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Birchcreek Wealth Management, LLC
Period ended Sep 30, 2026 · Latest filing Nov 10, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $264,016,423
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · 1 3 YR TREAS BD · 464287457 · shares: $28,495,986
- ISHARES TR · CORE S&P US GWT · 464287671 · shares: $23,980,168
- ISHARES TR · CORE S&P US VLU · 464287663 · shares: $23,906,416
- SPDR SERIES TRUST · ST STR BL 12 ETF · 78468R523 · shares: $16,916,235
- DIMENSIONAL ETF TRUST · INTL CORE EQT MK · 25434V203 · shares: $15,158,663
- INTEL CORP · COM · 458140100 · shares: $10,446,304
- APPLE INC · COM · 037833100 · shares: $9,527,723
- INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT · 46137V357 · shares: $9,281,699
- DIMENSIONAL ETF TRUST · US SMALL CAP ETF · 25434V500 · shares: $6,178,058
- ISHARES TR · CORE S&P MCP ETF · 464287507 · shares: $5,409,038
Reported holdings
138 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 1,100 shares | $361,361 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 505 shares | $353,904 |
| SANDISK CORP | COM | 80004C200 | — | 200 shares | $347,978 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 1,000 shares | $347,280 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 1,789 shares | $341,377 |
| ANALOG DEVICES INC | COM | 032654105 | — | 832 shares | $330,063 |
| TESLA INC | COM | 88160R101 | — | 907 shares | $321,813 |
| MCDONALDS CORP | COM | 580135101 | — | 1,360 shares | $314,078 |
| RTX CORPORATION | COM | 75513E101 | — | 1,646 shares | $305,580 |
| GE AEROSPACE | COM NEW | 369604301 | — | 975 shares | $304,483 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 3,339 shares | $299,285 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 1,350 shares | $296,906 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 1,121 shares | $289,285 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | — | 5,290 shares | $288,358 |
| ISHARES TR | S&P 100 ETF | 464287101 | — | 748 shares | $285,796 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 1,282 shares | $285,245 |
| ACM RESH INC | COM CL A | 00108J109 | — | 3,500 shares | $283,220 |
| SELECT SECTOR SPDR TR | ST STR REAL ETF | 81369Y860 | — | 6,741 shares | $275,774 |
| LOWES COS INC | COM | 548661107 | — | 1,486 shares | $273,855 |
| GIBRALTAR INDS INC | COM | 374689107 | — | 6,885 shares | $272,646 |
| US BANCORP | COM NEW | 902973304 | — | 4,706 shares | $271,808 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 733 shares | $269,070 |
| MARATHON PETE CORP | COM | 56585A102 | — | 678 shares | $268,095 |
| KROGER CO | COM | 501044101 | — | 4,494 shares | $263,438 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 2,664 shares | $263,283 |
| DEERE & CO | COM | 244199105 | — | 390 shares | $261,905 |
| ISHARES TR | SELECT DIVID ETF | 464287168 | — | 1,691 shares | $257,201 |
| BANK OF AMER CORP | COM | 060505104 | — | 4,666 shares | $253,970 |
| IRON MTN INC DEL | COM | 46284V101 | — | 2,190 shares | $242,981 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | — | 1,431 shares | $238,948 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 2,895 shares | $234,958 |
| VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | — | 4,019 shares | $227,717 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 | — | 2,188 shares | $225,561 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | — | 800 shares | $212,688 |
| PACER FDS TR | US SM CAP CA ETF | 69374H857 | — | 3,900 shares | $207,792 |
| ISHARES TR | US OIL EQ&SV ETF | 464288844 | — | 7,688 shares | $203,886 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 510 shares | $202,628 |
| QUANTUMSCAPE CORP | COM CL A | 74767V109 | — | 34,880 shares | $162,018 |