Birchcreek Wealth Management

MIAMI TOWNSHIP, OHfiles as Birchcreek Wealth Management, LLC

$257m in 134 US stocks at the end of 30 June 2026. The top 10 are 55.4% of the money. It changed about 9.1% of the portfolio this quarter.

Value

$257m

Stocks

134

Top 10 share

55.4%

Turnover

9.1%

What changed this quarter

New

Bought for the first time this quarter.

StrykerSYK
0.3% of the fund
ACM ResearchACMR
0.2% of the fund
Edwards LifesciencesEW
0.2% of the fund
Analog DevicesADI
0.1% of the fund
Philip Morris InternationalPM
0.1% of the fund
CrowdStrike HoldingsCRWD
0.1% of the fund
UnitedHealth GroupUNH
0.1% of the fund
Cardinal HealthCAH
0.1% of the fund
SandiskSNDK
0.1% of the fund
Iron MountainIRM
0.1% of the fund
Abbott LaboratoriesABT
0.1% of the fund
CorningGLW
<0.1% of the fund
Automatic Data ProcessingADP
<0.1% of the fund
Ishares Silver TRSLV
<0.1% of the fund
First TR Exchange-Traded FDCIBR
<0.1% of the fund
TJX CompaniesTJX
<0.1% of the fund
Ishares TRIEZ
<0.1% of the fund
Verizon CommunicationsVZ
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRSHY
10.6% of the fund
+13%
Spdr Series TrustBILS
6.3% of the fund
+2%
Dimensional ETF TrustDFAI
5.5% of the fund
+18%
IntelINTC
4.8% of the fund
+55%
AppleAAPL
2.7% of the fund
+31%
NvidiaNVDA
1.5% of the fund
+7%
Goldman Sachs ETF TRGBIL
1.0% of the fund
+41%
AlphabetGOOGL
0.9% of the fund
+9%
Amazon.comAMZN
0.9% of the fund
+6%
Vanguard Malvern FDSVTIP
0.9% of the fund
+78%
Ishares TRSHV
0.8% of the fund
+31%
JPMorgan ChaseJPM
0.8% of the fund
+9%
Johnson & JohnsonJNJ
0.8% of the fund
+58%
Fidelity Covington TrustFREL
0.7% of the fund
+6%
Procter & GamblePG
0.7% of the fund
+20%
CaterpillarCAT
0.6% of the fund
+17%
Eli LillyLLY
0.6% of the fund
+9%
Vanguard World FDVIS
0.6% of the fund
+10%
Vanguard World FDVFH
0.5% of the fund
+29%
Cisco SystemsCSCO
0.4% of the fund
+98%
EatonETN
0.4% of the fund
+92%
QualcommQCOM
0.4% of the fund
+22%
Berkshire HathawayBRK-B
0.4% of the fund
+7%
Home DepotHD
0.4% of the fund
+52%
Vanguard Star FDSVXUS
0.4% of the fund
+6%

Cut

Sold some of their stake.

Invesco Exchange Traded FD TRSP
3.5% of the fund
-6%
Vanguard Index FDSVTV
2.0% of the fund
-2%
Vanguard World FDVGT
1.1% of the fund
-10%
Ishares TRIVV
0.6% of the fund
-4%
Micron TechnologyMU
0.5% of the fund
-5%
State STR Spdr S&P 500 ETF TSPY
0.4% of the fund
-13%
Fidelity Covington TrustFHLC
0.4% of the fund
-9%
Vanguard World FDVDC
0.4% of the fund
-14%
Vanguard Index FDSVB
0.3% of the fund
-3%
Fidelity Covington TrustFCOM
0.3% of the fund
-25%
Select Sector Spdr TRXLE
0.3% of the fund
-18%
Ishares TRITOT
0.3% of the fund
-14%
BroadcomAVGO
0.3% of the fund
-4%
Select Sector Spdr TRXLY
0.3% of the fund
-30%
Vanguard Index FDSVO
0.2% of the fund
-13%
FortinetFTNT
0.2% of the fund
-18%
Fidelity Covington TrustFNCL
0.2% of the fund
-56%
Marvell TechnologyMRVL
0.2% of the fund
-37%
Advanced Micro DevicesAMD
0.2% of the fund
-25%
Vanguard World FDVAW
0.2% of the fund
-5%
Vanguard World FDVCR
0.2% of the fund
-9%
Vanguard World FDVHT
0.1% of the fund
-17%
Select Sector Spdr TRXLRE
0.1% of the fund
-11%
O'Reilly AutomotiveORLY
<0.1% of the fund
-17%

