Birchcreek Wealth Management, LLC Top Holdings and 13F Report (2026) About Birchcreek Wealth Management, LLCInvestment ActivityBirchcreek Wealth Management, LLC has $264.02 million in total holdings as of September 30, 2026.Birchcreek Wealth Management, LLC owns shares of 138 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 5.56% of the portfolio was purchased this quarter.About 1.99% of the portfolio was sold this quarter.This quarter, Birchcreek Wealth Management, LLC has purchased 134 new stocks and bought additional shares in 52 stocks.Birchcreek Wealth Management, LLC sold shares of 50 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares 1-3 Year Treasury Bond ETF $28,495,986iShares Core S&P U.S. Growth ETF $23,980,168iShares Core S&P U.S. Value ETF $23,906,416SPDR Bloomberg 3-12 Month T-Bill ETF $16,916,235Dimensional International Core Equity Market ETF $15,158,663 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $686,317 Holding84615Q103 - SPACE EXPLORATION TECHN CORP $467,666 Holding78464A409 - SPDR Portfolio S&P 500 Growth ETF $421,426 Holding464288414 - iShares National Muni Bond ETF $385,798 Holding35473P868 - Franklin Dynamic Municipal Bond ETF $381,492 Holding Largest Purchases this Quarter iShares 1-3 Year Treasury Bond ETF 20,888 shares (about $1.70M)Apple 4,537 shares (about $1.51M)iShares Core S&P U.S. Value ETF 12,162 shares (about $1.34M)Dimensional International Core Equity Market ETF 25,090 shares (about $1.04M)iShares Core S&P U.S. Growth ETF 5,355 shares (about $1.04M) Largest Sales this Quarter ISHARES TR 5,115 shares (about $564.29K)Invesco QQQ 449 shares (about $332.17K)NVIDIA 1,135 shares (about $259.21K)Microsoft 471 shares (about $241.58K)Vanguard Information Technology ETF 1,819 shares (about $228.60K) 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$28,495,986$1,696,105 ▲6.3%350,93610.8%ETFIUSGiShares Core S&P U.S. Growth ETF$23,980,168$1,037,528 ▲4.5%123,7699.1%ETFIUSViShares Core S&P U.S. Value ETF$23,906,416$1,341,227 ▲5.9%216,7799.1%ETFBILSSPDR Bloomberg 3-12 Month T-Bill ETF$16,916,235$708,891 ▲4.4%170,2866.4%ETFDFAIDimensional International Core Equity Market ETF$15,158,663$1,039,479 ▲7.4%365,8865.7%ETFINTCIntel$10,446,304$120,230 ▼-1.1%86,8864.0%TechnologyAAPLApple$9,527,723$1,510,915 ▲18.8%28,6103.6%TechnologyRSPInvesco S&P 500 Equal Weight ETF$9,281,699$486,354 ▲5.5%44,6193.5%ETFDFASDimensional U.S. Small Cap ETF$6,178,058$300,081 ▲5.1%79,7992.3%ETFIJHiShares Core S&P Mid-Cap ETF$5,409,038$177,572 ▲3.4%75,1782.0%ETFVUGVanguard Growth ETF$5,161,316$7,119 ▲0.1%57,2782.0%ETFVTVVanguard Value ETF$5,096,247$11,236 ▲0.2%23,5851.9%ETFEMXCiShares MSCI Emerging Markets ex China ETF$4,928,554$252,952 ▲5.4%49,7431.9%ETFIEFAiShares Core MSCI