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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 XLP SELECT SECTOR SPDR TR 3,209 $263K 0.13% SOLD
2 NOC NORTHROP GRUMMAN CORP Industrials 340 $232K 0.11% SOLD
3 IXUS ISHARES TR 2,641 $229K 0.11% SOLD
4 ENSG ENSIGN GROUP INC Healthcare 1,000 $202K 0.10% SOLD
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%