Birchcreek Wealth Management, LLC Top Holdings and 13F Report (2025) About Birchcreek Wealth Management, LLCInvestment ActivityBirchcreek Wealth Management, LLC has $176.51 million in total holdings as of June 30, 2025.Birchcreek Wealth Management, LLC owns shares of 115 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 5.85% of the portfolio was purchased this quarter.About 2.37% of the portfolio was sold this quarter.This quarter, Birchcreek Wealth Management, LLC has purchased 115 new stocks and bought additional shares in 50 stocks.Birchcreek Wealth Management, LLC sold shares of 39 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares 1-3 Year Treasury Bond ETF $18,174,078iShares Core S&P U.S. Growth ETF $17,624,175iShares Core S&P U.S. Value ETF $14,520,648SPDR Bloomberg 3-12 Month T-Bill ETF $12,024,370iShares Core MSCI EAFE ETF $10,068,476 Largest New Holdings this Quarter 22788C105 - CrowdStrike $248,543 Holding882508104 - Texas Instruments $219,247 Holding594972408 - MicroStrategy $218,207 Holding81369Y803 - Technology Select Sector SPDR Fund $217,271 Holding902973304 - U.S. Bancorp $210,820 Holding Largest Purchases this Quarter iShares 1-3 Year Treasury Bond ETF 13,026 shares (about $1.08M)iShares Core MSCI EAFE ETF 12,062 shares (about $1.01M)iShares Core S&P U.S. Value ETF 9,110 shares (about $862.08K)iShares Core S&P U.S. Growth ETF 4,580 shares (about $688.83K)Goldman Sachs Access Treasury 0-1 Year ETF 5,287 shares (about $529.49K) Largest Sales this Quarter Vanguard Total International Stock ETF 7,664 shares (about $529.51K)iShares Short Treasury Bond ETF 1,586 shares (about $175.12K)Eaton 472 shares (about $168.50K)Taiwan Semiconductor Manufacturing 681 shares (about $154.24K)Netflix 105 shares (about $140.61K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBirchcreek Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSHYiShares 1-3 Year Treasury Bond ETF$18,174,078$1,079,333 ▲6.3%219,33510.3%ManufacturingIUSGiShares Core S&P U.S. Growth ETF$17,624,175$688,832 ▲4.1%117,18210.0%ManufacturingIUSViShares Core S&P U.S. Value ETF$14,520,648$862,077 ▲6.3%153,4478.2%ManufacturingBILSSPDR Bloomberg 3-12 Month T-Bill ETF$12,024,370$141,688 ▲1.2%120,9336.8%ETFIEFAiShares Core MSCI EAFE ETF$10,068,476$1,006,939 ▲11.1%120,6095.7%ETFRSPInvesco S&P 500 Equal Weight ETF$6,501,236$424,365 ▲7.0%35,7723.7%ETFVUGVanguard Growth ETF$4,267,454$79,352 ▲1.9%9,7342.4%ETFAAPLApple$4,244,222$44,523 ▲1.1%20,6862.4%Computer and TechnologyVTVVanguard Value ETF$4,100,015$81,300 ▼-1.9%23,1982.3%ETFDFASDimensional U.S. Small Cap ETF$3,834,848$464,639 ▲13.8%60,1922.2%ETFIJHiShares Core S&P Mid-Cap ETF$3,606,691$275,925 ▲8.3%58,1542.0%ETFMSFTMicrosoft$3,454,689$118,887 ▼-3.3%6,9452.0%Computer and TechnologyVGTVanguard Information Technology ETF$3,420,152$191,704 ▲5.9%5,1561.9%ETFNVDANVIDIA$3,263,154$189,432 ▲6.2%20,6541.8%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$2,497,441$283,057 ▲12.8%39,5541.4%ManufacturingAMZNAmazon.com$2,244,798$165,859 ▲8.0%10,2321.3%Retail/WholesaleSHViShares Short Treasury Bond ETF$2,139,790$175,123 ▼-7.6%19,3791.2%ETFJPMJPMorgan Chase & Co.