EAFE ETF$4,177,965$71,401 ▲1.7%43,1251.6%ETFNVDANVIDIA$4,020,216$259,214 ▼-6.1%17,6031.5%TechnologyMSFTMicrosoft$3,072,365$241,583 ▼-7.3%5,9901.2%TechnologyVTIPVanguard Short-Term Inflation-Protected Securities ETF$2,748,986$429,100 ▲18.5%55,8511.0%ETFVGTVanguard Information Technology ETF$2,727,464$228,598 ▼-7.7%21,7031.0%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$2,649,511$32,936 ▲1.3%26,4661.0%ETFAMZNAmazon.com$2,460,435$42,357 ▼-1.7%9,8750.9%Consumer DiscretionaryGOOGLAlphabet$2,236,949$110,454 ▼-4.7%6,5010.8%Communication ServicesJNJJohnson & Johnson$2,102,565$32,828 ▼-1.5%7,9420.8%HealthcareJPMJPMorgan Chase & Co.$2,009,131$62,527 ▼-3.0%6,0730.8%FinancePGProcter & Gamble$1,878,906$187,702 ▲11.1%12,9330.7%Consumer StaplesFRELFidelity MSCI Real Estate Index ETF$1,767,652$120,761 ▲7.3%65,0350.7%ETFVIGVanguard Dividend Appreciation ETF$1,733,2600.0%7,4290.7%ETFQQQInvesco QQQ$1,680,801$332,165 ▼-16.5%2,2720.6%ETFISHARES TR$1,539,402$564,286 ▼-26.8%13,9540.6%TRUST ISHARE 0-1IVViShares Core S&P 500 ETF$1,518,523$23,739 ▲1.6%1,9830.6%ETFVYMVanguard High Dividend Yield ETF$1,510,7170.0%9,7340.6%ETFVEAVanguard FTSE Developed Markets ETF$1,499,615$50,839 ▲3.5%21,2380.6%ETFVTIVanguard Total Stock Market ETF$1,434,486$4,117 ▲0.3%3,8330.5%ETFLLYEli Lilly and Company$1,347,435$124,912 ▼-8.5%1,1650.5%HealthcareVISVanguard Industrials ETF$1,343,898$25,961 ▲2.0%4,1930.5%ETFIJRiShares Core S&P Small-Cap ETF$1,190,711$33,056 ▼-2.7%8,7530.5%ETFVFHVanguard Financials ETF$1,179,136$1,821 ▼-0.2%9,0640.4%ETFSPYSPDR S&P 500 ETF Trust$1,157,392$123,516 ▲11.9%1,5180.4%ETFCATCaterpillar$1,110,782$117,565 ▼-9.6%1,3700.4%IndustrialsQCOMQualcomm$1,107,004$177,047 ▲19.0%6,0150.4%TechnologyMUMicron Technology$1,104,5850.0%1,0370.4%TechnologyAMATApplied Materials$1,059,579$72,105 ▼-6.4%2,0720.4%TechnologyFHLCFidelity MSCI Health Care Index ETF$1,050,989$13,889 ▲1.3%12,8640.4%ETFGOOGAlphabet$959,8000.0%2,8170.4%Communication ServicesBRK.BBerkshire Hathaway$917,134$996 ▼-0.1%1,8420.3%FinanceFCOMFidelity MSCI Communication Services Index ETF$916,327$144 ▼0.0%12,7250.3%ETFXLEEnergy Select Sector SPDR Fund$911,492$17,405 ▲1.9%14,8210.3%ETFETNEaton$910,650$49,422 ▼-5.1%2,1190.3%IndustrialsVXUSVanguard Total International Stock ETF$902,350$680 ▲0.1%10,6210.3%ETFVDCVanguard Consumer Staples ETF$874,804$5,019 ▲0.6%4,0090.3%ETFVOOGVanguard S&P 500 Growth ETF$867,7930.0%10,1520.3%ETFCVXChevron$851,556$14,295 ▼-1.7%4,1700.3%EnergyVBVanguard Small-Cap ETF$841,521$284 ▼0.0%2,9580.3%ETFCSCOCisco Systems$835,710$37,346 ▼-4.3%7,7650.3%TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$791,827$34,586 ▲4.6%4,7620.3%ETFVGSHVanguard Short-Term Treasury ETF$775,107$4,375 ▲0.6%13,4660.3%ETFVDEVanguard Energy ETF$772,654$60,256 ▲8.5%4,4880.3%ETFHDHome Depot$715,373$25,884 ▼-3.5%2,5150.3%Consumer DiscretionaryVOOVVanguard S&P 500 Value ETF$708,849$410,943 ▲137.9%3,2170.3%ETFEXXONMOBIL HOLDINGS CORP$686,317$686,317 ▲New Holding4,2170.3%COM SHSMRKMerck & Co., Inc.