Birchcreek Wealth Management, LLC Portfolio Holdings

Birchcreek Wealth Management, LLC

  • $176 Million
  • Q2 2025

Birchcreek Wealth Management, LLC has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $176 Million distributed in 115 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 $18.2M, Ishares Core S&P U.S Growth Et with a value of $17.6M, Ishares Core S&P U.S. Value Et with a value of $14.5M, Spdr Bloomberg 3 12 Month T Bi with a value of $12M, and Ishares Tr with a value of $10.1M.

Examining the 13F form we can see an increase of $17.9M in the current position value, from $158M to 176M.

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 $176 Million
ETFs: $133 Million
Technology: $16.6 Million
Financial Services: $5.34 Million
Consumer Cyclical: $4.9 Million
Communication Services: $3.76 Million
Healthcare: $3.4 Million
Consumer Defensive: $2.87 Million
Industrials: $2.84 Million
Other: $2.61 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.72B
$613,000 0.35% of portfolio
3,667
Q2 2025 Reduced 0.89%
$6.4B
$209,000 0.12% of portfolio
2,325
Q2 2025 Added 1,400.0%
$3.68B
$218,000 0.12% of portfolio
540
Q2 2025 New
$3.33B
$169,000 0.1% of portfolio
25,283
Q2 2025 Added 0.4%
$3.77B
$7,000 0.0% of portfolio
10,800
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 115
  • Current Value $176 Million
  • Prior Value $158 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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