Q2 2026 13F · SEC CIK 1840341

Birchcreek Wealth Management, LLC

Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $256.7M
Reported positions: 134
Top holdings a year, 3 yrs: +14.0%
Assets under management: $300.1M

Birchcreek Wealth Management, LLC is a wealth manager that reported 134 positions worth $256.7M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were iShs Lehman 1-3Tsy (SHY, 10.6%), Ishares Tr (IUSV, 8.8%), iShares ETFs/USA (IUSG, 8.7%). A portfolio copying its top holdings returned 14.0% a year over the last 3 years, against 20.4% for the S&P 500.

Birchcreek Wealth Management, LLC holdings largest 50 of 134 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Birchcreek Wealth Management, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SHYiShs Lehman 1-3Tsy	10.6%	11.6%	330,048	+12.9%	$27.1M
IUSVIshares Tr	8.8%	9.9%	204,617	+1.4%	$22.5M
IUSGiShares ETFs/USA	8.7%	8.9%	118,414	-0.2%	$22.3M
BILSSpdr Series Trust	6.3%	7.6%	163,150	+2.2%	$16.2M
DFAIDimensional International Core Equity Ma	5.5%	5.4%	340,796	+17.9%	$14.1M
INTCIntel Corp	4.8%	1.2%	87,886	+54.5%	$12.3M
RSPInvesco S&p 500 Equal Weight ETF	3.5%	4.1%	42,281	-5.5%	$9.0M
AAPLApple Inc	2.7%	2.2%	24,073	+31.3%	$7.0M
DFASDimensional ETF Trust	2.4%	2.6%	75,923	+0.4%	$6.3M
IJHIshares Tr	2.2%	2.4%	72,710	-0.1%	$5.6M
VTVVanguard Value ETF	2.0%	2.3%	23,533	-2.1%	$5.1M
VUGVanguard Indx Fd	1.9%	2.0%	57,199	+489.8%	$4.9M
EMXCIshares Inc	1.9%	1.8%	47,190	-1.8%	$4.8M
IEFAIshares Core Msci Eafe ETF	1.6%	1.8%	42,388	+1.0%	$4.1M
NVDANvidia Corporation Com	1.5%	1.5%	18,738	+7.3%	$3.7M
VGTVanguard Info Tech	1.1%	1.1%	23,522	+622.6%	$2.8M
GBILGoldman Sachs Access Treasury 0 1	1.0%	0.9%	26,137	+40.6%	$2.6M
GOOGLAlphabet Inc	0.9%	0.9%	6,822	+8.9%	$2.4M
MSFTMicrosoft Corp	0.9%	1.1%	6,461	+1.5%	$2.4M
AMZNAmazon Com Inc Com	0.9%	1.0%	10,045	+6.0%	$2.4M
VTIPVanguard Malvern Fds	0.9%	0.6%	47,133	+77.9%	$2.4M
SHVIshares Tr	0.8%	0.8%	19,069	+31.2%	$2.1M
JPMJpmorgan Chase & Co	0.8%	0.8%	6,262	+9.5%	$2.0M
JNJJohnson & Johnson	0.8%	0.6%	8,066	+57.6%	$2.0M
QQQInvesco Qqq Tr	0.8%	0.8%	2,721	-0.4%	$2.0M
FRELFidelity Covington Trust	0.7%	0.7%	60,592	+5.8%	$1.8M
VIGVanguard Dividend Appreciation ETF	0.7%	0.8%	7,429	-1.7%	$1.8M
PGProcter & Gamble Co Com	0.7%	0.7%	11,641	+20.4%	$1.7M
CATCaterpillar Inc Com	0.6%	0.4%	1,515	+17.4%	$1.6M
AMATApplied Matls Inc	0.6%	0.4%	2,213	+0.0%	$1.6M
VYMVym	0.6%	0.7%	9,734	+0.7%	$1.5M
LLYLilly Eli & Co	0.6%	0.5%	1,273	+9.4%	$1.5M
VISVanguard World Fd	0.6%	0.6%	4,112	+9.9%	$1.5M
VEAVanguard Tax-Managed Fds	0.6%	0.6%	20,518	+0.5%	$1.5M
IVVIshares Core S&p 500 ETF	0.6%	0.6%	1,952	-3.6%	$1.5M
VTIVanguard Index Fds	0.6%	0.6%	3,822	+0.1%	$1.4M
IJRIshares Core S&p Small Cap ETF	0.5%	0.5%	8,996	-0.4%	$1.3M
MUMicron Technology Inc	0.5%	—	1,037	—	$1.2M
VFHVanguard Financials ETF	0.5%	0.4%	9,078	+28.9%	$1.2M
SPYSpdr S&p 500 ETF Tr	0.4%	0.5%	1,356	-13.4%	$1.0M
GOOGAlphabet Inc	0.4%	0.4%	2,817	+0.0%	$995K
FHLCFidelity Msci Health Care Index ETF	0.4%	0.5%	12,694	-8.7%	$981K
CSCOCisco Sys Inc	0.4%	—	8,112	—	$953K
ETNEaton Corp PLC	0.4%	—	2,234	—	$952K
QCOMQualcomm Inc	0.4%	—	5,053	—	$934K
BRK-BBerkshire Hathaway Inc Del	0.4%	0.4%	1,844	+7.1%	$923K
HDHome Depot Inc Com	0.4%	—	2,606	—	$919K
VXUSVanguard Star Fds Vanguard Total Intl St	0.4%	0.4%	10,613	+6.4%	$907K
VDCVanguard World Fd	0.3%	0.5%	3,986	-14.3%	$899K
VBVanguard Indx Fd	0.3%	0.4%	2,959	-2.9%	$897K

