Birchcreek Wealth Management, LLC

CIK

1840341

Location

MIAMI TOWNSHIP, OH

Portfolio Value

Micro $45,709,282

Diversification

Diversified

Filing Date

Global Rank

#6,595 / 8,232 ▲ 272

Top Industry

Semiconductors 17.5%

3Y Alpha vs SPY

+1.2%

Period ended 2 months ago

Filed May 8, 2026 · 36d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+81.8%

SPY

+76.5%

Annualised alpha

+1.2%

Max drawdown

−18.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

64 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.2%

−1.0 pts

Top 5

31.8%

−3.3 pts

Top 10

48.7%

−2.7 pts

HHI

342

Diversified−46

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.9%	$17,790,016	17
Financial Services	10.6%	$4,835,465	8
Consumer Cyclical	9.4%	$4,280,006	8
Industrials	9.0%	$4,094,946	11
Healthcare	7.8%	$3,585,250	6
Communication Services	6.5%	$2,960,795	3
Unclassified	6.4%	$2,914,489	3
Consumer Defensive	5.0%	$2,289,905	3
Energy	4.3%	$1,984,732	3
Utilities	2.1%	$973,678	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	+29,340	56,871	$2,509,717
MRK	Merck & Co., Inc.	+908	3,752	$451,328
CSCO	Cisco Systems, Inc.	+551	4,102	$318,274
BAC	Bank Of America Corp /De/	+472	4,252	$207,285
JNJ	Johnson & Johnson	+200	5,117	$1,250,799
CAT	Caterpillar Inc	+151	1,290	$913,913
AVGO	Broadcom Inc.	+150	1,956	$605,401
MCD	Mcdonalds Corp	+150	1,347	$418,634
ABBV	AbbVie Inc.	+100	1,719	$373,865
AXP	American Express Co	+49	1,245	$376,587
GE	General Electric Co	+45	779	$221,056
ORLY	O Reilly Automotive Inc	+16	2,727	$251,729
MSFT	Microsoft Corp	+7	6,365	$2,356,132
NFLX	Netflix Inc	+2	7,683	$738,720
SPY	Spdr S&P 500 ETF Trust	+1	1,565	$1,017,782
QCOM	Qualcomm Inc/De	+1	4,153	$534,823
No positions match the current search.

Trimmed

Positions the filer reduced

21 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	−788	17,463	$3,045,547
MU	Micron Technology Inc	−500	1,097	$370,610
PG	PROCTER & GAMBLE Co	−445	9,667	$1,396,301
QS	QuantumScape Corp	−267	25,666	$163,749
CVX	Chevron Corp	−200	2,979	$616,355
IBM	International Business Machines Corp	−182	1,366	$331,104
GOOGL	Alphabet Inc.	−164	6,263	$1,800,988
AAPL	Apple Inc.	−128	18,337	$4,653,747
XOM	Exxon Mobil Corp	−122	4,595	$779,587
AMZN	Amazon Com Inc	−89	9,478	$1,973,983
FTNT	Fortinet, Inc.	−75	4,377	$357,688
ORCL	Oracle Corp	−34	4,909	$722,162
ANET	Arista Networks, Inc.	−33	2,699	$331,383
META	Meta Platforms, Inc.	−23	736	$421,087
KR	Kroger Co	−19	4,308	$311,726
TT	Trane Technologies plc	−17	1,172	$488,419
BRK-B	Berkshire Hathaway Inc	−7	1,722	$825,182
LMT	Lockheed Martin Corp	−7	689	$416,424
AMGN	Amgen Inc	−6	674	$237,146
QQQ	Invesco Qqq Trust, Series 1	−5	2,733	$1,577,432
LLY	ELI LILLY & Co	−5	1,164	$1,070,612
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
ROCK	Gibraltar Industries, Inc.	6,885	$274,504
NOC	Northrop Grumman Corp /De/	340	$231,961
MRVL	Marvell Technology, Inc.	2,331	$230,885
DE	Deere & Co	390	$219,687
NET	Cloudflare, Inc.	1,000	$206,340
ENSG	Ensign Group, Inc	1,000	$201,500
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
UNH	Unitedhealth Group Inc	704	$232,397
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

