Birchcreek Wealth Management, LLC

CIK

1840341

Location

MIAMI TOWNSHIP, OH

Portfolio Value

Small $256,680,915

Diversification

Diversified

Filing Date

Global Rank

#5,708 / 8,827 ▲ 262

Top Industry

Semiconductors 28.0%

Period ended 4 months ago

Filed Aug 6, 2026 · 3mo

23 quarters · since Dec 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 71.6% of the book (60%+)

Turnover

Low turnover

13.9% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 17.6 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 70.3%; sector active share 59.2% against the combined 13F book's sector weights.

Over time 23 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

34.3%

−3.1 pts

Top 5

58.7%

−4.4 pts

Top 10

71.6%

−2.8 pts

HHI

1,384

Diversified−232

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	72.1%	$185,084,079	59
Technology	14.3%	$36,778,229	23
Healthcare	2.8%	$7,163,139	10
Financial Services	2.2%	$5,765,211	8
Industrials	2.2%	$5,607,924	10
Consumer Cyclical	2.1%	$5,425,781	9
Communication Services	1.8%	$4,719,133	5
Consumer Defensive	1.1%	$2,868,882	4
Energy	0.8%	$1,959,804	3
Utilities	0.4%	$1,032,115	2
Real Estate	0.1%	$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
DFAI	Dimensional International Core Equity Market ETF	+51,747	340,796	$14,057,835
VUG	VANGUARD GROWTH INDEX FUND	+47,501	57,199	$4,927,121
SHY	iShares 1-3 Year Treasury Bond ETF	+37,599	330,048	$27,100,241
INTC	Intel Corp	+31,015	87,886	$12,271,522
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	+20,644	47,133	$2,367,490
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+20,267	23,522	$2,811,349
—		+18,907	23,235	$636,871
VOOG	VANGUARD S&P 500 GROWTH INDEX FUND	+8,460	10,152	$838,758
GBIL	Goldman Sachs ETF Trust	+7,550	26,137	$2,617,881
AAPL	Apple Inc.	+5,736	24,073	$6,965,763
VO	VANGUARD MID-CAP INDEX FUND	+4,945	6,933	$558,591
SHV	iShares 0-1 Year Treasury Bond ETF	+4,531	19,069	$2,104,264
CSCO	Cisco Systems, Inc.	+4,010	8,112	$952,835
—		+3,584	163,150	$16,213,847
FREL	Fidelity MSCI Real Estate Index ETF	+3,316	60,592	$1,775,345
JNJ	Johnson & Johnson	+2,949	8,066	$2,048,522
IUSV	iShares Core S&P U.S. Value ETF	+2,822	204,617	$22,538,562
VFH	VANGUARD FINANCIALS INDEX FUND	+2,036	9,078	$1,194,664
PG	PROCTER & GAMBLE Co	+1,974	11,641	$1,707,036
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	+1,625	13,390	$779,298
XLU	State Street(R) Utilities Select Sector SPDR(R) ETF	+1,617	13,244	$600,482
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
JEPQ	JPMorgan Nasdaq Equity Premium Income ETF	+910	5,980	$367,530
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
FNCL	Fidelity MSCI Financials Index ETF	−8,066	6,248	$478,346
FCOM	Fidelity MSCI Communication Services Index ETF	−4,268	12,727	$884,271
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−3,091	14,538	$772,113
RSP	Victory Portfolios II	−2,468	42,281	$8,996,128
XLY	State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF	−2,413	5,615	$658,527
FHLC	Fidelity MSCI Health Care Index ETF	−1,207	12,694	$980,611
MRVL	Marvell Technology, Inc.	−852	1,479	$440,579
EMXC	iShares MSCI Emerging Markets ex China ETF	−845	47,190	$4,827,537
XLRE	State Street(R) Real Estate Select Sector SPDR(R) ETF	−827	6,605	$290,818
FTNT	Fortinet, Inc.	−800	3,577	$549,498
ITOT	iShares Core S&P Total U.S. Stock Market ETF	−751	4,554	$748,085
VDC	VANGUARD CONSUMER STAPLES INDEX FUND	−666	3,986	$898,803
VTV	VANGUARD VALUE INDEX FUND	−508	23,533	$5,128,546
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
VHT	VANGUARD HEALTH CARE INDEX FUND	−237	1,183	$353,728
IUSG	iShares Core S&P U.S. Growth ETF	−235	118,414	$22,272,489
SPY	Spdr S&P 500 ETF Trust	−209	1,356	$1,012,620
VIG	Vanguard Specialized Funds	−125	7,429	$1,757,849
VAW	VANGUARD MATERIALS INDEX FUND	−103	1,827	$417,999
VCR	VANGUARD CONSUMER DISCRETIONARY INDEX FUND	−100	1,049	$416,043
VB	Vanguard Index Funds	−88	2,959	$896,932
IJH	iShares Core S&P Mid-Cap ETF	−87	72,710	$5,606,668
IVV	iShares Core S&P 500 ETF	−72	1,952	$1,461,833
No positions match the current search.

