Birchcreek Wealth Management, LLC

CIK

1840341

Location

MIAMI TOWNSHIP, OH

Portfolio Value

Micro $2,960,795

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

+81.9%

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

3 positions · $2,960,795 total · Communication Services only · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
META	Meta Platforms, Inc. Communication Services	Reduced	736	-23	$421,087	−16.0%	14.22%
NFLX	Netflix Inc Communication Services	Added	7,683	+2	$738,720	+2.6%	24.95%
GOOGL	Alphabet Inc. Communication Services	Reduced	6,263	-164	$1,800,988	−10.5%	60.83%