64 positions · $45,709,282 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 64 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	18,337	-128	$4,653,747	−7.3%	10.18%
NVDA	Nvidia Corp Technology	Reduced	17,463	-788	$3,045,547	−10.5%	6.66%
INTC	Intel Corp Technology	Added	56,871	+29,340	$2,509,717	+147.0%	5.49%
MSFT	Microsoft Corp Technology	Added	6,365	+7	$2,356,132	−23.4%	5.15%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	9,478	-89	$1,973,983	−10.6%	4.32%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,263	-164	$1,800,988	−10.5%	3.94%
JPM	Jpmorgan Chase & Co Financial Services	Held	5,721	0	$1,682,889	−8.7%	3.68%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,733	-5	$1,577,432	−6.2%	3.45%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	9,667	-445	$1,396,301	−3.6%	3.05%
JNJ	Johnson & Johnson Healthcare	Added	5,117	+200	$1,250,799	+22.9%	2.74%
LLY	ELI LILLY & Co Healthcare	Reduced	1,164	-5	$1,070,612	−14.8%	2.34%
SPY	Spdr S&P 500 ETF Trust	Added	1,565	+1	$1,017,782	−4.6%	2.23%
CAT	Caterpillar Inc Industrials	Added	1,290	+151	$913,913	+40.1%	2.00%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,722	-7	$825,182	−5.1%	1.81%
XOM	Exxon Mobil Corp Energy	Reduced	4,595	-122	$779,587	+37.3%	1.71%
AMAT	Applied Materials Inc /De Technology	Held	2,213	0	$756,381	+33.0%	1.65%
NFLX	Netflix Inc Communication Services	Added	7,683	+2	$738,720	+2.6%	1.62%
ORCL	Oracle Corp Technology	Reduced	4,909	-34	$722,162	−25.0%	1.58%
CVX	Chevron Corp Energy	Reduced	2,979	-200	$616,355	+27.2%	1.35%
GS	Goldman Sachs Group Inc Financial Services	Held	717	0	$606,574	−3.8%	1.33%
AVGO	Broadcom Inc. Technology	Added	1,956	+150	$605,401	−3.1%	1.32%
PRK	Park National Corp /Oh/ Financial Services	Held	3,667	0	$599,371	+7.4%	1.31%
WMB	Williams Companies, Inc. Energy	Held	8,090	0	$588,790	+21.1%	1.29%
WMT	Walmart Inc. Consumer Defensive	Held	4,682	0	$581,878	+11.6%	1.27%
HD	Home Depot, Inc. Consumer Cyclical	Held	1,715	0	$564,046	−4.4%	1.23%
QCOM	Qualcomm Inc/De Technology	Added	4,153	+1	$534,823	−24.7%	1.17%
D	Dominion Energy, Inc Utilities	Held	8,051	0	$497,712	+5.5%	1.09%
TT	Trane Technologies plc Industrials	Reduced	1,172	-17	$488,419	+5.5%	1.07%
DUK	Duke Energy CORP Utilities	Held	3,635	0	$475,966	+11.7%	1.04%
MRK	Merck & Co., Inc. Healthcare	Added	3,752	+908	$451,328	+50.8%	0.99%
META	Meta Platforms, Inc. Communication Services	Reduced	736	-23	$421,087	−16.0%	0.92%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,347	+150	$418,634	+14.4%	0.92%
ETN	Eaton Corp plc Industrials	Held	1,165	0	$416,685	+12.3%	0.91%
LMT	Lockheed Martin Corp Industrials	Reduced	689	-7	$416,424	+23.7%	0.91%
AXP	American Express Co Financial Services	Added	1,245	+49	$376,587	−14.9%	0.82%
ABBV	AbbVie Inc. Healthcare	Added	1,719	+100	$373,865	+1.1%	0.82%
MU	Micron Technology Inc Technology	Reduced	1,097	-500	$370,610	−18.7%	0.81%
FTNT	Fortinet, Inc. Technology	Reduced	4,377	-75	$357,688	+1.2%	0.78%
LOW	Lowes Companies Inc Consumer Cyclical	Held	1,460	0	$344,968	−2.0%	0.75%
TSLA	Tesla, Inc. Consumer Cyclical	Held	922	0	$342,753	−17.3%	0.75%
PH	Parker-Hannifin Corp Industrials	Held	379	0	$339,295	+1.9%	0.74%
ANET	Arista Networks, Inc. Technology	Reduced	2,699	-33	$331,383	−7.4%	0.72%
IBM	International Business Machines Corp Technology	Reduced	1,366	-182	$331,104	−27.8%	0.72%
EMR	Emerson Electric Co Industrials	Held	2,508	0	$328,598	−1.3%	0.72%
GLD	Spdr Gold Trust	Held	742	0	$319,275	+8.6%	0.70%
CSCO	Cisco Systems, Inc. Technology	Added	4,102	+551	$318,274	+16.4%	0.70%
KR	Kroger Co Consumer Defensive	Reduced	4,308	-19	$311,726	+15.3%	0.68%
V	Visa Inc. Financial Services	Held	969	0	$292,870	−13.8%	0.64%
ROCK	Gibraltar Industries, Inc. Industrials	NEW	6,885	NEW	$274,504	NEW	0.60%
LRCX	Lam Research Corp Technology	Held	1,200	0	$256,392	+24.8%	0.56%