Birchcreek Wealth Management, LLC Portfolio Holdings

Birchcreek Wealth Management, LLC

  • $202 Million
  • Q4 2025

Birchcreek Wealth Management, LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $202 Million distributed in 113 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays 1 3 Year Trea with a value of $23.6M, Ishares Core S&P U.S. Value Et with a value of $20.2M, Ishares Core S&P U.S Growth Et with a value of $19.5M, Spdr Bloomberg 3 12 Month T Bi with a value of $15.6M, and Dimensional ETF Tr with a value of $10.3M.

Examining the 13F form we can see an increase of $9.58M in the current position value, from $193M to 202M.

Birchcreek Wealth Management, LLC is based out at Miami Township, OH

Below you can find more details about Birchcreek Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $202 Million
ETFs: $161 Million
Technology: $17.2 Million
Financial Services: $4.86 Million
Consumer Cyclical: $4.75 Million
Communication Services: $3.9 Million
Healthcare: $3.27 Million
Industrials: $2.94 Million
Consumer Defensive: $2.24 Million
Other: $2.48 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.6 Million 11.65% of portfolio
284,443
Q4 2025 Added 17.91%
$0
$20.2 Million 9.98% of portfolio
199,277
Q4 2025 Added 18.37%
$0
$19.5 Million 9.63% of portfolio
118,100
Q4 2025 Reduced 1.97%
$0
$15.6 Million 7.72% of portfolio
157,209
Q4 2025 Added 17.42%
$0
$10.3 Million 5.09% of portfolio
277,678
Q4 2025 Added 2,401.6%
$0
$8.31 Million 4.11% of portfolio
44,363
Q4 2025 Added 11.71%
$0
$5.02 Million 2.48% of portfolio
74,819
Q4 2025 Added 11.68%
$4.3T
$4.94 Million 2.44% of portfolio
18,465
Q4 2025 Reduced 6.7%
$0
$4.7 Million 2.32% of portfolio
9,711
Q4 2025 Reduced 0.55%
$0
$4.55 Million 2.25% of portfolio
70,904
Q4 2025 Added 11.29%
$0
$4.54 Million 2.24% of portfolio
24,249
Q4 2025 Added 2.69%
$0
$3.65 Million 1.81% of portfolio
41,151
Q4 2025 Reduced 67.05%
$465B
$3.41 Million 1.68% of portfolio
18,251
Q4 2025 Reduced 5.42%
$0
$3.32 Million 1.64% of portfolio
46,335
Q4 2025 Added 12.17%
$3.78T
$3.23 Million 1.59% of portfolio
6,358
Q4 2025 Reduced 6.24%
$0
$2.5 Million 1.24% of portfolio
3,310
Q4 2025 Reduced 31.71%
$1.65T
$1.78 Million 0.88% of portfolio
6,427
Q4 2025 Reduced 15.38%
$881B
$1.72 Million 0.85% of portfolio
5,721
Q4 2025 Reduced 10.34%
$0
$1.7 Million 0.84% of portfolio
7,348
Q4 2025 Added 18.63%
$0
$1.65 Million 0.82% of portfolio
16,487
Q4 2025 Added 34.51%
$0
$1.65 Million 0.82% of portfolio
2,738
Q4 2025 Reduced 13.27%
$0
$1.6 Million 0.79% of portfolio
14,499
Q4 2025 Reduced 23.39%
$0
$1.53 Million 0.76% of portfolio
56,243
Q4 2025 Added 9.29%
$0
$1.49 Million 0.74% of portfolio
16,194
Q4 2025 Added 89.38%
$346B
$1.47 Million 0.73% of portfolio
10,112
Q4 2025 Reduced 0.52%
$0
$1.4 Million 0.69% of portfolio
9,900
Q4 2025 Reduced 4.13%
$0
$1.36 Million 0.67% of portfolio
7,479
Q3 2025 Reduced 0.31%
$0
$1.25 Million 0.62% of portfolio
20,407
Q4 2025 Reduced 0.52%
$0
$1.26 Million 0.62% of portfolio
3,814
Q4 2025 Reduced 0.24%
$0
$1.2 Million 0.6% of portfolio
1,784
Q4 2025 Reduced 12.25%
$971B
$1.19 Million 0.59% of portfolio
1,169
Q4 2025 Reduced 7.66%
$0
$1.11 Million 0.55% of portfolio
16,327
Q4 2025 Reduced 16.09%
$593B
$1.09 Million 0.54% of portfolio
4,943
Q4 2025 Added 3.43%
$0
$1.09 Million 0.54% of portfolio
3,747
Q4 2025 Reduced 27.93%
$0
$1.05 Million 0.52% of portfolio
14,368
Q4 2025 Reduced 31.95%
$0
$1.04 Million 0.51% of portfolio
1,564
Q2 2025 Added 0.51%
$0
$990,000 0.49% of portfolio
11,156
Q4 2025 Added 89.76%
$0
$984,000 0.49% of portfolio
8,423
Q4 2025 Added 0.72%
$0
$992,000 0.49% of portfolio
13,365
Q4 2025 Reduced 33.02%
$522B
$981,000 0.48% of portfolio
4,917
Q3 2025 Reduced 4.8%
$143B
$955,000 0.47% of portfolio
27,531
Q3 2025 Reduced 0.77%
$0
$913,000 0.45% of portfolio
4,339
Q4 2025 Added 2.72%
$0
$899,000 0.44% of portfolio
7,042
Q4 2025 Added 1.76%
$662B
$879,000 0.43% of portfolio
1,729
Q4 2025 Reduced 16.43%
$49.1B
$847,000 0.42% of portfolio
7,681
Q4 2025 Added 849.44%
$0
$803,000 0.4% of portfolio
3,217
Q4 2025 Reduced 2.72%
$1.74T
$814,000 0.4% of portfolio
2,852
Q4 2025 Reduced 5.09%
$0
$744,000 0.37% of portfolio
9,934
Q4 2025 Added 6.91%
$0
$738,000 0.36% of portfolio
1,692
Q2 2025 Added 13.79%

Summary

  • Portfolio
  • No. of Stocks 113
  • Current Value $202 Million
  • Prior Value $193 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 7 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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