Birchcreek Wealth Management, LLC Reduced Holdings in Q4 2025

Birchcreek Wealth Management, LLC

  • $202 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
-83.7K
- 67.05%
$86.09 - $89.88 $7.21M - $7.53M
41.2K $3.65M
VGT
Vanguard Information Technolog

ETFs
-1.54K
- 31.71%
$736.33 - $801.52 $1.13M - $1.23M
3.31K $2.5M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-6.59K
- 33.02%
$73.1 - $76.24 $482K - $502K
13.4K $992K
SHV
Ishares Tr

ETFs
-4.43K
- 23.39%
$110.15 - $110.49 $488K - $489K
14.5K $1.6M
VIS
Vanguard Industrial ETF

ETFs
-1.45K
- 27.93%
$289.12 - $301.69 $420K - $438K
3.75K $1.09M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-6.75K
- 31.95%
$68.19 - $73.27 $460K - $494K
14.4K $1.05M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-2.37K
- 1.97%
$161.21 - $171.97 $383K - $408K
118K $19.5M
JPM
Jpmorgan Chase & CO

Financial Services
-660
- 10.34%
$294.11 - $320.41 $194K - $211K
5.72K $1.72M
MSFT
Microsoft Corp

Technology
-423
- 6.24%
$496.82 - $542.07 $210K - $229K
6.36K $3.23M
FCOM
Fidelity Covington Tr Msci Com

ETFs
-3.13K
- 16.09%
$68.15 - $72.16 $213K - $226K
16.3K $1.11M
DVY
Ishares Tr

ETFs
-1.57K
- 46.73%
$138.1 - $143.11 $216K - $224K
1.78K $250K
OEF
Ishares S&P 100 ETF

ETFs
-845
- 51.9%
N/A
783 $208K
NVDA
Nvidia Corp

Technology
-1.05K
- 5.42%
$179.83 - $207.04 $188K - $216K
18.3K $3.41M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-340
- 16.43%
$475.68 - $513.11 $162K - $174K
1.73K $879K
IVV
Ishares Core S&P 500 ETF

ETFs
-249
- 12.25%
$656.2 - $690.71 $163K - $172K
1.78K $1.2M
AVGO
Broadcom Inc.

Technology
-540
- 23.02%
$324.63 - $385.98 $175K - $208K
1.81K $618K
META
Meta Platforms, Inc.

Communication Services
-67
- 8.11%
$609.01 - $751.67 $40.8K - $50.4K
759 $462K
HD
Home Depot, Inc.

Consumer Cyclical
-100
- 5.51%
$358.03 - $397.02 $35.8K - $39.7K
1.72K $614K
AAPL
Apple Inc.

Technology
-1.33K
- 6.7%
$245.27 - $275.25 $325K - $365K
18.5K $4.94M
LMT
Lockheed Martin Corp

Industrials
-163
- 18.98%
$452.1 - $514.24 $73.7K - $83.8K
696 $327K
TSLA
Tesla, Inc.

Consumer Cyclical
-127
- 12.11%
$401.99 - $468.37 $51.1K - $59.5K
922 $377K
PG
Procter & Gamble CO

Consumer Defensive
-53
- 0.52%
$145.5 - $153.18 $7.71K - $8.12K
10.1K $1.47M
KR
Kroger CO

Consumer Defensive
-1.24K
- 22.25%
$63.15 - $69.15 $78.2K - $85.6K
4.33K $288K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.5K
- 22.83%
$56.33 - $59.22 $84.5K - $88.8K
5.07K $293K
GOOGL
Alphabet Inc.

Communication Services
-1.17K
- 15.38%
$236.57 - $291.31 $276K - $340K
6.43K $1.78M
GS
Goldman Sachs Group Inc

Financial Services
-70
- 8.89%
$744.6 - $838.97 $52.1K - $58.7K
717 $556K
VCR
Vanguard Consumer Discretionar

ETFs
-119
- 9.38%
$376.54 - $399.33 $44.8K - $47.5K
1.15K $436K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-427
- 4.13%
$137.47 - $143.13 $58.7K - $61.1K
9.9K $1.4M
WMT
Walmart Inc.

Consumer Defensive
-437
- 8.54%
$101.18 - $109.03 $44.2K - $47.6K
4.68K $482K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-137
- 4.81%
$91.7 - $105.68 $12.6K - $14.5K
2.71K $267K
VB
Vanguard Small Cap ETF

ETFs
-90
- 2.72%
$248.1 - $260.08 $22.3K - $23.4K
3.22K $803K
VHT
Vanguard Health Care ETF

ETFs
-248
- 15.38%
$264.7 - $283.93 $65.6K - $70.4K
1.37K $385K
VAW
Vanguard Materials ETF

ETFs
-70
- 3.83%
$192.26 - $206.3 $13.5K - $14.4K
1.76K $344K
CVX
Chevron Corp

Energy
-177
- 5.27%
$148.9 - $157.72 $26.4K - $27.9K
3.18K $492K
V
Visa Inc.

Financial Services
-26
- 2.61%
$325.75 - $352.42 $8.47K - $9.16K
969 $315K
TT
Trane Technologies PLC

Industrials
-38
- 3.1%
$408.5 - $448.65 $15.5K - $17K
1.19K $497K
AXP
American Express CO

Financial Services
-69
- 5.45%
$316.26 - $372.77 $21.8K - $25.7K
1.2K $408K
AMGN
Amgen Inc

Healthcare
-165
- 19.53%
$290.13 - $341.71 $47.9K - $56.4K
680 $232K
XLI
Industrial Sector Spdr

ETFs
-4
- 0.28%
$149.9 - $155.79 $600 - $623
1.43K $217K
IBM
International Business Machines Corp

Technology
-98
- 5.95%
$275.97 - $314.98 $27K - $30.9K
1.55K $460K
Arista Networks Inc
-112
- 3.94%
N/A
2.73K $0
VTI
Vanguard Total Stock Market Et

ETFs
-9
- 0.24%
$321.8 - $337.95 $2.9K - $3.04K
3.81K $1.26M
VUG
Vanguard Growth ETF

ETFs
-54
- 0.55%
$470.44 - $504.26 $25.4K - $27.2K
9.71K $4.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-605
- 5.95%
$213.04 - $254.0 $129K - $154K
9.57K $2.25M
XOM
Exxon Mobil Corp

Energy
-50
- 1.05%
$110.64 - $119.78 $5.53K - $5.99K
4.72K $555K
VEA
Vanguard Ftse Developed Market

ETFs
-107
- 0.52%
$59.18 - $62.09 $6.33K - $6.64K
20.4K $1.25M
PH
Parker Hannifin Corp

Industrials
-4
- 1.04%
$716.66 - $857.93 $2.87K - $3.43K
379 $315K
CAT
Caterpillar Inc

Industrials
-50
- 4.21%
$480.82 - $585.49 $24K - $29.3K
1.14K $628K
GOOG
Alphabet Inc.

Communication Services
-153
- 5.09%
$237.49 - $291.74 $36.3K - $44.6K
2.85K $814K
Activity Summary
Buys All Purchases 39 New Holdings 7 Increased Positions 32 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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