Birchcreek Wealth Management, LLC Incresed Positions in Q3 2025

Birchcreek Wealth Management, LLC

  • $193 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IUSV
Ishares Core S&P U.S. Value Et

ETFs
14.9K
+ 9.71%
$94.17 - $99.95 $1.4M - $1.49M
168K $16.8M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
3.29K
+ 2.81%
$148.97 - $165.88 $490K - $546K
120K $19.8M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
21.9K
+ 9.99%
$82.38 - $83.0 $1.8M - $1.82M
241K $20M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
13K
+ 10.72%
$99.12 - $99.52 $1.28M - $1.29M
134K $13.3M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.94K
+ 11.01%
$181.56 - $190.33 $715K - $750K
39.7K $7.53M
IEFA
Ishares Tr

ETFs
4.29K
+ 3.56%
$81.7 - $87.53 $351K - $376K
125K $10.9M
DFAS
Dimensional ETF Tr U S Small C

ETFs
6.8K
+ 11.3%
$63.41 - $69.69 $431K - $474K
67K $4.59M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.56K
+ 9.56%
$62.09 - $66.51 $345K - $370K
63.7K $4.16M
VUG
Vanguard Growth ETF

ETFs
31
+ 0.32%
$433.97 - $484.08 $13.5K - $15K
9.77K $4.68M
VTV
Vanguard Value ETF

ETFs
416
+ 1.79%
$175.51 - $186.57 $73K - $77.6K
23.6K $4.4M
FREL
Fidelity Covington Tr Msci Rea

ETFs
7.15K
+ 16.14%
$26.84 - $28.32 $192K - $203K
51.5K $1.43M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
2.06K
+ 10.83%
$61.56 - $66.95 $127K - $138K
21.1K $1.41M
QQQ
Invesco Qqq Trust, Series 1

ETFs
14
+ 0.45%
$546.99 - $602.2 $7.66K - $8.43K
3.16K $1.9M
XLU
Utilities Sector Spdr

ETFs
1.59K
+ 37.04%
$81.14 - $87.32 $129K - $139K
5.88K $512K
TSLA
Tesla, Inc.

Consumer Cyclical
5
+ 0.48%
$293.94 - $444.72 $1.47K - $2.22K
1.05K $466K
VTI
Vanguard Total Stock Market Et

ETFs
118
+ 3.18%
$303.93 - $329.86 $35.9K - $38.9K
3.82K $1.25M
FCOM
Fidelity Covington Tr Msci Com

ETFs
115
+ 0.59%
$63.98 - $72.59 $7.36K - $8.35K
19.5K $1.38M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
523
+ 22.49%
$89.32 - $107.82 $46.7K - $56.4K
2.85K $307K
VHT
Vanguard Health Care ETF

ETFs
320
+ 24.75%
$239.12 - $259.95 $76.5K - $83.2K
1.61K $418K
XLE
Energy Sector Spdr

ETFs
516
+ 6.42%
$84.25 - $91.99 $43.5K - $47.5K
8.55K $763K
VAW
Vanguard Materials ETF

ETFs
312
+ 20.58%
$193.21 - $210.15 $60.3K - $65.6K
1.83K $374K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
379
+ 1.94%
$72.91 - $77.23 $27.6K - $29.3K
20K $1.52M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
178
+ 1.95%
$68.24 - $73.73 $12.1K - $13.1K
9.29K $682K
VFH
Vanguard Financial ETF

ETFs
195
+ 2.9%
$125.23 - $132.78 $24.4K - $25.9K
6.92K $908K
VO
Vanguard Mid Cap ETF

ETFs
40
+ 1.88%
$279.83 - $293.74 $11.2K - $11.7K
2.16K $635K
VDC
Vanguard Consumer Staples ETF

ETFs
257
+ 6.48%
$212.64 - $225.25 $54.6K - $57.9K
4.22K $902K
HDV
Ishares Core High Dividend ETF

ETFs
118
+ 3.4%
$118.16 - $123.66 $13.9K - $14.6K
3.59K $439K
ITOT
Ishares Core S&P Total U.S. St

ETFs
54
+ 2.47%
$135.0 - $146.02 $7.29K - $7.89K
2.24K $325K
DVY
Ishares Tr

ETFs
2
+ 0.06%
$133.88 - $142.57 $268 - $285
3.35K $475K
UNH
Unitedhealth Group Inc

Healthcare
17
+ 2.47%
$237.77 - $353.61 $4.04K - $6.01K
704 $243K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
7
+ 1.78%
$567.77 - $614.76 $3.97K - $4.3K
401 $245K
VNQ
Vanguard Specialized Funds Van

ETFs
162
+ 5.7%
$88.47 - $93.24 $14.3K - $15.1K
3.01K $274K
VGSH
Vanguard

ETFs
163
+ 1.5%
$58.43 - $58.88 $9.52K - $9.6K
11K $647K
V
Visa Inc.

Financial Services
10
+ 1.02%
$332.09 - $358.86 $3.32K - $3.59K
995 $339K
KR
Kroger CO

Consumer Defensive
125
+ 2.3%
$64.52 - $74.35 $8.06K - $9.29K
5.57K $375K
FTNT
Fortinet, Inc.

Technology
71
+ 1.62%
$74.39 - $107.65 $5.28K - $7.64K
4.45K $374K
Activity Summary
Buys All Purchases 44 New Holdings 7 Increased Positions 37 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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