Universe · entity
Birchcreek Wealth Management, LLC
Institutional manager (13F) · CIK 1840341
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $181M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $24M | 292,449 |
| 2 | ISHARES TR | $21M | 201,795 |
| 3 | ISHARES TR | $18M | 118,649 |
| 4 | SPDR SERIES TRUST | $16M | 159,566 |
| 5 | DIMENSIONAL ETF TRUST | $11M | 289,049 |
| 6 | INVESCO EXCHANGE TRADED FD T | $9M | 44,749 |
| 7 | DIMENSIONAL ETF TRUST | $5M | 75,608 |
| 8 | ISHARES TR | $5M | 72,797 |
| 9 | VANGUARD INDEX FDS | $5M | 24,041 |
| 10 | APPLE INC | $5M | 18,337 |
| 11 | VANGUARD INDEX FDS | $4M | 9,698 |
| 12 | ISHARES TR | $4M | 41,969 |
| 13 | ISHARES INC | $4M | 48,035 |
| 14 | NVIDIA CORPORATION | $3M | 17,463 |
| 15 | INTEL CORP | $3M | 56,871 |
| 16 | MICROSOFT CORP | $2M | 6,365 |
| 17 | VANGUARD WORLD FD | $2M | 3,255 |
| 18 | AMAZON COM INC | $2M | 9,478 |
| 19 | GOLDMAN SACHS ETF TR | $2M | 18,587 |
| 20 | ALPHABET INC | $2M | 6,263 |
| 21 | JPMORGAN CHASE & CO | $2M | 5,721 |
| 22 | VANGUARD SPECIALIZED FUNDS | $2M | 7,554 |
| 23 | ISHARES TR | $2M | 14,538 |
| 24 | INVESCO QQQ TR | $2M | 2,733 |
| 25 | FIDELITY COVINGTON TRUST | $2M | 57,276 |
| 26 | VANGUARD WHITEHALL FDS | $1M | 9,665 |
| 27 | PROCTER & GAMBLE CO | $1M | 9,667 |
| 28 | VANGUARD MALVERN FDS | $1M | 26,489 |
| 29 | ISHARES TR | $1M | 2,024 |
| 30 | VANGUARD TAX-MANAGED FDS | $1M | 20,407 |
| 31 | JOHNSON & JOHNSON | $1M | 5,117 |
| 32 | VANGUARD INDEX FDS | $1M | 3,817 |
| 33 | VANGUARD WORLD FD | $1M | 3,742 |
| 34 | FIDELITY COVINGTON TRUST | $1M | 16,995 |
| 35 | ISHARES TR | $1M | 9,032 |
| 36 | SELECT SECTOR SPDR TR | $1M | 17,629 |
| 37 | ELI LILLY & CO | $1M | 1,164 |
| 38 | VANGUARD WORLD FD | $1M | 4,652 |
| 39 | STATE STR SPDR S&P 500 ETF T | $1M | 1,565 |
| 40 | FIDELITY COVINGTON TRUST | $1M | 14,314 |
| 41 | FIDELITY COVINGTON TRUST | $978k | 13,901 |
| 42 | CATERPILLAR INC | $914k | 1,290 |
| 43 | SELECT SECTOR SPDR TR | $875k | 8,028 |
| 44 | VANGUARD WORLD FD | $851k | 7,042 |
| 45 | BERKSHIRE HATHAWAY INC DEL | $825k | 1,722 |
| 46 | ALPHABET INC | $808k | 2,817 |
| 47 | VANGUARD INDEX FDS | $798k | 3,047 |
| 48 | EXXON MOBIL CORP | $780k | 4,595 |
| 49 | VANGUARD STAR FDS | $769k | 9,970 |
| 50 | APPLIED MATLS INC | $756k | 2,213 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.