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Portfolio (Quarterly) Guide ↗

Birchcreek Wealth Management, LLC

· CIK 0001840341
13F Portfolio $257M AUM 134 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 67 Added 27 Reduced 4 Exited
Page 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VNQ VANGUARD INDEX FDS 3,319.0 $320K 0.12% +225.0 +7.3% $96.42 -0.4%
62 RTX RTX CORPORATION Industrials 1,618.0 $307K 0.12% +351.0 +27.7% $189.73 +5.8%
63 DVY ISHARES TR 1,828.0 $286K 0.11% +42.0 +2.4% $156.27 +5.1%
64 BAC BANK OF AMER CORP Financial Services 4,737.0 $270K 0.10% +485.0 +11.4% $56.98 +10.0%
65 DE DEERE & CO Industrials 425.0 $270K 0.10% +35.0 +9.0% $634.33 +9.3%
66 VGIT VANGUARD SCOTTSDALE FDS 4,475.0 $264K 0.10% +151.0 +3.5% $58.98 -1.8%
67 KR KROGER CO Consumer Defensive 4,564.0 $253K 0.10% +256.0 +5.9% $55.53 +5.5%
Page 4 of 4  ·  67 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 49.5%
Financial Services 11.6%
Healthcare 9.8%
Industrials 8.1%
Consumer Cyclical 7.5%
Communication Services 5.1%
Consumer Defensive 3.9%
Energy 2.7%
Utilities 1.4%
Real Estate 0.4%