelity MSCI Financial Indx 0.48% 14,314 $1.0M Add +7.1%
FHLC Fidelity MSCI Health Care 0.47% 13,901 $978K Reduce -3.3%
CAT Caterpillar Inc. 0.44% 1,290 $914K Add +13.3%
XLY SS Consumer Disc Select Sect 0.42% 8,028 $875K Add +9.3%
VFH Vanguard Financials ETF 0.41% 7,042 $851K No change
BRK.B Berkshire Hathaway Inc. Class B 0.40% 1,722 $825K Reduce -0.4%
GOOG Alphabet Inc. Class C 0.39% 2,817 $808K Reduce -1.2%
VB Vanguard Most SM-Cap ETF-Usd 0.38% 3,047 $798K Reduce -5.3%
XOM Exxon Mobil Corp. 0.38% 4,595 $780K Reduce -2.6%
VXUS Vanguard Total Intl Stock 0.37% 9,970 $769K Add +0.4%
AMAT Applied Materials Inc. 0.36% 2,213 $756K No change
ITOT iShares Core S&P Total U.S. 0.36% 5,305 $756K Add +50.4%
NFLX Netflix Inc. 0.36% 7,683 $739K Add +0.0%
ORCL Oracle Corp. 0.35% 4,909 $722K Reduce -0.7%
VDE Vanguard Energy ETF 0.34% 4,096 $709K Reduce -7.9%
VOOG Vanguard S&P 500 Growth ETF 0.33% 1,692 $690K No change
VGSH Vanguard Short-Term Treasury 0.33% 11,765 $689K Add +0.5%
CVX Chevron Corp. 0.30% 2,979 $616K Reduce -6.3%
GS Goldman Sachs Group Inc. 0.29% 717 $607K No change
AVGO Broadcom Inc. 0.29% 1,956 $605K Add +8.3%
PRK Park National Corp. 0.29% 3,667 $599K No change
WMB Williams Cos Inc. 0.28% 8,090 $589K No change
HDV iShares Core High Dividend E 0.28% 4,328 $587K Reduce -3.1%
WMT Walmart Inc. 0.28% 4,682 $582K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.27% 1,988 $571K Reduce -8.1%
HD Home Depot Inc. 0.27% 1,715 $564K No change
QCOM Qualcomm Inc. 0.26% 4,153 $535K Add +0.0%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.26% 11,627 $534K Add +4.2%
D Dominion Energy Inc. 0.24% 8,051 $498K No change
TT Trane Technologies PLC 0.24% 1,172 $488K Reduce -1.4%
DUK Duke Energy Corp. 0.23% 3,635 $476K No change
MRK Merck & Co. Inc. 0.22% 3,752 $451K Add +31.9%
VAW Vanguard Materials ETF 0.21% 1,930 $435K Add +9.8%
META Meta Platforms Inc. Class A 0.20% 736 $421K Reduce -3.0%
MCD McDonald's Corp. 0.20% 1,347 $419K Add +12.5%
ETN Eaton Corp. PLC 0.20% 1,165 $417K No change
LMT Lockheed Martin Corp. 0.20% 689 $416K Reduce -1.0%
DFUS Dimensional US Eq MKT ETF 0.20% 5,864 $416K Add +29.1%
VCR Vanguard Consumer Discre ETF 0.20% 1,149 $413K No change
VHT Vanguard Health Care ETF 0.19% 1,420 $387K Add +4.0%
AXP American Express Co. 0.18% 1,245 $377K Add +4.1%
ABBV Abbvie Inc. 0.18% 1,719 $374K Add +6.2%
MU Micron Technology Inc. 0.18% 1,097 $371K Reduce -31.3%
FTNT Fortinet Inc. 0.17% 4,377 $358K Reduce -1.7%
LOW Lowe's Cos Inc. 0.17% 1,460 $345K No change
TSLA Tesla Inc. 0.17% 922 $343K No change
PH Parker Hannifin Corp. 0.16% 379 $339K No change