Sold out

Sold their entire stake.

Select Sector Spdr TRXLP
-100%
Northrop GrummanNOC
-100%
Ishares TRIXUS
-100%
Ensign GroupENSG
-100%

Holdings

Ishares TRSHY
Share
10.6%
Value
$27m
Shares
330,048
+13%
Ishares TRIUSV
Share
8.8%
Value
$23m
Shares
204,617
Held
Ishares TRIUSG
Share
8.7%
Value
$22m
Shares
118,414
Held
Spdr Series TrustBILS
Share
6.3%
Value
$16m
Shares
163,150
+2%
Dimensional ETF TrustDFAI
Share
5.5%
Value
$14m
Shares
340,796
+18%
IntelINTC
Share
4.8%
Value
$12m
Shares
87,886
+55%
Invesco Exchange Traded FD TRSP
Share
3.5%
Value
$9m
Shares
42,281
-6%
AppleAAPL
Share
2.7%
Value
$7m
Shares
24,073
+31%
Dimensional ETF TrustDFAS
Share
2.4%
Value
$6m
Shares
75,923
Held
Ishares TRIJH
Share
2.2%
Value
$6m
Shares
72,710
Held
Vanguard Index FDSVTV
Share
2.0%
Value
$5m
Shares
23,533
-2%
Vanguard Index FDSVUG
Share
1.9%
Value
$5m
Shares
57,199
Held
IsharesEMXC
Share
1.9%
Value
$5m
Shares
47,190
Held
Ishares TRIEFA
Share
1.6%
Value
$4m
Shares
42,388
Held
NvidiaNVDA
Share
1.5%
Value
$4m
Shares
18,738
+7%
Vanguard World FDVGT
Share
1.1%
Value
$3m
Shares
23,522
-10%
Goldman Sachs ETF TRGBIL
Share
1.0%
Value
$3m
Shares
26,137
+41%
AlphabetGOOGL
Share
0.9%
Value
$2m
Shares
6,822
+9%
MicrosoftMSFT
Share
0.9%
Value
$2m
Shares
6,461
Held
Amazon.comAMZN
Share
0.9%
Value
$2m
Shares
10,045
+6%
Vanguard Malvern FDSVTIP
Share
0.9%
Value
$2m
Shares
47,133
+78%
Ishares TRSHV
Share
0.8%
Value
$2m
Shares
19,069
+31%
JPMorgan ChaseJPM
Share
0.8%
Value
$2m
Shares
6,262
+9%
Johnson & JohnsonJNJ
Share
0.8%
Value
$2m
Shares
8,066
+58%
Invesco QQQ TRQQQ
Share
0.8%
Value
$2m
Shares
2,721
Held
Fidelity Covington TrustFREL
Share
0.7%
Value
$2m
Shares
60,592
+6%
Vanguard Specialized FundsVIG
Share
0.7%
Value
$2m
Shares
7,429
Held
Procter & GamblePG
Share
0.7%
Value
$2m
Shares
11,641
+20%
CaterpillarCAT
Share
0.6%
Value
$2m
Shares
1,515
+17%
Applied MaterialsAMAT
Share
0.6%
Value
$2m
Shares
2,213
Held
Vanguard Whitehall FDSVYM
Share
0.6%
Value
$2m
Shares
9,734
Held
Eli LillyLLY
Share
0.6%
Value
$2m
Shares
1,273
+9%
Vanguard World FDVIS
Share
0.6%
Value
$1m
Shares
4,112
+10%
Vanguard Tax-Managed FDSVEA
Share
0.6%
Value
$1m
Shares
20,518
