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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 6 of 7  ·  134 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VHT VANGUARD WORLD FD 1,183.0 $354K 0.14% -237.0 -16.7% $299.01 +7.6%
102 VOO VANGUARD INDEX FDS 505.0 $347K 0.14% +64.0 +14.5% $686.75 +3.1%
103 ADI ANALOG DEVICES INC Technology 832.0 $330K 0.13% NEW $397.17 -8.8%
104 PM PHILIP MORRIS INTL INC Consumer Defensive 1,789.0 $324K 0.13% NEW $180.91 +0.9%
105 VNQ VANGUARD INDEX FDS 3,319.0 $320K 0.12% +225.0 +7.3% $96.42 -0.4%
106 ROCK GIBRALTAR INDS INC Industrials 6,885.0 $311K 0.12% $45.10 +4.8%
107 RTX RTX CORPORATION Industrials 1,618.0 $307K 0.12% +351.0 +27.7% $189.73 +5.8%
108 CRWD CROWDSTRIKE HLDGS INC Technology 400.0 $305K 0.12% NEW $190.78 +11.7%
109 UNH UNITEDHEALTH GROUP INC Healthcare 733.0 $305K 0.12% NEW $415.63 -4.4%
110 CAH CARDINAL HEALTH INC Healthcare 1,282.0 $305K 0.12% NEW $237.56 +4.0%
111 VOOV VANGUARD ADMIRAL FDS INC 1,352.0 $296K 0.12% $219.22 +4.3%
112 XLRE SELECT SECTOR SPDR TR 6,605.0 $291K 0.11% -827.0 -11.1% $44.03 -0.2%
113 SNDK SANDISK CORP Technology 127.0 $289K 0.11% NEW $2273.73 -23.5%
114 DVY ISHARES TR 1,828.0 $286K 0.11% +42.0 +2.4% $156.27 +5.1%
115 USB US BANCORP Financial Services 4,706.0 $284K 0.11% $60.40 +4.9%
116 IRM IRON MTN INC DEL Real Estate 2,190.0 $277K 0.11% NEW $126.31 -7.5%
117 OEF ISHARES TR 748.0 $274K 0.11% $365.87 +4.5%
118 BAC BANK OF AMER CORP Financial Services 4,737.0 $270K 0.10% +485.0 +11.4% $56.98 +10.0%
119 DE DEERE & CO Industrials 425.0 $270K 0.10% +35.0 +9.0% $634.33 +9.3%
120 XLI SELECT SECTOR SPDR TR 1,431.0 $265K 0.10% $185.23 -5.4%
Page 6 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%