§ 13F · FUND PROFILE
Birchcreek Wealth Management, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $176.5T (13F)Positions · 115Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SHY | ISHARES TR | 284K | $23.6T | 11.6% | +18% |
| 2 | IUSV | ISHARES TR | 199K | $20.4T | 10.0% | +18% |
| 3 | IUSG | ISHARES TR | 118K | $19.8T | 9.7% | −2% |
| 4 | BILS | SPDR SERIES TRUST | 157K | $15.6T | 7.7% | +17% |
| 5 | DFAI | DIMENSIONAL ETF TRUST | 278K | $10.6T | 5.2% | — |
| 6 | RSP | INVESCO EXCHANGE TRADED FD T | 44K | $8.5T | 4.2% | +12% |
| 7 | DFAS | DIMENSIONAL ETF TRUST | 75K | $5.2T | 2.6% | +12% |
| 8 | AAPL | APPLE INC | 18K | $5.0T | 2.5% | −7% |
| 9 | VUG | VANGUARD INDEX FDS | 10K | $4.7T | 2.3% | −1% |
| 10 | IJH | ISHARES TR | 71K | $4.7T | 2.3% | +11% |
§ 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 $176510.2 trillion in assets. The fund runs a portfolio of 115 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed