Birchcreek Wealth Management, LLC
CIK: 0001840341SEC EDGAR →
Portfolio Value
$203.6M
Holdings
113
As of
Q4 2025
New Positions
113
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 284,443 | $23.6M | 11.57% |
| 2 | ISHARES TR | 199,277 | $20.4M | 10.03% |
| 3 | ISHARES TR | 118,100 | $19.8M | 9.74% |
| 4 | SPDR SERIES TRUST | 157,209 | $15.6M | 7.66% |
| 5 | DIMENSIONAL ETF TRUST | 277,678 | $10.6M | 5.20% |
| 6 | INVESCO EXCHANGE TRADED FD T | 44,363 | $8.5M | 4.17% |
| 7 | DIMENSIONAL ETF TRUST | 74,819 | $5.2M | 2.56% |
| 8 | APPLE INC | 18,465 | $5.0M | 2.46% |
| 9 | VANGUARD INDEX FDS | 9,711 | $4.7M | 2.33% |
| 10 | ISHARES TR | 70,904 | $4.7M | 2.30% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (113)
$23.6M · 284K shares
$20.4M · 199K shares
$19.8M · 118K shares
$15.6M · 157K shares
$10.6M · 278K shares
$8.5M · 44K shares
$5.2M · 75K shares
$5.0M · 18K shares
$4.7M · 10K shares
$4.7M · 71K shares
$4.6M · 24K shares
$3.7M · 41K shares
$3.4M · 18K shares
$3.4M · 46K shares
$3.1M · 6K shares
$2.5M · 3K shares
$2.2M · 10K shares
$2.0M · 6K shares
$1.8M · 6K shares
$1.7M · 3K shares
$1.6M · 16K shares
$1.6M · 7K shares
$1.6M · 14K shares
$1.5M · 56K shares
$1.4M · 10K shares
$1.4M · 10K shares
$1.3M · 4K shares
$1.3M · 20K shares
$1.3M · 1K shares
$1.2M · 2K shares
$1.2M · 16K shares
$1.1M · 4K shares
$1.1M · 14K shares
$1.1M · 2K shares
$1.0M · 13K shares
$1.0M · 5K shares
$1.0M · 28K shares
$1.0M · 8K shares
$963K · 5K shares
$940K · 7K shares
$916K · 4K shares
$894K · 3K shares
$877K · 7K shares
$868K · 2K shares
$829K · 3K shares
$752K · 2K shares
$749K · 10K shares
$724K · 16K shares
$720K · 8K shares
$710K · 4K shares
$687K · 12K shares
$652K · 1K shares
$630K · 717 shares
$628K · 2K shares
$625K · 2K shares
$589K · 2K shares
$568K · 2K shares
$567K · 5K shares
$559K · 4K shares
$558K · 4K shares
$543K · 4K shares
$524K · 4K shares
$521K · 5K shares
$501K · 759 shares
$486K · 8K shares
$484K · 3K shares
$476K · 11K shares
$471K · 8K shares
$462K · 1K shares
$458K · 2K shares
$455K · 2K shares
$452K · 1K shares
$448K · 9K shares
$442K · 1K shares
$426K · 4K shares
$414K · 922 shares
$392K · 1K shares
$371K · 1K shares
$369K · 2K shares
$365K · 1K shares
$364K · 2K shares
$357K · 3K shares
$353K · 4K shares
$352K · 1K shares
$339K · 969 shares
$336K · 5K shares
$336K · 696 shares
$333K · 379 shares
$332K · 3K shares
$299K · 3K shares
$294K · 742 shares
$294K · 5K shares
$286K · 7K shares
$276K · 441 shares
$276K · 1K shares
$273K · 4K shares
$270K · 4K shares
$270K · 3K shares
$270K · 26K shares
$268K · 783 shares
$251K · 2K shares
$251K · 5K shares
$249K · 3K shares
$247K · 3K shares
$232K · 1K shares
$232K · 704 shares
$226K · 734 shares
$223K · 800 shares
$222K · 680 shares
$221K · 1K shares
$214K · 1K shares
$207K · 4K shares
$205K · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 58 | $159.1M | 78.1% |
| Technology | 15 | $17.7M | 8.7% |
| Unknown | 6 | $7.0M | 3.5% |
| Consumer Cyclical | 8 | $4.7M | 2.3% |
| Communication Services | 4 | $4.1M | 2.0% |
| Healthcare | 6 | $3.4M | 1.7% |
| Industrials | 8 | $2.9M | 1.4% |
| Consumer Defensive | 3 | $2.2M | 1.1% |
| Energy | 3 | $1.5M | 0.8% |
| Utilities | 2 | $897K | 0.4% |