13F HOLDINGS REPORT

Birchcreek Wealth Management, LLC

Quarter ended Q4 2025 · Filed January 16, 2026 · Accession 0001951757-26-000214

Total Value

$203.6M

Positions

113

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (113)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	464287457	284,443	$23.6M	11.57%
2	ISHARES TR	464287663	199,277	$20.4M	10.03%
3	ISHARES TR	464287671	118,100	$19.8M	9.74%
4	SPDR SERIES TRUST	78468R523	157,209	$15.6M	7.66%
5	DIMENSIONAL ETF TRUST	25434V203	277,678	$10.6M	5.20%
6	INVESCO EXCHANGE TRADED FD T	IVZ	44,363	$8.5M	4.17%
7	DIMENSIONAL ETF TRUST	25434V500	74,819	$5.2M	2.56%
8	APPLE INC	AAPL	18,465	$5.0M	2.46%
9	VANGUARD INDEX FDS	922908736	9,711	$4.7M	2.33%
10	ISHARES TR	464287507	70,904	$4.7M	2.30%
11	VANGUARD INDEX FDS	922908744	24,249	$4.6M	2.27%
12	ISHARES TR	46432F842	41,151	$3.7M	1.81%
13	NVIDIA CORPORATION	NVDA	18,251	$3.4M	1.67%
14	ISHARES INC	46434G764	46,335	$3.4M	1.65%
15	MICROSOFT CORP	MSFT	6,358	$3.1M	1.51%
16	VANGUARD WORLD FD	92204A702	3,310	$2.5M	1.23%
17	AMAZON COM INC	AMZN	9,567	$2.2M	1.08%
18	ALPHABET INC	GOOG	6,427	$2.0M	0.99%
19	JPMORGAN CHASE & CO.	VYLD	5,721	$1.8M	0.91%
20	INVESCO QQQ TR	IVZ	2,738	$1.7M	0.83%
21	GOLDMAN SACHS ETF TR	NVGLF	16,487	$1.6M	0.81%
22	VANGUARD SPECIALIZED FUNDS	921908844	7,479	$1.6M	0.81%
23	ISHARES TR	464288679	14,499	$1.6M	0.78%
24	FIDELITY COVINGTON TRUST	316092857	56,243	$1.5M	0.74%
25	PROCTER AND GAMBLE CO	742718109	10,112	$1.4M	0.71%
26	VANGUARD WHITEHALL FDS	921946406	9,900	$1.4M	0.70%
27	VANGUARD INDEX FDS	922908769	3,814	$1.3M	0.63%
28	VANGUARD TAX-MANAGED FDS	921943858	20,407	$1.3M	0.63%
29	ELI LILLY & CO	LLY	1,169	$1.3M	0.62%
30	ISHARES TR	464287200	1,784	$1.2M	0.60%
31	FIDELITY COVINGTON TRUST	316092873	16,327	$1.2M	0.59%
32	VANGUARD WORLD FD	92204A603	3,747	$1.1M	0.55%
33	FIDELITY COVINGTON TRUST	316092600	14,368	$1.1M	0.52%
34	SPDR S&P 500 ETF TR	SPY	1,564	$1.1M	0.52%
35	FIDELITY COVINGTON TRUST	316092501	13,365	$1.0M	0.51%
36	JOHNSON & JOHNSON	JNJ	4,917	$1.0M	0.50%
37	INTEL CORP	INTC	27,531	$1.0M	0.50%
38	ISHARES TR	464287804	8,423	$1.0M	0.50%
39	ORACLE CORP	ORCL-PD	4,943	$963,407	0.47%
40	VANGUARD WORLD FD	92204A405	7,042	$940,037	0.46%
41	VANGUARD WORLD FD	92204A207	4,339	$916,570	0.45%
42	ALPHABET INC	GOOG	2,852	$894,892	0.44%
43	SELECT SECTOR SPDR TR	81369Y407	7,348	$877,425	0.43%
44	BERKSHIRE HATHAWAY INC DEL	BRK-A	1,729	$868,991	0.43%
45	VANGUARD INDEX FDS	922908751	3,217	$829,825	0.41%
46	VANGUARD ADMIRAL FDS INC	921932505	1,692	$752,246	0.37%
47	VANGUARD STAR FDS	921909768	9,934	$749,441	0.37%
48	SELECT SECTOR SPDR TR	81369Y506	16,194	$724,034	0.36%
49	NETFLIX INC	NFLX	7,681	$720,171	0.35%
50	QUALCOMM INC	QCOM	4,152	$710,224	0.35%
51	VANGUARD SCOTTSDALE FDS	92206C102	11,711	$687,812	0.34%
52	CATERPILLAR INC	CAT	1,139	$652,499	0.32%
53	GOLDMAN SACHS GROUP INC	GSCE	717	$630,243	0.31%
