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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Birchcreek Wealth Management, LLC

Quarter ended Q3 2025 · Filed October 28, 2025 · Accession 0001951757-25-001192

Total Value
$193.5M
Positions
115
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (115)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287457241,238$20.0M10.34%
2ISHARES TR464287671120,474$19.8M10.24%
3ISHARES TR464287663168,346$16.8M8.69%
4SPDR SERIES TRUST78468R523133,891$13.3M6.88%
5ISHARES TR46432F842124,900$10.9M5.63%
6INVESCO EXCHANGE TRADED FD TIVZ39,711$7.5M3.89%
7APPLE INCAAPL19,792$5.0M2.60%
8VANGUARD INDEX FDS9229087369,765$4.7M2.42%
9DIMENSIONAL ETF TRUST25434V50066,992$4.6M2.37%
10VANGUARD INDEX FDS92290874423,614$4.4M2.28%
11ISHARES TR46428750763,712$4.2M2.15%
12VANGUARD WORLD FD92204A7024,847$3.6M1.87%
13NVIDIA CORPORATIONNVDA19,296$3.6M1.86%
14MICROSOFT CORPMSFT6,781$3.5M1.81%
15ISHARES INC46434G76441,306$2.8M1.44%
16AMAZON COM INCAMZN10,172$2.2M1.15%
17ISHARES TR46428867918,925$2.1M1.08%
18JPMORGAN CHASE & CO.VYLD6,381$2.0M1.04%
19INVESCO QQQ TRIVZ3,157$1.9M0.98%
20ALPHABET INCGOOG7,595$1.8M0.95%
21VANGUARD SPECIALIZED FUNDS9219088447,479$1.6M0.83%
22PROCTER AND GAMBLE CO74271810910,165$1.6M0.81%
23VANGUARD WORLD FD92204A6035,199$1.5M0.80%
24FIDELITY COVINGTON TRUST31609250119,955$1.5M0.79%
25SELECT SECTOR SPDR TR81369Y4076,194$1.5M0.77%
26VANGUARD WHITEHALL FDS92194640610,327$1.5M0.75%
27FIDELITY COVINGTON TRUST31609285751,462$1.4M0.74%
28FIDELITY COVINGTON TRUST31609260021,114$1.4M0.73%
29FIDELITY COVINGTON TRUST31609287319,457$1.4M0.71%
30ISHARES TR4642872002,033$1.4M0.70%
31ORACLE CORPORCL-PD4,779$1.3M0.69%
32VANGUARD INDEX FDS9229087693,823$1.3M0.65%
33VANGUARD TAX-MANAGED FDS92194385820,514$1.2M0.64%
34GOLDMAN SACHS ETF TRNVGLF12,257$1.2M0.63%
35SPDR S&P 500 ETF TRSPY1,564$1.0M0.54%
36BERKSHIRE HATHAWAY INC DELBRK-A2,069$1.0M0.54%
37ISHARES TR4642878048,363$993,7810.51%
38NETFLIX INCNFLX809$969,9260.50%
39ELI LILLY & COLLY1,266$965,5860.50%
40INTEL CORPINTC27,531$923,6650.48%
41JOHNSON & JOHNSONJNJ4,917$911,7100.47%
42VANGUARD WORLD FD92204A4056,920$908,1810.47%
43VANGUARD WORLD FD92204A2074,224$902,7960.47%
44VANGUARD INDEX FDS9229087513,307$840,9040.43%
45BROADCOM INCAVGO2,346$773,9690.40%
46SELECT SECTOR SPDR TR81369Y5068,551$763,9460.39%
47VANGUARD ADMIRAL FDS INC9219325051,692$736,7980.38%
48HOME DEPOT INCHD1,815$735,2500.38%
49ALPHABET INCGOOG3,005$731,8680.38%
50QUALCOMM INCQCOM4,152$690,7040.36%
51VANGUARD STAR FDS9219097689,292$682,6090.35%
52VANGUARD SCOTTSDALE FDS92206C10211,009$647,8530.33%
53VANGUARD INDEX FDS9229086292,163$635,3830.33%
