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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 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLY SELECT SECTOR SPDR TR 5,615.0 $659K 0.26% -2K -30.1% $117.28 -2.0%
62 XOM EXXON MOBIL CORP Energy 4,795.0 $656K 0.26% +200.0 +4.3% $136.71 +16.6%
63 SYK STRYKER CORPORATION Healthcare 2,060.0 $649K 0.25% NEW $314.84 -3.7%
64 HDV ISHARES TR 23,235.0 $637K 0.25% +19K +436.9% $27.41 +7.3%
65 ACMR ACM RESH INC Technology 5,000.0 $634K 0.25% NEW $126.89 -41.3%
66 VDE VANGUARD WORLD FD 4,138.0 $621K 0.24% +42.0 +1.0% $150.13 +20.3%
67 ABBV ABBVIE INC Healthcare 2,402.0 $604K 0.23% +683.0 +39.7% $251.64 +1.9%
68 WMB WILLIAMS COS INC Energy 8,090.0 $601K 0.23% $74.34 -0.3%
69 XLU SELECT SECTOR SPDR TR 13,244.0 $600K 0.23% +2K +13.9% $45.34 -5.0%
70 MRK MERCK & CO INC Healthcare 4,652.0 $598K 0.23% +900.0 +24.0% $128.51 +17.0%
71 NFLX NETFLIX INC. Communication Services 8,318.0 $594K 0.23% +635.0 +8.3% $71.40 +9.6%
72 WMT WALMART INC Consumer Defensive 5,163.0 $585K 0.23% +481.0 +10.3% $113.26 -5.4%
73 TT TRANE TECHNOLOGIES PLC Industrials 1,165.0 $572K 0.22% -7.0 -0.6% $491.16 -8.8%
74 D DOMINION ENERGY INC Utilities 8,376.0 $572K 0.22% +325.0 +4.0% $68.29 -3.6%
75 VO VANGUARD INDEX FDS 6,933.0 $559K 0.22% +5K +248.7% $80.56 +2.1%
76 DFUS DIMENSIONAL ETF TRUST 6,726.0 $551K 0.21% +862.0 +14.7% $81.94 +2.6%
77 FORTINET INC 3,577.0 $549K 0.21% -800.0 -18.3% $153.62
78 LRCX LAM RESEARCH CORP Technology 1,200.0 $520K 0.20% $433.33 -29.0%
79 MCD MCDONALDS CORP Consumer Cyclical 1,882.0 $509K 0.20% +535.0 +39.7% $270.31 -5.4%
80 IBM INTERNATIONAL BUSINESS MACHS Technology 1,808.0 $508K 0.20% +442.0 +32.4% $281.21 -16.5%
Page 4 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%