Birchcreek Wealth Management, LLC 13F Holdings

CIK 0001840341 · MIAMI TOWNSHIP, OH

As of Sep 30, 2025, Birchcreek Wealth Management, LLC reported 115 positions worth 93.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES 1-3 YEAR TREASURY BOND ETFSHY—241,238$20.0M10.34%
ISHARES CORE S&P US GROWTH ETFIUSG—120,474 9.8M10.24%
ISHARES CORE S&P US VALUE ETFIUSV—168,346 6.8M8.69%
STATE STREET(R) SPDR(R) BLOOMBERG 3-12 MONTH T-BILL ETFBILS—133,891 3.3M6.88%
ISHARES CORE MSCI EAFE ETFIEFA—124,900 0.9M5.63%
INVESCO S&P 500 EQUAL WEIGHT ETFRSP—39,711$7.5M3.89%
APPLE INCAAPLTechnology19,792$5.0M2.60%
VANGUARD GROWTH INDEX FUNDVUG—9,765$4.7M2.42%
DIMENSIONAL US SMALL CAP ETFDFAS—66,992$4.6M2.37%
VANGUARD VALUE INDEX FUNDVTV—23,614$4.4M2.28%
ISHARES CORE S&P MID-CAP ETFIJH—63,712$4.2M2.15%
VANGUARD INFORMATION TECHNOLOGY INDEX FUNDVGT—4,847$3.6M1.87%
NVIDIA CORPNVDATechnology19,296$3.6M1.86%
MICROSOFT CORPMSFTTechnology6,781$3.5M1.81%
ISHARES MSCI EMERGING MARKETS EX CHINA ETFEMXC—41,306$2.8M1.44%
AMAZON.COM INCAMZNEquity10,172$2.2M1.15%
ISHARES SHORT TREASURY BOND ETFSHV—18,925$2.1M1.08%
JPMORGAN CHASE & COJPMFinancial Services6,381$2.0M1.04%
INVESCO QQQ TRUST SERIES 1QQQ—3,157 .9M0.98%
ALPHABET INCGOOGLEquity7,595 .8M0.95%
VANGUARD DIVIDEND APPREC ETFVIG—7,479 .6M0.83%
PROCTER & GAMBLE COPGConsumer Defensive10,165 .6M0.81%
VANGUARD INDUSTRIALS INDEX FUNDVIS—5,199 .5M0.80%
FIDELITY MSCI FINANCIALS INDEX ETFFNCL—19,955 .5M0.79%
STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETFXLY—6,194 .5M0.77%