What Birchcreek Wealth Management, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +14.8% /yr; S&P 500 +20.1%
3 years: +14.0% /yr; S&P 500 +20.4%
5 years: +7.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$256.7M	134
Q1 2026	$207.7M	120
Q4 2025	$203.6M	113
Q3 2025	$193.5M	115
Q2 2025	$176.5M	115
Q1 2025	$158.4M	115
Q4 2024	$159.2M	121
Q3 2024	$152.6M	117
Q2 2024	$177.6M	151
Q1 2024	$190.2M	156
Q4 2023	$167.2M	136
Q3 2023	$147.5M	131

Questions about Birchcreek Wealth Management, LLC's portfolio

What stocks does Birchcreek Wealth Management, LLC own?

Birchcreek Wealth Management, LLC's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 134 positions worth $256.7M. The largest are iShs Lehman 1-3Tsy (SHY) at 10.6%, Ishares Tr (IUSV) at 8.8%, iShares ETFs/USA (IUSG) at 8.7%, Spdr Series Trust (BILS) at 6.3% and Dimensional International Core Equity Ma (DFAI) at 5.5%.

What did Birchcreek Wealth Management, LLC buy last quarter?

In Q2 2026, Birchcreek Wealth Management, LLC added Vanguard Info Tech (VGT) (+622.6% shares), Vanguard Indx Fd (VUG) (+489.8% shares) and Vanguard Malvern Fds (VTIP) (+77.9% shares), compared with its Q1 2026 filing.

What did Birchcreek Wealth Management, LLC sell last quarter?

In Q2 2026, Birchcreek Wealth Management, LLC cut from its top 50 Fidelity Covington Trust (FCOM), cut from its top 50 State Street Energy Select Sector Spdr E (XLE), cut from its top 50 Fidelity Msci Financials Index ETF (FNCL), cut from its top 50 Consumer Discretionary Select S (XLY), cut from its top 50 Exxon Mobil Corp (XOM), Vanguard World Fd (VDC) (-14.3% shares), Spdr S&p 500 ETF Tr (SPY) (-13.4% shares) and Fidelity Msci Health Care Index ETF (FHLC) (-8.7% shares), compared with its Q1 2026 filing.

How has Birchcreek Wealth Management, LLC's portfolio performed?

A portfolio copying Birchcreek Wealth Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +14.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +14.8% against +20.1%. Over 5 years: +7.1% a year against +11.6%.

When is Birchcreek Wealth Management, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Birchcreek Wealth Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Birchcreek Wealth Management, LLC manage?

Birchcreek Wealth Management, LLC reported $300.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $256.7M.