Birchcreek Wealth Management, LLC
CIK: 0001840341SEC EDGAR →
Portfolio Value
$203.6B
Holdings
113
As of
Q4 2025
New Positions
113
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 284,443 | $23.6B | 11.57% |
| 2 | ISHARES TR | 199,277 | $20.4B | 10.03% |
| 3 | ISHARES TR | 118,100 | $19.8B | 9.74% |
| 4 | SPDR SERIES TRUST | 157,209 | $15.6B | 7.66% |
| 5 | DIMENSIONAL ETF TRUST | 277,678 | $10.6B | 5.20% |
| 6 | INVESCO EXCHANGE TRADED FD T | 44,363 | $8.5B | 4.17% |
| 7 | DIMENSIONAL ETF TRUST | 74,819 | $5.2B | 2.56% |
| 8 | APPLE INC | 18,465 | $5.0B | 2.46% |
| 9 | VANGUARD INDEX FDS | 9,711 | $4.7B | 2.33% |
| 10 | ISHARES TR | 70,904 | $4.7B | 2.30% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (113)
$23.6B · 284K shares
$20.4B · 199K shares
$19.8B · 118K shares
$15.6B · 157K shares
$10.6B · 278K shares
$8.5B · 44K shares
$5.2B · 75K shares
$5.0B · 18K shares
$4.7B · 10K shares
$4.7B · 71K shares
$4.6B · 24K shares
$3.7B · 41K shares
$3.4B · 18K shares
$3.4B · 46K shares
$3.1B · 6K shares
$2.5B · 3K shares
$2.2B · 10K shares
$2.0B · 6K shares
$1.8B · 6K shares
$1.7B · 3K shares
$1.6B · 16K shares
$1.6B · 7K shares
$1.6B · 14K shares
$1.5B · 56K shares
$1.4B · 10K shares
$1.4B · 10K shares
$1.3B · 4K shares
$1.3B · 20K shares
$1.3B · 1K shares
$1.2B · 2K shares
$1.2B · 16K shares
$1.1B · 4K shares
$1.1B · 14K shares
$1.1B · 2K shares
$1.0B · 13K shares
$1.0B · 5K shares
$1.0B · 28K shares
$1.0B · 8K shares
$963.0M · 5K shares
$940.0M · 7K shares
$916.0M · 4K shares
$894.0M · 3K shares
$877.0M · 7K shares
$868.0M · 2K shares
$829.0M · 3K shares
$752.0M · 2K shares
$749.0M · 10K shares
$724.0M · 16K shares
$720.0M · 8K shares
$710.0M · 4K shares
$687.0M · 12K shares
$652.0M · 1K shares
$630.0M · 717 shares
$628.0M · 2K shares
$625.0M · 2K shares
$589.0M · 2K shares
$568.0M · 2K shares
$567.0M · 5K shares
$559.0M · 4K shares
$558.0M · 4K shares
$543.0M · 4K shares
$524.0M · 4K shares
$521.0M · 5K shares
$501.0M · 759 shares
$486.0M · 8K shares
$484.0M · 3K shares
$476.0M · 11K shares
$471.0M · 8K shares
$462.0M · 1K shares
$458.0M · 2K shares
$455.0M · 2K shares
$452.0M · 1K shares
$448.0M · 9K shares
$442.0M · 1K shares
$426.0M · 4K shares
$414.0M · 922 shares
$392.0M · 1K shares
$371.0M · 1K shares
$369.0M · 2K shares
$365.0M · 1K shares
$364.0M · 2K shares
$357.0M · 3K shares
$353.0M · 4K shares
$352.0M · 1K shares
$339.0M · 969 shares
$336.0M · 5K shares
$336.0M · 696 shares
$333.0M · 379 shares
$332.0M · 3K shares
$299.0M · 3K shares
$294.0M · 742 shares
$294.0M · 5K shares
$286.0M · 7K shares
$276.0M · 441 shares
$276.0M · 1K shares
$273.0M · 4K shares
$270.0M · 4K shares
$270.0M · 3K shares
$270.0M · 26K shares
$268.0M · 783 shares
$251.0M · 2K shares
$251.0M · 5K shares
$249.0M · 3K shares
$247.0M · 3K shares
$232.0M · 1K shares
$232.0M · 704 shares
$226.0M · 734 shares
$223.0M · 800 shares
$222.0M · 680 shares
$221.0M · 1K shares
$214.0M · 1K shares
$207.0M · 4K shares
$205.0M · 1K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 58 | $159.1B | 78.1% |
| Technology | 15 | $17.7B | 8.7% |
| Unknown | 6 | $7.0B | 3.5% |
| Consumer Cyclical | 8 | $4.7B | 2.3% |
| Communication Services | 4 | $4.1B | 2.0% |
| Healthcare | 6 | $3.4B | 1.7% |
| Industrials | 8 | $2.9B | 1.4% |
| Consumer Defensive | 3 | $2.2B | 1.1% |
| Energy | 3 | $1.5B | 0.8% |
| Utilities | 2 | $897.0M | 0.4% |