Birchcreek Wealth Management, LLC

CIK

1840341

Location

MIAMI TOWNSHIP, OH

Portfolio Value

Micro $75,209,961

Diversification

Diversified

Filing Date

Global Rank

#5,037 / 6,964 ▲ 2160

Top Industry

Semiconductors 28.0%

3Y Alpha vs SPY

+42.7%

Period ended 46 days ago

Filed Aug 6, 2026 · 9d

23 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+335.2%

SPY

+75.6%

Annualised alpha

+42.6%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

78 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

16.3%

+7.5 pts

Top 5

38.3%

+9.6 pts

Top 10

51.9%

+6.7 pts

HHI

491

Diversified+191

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	48.9%	$36,778,229	23
Healthcare	9.5%	$7,163,139	10
Financial Services	7.7%	$5,765,211	8
Industrials	7.5%	$5,607,924	10
Consumer Cyclical	7.2%	$5,425,781	9
Communication Services	6.3%	$4,719,133	4
Unclassified	4.8%	$3,613,125	4
Consumer Defensive	3.8%	$2,868,882	4
Energy	2.6%	$1,959,804	3
Utilities	1.4%	$1,032,115	2
Real Estate	0.4%	$276,618	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	+31,015	87,886	$12,271,522
AAPL	Apple Inc.	+5,736	24,073	$6,965,763
CSCO	Cisco Systems, Inc.	+4,010	8,112	$952,835
JNJ	Johnson & Johnson	+2,949	8,066	$2,048,522
PG	PROCTER & GAMBLE Co	+1,974	11,641	$1,707,036
NVDA	Nvidia Corp	+1,275	18,738	$3,749,286
CVX	Chevron Corp	+1,261	4,240	$702,822
ETN	Eaton Corp plc	+1,069	2,234	$951,952
QCOM	Qualcomm Inc/De	+900	5,053	$933,743
MRK	Merck & Co., Inc.	+900	4,652	$597,782
HD	Home Depot, Inc.	+891	2,606	$919,084
ABBV	AbbVie Inc.	+683	2,402	$604,439
NFLX	Netflix Inc	+635	8,318	$593,905
AMGN	Amgen Inc	+626	1,300	$470,756
AMZN	Amazon Com Inc	+567	10,045	$2,394,125
GOOGL	Alphabet Inc.	+559	9,639	$3,433,308
JPM	Jpmorgan Chase & Co	+541	6,262	$2,049,740
MCD	Mcdonalds Corp	+535	1,882	$508,723
BAC	Bank Of America Corp /De/	+485	4,737	$269,914
WMT	Walmart Inc.	+481	5,163	$584,761
IBM	International Business Machines Corp	+442	1,808	$508,427
RTX	RTX Corp	+351	1,618	$306,983
GE	General Electric Co	+331	1,110	$414,840
D	Dominion Energy, Inc	+325	8,376	$571,997
EMR	Emerson Electric Co	+300	2,808	$401,965
No positions match the current search.

Trimmed

Positions the filer reduced

11 positions

Ticker	Company	Δ Shares	Shares	Value
MRVL	Marvell Technology, Inc.	−852	1,479	$440,579
FTNT	Fortinet, Inc.	−800	3,577	$549,498
ORLY	O Reilly Automotive Inc	−477	2,250	$207,202
QS	QuantumScape Corp	−306	25,360	$191,721
AMD	Advanced Micro Devices Inc	−250	750	$435,682
SPY	Spdr S&P 500 ETF Trust	−209	1,356	$1,012,620
AVGO	Broadcom Inc.	−70	1,886	$712,436
MU	Micron Technology Inc	−60	1,037	$1,196,998
QQQ	Invesco Qqq Trust, Series 1	−12	2,721	$2,003,744
TSLA	Tesla, Inc.	−9	913	$384,007
TT	Trane Technologies plc	−7	1,165	$572,201
No positions match the current search.

New Positions

Positions the filer opened this quarter

16 positions

Ticker	Company	Shares	Value
SYK	Stryker Corp	2,060	$648,570
ACMR	ACM Research, Inc.	5,000	$634,450
EW	Edwards Lifesciences Corp	4,422	$400,014
ADI	Analog Devices Inc	832	$330,445
PM	Philip Morris International Inc.	1,789	$323,647
CRWD	CrowdStrike Holdings, Inc.	400	$305,256
UNH	Unitedhealth Group Inc	733	$304,656
CAH	Cardinal Health Inc	1,282	$304,551
SNDK	Sandisk Corp	127	$288,763
IRM	Iron Mountain Inc	2,190	$276,618
ABT	Abbott Laboratories	2,832	$256,975
GLW	Corning Inc /Ny	1,000	$255,430
ADP	Automatic Data Processing Inc	1,121	$251,047
SLV	iShares Silver Trust	4,285	$229,118
TJX	Tjx Companies Inc /De/	1,406	$213,009
VZ	Verizon Communications Inc	4,874	$206,365
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	18,587	$1,862,231
VIG	Vanguard Dividend Appreciation ETF	7,554	$1,624,563
VEA	Vanguard FTSE Developed Markets ETF	20,407	$1,307,680
VB	Vanguard Morningstar Small-Cap ETF	3,047	$798,070
VXUS	Vanguard Total International Stock ETF	9,970	$768,786
NOC	Northrop Grumman Corp /De/	340	$231,961
ENSG	Ensign Group, Inc	1,000	$201,500
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

