Birchcreek Wealth Management, LLC — 13F holdings

Birchcreek Wealth Management, LLC reported 134 holdings worth $257M in its 13F filing for Q2 2026, filed August 6, 2026. That's up 23.6% from $208M in Q1 2026, when it reported 120 holdings. Its 10 largest positions make up 55.4% of the portfolio.

Birchcreek Wealth Management, LLC's largest positions in Q2 2026

1. SHY ISHARES TR — $27.1M (10.6%) · added 13%
2. IUSV ISHARES TR — $22.5M (8.8%) · added 1%
3. IUSG ISHARES TR — $22.3M (8.7%) · unchanged
4. BILS SPDR SERIES TRUST — $16.2M (6.3%) · added 2%
5. DFAI DIMENSIONAL ETF TRUST — $14.1M (5.5%) · added 18%
6. INTC Intel Corp — $12.3M (4.8%) · added 55%
7. RSP INVESCO EXCHANGE TRADED FD T — $9.00M (3.5%) · cut 6%
8. AAPL APPLE INC — $6.97M (2.7%) · added 31%
9. DIMENSIONAL ETF TRUST — $6.25M (2.4%) · unchanged
10. IJH ISHARES TR — $5.61M (2.2%) · unchanged
11. VTV VANGUARD INDEX FDS — $5.13M (2.0%) · cut 2%
12. VUG VANGUARD INDEX FDS — $4.93M (1.9%) · cut 2%
13. EMXC ISHARES INC — $4.83M (1.9%) · cut 2%
14. IEFA ISHARES TR — $4.09M (1.6%) · unchanged
15. NVDA NVIDIA CORPORATION — $3.75M (1.5%) · added 7%
16. VGT VANGUARD WORLD FD — $2.81M (1.1%) · cut 10%
17. GBIL GOLDMAN SACHS ETF TR — $2.62M (1.0%) · added 41%
18. GOOGL ALPHABET INC — $2.44M (0.9%) · added 9%
19. MSFT MICROSOFT CORP — $2.41M (0.9%) · added 2%
20. AMZN AMAZON COM INC — $2.39M (0.9%) · added 6%

What Birchcreek Wealth Management, LLC bought in Q2 2026

18 new positions and 60 positions added to.

1. INTC Intel Corp — added, about $4.33M
2. SHY ISHARES TR — added, about $3.09M
3. DFAI DIMENSIONAL ETF TRUST — added, about $2.13M
4. AAPL APPLE INC — added, about $1.66M
5. VTIP VANGUARD MALVERN FDS — added, about $1.04M
6. GBIL GOLDMAN SACHS ETF TR — added, about $756K
7. JNJ Johnson & Johnson — added, about $749K
8. SYK STRYKER CORPORATION — new position, about $649K
9. ACMR ACM RESH INC — new position, about $634K
10. SHV ISHARES TR — added, about $500K

What Birchcreek Wealth Management, LLC sold in Q2 2026

4 positions sold out and 28 reduced.

1. FNCL FIDELITY COVINGTON TRUST — cut 56%, about $618K
2. RSP INVESCO EXCHANGE TRADED FD T — cut 6%, about $525K
3. VGT VANGUARD WORLD FD — cut 10%, about $301K
4. FCOM FIDELITY COVINGTON TRUST — cut 25%, about $297K
5. XLY SELECT SECTOR SPDR TR — cut 30%, about $283K
6. XLP SELECT SECTOR SPDR TR — sold out, about $267K
7. MRVL MARVELL TECHNOLOGY INC — cut 37%, about $254K
8. IXUS ISHARES TR — sold out, about $252K
9. NOC NORTHROP GRUMMAN CORP — sold out, about $173K
10. XLE SELECT SECTOR SPDR TR — cut 18%, about $164K

Birchcreek Wealth Management, LLC portfolio value by quarter

• Q2 2026: $257M in 134 holdings
• Q1 2026: $208M in 120 holdings
• Q4 2025: $204M in 113 holdings
• Q3 2025: $194M in 115 holdings
• Q2 2025: $177M in 115 holdings
• Q1 2025: $158M in 115 holdings
• Q4 2024: $159M in 121 holdings

What does Birchcreek Wealth Management, LLC own?

Its largest positions in Q2 2026 were SHY, IUSV, IUSG, BILS, DFAI, out of 134 holdings worth $257M.

What did Birchcreek Wealth Management, LLC buy last quarter?

In Q2 2026 it opened 18 new positions and added to 60; the largest buys were INTC, SHY, DFAI.

What did Birchcreek Wealth Management, LLC sell last quarter?

In Q2 2026 it sold out of 4 positions and reduced 28, including XLP, IXUS, NOC.