SEC Form 13F

Birchcreek Wealth Management, LLC 13F Holdings

Inspect Birchcreek Wealth Management, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-07T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-07
Reported value
$256,680,781
Positions
134

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Step 1 of 3

Disclosed positions

Birchcreek Wealth Management, LLC: source evidence dated 2026-08-07T03:59:59.999Z.

Issuer
ISHARES TR
Ticker
SHY
Class
1 3 YR TREAS BD
Reported value
$27,100,267
Reported amount
330,048
Unit
SH
Option
None
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Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0001951757-26-001103
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Step 3 of 3

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Disclosed positions

See the complete disclosed positions

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ISHARES TRSHY1 3 YR TREAS BD$27,100,267330,048SHNone
ISHARES TRIUSVCORE S&P US VLU$22,538,544204,617SHNone
ISHARES TRIUSGCORE S&P US GWT$22,272,490118,414SHNone
SPDR SERIES TRUSTBILSST STR BL 12 ETF$16,213,825163,150SHNone
DIMENSIONAL ETF TRUSTDFAIINTL CORE EQT MK$14,057,849340,796SHNone
INTEL CORPINTCCOM$12,271,52287,886SHNone
INVESCO EXCHANGE TRADED FD TRSPS&P500 EQL WGT$8,996,22042,281SHNone
APPLE INCAAPLCOM$6,965,70424,073SHNone
DIMENSIONAL ETF TRUSTDFASUS SMALL CAP ETF$6,251,47575,923SHNone
ISHARES TRIJHCORE S&P MCP ETF$5,606,63372,710SHNone
VANGUARD INDEX FDSVTVVALUE ETF$5,128,54723,533SHNone
VANGUARD INDEX FDSVUGGROWTH ETF$4,927,11857,199SHNone
ISHARES INCEMXCMSCI EMRG CHN$4,827,55547,190SHNone
ISHARES TRIEFACORE MSCI EAFE$4,093,86642,388SHNone
NVIDIA CORPORATIONNVDACOM$3,749,32418,738SHNone
VANGUARD WORLD FDVGTINF TECH ETF$2,811,39523,522SHNone
GOLDMAN SACHS ETF TRGBILACCES TREASURY$2,617,88226,137SHNone
ALPHABET INCGOOGLCAP STK CL A$2,438,0676,822SHNone
MICROSOFT CORPMSFTCOM$2,410,0936,461SHNone
AMAZON COM INCAMZNCOM$2,394,20110,045SHNone
VANGUARD MALVERN FDSVTIPSTRM INFPROIDX$2,367,49147,133SHNone
ISHARES TRSHVTRUST ISHARE 0-1$2,104,31119,069SHNone
JPMORGAN CHASE & COJPMCOM$2,049,7406,262SHNone
JOHNSON & JOHNSONJNJCOM$2,048,5228,066SHNone
INVESCO QQQ TRQQQUNIT SER 1$2,004,0372,721SHNone
FIDELITY COVINGTON TRUSTFRELMSCI RL EST ETF$1,775,33860,592SHNone
VANGUARD SPECIALIZED FUNDSVIGDIV APP ETF$1,757,8507,429SHNone
PROCTER & GAMBLE COPGCOM$1,707,03611,641SHNone
CATERPILLAR INCCATCOM$1,613,3241,515SHNone
APPLIED MATLS INCAMATCOM$1,599,9992,213SHNone
VANGUARD WHITEHALL FDSVYMHIGH DIV YLD$1,538,2649,734SHNone
ELI LILLY & COLLYCOM$1,526,2901,273SHNone
VANGUARD WORLD FDVISINDUSTRIAL ETF$1,481,8834,112SHNone
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$1,461,90820,518SHNone
ISHARES TRIVVCORE S&P500 ETF$1,461,8961,952SHNone
VANGUARD INDEX FDSVTITOTAL STK MKT$1,414,3173,822SHNone
ISHARES TRIJRCORE S&P SCP ETF$1,334,1258,996SHNone
MICRON TECHNOLOGY INCMUCOM$1,197,0701,037SHNone
VANGUARD WORLD FDVFHFINANCIALS ETF$1,194,6659,078SHNone
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$1,012,9381,356SHNone
ALPHABET INCGOOGCAP STK CL C$995,2632,817SHNone
FIDELITY COVINGTON TRUSTFHLCMSCI HLTH CARE I$980,61212,694SHNone
CISCO SYS INCCSCOCOM$952,7968,112SHNone
EATON CORP PLCETNSHS$952,0462,234SHNone
QUALCOMM INCQCOMCOM$933,7005,053SHNone
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$922,6291,844SHNone
HOME DEPOT INCHDCOM$918,9362,606SHNone
VANGUARD STAR FDSVXUSVG TL INTL STK F$907,29510,613SHNone
VANGUARD WORLD FDVDCCONSUM STP ETF$898,8033,986SHNone
VANGUARD INDEX FDSVBSMALL CP ETF$896,9322,959SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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