§ 13F · FUND PROFILE
Birchcreek Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $194M (13F)Positions · 115Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SHY | ISHARES TR | 292K | $24M | 11.6% | +3% |
| 2 | IUSV | ISHARES TR | 202K | $21M | 9.9% | +1% |
| 3 | IUSG | ISHARES TR | 119K | $18M | 8.9% | ±0% |
| 4 | BILS | SPDR SERIES TRUST | 160K | $16M | 7.6% | +2% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 289K | $11M | 5.4% | +4% |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | 45K | $9M | 4.1% | +1% |
| 7 | DFAS | DIMENSIONAL ETF TRUST | 76K | $5M | 2.6% | +1% |
| 8 | IJH | ISHARES TR | 73K | $5M | 2.4% | +3% |
| 9 | VTV | VANGUARD INDEX FDS | 24K | $5M | 2.3% | −1% |
| 10 | AAPL | APPLE INC | 18K | $5M | 2.2% | −1% |
§ 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 $194 million in assets. The fund runs a portfolio of 115 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed