Birchcreek Wealth Management, LLC Portfolio Holdings

Birchcreek Wealth Management, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $193 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 $20M, Ishares Core S&P U.S Growth Et with a value of $19.8M, Ishares Core S&P U.S. Value Et with a value of $16.8M, Spdr Bloomberg 3 12 Month T Bi with a value of $13.3M, and Ishares Tr with a value of $10.9M.

Examining the 13F form we can see an increase of $16.9M in the current position value, from $176M to 193M.

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.