54	VANGUARD INDEX FDS	922908629	2,164	$628,141	0.31%
55	BROADCOM INC	AVGO	1,806	$625,057	0.31%
56	HOME DEPOT INC	HD	1,715	$589,987	0.29%
57	APPLIED MATLS INC	038222105	2,213	$568,719	0.28%
58	EXXON MOBIL CORP	XOM	4,717	$567,644	0.28%
59	VANGUARD WORLD FD	92204A306	4,446	$559,840	0.27%
60	PARK NATL CORP	700658107	3,667	$558,061	0.27%
61	ISHARES TR	46429B663	4,465	$543,032	0.27%
62	ISHARES TR	464287150	3,528	$524,592	0.26%
63	WALMART INC	WMT	4,682	$521,622	0.26%
64	META PLATFORMS INC	META	759	$501,008	0.25%
65	WILLIAMS COS INC	969457100	8,090	$486,290	0.24%
66	CHEVRON CORP NEW	CVX	3,179	$484,511	0.24%
67	SELECT SECTOR SPDR TR	81369Y886	11,156	$476,250	0.23%
68	DOMINION ENERGY INC	D	8,051	$471,708	0.23%
69	TRANE TECHNOLOGIES PLC	TT	1,189	$462,759	0.23%
70	INTERNATIONAL BUSINESS MACHS	INTR	1,548	$458,533	0.23%
71	MICRON TECHNOLOGY INC	MU	1,597	$455,814	0.22%
72	VANGUARD WORLD FD	92204A108	1,149	$452,614	0.22%
73	VANGUARD MALVERN FDS	922020805	9,069	$448,553	0.22%
74	AMERICAN EXPRESS CO	AXP	1,196	$442,460	0.22%
75	DUKE ENERGY CORP NEW	DUKB	3,635	$426,058	0.21%
76	TESLA INC	TSLA	922	$414,773	0.20%
77	VANGUARD WORLD FD	92204A504	1,365	$392,915	0.19%
78	EATON CORP PLC	ETN	1,165	$371,134	0.18%
79	ABBVIE INC	ABBV	1,619	$369,925	0.18%
80	MCDONALDS CORP	MCD	1,197	$365,839	0.18%
81	VANGUARD WORLD FD	92204A801	1,758	$364,873	0.18%
82	ARISTA NETWORKS INC	ANET	2,732	$357,974	0.18%
83	FORTINET INC	FTNT	4,452	$353,533	0.17%
84	LOWES COS INC	548661107	1,460	$352,094	0.17%
85	VISA INC	V	969	$339,838	0.17%
86	DIMENSIONAL ETF TRUST	25434V401	4,543	$336,954	0.17%
87	LOCKHEED MARTIN CORP	LMT	696	$336,392	0.17%
88	PARKER-HANNIFIN CORP	PH	379	$333,126	0.16%
89	EMERSON ELEC CO	EMR	2,508	$332,862	0.16%
90	MERCK & CO INC	MRK	2,844	$299,368	0.15%
91	J P MORGAN EXCHANGE TRADED F	46654Q203	5,070	$294,668	0.14%
92	SPDR GOLD TR	GLD	742	$294,062	0.14%
93	SELECT SECTOR SPDR TR	81369Y860	7,108	$286,808	0.14%
94	VANGUARD ADMIRAL FDS INC	921932703	1,352	$276,972	0.14%
95	VANGUARD INDEX FDS	922908363	441	$276,537	0.14%
96	CISCO SYS INC	CSCO	3,551	$273,527	0.13%
97	VANGUARD INDEX FDS	922908553	3,062	$270,988	0.13%
98	KROGER CO	KR	4,327	$270,351	0.13%
99	QUANTUMSCAPE CORP	QS	25,933	$270,222	0.13%
100	ISHARES TR	464287101	783	$268,546	0.13%
101	ISHARES TR	464287168	1,784	$251,759	0.12%
102	US BANCORP DEL	USB-PS	4,705	$251,056	0.12%
103	SELECT SECTOR SPDR TR	81369Y308	3,209	$249,275	0.12%
104	OREILLY AUTOMOTIVE INC	67103H107	2,711	$247,270	0.12%
105	UNITEDHEALTH GROUP INC	UNH	704	$232,397	0.11%
106	RTX CORPORATION	RTX	1,267	$232,368	0.11%
107	GE AEROSPACE	369604301	734	$226,094	0.11%
108	ROYAL CARIBBEAN GROUP	V7780T103	800	$223,136	0.11%
109	AMGEN INC	AMGN	680	$222,571	0.11%
110	SELECT SECTOR SPDR TR	81369Y704	1,431	$221,977	0.11%
111	ADVANCED MICRO DEVICES INC	AMD	1,000	$214,160	0.11%
112	BANK AMERICA CORP	060505104	3,780	$207,926	0.10%
113	LAM RESEARCH CORP	LRCX	1,200	$205,416	0.10%