78 tracked positions · $75,209,961 total · filing declares 134 positions · $256,680,781 · as of Jun 30, 2026

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

Showing 1–50 of 78 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
INTC	Intel Corp Technology	Added	87,886	+31,015	$12,271,522	+389.0%	16.32%
AAPL	Apple Inc. Technology	Added	24,073	+5,736	$6,965,763	+49.7%	9.26%
NVDA	Nvidia Corp Technology	Added	18,738	+1,275	$3,749,286	+23.1%	4.99%
GOOGL	Alphabet Inc. Communication Services	Added	9,639	+559	$3,433,308	+31.6%	4.56%
MSFT	Microsoft Corp Technology	Added	6,461	+96	$2,410,082	+2.3%	3.20%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,045	+567	$2,394,125	+21.3%	3.18%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,262	+541	$2,049,740	+21.8%	2.73%
JNJ	Johnson & Johnson Healthcare	Added	8,066	+2,949	$2,048,522	+63.8%	2.72%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,721	-12	$2,003,744	+27.0%	2.66%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	11,641	+1,974	$1,707,036	+22.3%	2.27%
CAT	Caterpillar Inc Industrials	Added	1,515	+225	$1,613,323	+76.5%	2.15%
AMAT	Applied Materials Inc /De Technology	Held	2,213	0	$1,599,999	+111.5%	2.13%
LLY	ELI LILLY & Co Healthcare	Added	1,273	+109	$1,526,874	+42.6%	2.03%
MU	Micron Technology Inc Technology	Reduced	1,037	-60	$1,196,998	+223.0%	1.59%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,356	-209	$1,012,620	−0.5%	1.35%
CSCO	Cisco Systems, Inc. Technology	Added	8,112	+4,010	$952,835	+199.4%	1.27%
ETN	Eaton Corp plc Industrials	Added	2,234	+1,069	$951,952	+128.5%	1.27%
QCOM	Qualcomm Inc/De Technology	Added	5,053	+900	$933,743	+74.6%	1.24%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,844	+122	$922,719	+11.8%	1.23%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,606	+891	$919,084	+62.9%	1.22%
ORCL	Oracle Corp Technology	Added	5,201	+292	$762,206	+5.5%	1.01%
GS	Goldman Sachs Group Inc Financial Services	Added	737	+20	$745,379	+22.9%	0.99%
AVGO	Broadcom Inc. Technology	Reduced	1,886	-70	$712,436	+17.7%	0.95%
CVX	Chevron Corp Energy	Added	4,240	+1,261	$702,822	+14.0%	0.93%
PRK	Park National Corp /Oh/ Financial Services	Held	3,667	0	$671,024	+12.0%	0.89%
XOM	ExxonMobil Holdings Corp Energy	Added	4,795	+200	$655,572	−15.9%	0.87%
SYK	Stryker Corp Healthcare	NEW	2,060	NEW	$648,570	NEW	0.86%
ACMR	ACM Research, Inc. Technology	NEW	5,000	NEW	$634,450	NEW	0.84%
ABBV	AbbVie Inc. Healthcare	Added	2,402	+683	$604,439	+61.7%	0.80%
WMB	Williams Companies, Inc. Energy	Held	8,090	0	$601,410	+2.1%	0.80%
MRK	Merck & Co., Inc. Healthcare	Added	4,652	+900	$597,782	+32.4%	0.79%
NFLX	Netflix Inc Communication Services	Added	8,318	+635	$593,905	−19.6%	0.79%
WMT	Walmart Inc. Consumer Defensive	Added	5,163	+481	$584,761	+0.5%	0.78%
TT	Trane Technologies plc Industrials	Reduced	1,165	-7	$572,201	+17.2%	0.76%
D	Dominion Energy, Inc Utilities	Added	8,376	+325	$571,997	+14.9%	0.76%
FTNT	Fortinet, Inc. Technology	Reduced	3,577	-800	$549,498	+53.6%	0.73%
LRCX	Lam Research Corp Technology	Held	1,200	0	$519,996	+102.8%	0.69%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,882	+535	$508,723	+21.5%	0.68%
IBM	International Business Machines Corp Technology	Added	1,808	+442	$508,427	+53.6%	0.68%
META	Meta Platforms, Inc. Communication Services	Added	862	+126	$485,555	+15.3%	0.65%
AMGN	Amgen Inc Healthcare	Added	1,300	+626	$470,756	+98.5%	0.63%
DUK	Duke Energy CORP Utilities	Held	3,635	0	$460,118	−3.3%	0.61%
ANET	Arista Networks, Inc. Technology	Held	2,699	0	$458,506	+38.4%	0.61%
MRVL	Marvell Technology, Inc. Technology	Reduced	1,479	-852	$440,579	+90.8%	0.59%
AMD	Advanced Micro Devices Inc Technology	Reduced	750	-250	$435,682	+114.2%	0.58%
AXP	American Express Co Financial Services	Held	1,245	0	$421,121	+11.8%	0.56%
GE	General Electric Co Industrials	Added	1,110	+331	$414,840	+87.7%	0.55%
EMR	Emerson Electric Co Industrials	Added	2,808	+300	$401,965	+22.3%	0.53%
V	Visa Inc. Financial Services	Added	1,169	+200	$401,072	+36.9%	0.53%
EW	Edwards Lifesciences Corp Healthcare	NEW	4,422	NEW	$400,014	NEW	0.53%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.