54GOLDMAN SACHS GROUP INCGSCE787$626,7270.32%
55META PLATFORMS INCMETA826$606,5980.31%
56PARK NATL CORP7006581073,667$596,0160.31%
57CATERPILLAR INCCAT1,189$567,3310.29%
58ISHARES TR4642871011,628$541,8640.28%
59EXXON MOBIL CORPXOM4,767$537,4790.28%
60VANGUARD WORLD FD92204A3064,215$530,5000.27%
61WALMART INCWMT5,119$527,5850.27%
62CHEVRON CORP NEWCVX3,356$521,1530.27%
63TRANE TECHNOLOGIES PLCTT1,227$517,7450.27%
64SELECT SECTOR SPDR TR81369Y8865,879$512,7080.26%
65WILLIAMS COS INC9694571008,090$512,5020.26%
66VANGUARD WORLD FD92204A1081,268$502,3180.26%
67DOMINION ENERGY INCD8,051$492,4800.25%
68ISHARES TR4642871683,349$475,9300.25%
69TESLA INCTSLA1,049$466,4870.24%
70INTERNATIONAL BUSINESS MACHSINTR1,646$464,4100.24%
71APPLIED MATLS INC0382221052,213$453,0900.23%
72DUKE ENERGY CORP NEWDUKB3,635$449,8310.23%
73ISHARES TR46429B6633,591$439,6690.23%
74EATON CORP PLCETN1,165$436,0840.23%
75LOCKHEED MARTIN CORPLMT859$428,9460.22%
76AMERICAN EXPRESS COAXP1,265$420,1820.22%
77VANGUARD WORLD FD92204A5041,613$418,7350.22%
78ARISTA NETWORKS INCANET2,844$414,3990.21%
79DIMENSIONAL ETF TRUST25434V20311,100$403,4850.21%
80J P MORGAN EXCHANGE TRADED F46654Q2036,570$377,9060.20%
81KROGER COKR5,565$375,1370.19%
82ABBVIE INCABBV1,619$374,8630.19%
83VANGUARD WORLD FD92204A8011,828$374,4840.19%
84FORTINET INCFTNT4,452$374,3240.19%
85LOWES COS INC5486611071,460$366,9130.19%
86MCDONALDS CORPMCD1,197$363,7560.19%
87VISA INCV995$339,6730.18%
88EMERSON ELEC COEMR2,508$328,9990.17%
89ISHARES TR4642871502,238$325,9780.17%
90QUANTUMSCAPE CORPQS25,283$311,4870.16%
91OREILLY AUTOMOTIVE INC67103H1072,848$307,0430.16%
92NOVO-NORDISK A SNONOF5,355$297,1490.15%
93PARKER-HANNIFIN CORPPH383$290,3710.15%
94VANGUARD INDEX FDS9229085533,005$274,6990.14%
95TJX COS INC NEW8725401091,878$271,4460.14%
96VANGUARD ADMIRAL FDS INC9219327031,352$269,6970.14%
97MICRON TECHNOLOGY INCMU1,580$264,3660.14%
98SPDR GOLD TRGLD742$263,7590.14%
99ROYAL CARIBBEAN GROUPV7780T103800$258,8640.13%
100FIRST TR EXCHANGE TRADED FD33734X8463,307$251,3650.13%
101VANGUARD INDEX FDS922908363401$245,5640.13%
102UNITEDHEALTH GROUP INCUNH704$243,0910.13%
103SELECT SECTOR SPDR TR81369Y803858$241,8360.12%
104CROWDSTRIKE HLDGS INCCRWD488$239,3050.12%
105AMGEN INCAMGN845$238,4590.12%
106CISCO SYS INCCSCO3,478$237,9650.12%
107MERCK & CO INCMRK2,803$235,2700.12%
108US BANCORP DELUSB-PS4,659$225,1690.12%
109SELECT SECTOR SPDR TR81369Y7041,435$221,3200.11%
110GE AEROSPACE369604301734$220,8020.11%
111MARVELL TECHNOLOGY INCMRVL2,592$217,9090.11%
112CLOUDFLARE INCNET1,000$214,5900.11%
113RTX CORPORATIONRTX1,267$212,0070.11%
114NORTHROP GRUMMAN CORPNOC340$207,1690.11%
115DEERE & CODE439$200,7370.10%