$676,079$145 ▲0.0%4,6530.3%HealthcareNFLXNetflix$661,984$83,218 ▲14.4%9,5140.3%Communication ServicesPRKPark National$655,1660.0%3,6670.2%FinanceFTNTFortinet$647,826$8,402 ▲1.3%3,6240.2%TechnologyHDViShares Core High Dividend ETF$640,935$8,724 ▼-1.3%22,9230.2%ETFORCLOracle$637,602$76,474 ▼-10.7%4,6440.2%TechnologyGSThe Goldman Sachs Group$618,547$45,018 ▼-6.8%6870.2%FinanceAVGOBroadcom$612,827$49,518 ▼-7.5%1,7450.2%TechnologyDFUSDimensional U.S. Equity ETF$598,042$39,604 ▲7.1%7,2030.2%ETFABBVAbbVie$570,005$58,335 ▼-9.3%2,1790.2%HealthcareXLYConsumer Discretionary Select Sector SPDR Fund$569,342$41,795 ▼-6.8%5,2310.2%ETFSYKStryker$567,3030.0%2,0600.2%HealthcareXLUUtilities Select Sector SPDR Fund$565,648$43,305 ▲8.3%14,3420.2%ETFWMBWilliams Companies$549,8770.0%8,0900.2%EnergyVOVanguard Mid-Cap ETF$548,244$4,548 ▲0.8%6,9910.2%ETFMETAMeta Platforms$542,435$82,671 ▼-13.2%7480.2%Communication ServicesTTTrane Technologies$534,692$8,136 ▲1.5%1,1830.2%IndustrialsARISTA NETWORKS INC$525,059$24,431 ▼-4.4%2,5790.2%COM SHSGLDSPDR Gold Shares$517,942$137,864 ▲36.3%1,3600.2%ETFWALMART INC$510,559$25,980 ▼-4.8%4,9130.2%COMFNCLFidelity MSCI Financials Index ETF$510,504$37,406 ▲7.9%6,7420.2%ETFAMGNAmgen$508,341$39,622 ▼-7.2%1,2060.2%HealthcareVCRVanguard Consumer Discretionary ETF$505,082$122,533 ▲32.0%1,3850.2%ETFSPACE EXPLORATION TECHN CORP$467,666$467,666 ▲New Holding3,1000.2%CLASS A COM STKEMREmerson Electric$435,5210.0%2,8080.2%IndustrialsCRWDCrowdStrike$423,600$317,700 ▲300.0%1,6000.2%TechnologySPYGSPDR Portfolio S&P 500 Growth ETF$421,426$421,426 ▲New Holding3,4240.2%ETFDUKDuke Energy$418,987$4,560 ▲1.1%3,6750.2%UtilitiesVVisa$416,463$3,593 ▼-0.9%1,1590.2%FinanceVAWVanguard Materials ETF$405,578$6,981 ▲1.8%1,8590.2%ETFMRVLMarvell Technology$401,335$10,568 ▲2.7%1,5190.2%TechnologyMUBiShares National Muni Bond ETF$385,798$385,798 ▲New Holding3,8160.1%ETFLMTLockheed Martin$384,993$10,694 ▼-2.7%7560.1%IndustrialsAXPAmerican Express$383,774$5,170 ▲1.4%1,2620.1%FinanceEWEdwards Lifesciences$381,7070.0%4,4220.1%HealthcareFLMIFranklin Dynamic Municipal Bond ETF$381,492$381,492 ▲New Holding16,3590.1%ETFVHTVanguard Health Care ETF$373,9230.0%1,1830.1%ETFDDominion Energy$372,259$134,657 ▼-26.6%6,1510.1%UtilitiesAMDAdvanced Micro Devices$367,056$91,764 ▼-20.0%6000.1%TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$366,3350.0%5,9800.1%ETFPHParker-Hannifin$362,1040.0%3790.1%IndustrialsShowing largest 100 holdings. 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