ANET Arista Networks Inc. 0.16% 2,699 $331K Reduce -1.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.16% 1,366 $331K Reduce -11.8%
EMR Emerson Electric Co. 0.16% 2,508 $329K No change
GLD SPDR Gold Shares 0.15% 742 $319K No change
CSCO Cisco Systems Inc. 0.15% 4,102 $318K Add +15.5%
KR Kroger Co. 0.15% 4,308 $312K Reduce -0.4%
XLRE SS Real Estate Select Sector 0.15% 7,432 $303K Add +4.6%
V Visa Inc. Class A 0.14% 969 $293K No change
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.14% 5,070 $281K No change
VOOV Vanguard S&P 500 Value ETF 0.13% 1,352 $276K No change
ROCK Gibraltar Industries Inc. 0.13% 6,885 $275K New
VNQ Vanguard Real Estate ETF 0.13% 3,094 $274K Add +1.1%
DVY iShares Select Dividend ETF 0.13% 1,786 $270K Add +0.1%
VOO Vanguard S&P 500 ETF 0.13% 441 $263K No change

Show all 120 holdings

Portfolio Sells Q4 2025 → Q1 2026
VUG Vanguard Mrngstar GR ETF-Sui Reduce -0.1% 2.04% −0.29
AAPL Apple Inc. Reduce -0.7% 2.24% −0.22
NVDA Nvidia Corp. Reduce -4.3% 1.47% −0.20
AMZN Amazon.com Inc. Reduce -0.9% 0.95% −0.13
VGT Vanguard Info Tech ETF Reduce -1.7% 1.09% −0.13
ORCL Oracle Corp. Reduce -0.7% 0.35% −0.13
GOOGL Alphabet Inc. Class A Reduce -2.5% 0.87% −0.12
UNH Unitedhealth Group Inc. Sold out 0.00% −0.11
LLY Eli Lilly & Co. Reduce -0.4% 0.52% −0.10
QQQ Invesco QQQ Trust Series 1 Reduce -0.2% 0.76% −0.07
IBM Intl Business Machines Corp. Reduce -11.8% 0.16% −0.07
QS Quantumscape Corp. Reduce -1.0% 0.08% −0.05
FHLC Fidelity MSCI Health Care Reduce -3.3% 0.47% −0.05
GOOG Alphabet Inc. Class C Reduce -1.2% 0.39% −0.05
MU Micron Technology Inc. Reduce -31.3% 0.18% −0.05
META Meta Platforms Inc. Class A Reduce -3.0% 0.20% −0.04
PG The Procter & Gamble Co. Reduce -4.4% 0.67% −0.04
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -8.1% 0.27% −0.03
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.4% 0.40% −0.03
VB Vanguard Most SM-Cap ETF-Usd Reduce -5.3% 0.38% −0.02
OEF iShares S&P 100 ETF Reduce -4.5% 0.11% −0.02
ANET Arista Networks Inc. Reduce -1.2% 0.16% −0.02
VYM Vanguard High DVD Yield ETF Reduce -2.4% 0.69% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.9% 2.27% −0.00
FTNT Fortinet Inc. Reduce -1.7% 0.17% −0.00
AMGN Amgen Inc. Reduce -0.9% 0.11% +0.00
TT Trane Technologies PLC Reduce -1.4% 0.24% +0.01
VIS Vanguard Industrials ETF Reduce -0.1% 0.56% +0.01
HDV iShares Core High Dividend E Reduce -3.1% 0.28% +0.02
KR Kroger Co. Reduce -0.4% 0.15% +0.02
LMT Lockheed Martin Corp. Reduce -1.0% 0.20% +0.04
CVX Chevron Corp. Reduce -6.3% 0.30% +0.06
VDE Vanguard Energy ETF Reduce -7.9% 0.34% +0.07
XOM Exxon Mobil Corp. Reduce -2.6% 0.38% +0.10

