Birchcreek Wealth Management, LLC Top Holdings and 13F Report (2025) About Birchcreek Wealth Management, LLCInvestment ActivityBirchcreek Wealth Management, LLC has $158.44 million in total holdings as of March 31, 2025.Birchcreek Wealth Management, LLC owns shares of 115 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Approximately 5.50% of the portfolio was purchased this quarter.About 3.16% of the portfolio was sold this quarter.This quarter, Birchcreek Wealth Management, LLC has purchased 121 new stocks and bought additional shares in 40 stocks.Birchcreek Wealth Management, LLC sold shares of 50 stocks and completely divested from 11 stocks this quarter.Largest Holdings iShares 1-3 Year Treasury Bond ETF $17,067,934iShares Core S&P U.S. Growth ETF $14,309,399iShares Core S&P U.S. Value ETF $13,320,897SPDR Bloomberg 3-12 Month T-Bill ETF $11,889,843iShares Core MSCI EAFE ETF $8,211,582 Largest New Holdings this Quarter 374689107 - Gibraltar Industries $267,429 Holding67103H107 - O'Reilly Automotive $222,050 Holding030420103 - American Water Works $218,035 Holding78463V107 - SPDR Gold Shares $213,800 Holding244199105 - Deere & Company $207,453 Holding Largest Purchases this Quarter iShares Core S&P U.S. Value ETF 15,355 shares (about $1.42M)iShares Core S&P U.S. Growth ETF 9,994 shares (about $1.27M)iShares 1-3 Year Treasury Bond ETF 14,092 shares (about $1.17M)SPDR Bloomberg 3-12 Month T-Bill ETF 6,281 shares (about $624.90K)Dimensional U.S. Small Cap ETF 9,501 shares (about $567.68K) Largest Sales this Quarter Vanguard Value ETF 1,125 shares (about $194.33K)iShares Core S&P 500 ETF 224 shares (about $125.88K)Merck & Co., Inc. 1,384 shares (about $124.23K)iShares Short Treasury Bond ETF 1,106 shares (about $122.17K)iShares Core S&P Small-Cap ETF 1,130 shares (about $118.16K) 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$17,067,934$1,165,831 ▲7.3%206,30910.8%ManufacturingIUSGiShares Core S&P U.S. Growth ETF$14,309,399$1,270,032 ▲9.7%112,6029.0%ManufacturingIUSViShares Core S&P U.S. Value ETF$13,320,897$1,417,117 ▲11.9%144,3378.4%ManufacturingBILSSPDR Bloomberg 3-12 Month T-Bill ETF$11,889,843$624,896 ▲5.5%119,5087.5%ETFIEFAiShares Core MSCI EAFE ETF$8,211,582$252,898 ▲3.2%108,5475.2%ETFRSPInvesco S&P 500 Equal Weight ETF$5,792,207$264,518 ▲4.8%33,4373.7%ETFAAPLApple$4,546,881$6,886 ▼-0.2%20,4692.9%Computer and TechnologyVTVVanguard Value ETF$4,086,683$194,333 ▼-4.5%23,6582.6%ETFVUGVanguard Growth ETF$3,542,501$304,819 ▲9.4%9,5532.2%ETFDFASDimensional U.S. Small Cap ETF$3,160,712$567,684 ▲21.9%52,8992.0%ETFIJHiShares Core S&P Mid-Cap ETF$3,133,708$348,644 ▲12.5%53,7052.0%ETFMSFTMicrosoft$2,696,926$22,900 ▼-0.8%7,1841.7%Computer and TechnologyVGTVanguard Information Technology ETF$2,639,955$36,342 ▼-1.4%4,8671.7%ETFSHViShares Short Treasury Bond ETF$2,315,765$122,167 ▼-5.0%20,9651.5%ETFNVDANVIDIA$2,108,579$49,422 ▲2.4%19,4551.3%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$1,932,081$228,626 ▲13.4%35,0711.2%ManufacturingPGProcter & Gamble$1,842,069$50,615 ▼-2.7%10,8091.2%Consumer StaplesAMZNAmazon.com$1,802,904$3,805 ▼-0.2%9,4761.1%Retail/WholesaleJPMJPMorgan Chase & Co.