New Positions

Positions the filer opened this quarter

18 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	1,000	$255,430
ADP	Automatic Data Processing Inc	1,121	$251,047
SLV	iShares Silver Trust	4,285	$229,118
—		2,443	$219,503
TJX	Tjx Companies Inc	1,406	$213,009
IEZ	iShares U.S. Oil Equipment & Services ETF	7,688	$206,807
VZ	Verizon Communications Inc	4,874	$206,365
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
—		3,209	$263,073
NOC	Northrop Grumman Corp	340	$231,961
IXUS	iShares Core MSCI Total International Stock ETF	2,641	$228,816
ENSG	Ensign Group, Inc	1,000	$201,500
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

134 tracked positions · $256,680,915 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 134 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SHY	iShares 1-3 Year Treasury Bond ETF	Added	330,048	+37,599	$27,100,241	+12.2%	17	unpriced	10.56%
IUSV	iShares Core S&P U.S. Value ETF	Added	204,617	+2,822	$22,538,562	+9.2%	23	before history	8.78%
IUSG	iShares Core S&P U.S. Growth ETF	Reduced	118,414	-235	$22,272,489	+21.0%	23	before history	8.68%
		Added	163,150	+3,584	$16,213,847	+2.2%	8	$99.30	6.32%
DFAI	Dimensional International Core Equity Market ETF	Added	340,796	+51,747	$14,057,835	+24.8%	4	$37.73	5.48%
INTC	Intel Corp Technology	Added	87,886	+31,015	$12,271,522	+389.0%	23	before history	4.78%
RSP	Victory Portfolios II	Reduced	42,281	-2,468	$8,996,128	+4.7%	23	before history	3.50%
AAPL	Apple Inc. Technology	Added	24,073	+5,736	$6,965,763	+49.7%	23	before history	2.71%
DFAS	Dimensional U.S. Small Cap ETF	Added	75,923	+315	$6,251,499	+16.2%	13	$63.88	2.44%
IJH	iShares Core S&P Mid-Cap ETF	Reduced	72,710	-87	$5,606,668	+14.0%	23	before history	2.18%
VTV	VANGUARD VALUE INDEX FUND	Reduced	23,533	-508	$5,128,546	+8.7%	23	before history	2.00%
VUG	VANGUARD GROWTH INDEX FUND	Added	57,199	+47,501	$4,927,121	+16.3%	23	before history	1.92%
EMXC	iShares MSCI Emerging Markets ex China ETF	Reduced	47,190	-845	$4,827,537	+27.8%	11	$57.64	1.88%
IEFA	iShares Core MSCI EAFE ETF	Added	42,388	+419	$4,093,833	+7.7%	23	before history	1.59%
NVDA	Nvidia Corp Technology	Added	18,738	+1,275	$3,749,286	+23.1%	23	before history	1.46%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	23,522	+20,267	$2,811,349	+23.8%	23	before history	1.10%
GBIL	Goldman Sachs ETF Trust	Added	26,137	+7,550	$2,617,881	+40.6%	7	$100.03	1.02%
GOOGL	Alphabet Inc. Communication Services	Added	6,822	+559	$2,437,978	+35.4%	23	before history	0.95%
MSFT	Microsoft Corp Technology	Added	6,461	+96	$2,410,082	+2.3%	23	before history	0.94%
AMZN	Amazon Com Inc Consumer Cyclical	Added	10,045	+567	$2,394,125	+21.3%	23	before history	0.93%
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	Added	47,133	+20,644	$2,367,490	+78.9%	3	$50.02	0.92%
