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 Ishares Tr (SHY, 10.6%), Ishares Tr (IUSV, 8.8%), Ishares Tr (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
SHYIshares Tr	10.6%	11.6%	330,048	+12.9%	$27.1M
IUSVIshares Tr	8.8%	9.9%	204,617	+1.4%	$22.5M
IUSGIshares Tr	8.7%	8.9%	118,414	-0.2%	$22.3M
BILSSpdr Series Trust	6.3%	7.6%	163,150	+2.2%	$16.2M
DFAIDimensional ETF Trust	5.5%	5.4%	340,796	+17.9%	$14.1M
INTCIntel Corp	4.8%	1.2%	87,886	+54.5%	$12.3M
RSPInvesco Exchange Traded Fd T	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 Index Fds	2.0%	2.3%	23,533	-2.1%	$5.1M
VUGVanguard Index Fds	1.9%	2.0%	57,199	+489.8%	$4.9M
EMXCIshares Inc	1.9%	1.8%	47,190	-1.8%	$4.8M
IEFAIshares Tr	1.6%	1.8%	42,388	+1.0%	$4.1M
NVDANvidia Corporation	1.5%	1.5%	18,738	+7.3%	$3.7M
VGTVanguard World Fd	1.1%	1.1%	23,522	+622.6%	$2.8M
GBILGoldman Sachs ETF Tr	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	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 Specialized Funds	0.7%	0.8%	7,429	-1.7%	$1.8M
PGProcter & Gamble Co	0.7%	0.7%	11,641	+20.4%	$1.7M
CATCaterpillar Inc	0.6%	0.4%	1,515	+17.4%	$1.6M
AMATApplied Matls Inc	0.6%	0.4%	2,213	+0.0%	$1.6M
VYMVanguard Whitehall Fds	0.6%	0.7%	9,734	+0.7%	$1.5M
LLYEli Lilly & Co	0.6%	0.5%	1,273	+9.4%	$1.5M
VISVanguard Industrials ETF	0.6%	0.6%	4,112	+9.9%	$1.5M
VEAVanguard Ftse Developed Markets Index Fu	0.6%	0.6%	20,518	+0.5%	$1.5M
IVVIshares Tr	0.6%	0.6%	1,952	-3.6%	$1.5M
VTIVanguard Index Fds	0.6%	0.6%	3,822	+0.1%	$1.4M
IJRIshares Tr	0.5%	0.5%	8,996	-0.4%	$1.3M
MUMicron Technology Inc	0.5%	—	1,037	—	$1.2M
VFHVanguard World Fd	0.5%	0.4%	9,078	+28.9%	$1.2M
SPYState Str Spdr S&p 500 ETF T	0.4%	0.5%	1,356	-13.4%	$1.0M
GOOGAlphabet Inc	0.4%	0.4%	2,817	+0.0%	$995K
FHLCFidelity Covington Trust	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	0.4%	—	2,606	—	$919K
VXUSVanguard Star Fds	0.4%	0.4%	10,613	+6.4%	$907K
VDCVanguard World Fd	0.3%	0.5%	3,986	-14.3%	$899K
VBVanguard Index Fds	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.

Added to

VGT Vanguard World Fd+622.6% shares
VUG Vanguard Index Fds+489.8% shares
VTIP Vanguard Malvern Fds+77.9% shares
JNJ Johnson & Johnson+57.6% shares
INTC Intel Corp+54.5% shares
GBIL Goldman Sachs ETF Tr+40.6% shares
AAPL Apple Inc+31.3% shares
SHV Ishares Tr+31.2% shares

Reduced

VDC Vanguard World Fd-14.3% shares
SPY State Str Spdr S&p 500 ETF T-13.4% shares
FHLC Fidelity Covington Trust-8.7% shares
RSP Invesco Exchange Traded Fd T-5.5% shares

Left the top 50

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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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 Ishares Tr (SHY) at 10.6%, Ishares Tr (IUSV) at 8.8%, Ishares Tr (IUSG) at 8.7%, Spdr Series Trust (BILS) at 6.3% and Dimensional ETF Trust (DFAI) at 5.5%.

What did Birchcreek Wealth Management, LLC buy last quarter?

In Q2 2026, Birchcreek Wealth Management, LLC added Vanguard World Fd (VGT) (+622.6% shares), Vanguard Index Fds (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 Select Sector Spdr Tr (XLE), cut from its top 50 Fidelity Covington Trust (FNCL), cut from its top 50 Select Sector Spdr Tr (XLY), cut from its top 50 Exxon Mobil Corp (XOM), Vanguard World Fd (VDC) (-14.3% shares), State Str Spdr S&p 500 ETF T (SPY) (-13.4% shares) and Fidelity Covington Trust (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.