$1,676,135$78,496 ▼-4.5%6,8331.1%FinanceVIGVanguard Dividend Appreciation ETF$1,455,313$91,951 ▲6.7%7,5020.9%ETFLLYEli Lilly and Company$1,320,514$94,971 ▼-6.7%1,5990.8%MedicalVYMVanguard High Dividend Yield ETF$1,305,591$2,321 ▼-0.2%10,1240.8%ETFFNCLFidelity MSCI Financials Index ETF$1,290,778$45,327 ▼-3.4%18,5670.8%ETFVISVanguard Industrials ETF$1,269,189$56,441 ▲4.7%5,1270.8%ETFQQQInvesco QQQ$1,229,501$77,371 ▼-5.9%2,6220.8%FinanceGOOGLAlphabet$1,206,965$7,577 ▼-0.6%7,8050.8%Computer and TechnologyFRELFidelity MSCI Real Estate Index ETF$1,131,633$144,301 ▲14.6%41,1950.7%ETFIVViShares Core S&P 500 ETF$1,084,598$125,881 ▼-10.4%1,9300.7%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,056,016$92,609 ▲9.6%5,3480.7%FinanceVXUSVanguard Total International Stock ETF$1,041,914$102,962 ▼-9.0%16,7780.7%ETFFHLCFidelity MSCI Health Care Index ETF$1,030,402$100,635 ▼-8.9%15,0820.7%ETFVTIVanguard Total Stock Market ETF$1,018,282$550 ▼-0.1%3,7050.6%ETFBRK.BBerkshire Hathaway$984,645$2,663 ▲0.3%1,8490.6%FinanceFCOMFidelity MSCI Communication Services Index ETF$970,598$38,594 ▼-3.8%17,2520.6%ETFIJRiShares Core S&P Small-Cap ETF$956,037$118,158 ▼-11.0%9,1430.6%ETFVDCVanguard Consumer Staples ETF$918,169$65,208 ▼-6.6%4,1960.6%ETFNFLXNetflix$906,419$54,087 ▼-5.6%9720.6%Consumer DiscretionaryJNJJohnson & Johnson$889,566$2,819 ▲0.3%5,3640.6%MedicalVEAVanguard FTSE Developed Markets ETF$884,544$1,677 ▼-0.2%17,4020.6%ETFSPYSPDR S&P 500 ETF Trust$870,5860.0%1,5560.5%FinanceVFHVanguard Financials ETF$779,542$2,150 ▼-0.3%6,5250.5%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$771,386$170,306 ▲28.3%7,7000.5%ETFORCLOracle$771,192$154,490 ▲25.1%5,5160.5%Computer and TechnologyVBVanguard Small-Cap ETF$727,7840.0%3,2820.5%ETFHDHome Depot$676,847$366 ▲0.1%1,8470.4%Retail/WholesaleVGSHVanguard Short-Term Treasury Index ETF$636,773$45,425 ▼-6.7%10,8500.4%ETFVDEVanguard Energy ETF$635,709$12,971 ▼-2.0%4,9010.4%ETFINTCIntel$630,112$100,151 ▲18.9%27,7460.4%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$630,040$8,504 ▼-1.3%6,7420.4%ETFXOMExxon Mobil$613,798$39,128 ▲6.8%5,1610.4%EnergyQCOMQUALCOMM$588,0630.0%3,8280.4%Computer and TechnologyMETAMeta Platforms$570,709$23,635 ▼-4.0%9900.4%Computer and TechnologyCVXChevron$562,931$1,506 ▲0.3%3,3650.4%EnergyPRKPark National$560,197$32,249 ▼-5.4%3,7000.4%FinanceVOVanguard Mid-Cap ETF$515,672$46,550 ▲9.9%1,9940.3%ETFTTTrane