13F Insight
DOSSIER · 13F-HR · Q2 2026

Birchcreek Wealth Management, LLC

$257M in tracked AUM across 134 positions as of Q2 2026.

BW
CIK 0001840341 · last filed Jun 30, 2026
Total AUM
$257M
as of Q2 2026
Holdings
134
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Birchcreek Wealth Management, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SHY
ISHARES TR
$27M330K10.6%02
IUSV
ISHARES TR
$23M205K8.8%03
IUSG
ISHARES TR
$22M118K8.7%04
BILS
SPDR SERIES TRUST
$16M163K6.3%05
DFAI
DIMENSIONAL ETF TRUST
$14M341K5.5%06
INTC
INTEL CORP
$12M88K4.8%07
RSP
INVESCO EXCHANGE TRADED FD T
$9M42K3.5%08
AAPL
APPLE INC
$7M24K2.7%09
DFAS
DIMENSIONAL ETF TRUST
$6M76K2.4%10
IJH
ISHARES TR
$6M73K2.2%

Filing history

2026Q2Jun 30
$257M▲ 23.6%
134 positionsView →2026Q1Mar 31
$208M▲ 2.0%
120 positionsView →2025Q4Dec 31
$204M▲ 5.2%
113 positionsView →2025Q3Sep 30
$194M▲ 9.6%
115 positionsLocked2025Q2Jun 30
$177M▲ 11.4%
115 positionsLocked2025Q1Mar 31
$158M▼ 0.5%
115 positionsLocked2024Q4Dec 31
$159M▲ 4.3%
121 positionsLocked2024Q3Sep 30
$153M▼ 14.1%
117 positionsLocked2024Q2Jun 30
$178M▼ 6.6%
151 positionsLocked2024Q1Mar 31
$190M▲ 13.7%
156 positionsLocked2023Q4Dec 31
$167M▲ 13.4%
136 positionsLocked2023Q3Sep 30
$148M▲ 3.0%
131 positionsLocked
Showing 12 of 23