Universe · entity

Birchcreek Wealth Management, LLC

Institutional manager (13F) · CIK 1840341
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $181M
#IssuerValueShares
1ISHARES TR$24M292,449
2ISHARES TR$21M201,795
3ISHARES TR$18M118,649
4SPDR SERIES TRUST$16M159,566
5DIMENSIONAL ETF TRUST$11M289,049
6INVESCO EXCHANGE TRADED FD T$9M44,749
7DIMENSIONAL ETF TRUST$5M75,608
8ISHARES TR$5M72,797
9VANGUARD INDEX FDS$5M24,041
10APPLE INC$5M18,337
11VANGUARD INDEX FDS$4M9,698
12ISHARES TR$4M41,969
13ISHARES INC$4M48,035
14NVIDIA CORPORATION$3M17,463
15INTEL CORP$3M56,871
16MICROSOFT CORP$2M6,365
17VANGUARD WORLD FD$2M3,255
18AMAZON COM INC$2M9,478
19GOLDMAN SACHS ETF TR$2M18,587
20ALPHABET INC$2M6,263
21JPMORGAN CHASE & CO$2M5,721
22VANGUARD SPECIALIZED FUNDS$2M7,554
23ISHARES TR$2M14,538
24INVESCO QQQ TR$2M2,733
25FIDELITY COVINGTON TRUST$2M57,276
26VANGUARD WHITEHALL FDS$1M9,665
27PROCTER & GAMBLE CO$1M9,667
28VANGUARD MALVERN FDS$1M26,489
29ISHARES TR$1M2,024
30VANGUARD TAX-MANAGED FDS$1M20,407
31JOHNSON & JOHNSON$1M5,117
32VANGUARD INDEX FDS$1M3,817
33VANGUARD WORLD FD$1M3,742
34FIDELITY COVINGTON TRUST$1M16,995
35ISHARES TR$1M9,032
36SELECT SECTOR SPDR TR$1M17,629
37ELI LILLY & CO$1M1,164
38VANGUARD WORLD FD$1M4,652
39STATE STR SPDR S&P 500 ETF T$1M1,565
40FIDELITY COVINGTON TRUST$1M14,314
41FIDELITY COVINGTON TRUST$978k13,901
42CATERPILLAR INC$914k1,290
43SELECT SECTOR SPDR TR$875k8,028
44VANGUARD WORLD FD$851k7,042
45BERKSHIRE HATHAWAY INC DEL$825k1,722
46ALPHABET INC$808k2,817
47VANGUARD INDEX FDS$798k3,047
48EXXON MOBIL CORP$780k4,595
49VANGUARD STAR FDS$769k9,970
50APPLIED MATLS INC$756k2,213
All filings on EDGAR ↗

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.