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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 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VAW VANGUARD WORLD FD 1,827.0 $418K 0.16% -103.0 -5.3% $228.79 +2.9%
22 VCR VANGUARD WORLD FD 1,049.0 $416K 0.16% -100.0 -8.7% $396.61 -2.3%
23 TSLA TESLA INC Consumer Cyclical 913.0 $384K 0.15% -9.0 -1.0% $420.60 -15.8%
24 VHT VANGUARD WORLD FD 1,183.0 $354K 0.14% -237.0 -16.7% $299.01 +7.6%
25 XLRE SELECT SECTOR SPDR TR 6,605.0 $291K 0.11% -827.0 -11.1% $44.03 -0.2%
26 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 2,250.0 $207K 0.08% -477.0 -17.5% $92.09 -4.6%
27 QS QUANTUMSCAPE CORP Consumer Cyclical 25,360.0 $192K 0.07% -306.0 -1.2% $7.56 -27.5%
Page 2 of 2  ·  27 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%