Birchcreek Wealth Management, LLC 13F Holdings
CIK 0001840341 · MIAMI TOWNSHIP, OH
As of Sep 30, 2025, Birchcreek Wealth Management, LLC reported 115 positions worth
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.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 241,238 | $20.0M | 10.34% |
| ISHARES CORE S&P US GROWTH ETF | IUSG | — | 120,474 | 9.8M | 10.24% |
| ISHARES CORE S&P US VALUE ETF | IUSV | — | 168,346 | 6.8M | 8.69% |
| STATE STREET(R) SPDR(R) BLOOMBERG 3-12 MONTH T-BILL ETF | BILS | — | 133,891 | 3.3M | 6.88% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 124,900 | 0.9M | 5.63% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 39,711 | $7.5M | 3.89% |
| APPLE INC | AAPL | Technology | 19,792 | $5.0M | 2.60% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 9,765 | $4.7M | 2.42% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 66,992 | $4.6M | 2.37% |
| VANGUARD VALUE INDEX FUND | VTV | — | 23,614 | $4.4M | 2.28% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 63,712 | $4.2M | 2.15% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 4,847 | $3.6M | 1.87% |
| NVIDIA CORP | NVDA | Technology | 19,296 | $3.6M | 1.86% |
| MICROSOFT CORP | MSFT | Technology | 6,781 | $3.5M | 1.81% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | — | 41,306 | $2.8M | 1.44% |
| AMAZON.COM INC | AMZN | Equity | 10,172 | $2.2M | 1.15% |
| ISHARES SHORT TREASURY BOND ETF | SHV | — | 18,925 | $2.1M | 1.08% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 6,381 | $2.0M | 1.04% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 3,157 | .9M | 0.98% |
| ALPHABET INC | GOOGL | Equity | 7,595 | .8M | 0.95% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 7,479 | .6M | 0.83% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 10,165 | .6M | 0.81% |
| VANGUARD INDUSTRIALS INDEX FUND | VIS | — | 5,199 | .5M | 0.80% |
| FIDELITY MSCI FINANCIALS INDEX ETF | FNCL | — | 19,955 | .5M | 0.79% |
| STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETF | XLY | — | 6,194 | .5M | 0.77% |