StockDriftsStockDriftsTop 50 Birchcreek Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SHY | ISHARES TR | 10.56% | 330.0K | $27.1M | +12.86%(+37.60K) | $82.22(-0.24%) | 2026-06-30 | |
| IUSV | ISHARES TR | 8.78% | 204.6K | $22.5M | +1.40%(+2.82K) | $80.42(+43.44%) | 2026-06-30 | |
| IUSG | ISHARES TR | 8.68% | 118.4K | $22.3M | -0.20%(-235) | $99.14(+95.95%) | 2026-06-30 | |
| BILS | SPDR SERIES TRUST | 6.32% | 163.2K | $16.2M | +2.25%(+3.58K) | $99.42(-0.11%) | 2026-06-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.48% | 340.8K | $14.1M | +17.90%(+51.75K) | $37.27(+16.31%) | 2026-06-30 | |
| INTC | INTEL CORP | 4.78% | 87.9K | $12.3M | +54.54%(+31.02K) | $59.01(+75.25%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.5% | 42.3K | $9.0M | -5.52%(-2.47K) | $152.12(+45.78%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.71% | 24.1K | $7.0M | +31.28%(+5.74K) | $165.75(+84.24%) | 2026-06-30 | |
| DFAS | DIMENSIONAL ETF TRUST | 2.44% | 75.9K | $6.3M | +0.42%(+315) | $63.35(+32.85%) | 2026-06-30 | |
| IJH | ISHARES TR | 2.18% | 72.7K | $5.6M | -0.12%(-87) | $55.50(+41.53%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.81% | +51.35% | +8.08% | +47.51% |
| Top 20 Holdings Unweighted | +19.79% | +71.90% | +10.92% | +67.88% |
Birchcreek Wealth Management, LLC reports $256.68M in US-listed equity holdings across 134 positions in its most recent 13F filing. Its largest disclosed positions are SHY (10.6%), IUSV (8.8%) and IUSG (8.7%). The top 20 holdings account for 69.22% of reported assets. Its disclosed equity book has returned +51.35% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Birchcreek Wealth Management, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1840341). View Birchcreek Wealth Management, LLC’s 13F filings on SEC