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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 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VTIP VANGUARD MALVERN FDS 47,133.0 $2.4M 0.92% +21K +77.9% $50.23 -1.0%
22 SHV ISHARES TR 19,069.0 $2.1M 0.82% +5K +31.2% $110.35 -0.2%
23 JPM JPMORGAN CHASE & CO Financial Services 6,262.0 $2.0M 0.80% +541.0 +9.5% $327.33 +9.6%
24 JNJ JOHNSON & JOHNSON Healthcare 8,066.0 $2.0M 0.80% +3K +57.6% $253.97 +8.4%
25 QQQ INVESCO QQQ TR Financial Services 2,721.0 $2.0M 0.78% $736.51 -2.4%
26 FREL FIDELITY COVINGTON TRUST 60,592.0 $1.8M 0.69% +3K +5.8% $29.30 -0.5%
27 VIG VANGUARD SPECIALIZED FUNDS 7,429.0 $1.8M 0.69% -125.0 -1.6% $236.62 +2.3%
28 PG PROCTER & GAMBLE CO Consumer Defensive 11,641.0 $1.7M 0.67% +2K +20.4% $146.64 -0.1%
29 CAT CATERPILLAR INC Industrials 1,515.0 $1.6M 0.63% +225.0 +17.4% $1064.90 -23.6%
30 AMAT APPLIED MATLS INC Technology 2,213.0 $1.6M 0.62% $723.00 -37.1%
31 VYM VANGUARD WHITEHALL FDS 9,734.0 $1.5M 0.60% +69.0 +0.7% $158.03 +3.9%
32 LLY ELI LILLY & CO Healthcare 1,273.0 $1.5M 0.59% +109.0 +9.4% $1198.97 -4.2%
33 VIS VANGUARD WORLD FD 4,112.0 $1.5M 0.58% +370.0 +9.9% $360.38 -6.6%
34 VEA VANGUARD TAX-MANAGED FDS 20,518.0 $1.5M 0.57% +111.0 +0.5% $71.25 +3.5%
35 IVV ISHARES TR 1,952.0 $1.5M 0.57% -72.0 -3.6% $748.92 +3.3%
36 VTI VANGUARD INDEX FDS 3,822.0 $1.4M 0.55% $370.05 +2.6%
37 IJR ISHARES TR 8,996.0 $1.3M 0.52% $148.30 -2.0%
38 MU MICRON TECHNOLOGY INC Technology 1,037.0 $1.2M 0.47% -60.0 -5.5% $1154.36 -11.9%
39 VFH VANGUARD WORLD FD 9,078.0 $1.2M 0.47% +2K +28.9% $131.60 +7.9%
40 SPY STATE STR SPDR S&P 500 ETF T Financial Services 1,356.0 $1.0M 0.40% -209.0 -13.3% $747.00 +3.1%
Page 2 of 7  ·  134 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%