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CIK: 0001840341
Total reported value
$256.7M
$256.7M
115 檔
28.2%
During the Q2 2025 filing period, Birchcreek Wealth Management, LLC (CIK: 0001840341) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $256.7M across 115 reported positions.
During Q2 2025, Birchcreek Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 10.30% | -1.07% | +6.31% | |
| 2 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 9.98% | -0.18% | +4.07% | |
| 3 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 8.23% | -1.16% | +6.31% | |
| 4 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 6.81% | -1.32% | +1.19% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 5.70% | -0.24% | +11.11% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 3.68% | -0.64% | +6.98% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 2.42% | -0.12% | +1.89% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.40% | +0.47% | +1.06% | |
| 9 | VTV | Vanguard Value ETF | ETF-Other | 2.32% | -0.27% | -1.94% | |
| 10 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.17% | -0.15% | +13.79% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.04% | -0.19% | +8.28% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.96% | -0.19% | -3.33% | |
| 13 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.94% | +0.01% | +5.94% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.85% | -0.01% | +6.16% | |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.41% | +0.06% | +12.78% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.27% | -0.02% | +7.98% | |
| 17 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 1.21% | +0.05% | -7.57% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.12% | -0.01% | -0.47% | |
| 19 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.98% | +0.02% | +19.87% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.96% | -0.01% | -1.60% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.87% | -0.10% | — | |
| 22 | VIS | Vanguard Industrials ETF | ETF-Other | 0.84% | +0.02% | +3.67% | |
| 23 | FNCL | Fidelity Msci Financial Indx | ETF-Other | 0.82% | -0.29% | +5.43% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | +0.08% | +2.86% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.79% | -0.09% | +2.93% | |
| 26 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.77% | -0.16% | +17.17% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.74% | -0.07% | +8.96% | |
| 28 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.74% | +0.12% | +68.66% | |
| 29 | FCOM | Fidelity Msci Comm Serv Indx | ETF-Other | 0.71% | -0.22% | +12.11% | |
| 30 | FHLC | Fidelity Msci Health Care | ETF-Other | 0.69% | -0.09% | +26.32% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.68% | +0.07% | -3.25% | |
| 32 | FREL | Fidelity Msci Rl Est Indx | ETF-Other | 0.68% | -0.05% | +7.56% | |
| 33 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.67% | -0.06% | +19.70% | |
| 34 | NFLX | Netflix Inc | Stock-Comm Services | 0.66% | -0.13% | -10.80% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.64% | -0.04% | — | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.63% | -0.05% | -7.83% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.57% | -0.04% | +11.90% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.55% | -0.10% | +0.51% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.52% | -0.02% | -7.36% | |
| 40 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.49% | -0.15% | -5.46% | |
| 41 | VFH | Vanguard Financials ETF | ETF-Other | 0.49% | +0.06% | +3.07% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.46% | -0.03% | +4.33% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.45% | +0.20% | -3.71% | |
| 44 | QCOM | Qualcomm Inc | Stock-Tech | 0.41% | +0.10% | +18.26% | |
| 45 | XLE | Ss Energy Select Sector | ETF-Other | 0.39% | -0.22% | +19.18% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | +0.09% | — | |
| 47 | VOOG | Vanguard S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.38% | — | +13.79% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | -0.01% | -10.40% | |
| 49 | AVGO | Broadcom Inc | Stock-Tech | 0.37% | -0.01% | +2.58% | |
| 50 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.36% | -0.03% | -0.04% |
According to official SEC Form 13F filings, Birchcreek Wealth Management, LLC reported a total U.S. public equity portfolio value of $256.7M across 115 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SHY, IUSG, IUSV) accounted for 28.2% of total reported equity market value during Q2 2025.
During Q2 2025, Birchcreek Wealth Management, LLC's top holdings by market value included SHY (10.3%)、IUSG (10.0%)、IUSV (8.2%). The largest single position, SHY, represented 10.3% of total portfolio value.
In Q2 2025, Birchcreek Wealth Management, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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