Portfolio (Quarterly) Guide ↗

Birchcreek Wealth Management, LLC

· CIK 0001840341

13F Portfolio $208M AUM 120 positions Filed May 8, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 8 New 39 Added 27 Reduced 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	UNH	UNITEDHEALTH GROUP INC	Healthcare	704	$232K	0.11%	SOLD

Sector Allocation

Technology 38.5%

Financial Services 15.3%

Consumer Cyclical 9.4%

Industrials 9.0%

Communication Services 8.3%

Healthcare 7.9%

Consumer Defensive 5.1%

Energy 4.4%

Utilities 2.1%