SHV	iShares 0-1 Year Treasury Bond ETF	Added	19,069	+4,531	$2,104,264	+31.1%	14	unpriced	0.82%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,262	+541	$2,049,740	+21.8%	23	before history	0.80%
JNJ	Johnson & Johnson Healthcare	Added	8,066	+2,949	$2,048,522	+63.8%	23	before history	0.80%
QQQ	Invesco Qqq Trust, Series 1	Reduced	2,721	-12	$2,003,744	+27.0%	18	$347.40	0.78%
FREL	Fidelity MSCI Real Estate Index ETF	Added	60,592	+3,316	$1,775,345	+15.2%	23	before history	0.69%
VIG	Vanguard Specialized Funds	Reduced	7,429	-125	$1,757,849	+8.2%	23	before history	0.68%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	11,641	+1,974	$1,707,036	+22.3%	23	before history	0.67%
CAT	Caterpillar Inc Industrials	Added	1,515	+225	$1,613,323	+76.5%	17	$360.63	0.63%
AMAT	Applied Materials Inc Technology	Held	2,213	0	$1,599,999	+111.5%	14	$115.32	0.62%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	9,734	+69	$1,538,264	+7.5%	23	before history	0.60%
LLY	ELI LILLY & Co Healthcare	Added	1,273	+109	$1,526,874	+42.6%	23	before history	0.59%
VIS	VANGUARD INDUSTRIALS INDEX FUND	Added	4,112	+370	$1,481,882	+26.8%	23	before history	0.58%
VEA	Vanguard FTSE Developed Markets ETF	Added	20,518	+111	$1,461,907	+11.8%	23	before history	0.57%
IVV	iShares Core S&P 500 ETF	Reduced	1,952	-72	$1,461,833	+10.6%	23	before history	0.57%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Added	3,822	+5	$1,414,292	+15.5%	23	before history	0.55%
IJR	iShares Core S&P Small-Cap ETF	Reduced	8,996	-36	$1,334,196	+18.8%	23	before history	0.52%
MU	Micron Technology Inc Technology	Reduced	1,037	-60	$1,196,998	+223.0%	4	$129.03	0.47%
VFH	VANGUARD FINANCIALS INDEX FUND	Added	9,078	+2,036	$1,194,664	+40.4%	23	before history	0.47%
SPY	Spdr S&P 500 ETF Trust	Reduced	1,356	-209	$1,012,620	−0.5%	19	$428.95	0.39%
GOOG	Alphabet Inc. Communication Services	Held	2,817	0	$995,330	+23.2%	23	before history	0.39%
FHLC	Fidelity MSCI Health Care Index ETF	Reduced	12,694	-1,207	$980,611	+0.3%	23	before history	0.38%
CSCO	Cisco Systems, Inc. Technology	Added	8,112	+4,010	$952,835	+199.4%	7	$82.19	0.37%
ETN	Eaton Corp plc Industrials	Added	2,234	+1,069	$951,952	+128.5%	7	$376.00	0.37%
QCOM	Qualcomm Inc Technology	Added	5,053	+900	$933,743	+74.6%	23	before history	0.36%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,844	+122	$922,719	+11.8%	17	$368.64	0.36%
HD	Home Depot, Inc. Consumer Cyclical	Added	2,606	+891	$919,084	+62.9%	23	before history	0.36%
VXUS	Vanguard Total International Stock ETF	Added	10,613	+643	$907,305	+18.0%	23	before history	0.35%
VDC	VANGUARD CONSUMER STAPLES INDEX FUND	Reduced	3,986	-666	$898,803	−14.0%	23	before history	0.35%
VB	Vanguard Index Funds	Reduced	2,959	-88	$896,932	+12.4%	23	before history	0.35%

Showing the top 50 of 134 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.