Technologies$506,111$73,120 ▼-12.6%1,5020.3%ConstructionIBMInternational Business Machines$498,377$39,293 ▼-7.3%2,0040.3%Computer and TechnologyVOOGVanguard S&P 500 Growth ETF$497,372$62,882 ▲14.5%1,4870.3%ETFWMBWilliams Companies$483,4580.0%8,0900.3%EnergyFTNTFortinet$479,471$26,375 ▼-5.2%4,9810.3%Computer and TechnologyETNEaton$475,1590.0%1,7480.3%IndustrialsDDominion Energy$451,4200.0%8,0510.3%UtilitiesWMTWalmart$451,171$1,756 ▲0.4%5,1390.3%Retail/WholesaleGOOGAlphabet$449,9420.0%2,8800.3%Computer and TechnologyDVYiShares Select Dividend ETF$449,023$80,163 ▼-15.1%3,3440.3%ETFDUKDuke Energy$443,3610.0%3,6350.3%UtilitiesOEFiShares S&P 100 ETF$440,9110.0%1,6280.3%ETFCATCaterpillar$435,006$1,649 ▲0.4%1,3190.3%IndustrialsHDViShares Core High Dividend ETF$427,569$55,354 ▲14.9%3,5300.3%ETFVCRVanguard Consumer Discretionary ETF$414,374$12,369 ▼-2.9%1,2730.3%ETFVHTVanguard Health Care ETF$406,8900.0%1,5370.3%ETFPEPPepsiCo$397,641$59,826 ▼-13.1%2,6520.3%Consumer StaplesAXPAmerican Express$394,071$28,244 ▼-6.7%1,4650.2%FinanceMRKMerck & Co., Inc.$390,725$124,228 ▼-24.1%4,3530.2%MedicalLMTLockheed Martin$389,9780.0%8730.2%AerospaceKRKroger$387,741$51,446 ▼-11.7%5,7280.2%Retail/WholesaleARISTA NETWORKS INC$385,618$24,484 ▲6.8%4,9770.2%COM SHSAVGOBroadcom$382,912$4,855 ▲1.3%2,2870.2%Computer and TechnologyABBVAbbVie$380,2790.0%1,8150.2%MedicalMCDMcDonald's$373,9070.0%1,1970.2%Retail/WholesaleLOWLowe's Companies$373,634$1,633 ▲0.4%1,6020.2%Retail/WholesaleUNHUnitedHealth Group$360,340$524 ▲0.1%6880.2%MedicalVVisa$350,110$6,308 ▲1.8%9990.2%Business ServicesAMATApplied Materials$342,919$17,414 ▼-4.8%2,3630.2%Computer and TechnologyAMGNAmgen$340,847$52,031 ▼-13.2%1,0940.2%MedicalJEPQJPMorgan Nasdaq Equity Premium Income ETF$339,159$71,664 ▼-17.4%6,5500.2%ETFXLUUtilities Select Sector SPDR Fund$338,188$57,797 ▼-14.6%4,2890.2%ETFCOSTCostco Wholesale$326,252$27,424 ▼-7.8%3450.2%Retail/WholesaleEMREmerson Electric$307,869$439 ▲0.1%2,8080.2%IndustrialsUNPUnion Pacific$285,532$63,058 ▼-18.1%1,2090.2%TransportationTSMTaiwan Semiconductor Manufacturing$285,405$22,082 ▼-7.2%1,7190.2%Computer and TechnologyVAWVanguard Materials ETF$276,607$13,028 ▼-4.5%1,4650.2%ETFROCKGibraltar Industries$267,429$267,429 ▲New Holding4,5590.2%ConstructionTSLATesla$261,492$5,183 ▲2.0%1,0090.2%Auto/Tires/TrucksVNQVanguard Real Estate ETF$257,386$18,016 ▼-6.5%2,8430.2%ETFVOOVVanguard S&P 500 Value ETF$248,672$368 ▲0.1%1,3500.2%ETFAMPAmeriprise Financial$246,016$64,410 ▼-20.7%5080.2%FinanceGSThe Goldman Sachs Group$241,460$1,093 ▲0.5%4420.2%FinancePHParker-Hannifin$235,2380.0%3870.1%IndustrialsBMYBristol-Myers Squibb$233,2870.0%3,8250.1%MedicalShowing 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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