§ 13F · FUND PROFILE
Birchcreek Wealth Management, LLC.
AUM · $257M (13F)Positions · 134Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SHY | ISHARES TR | 330K | $27M | 10.6% | +13% |
| 2 | IUSV | ISHARES TR | 205K | $23M | 8.8% | +1% |
| 3 | IUSG | ISHARES TR | 118K | $22M | 8.7% | ±0% |
| 4 | BILS | SPDR SERIES TRUST | 163K | $16M | 6.3% | +2% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 341K | $14M | 5.5% | +18% |
| 6 | INTC | INTEL CORP | 88K | $12M | 4.8% | +55% |
| 7 | RSP | INVESCO EXCHANGE TRADED FD T | 42K | $9M | 3.5% | −6% |
| 8 | AAPL | APPLE INC | 24K | $7M | 2.7% | +31% |
| 9 | DFAS | DIMENSIONAL ETF TRUST | 76K | $6M | 2.4% | ±0% |
| 10 | IJH | ISHARES TR | 73K | $6M | 2.2% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BIRCHCREEK SIGNAL
AC read
Birchcreek Wealth Management, LLC is a Other fund managing $257 million in assets. The fund runs a portfolio of 134 positions.
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