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 $207.7M across 120 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SHY ($24.1M, 11.63%), IUSV ($20.6M, 9.94%), IUSG ($18.4M, 8.86%), BILS ($15.9M, 7.64%), DFAI ($11.3M, 5.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SHY | ISHARES TR | $24.1M | 11.63% | 292,449 | Added |
| 2 | IUSV | ISHARES TR | $20.6M | 9.94% | 201,795 | Added |
| 3 | IUSG | ISHARES TR | $18.4M | 8.86% | 118,649 | Added |
| 4 | BILS | SPDR SERIES TRUST | $15.9M | 7.64% | 159,566 | Added |
| 5 | DFAI | DIMENSIONAL ETF TRUST | $11.3M | 5.42% | 289,049 | Added |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | $8.6M | 4.14% | 44,749 | Added |
| 7 | DFAS | DIMENSIONAL ETF TRUST | $5.4M | 2.59% | 75,608 | Added |
| 8 | IJH | ISHARES TR | $4.9M | 2.37% | 72,797 | Added |
| 9 | VTV | VANGUARD INDEX FDS | $4.7M | 2.27% | 24,041 | Trimmed |
| 10 | AAPL | APPLE INC | $4.7M | 2.24% | 18,337 | Trimmed |
| 11 | VUG | VANGUARD INDEX FDS | $4.2M | 2.04% | 9,698 | Trimmed |
| 12 | IEFA | ISHARES TR | $3.8M | 1.83% | 41,969 | Added |
| 13 | EMXC | ISHARES INC | $3.8M | 1.82% | 48,035 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $3.0M | 1.47% | 17,463 | Trimmed |
| 15 | INTC | INTEL CORP | $2.5M | 1.21% | 56,871 | Added |
| 16 | MSFT | MICROSOFT CORP | $2.4M | 1.13% | 6,365 | Added |
| 17 | VGT | VANGUARD WORLD FD | $2.3M | 1.09% | 3,255 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $2.0M | 0.95% | 9,478 | Trimmed |
| 19 | GBIL | GOLDMAN SACHS ETF TR | $1.9M | 0.90% | 18,587 | Added |
| 20 | GOOGL | ALPHABET INC | $1.8M | 0.87% | 6,263 | Trimmed |
| 21 | JPM | JPMORGAN CHASE & CO | $1.7M | 0.81% | 5,721 | Hold |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | $1.6M | 0.78% | 7,554 | Added |
| 23 | SHV | ISHARES TR | $1.6M | 0.77% | 14,538 | Added |
| 24 | QQQ | INVESCO QQQ TR | $1.6M | 0.76% | 2,733 | Trimmed |
| 25 | FREL | FIDELITY COVINGTON TRUST | $1.5M | 0.74% | 57,276 | Added |
Source: SEC Form 13F filings · as of 2026-03-31