Portfolio Buys Q4 2025 → Q1 2026
INTC Intel Corp. Add +106.6% 1.21% +0.71
VTIP Vanguard Short-Term Tips Add +192.1% 0.64% +0.42
DFAI Dimensional International Co. Add +4.1% 5.42% +0.23
EMXC iShares MSCI Emr MRK Ex Chna Add +3.7% 1.82% +0.17
XLE SS Energy Select Sector Add +8.9% 0.52% +0.16
ROCK Gibraltar Industries Inc. New 0.13% +0.13
VGIT Vanguard Intermediate-Term T New 0.12% +0.12
CAT Caterpillar Inc. Add +13.3% 0.44% +0.12
NOC Northrop Grumman Corp. New 0.11% +0.11
MRVL Marvell Technology Inc. New 0.11% +0.11
IXUS iShares Core Intl Stock ETF New 0.11% +0.11
ITOT iShares Core S&P Total U.S. Add +50.4% 0.36% +0.11
DE Deere & Co. New 0.11% +0.11
JNJ Johnson & Johnson Add +4.1% 0.60% +0.10
NET Cloudflare Inc. Class A New 0.10% +0.10
ENSG The Ensign Group Inc. New 0.10% +0.10
GBIL Goldman Sachs Access Treasur Add +12.7% 0.90% +0.09
MRK Merck & Co. Inc. Add +31.9% 0.22% +0.07
IJH iShares Core S&P Midcap ETF Add +2.7% 2.37% +0.07
SHY iShares 1-3 Year Treasury Bo Add +2.8% 11.63% +0.06
VDC Vanguard Consumer Staple ETF Add +7.2% 0.50% +0.05
IJR iShares Core S&P Small-Cap E Add +7.2% 0.54% +0.04
IVV iShares Core S&P 500 ETF Add +13.4% 0.64% +0.04
DFUS Dimensional US Eq MKT ETF Add +29.1% 0.20% +0.03
VAW Vanguard Materials ETF Add +9.8% 0.21% +0.03
DFAS Dimensional US Small Cap ETF Add +1.1% 2.59% +0.03
XLU St Sr Utl SL SE SPDR ETF-Usd Add +4.2% 0.26% +0.02
MCD McDonald's Corp. Add +12.5% 0.20% +0.02
IEFA iShares Core MSCI Eafe ETF Add +2.0% 1.83% +0.02
CSCO Cisco Systems Inc. Add +15.5% 0.15% +0.02
DVY iShares Select Dividend ETF Add +0.1% 0.13% +0.01
XLRE SS Real Estate Select Sector Add +4.6% 0.15% +0.01
VXUS Vanguard Total Intl Stock Add +0.4% 0.37% +0.00
NFLX Netflix Inc. Add +0.0% 0.36% +0.00
ORLY O'reilly Automotive Inc. Add +0.6% 0.12% −0.00
FREL Fidelity MSCI RL Est Indx Add +1.8% 0.74% −0.00
VNQ Vanguard Real Estate ETF Add +1.1% 0.13% −0.00
ABBV Abbvie Inc. Add +6.2% 0.18% −0.00
BAC Bank of America Corp. Add +12.5% 0.10% −0.00
GE General Electric Add +6.1% 0.11% −0.00
VGSH Vanguard Short-Term Treasury Add +0.5% 0.33% −0.01
VHT Vanguard Health Care ETF Add +4.0% 0.19% −0.01
XLY SS Consumer Disc Select Sect Add +9.3% 0.42% −0.01
SHV iShares 0-1 Year Treasury Bo Add +0.3% 0.77% −0.01
AVGO Broadcom Inc. Add +8.3% 0.29% −0.02
BILS SS Spdrb B 3-12M T-Bill ETF Add +1.5% 7.64% −0.02
VIG Vanguard Dividend Apprec ETF Add +1.0% 0.78% −0.02
FNCL Fidelity MSCI Financial Indx Add +7.1% 0.48% −0.03
FCOM Fidelity MSCI Comm Serv Indx Add +4.1% 0.56% −0.03
SPY SS SPDR S&P 500 ETF Trust-US Add +0.1% 0.49% −0.03

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