Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Birchcreek Wealth Management, LLC (CIK 1840341) reported $256.7M across 134 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SHY ($27.1M, 10.56%), IUSV ($22.5M, 8.78%), IUSG ($22.3M, 8.68%), BILS ($16.2M, 6.32%), DFAI ($14.1M, 5.48%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SHY | ISHARES TR | $27.1M | 10.56% | 330,048 | Added |
| 2 | IUSV | ISHARES TR | $22.5M | 8.78% | 204,617 | Added |
| 3 | IUSG | ISHARES TR | $22.3M | 8.68% | 118,414 | Trimmed |
| 4 | BILS | SPDR SERIES TRUST | $16.2M | 6.32% | 163,150 | Added |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $14.1M | 5.48% | 340,796 | Added |
| 6 | INTC | INTEL CORP | $12.3M | 4.78% | 87,886 | Added |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | $9.0M | 3.50% | 42,281 | Trimmed |
| 8 | AAPL | APPLE INC | $7.0M | 2.71% | 24,073 | Added |
| 9 | DFAS | DIMENSIONAL ETF TRUST | $6.3M | 2.44% | 75,923 | Added |
| 10 | IJH | ISHARES TR | $5.6M | 2.18% | 72,710 | Trimmed |
| 11 | VTV | VANGUARD INDEX FDS | $5.1M | 2.00% | 23,533 | Trimmed |
| 12 | VUG | VANGUARD INDEX FDS | $4.9M | 1.92% | 57,199 | Added |
| 13 | EMXC | ISHARES INC | $4.8M | 1.88% | 47,190 | Trimmed |
| 14 | IEFA | ISHARES TR | $4.1M | 1.59% | 42,388 | Added |
| 15 | NVDA | NVIDIA CORPORATION | $3.7M | 1.46% | 18,738 | Added |
| 16 | VGT | VANGUARD WORLD FD | $2.8M | 1.10% | 23,522 | Added |
| 17 | GBIL | GOLDMAN SACHS ETF TR | $2.6M | 1.02% | 26,137 | Added |
| 18 | GOOGL | ALPHABET INC | $2.4M | 0.95% | 6,822 | Added |
| 19 | MSFT | MICROSOFT CORP | $2.4M | 0.94% | 6,461 | Added |
| 20 | AMZN | AMAZON COM INC | $2.4M | 0.93% | 10,045 | Added |
| 21 | VTIP | VANGUARD MALVERN FDS | $2.4M | 0.92% | 47,133 | Added |
| 22 | SHV | ISHARES TR | $2.1M | 0.82% | 19,069 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $2.0M | 0.80% | 6,262 | Added |
| 24 | JNJ | JOHNSON & JOHNSON | $2.0M | 0.80% | 8,066 | Added |
| 25 | QQQ | INVESCO QQQ TR | $2.0M | 0.78% | 2,721 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30