$1,971,678$9,277 ▼-0.5%6,8011.1%FinanceQQQInvesco QQQ$1,733,915$287,423 ▲19.9%3,1431.0%FinancePGProcter & Gamble$1,694,528$27,562 ▼-1.6%10,6361.0%Consumer StaplesVIGVanguard Dividend Appreciation ETF$1,535,4340.0%7,5020.9%ETFVISVanguard Industrials ETF$1,488,572$52,653 ▲3.7%5,3150.8%ETFFNCLFidelity MSCI Financials Index ETF$1,449,407$74,706 ▲5.4%19,5760.8%ETFGOOGLAlphabet$1,414,774$39,299 ▲2.9%8,0280.8%Computer and TechnologyVYMVanguard High Dividend Yield ETF$1,389,224$39,593 ▲2.9%10,4210.8%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,361,790$199,509 ▲17.2%6,2660.8%FinanceIVViShares Core S&P 500 ETF$1,305,897$107,428 ▲9.0%2,1030.7%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$1,300,648$529,493 ▲68.7%12,9870.7%ETFFCOMFidelity MSCI Communication Services Index ETF$1,253,555$135,453 ▲12.1%19,3420.7%ETFFHLCFidelity MSCI Health Care Index ETF$1,218,311$253,817 ▲26.3%19,0510.7%ETFLLYEli Lilly and Company$1,206,254$40,546 ▼-3.3%1,5470.7%MedicalFRELFidelity MSCI Real Estate Index ETF$1,198,181$84,257 ▲7.6%44,3110.7%ETFVEAVanguard FTSE Developed Markets ETF$1,187,575$195,487 ▲19.7%20,8310.7%ETFNFLXNetflix$1,161,026$140,609 ▼-10.8%8670.7%Consumer DiscretionaryVTIVanguard Total Stock Market ETF$1,126,0610.0%3,7050.6%ETFORCLOracle$1,111,606$94,456 ▼-7.8%5,0840.6%Computer and TechnologyBRK.BBerkshire Hathaway$1,004,971$106,860 ▲11.9%2,0690.6%FinanceSPYSPDR S&P 500 ETF Trust$966,044$4,941 ▲0.5%1,5640.5%FinanceIJRiShares Core S&P Small-Cap ETF$925,662$73,550 ▼-7.4%8,4700.5%ETFVDCVanguard Consumer Staples ETF$868,773$50,151 ▼-5.5%3,9670.5%ETFVFHVanguard Financials ETF$856,093$25,460 ▲3.1%6,7250.5%ETFVBVanguard Small-Cap ETF$811,420$33,651 ▲4.3%3,4240.5%ETFJNJJohnson & Johnson$788,954$30,397 ▼-3.7%5,1650.4%MedicalQCOMQUALCOMM$720,905$111,313 ▲18.3%4,5270.4%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$681,448$109,659 ▲19.2%8,0350.4%ETFHDHome Depot$677,2730.0%1,8470.4%Retail/WholesaleVOOGVanguard S&P 500 Growth ETF$670,946$81,291 ▲13.8%1,6920.4%ETFMETAMeta Platforms$654,686$76,023 ▼-10.4%8870.4%Computer and TechnologyAVGOBroadcom$646,675$16,263 ▲2.6%2,3460.4%Computer and TechnologyVGSHVanguard Short-Term Treasury ETF$637,539$235 ▼0.0%10,8460.4%ETFVXUSVanguard Total International Stock ETF$629,686$529,506 ▼-45.7%9,1140.4%ETFINTCIntel$621,5100.0%27,7460.4%Computer and TechnologyPRKPark National$613,361$5,520 ▼-0.9%3,6670.3%FinanceVDEVanguard Energy ETF$609,418$25,611 ▲4.4%5,1160.3%ETFTTTrane Technologies$607,562$49,427 ▼-7.5%1,3890.3%ConstructionVOVanguard Mid-Cap ETF$594,062$36,097 ▲6.5%2,1230.3%ETFGSThe Goldman Sachs Group$556,999$244,174 ▲78.1%7870.3%FinanceIBMInternational Business Machines$544,432$46,278 ▼-7.8%1,8470.3%Computer and TechnologyGOOGAlphabet$533,057$22,174 ▲4.3%3,0050.3%Computer and TechnologyXOMExxon Mobil$521,968$34,388 ▼-6.2%4,8420.3%EnergyVCRVanguard Consumer Discretionary ETF$517,393$56,160 ▲12.2%1,4280.3%ETFCATCaterpillar$510,108$1,941 ▼-0.4%1,3140.3%IndustrialsWMBWilliams Companies$508,1330.0%8,0900.3%EnergyWMTWalmart$500,556$1,956 ▼-0.4%5,1190.3%Retail/WholesaleOEFiShares S&P 100 ETF$495,4820.0%1,6280.3%ETFCVXChevron$480,546$1,289 ▼-0.3%3,3560.3%EnergyFTNTFortinet$463,159$63,432 ▼-12.0%4,3810.3%Computer and TechnologyETNEaton$455,519$168,499 ▼-27.0%1,2760.3%IndustrialsDDominion Energy$455,0430.0%8,0510.3%UtilitiesDVYiShares Select Dividend ETF$444,455$398 ▲0.1%3,3470.3%ETFAMATApplied Materials$432,5940.0%2,3630.2%Computer and TechnologyDUKDuke Energy$428,9300.0%3,6350.2%UtilitiesAXPAmerican Express$410,846$56,459 ▼-12.1%1,2880.2%FinanceHDViShares Core High Dividend ETF$406,975$6,679 ▼-1.6%3,4730.2%ETFLMTLockheed Martin$404,3210.0%8730.2%AerospaceARISTA NETWORKS INC$397,679$111,518 ▼-21.9%3,8870.2%COM SHSKRKroger$390,211$20,658 ▼-5.0%5,4400.2%Retail/WholesaleNVONovo Nordisk A/S$374,572$169,789 ▲82.9%5,4270.2%MedicalEMREmerson Electric$374,3910.0%2,8080.2%IndustrialsJEPQJPMorgan Nasdaq Equity Premium Income ETF$357,408$1,088 ▲0.3%6,5700.2%ETFLOWLowe's Companies$353,883$1,553 ▼-0.4%1,5950.2%Retail/WholesaleXLUUtilities Select Sector SPDR Fund$350,321$82 ▲0.0%4,2900.2%ETFMCDMcDonald's$349,7270.0%1,1970.2%Retail/WholesaleVVisa$349,724$4,971 ▼-1.4%9850.2%Business ServicesABBVAbbVie$336,9000.0%1,8150.2%MedicalTSLATesla$331,637$11,118 ▲3.5%1,0440.2%Auto/Tires/TrucksRCLRoyal Caribbean Cruises$328,7970.0%1,0500.2%Consumer DiscretionaryVHTVanguard Health Care ETF$321,104$60,595 ▼-15.9%1,2930.2%ETFVAWVanguard Materials ETF$295,362$9,936 ▲3.5%1,5160.2%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$294,940$37,138 ▲14.4%2,1840.2%ETFCOSTCostco Wholesale$283,780$57,349 ▼-16.8%2870.2%Retail/WholesalePHParker-Hannifin$270,3080.0%3870.2%IndustrialsAMGNAmgen$264,133$41,323 ▼-13.5%9460.1%MedicalVOOVVanguard S&P 500 Value ETF$255,149$377 ▲0.1%1,3520.1%ETFVNQVanguard Real Estate ETF$253,2240.0%2,8430.1%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$249,9430.0%3,3070.1%ManufacturingCRWDCrowdStrike$248,543$248,543 ▲New Holding4880.1%Computer and TechnologyCSCOCisco Systems$241,304$2,845 ▼-1.2%3,4780.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$235,097$154,240 ▼-39.6%1,0380.1%Computer and TechnologyTJXTJX Companies$231,9140.0%1,8780.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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