Held
Ishares TRIVV
Share
0.6%
Value
$1m
Shares
1,952
-4%
Vanguard Index FDSVTI
Share
0.6%
Value
$1m
Shares
3,822
Held
Ishares TRIJR
Share
0.5%
Value
$1m
Shares
8,996
Held
Micron TechnologyMU
Share
0.5%
Value
$1m
Shares
1,037
-5%
Vanguard World FDVFH
Share
0.5%
Value
$1m
Shares
9,078
+29%
State STR Spdr S&P 500 ETF TSPY
Share
0.4%
Value
$1m
Shares
1,356
-13%
AlphabetGOOG
Share
0.4%
Value
$995,263
Shares
2,817
Held
Fidelity Covington TrustFHLC
Share
0.4%
Value
$980,612
Shares
12,694
-9%
Cisco SystemsCSCO
Share
0.4%
Value
$952,796
Shares
8,112
+98%
EatonETN
Share
0.4%
Value
$952,046
Shares
2,234
+92%
QualcommQCOM
Share
0.4%
Value
$933,700
Shares
5,053
+22%
Berkshire HathawayBRK-B
Share
0.4%
Value
$922,629
Shares
1,844
+7%
Home DepotHD
Share
0.4%
Value
$918,936
Shares
2,606
+52%
Vanguard Star FDSVXUS
Share
0.4%
Value
$907,295
Shares
10,613
+6%
Vanguard World FDVDC
Share
0.4%
Value
$898,803
Shares
3,986
-14%
Vanguard Index FDSVB
Share
0.3%
Value
$896,932
Shares
2,959
-3%
Fidelity Covington TrustFCOM
Share
0.3%
Value
$884,272
Shares
12,727
-25%
Vanguard Admiral FDSVOOG
Share
0.3%
Value
$838,758
Shares
10,152
Held
Vanguard Scottsdale FDSVGSH
Share
0.3%
Value
$779,296
Shares
13,390
+14%
Select Sector Spdr TRXLE
Share
0.3%
Value
$772,113
Shares
14,538
-18%
OracleORCL
Share
0.3%
Value
$762,269
Shares
5,201
+6%
Ishares TRITOT
Share
0.3%
Value
$748,088
Shares
4,554
-14%
Goldman Sachs GroupGS
Share
0.3%
Value
$745,380
Shares
737
+3%
BroadcomAVGO
Share
0.3%
Value
$712,437
Shares
1,886
-4%
ChevronCVX
Share
0.3%
Value
$702,822
Shares
4,240
+42%
Park NationalPRK
Share
0.3%
Value
$671,045
Shares
3,667
Held
Select Sector Spdr TRXLY
Share
0.3%
Value
$658,527
Shares
5,615
-30%
ExxonMobil HoldingsXOM
Share
0.3%
Value
$655,504
Shares
4,795
+4%
StrykerSYK
Share
0.3%
Value
$648,570
Shares
2,060
New
Ishares TRHDV
Share
0.2%
Value
$636,875
Shares
23,235
+7%
ACM ResearchACMR
Share
0.2%
Value
$634,450
Shares
5,000
New
Vanguard World FDVDE
Share
0.2%
Value
$621,238
Shares
4,138
Held
AbbVieABBV
Share
0.2%
Value
$604,439
Shares
2,402
+40%
Williams CompaniesWMB
Share
0.2%
Value
$601,411
Shares
8,090
Held
Select Sector Spdr TRXLU
Share
0.2%
Value
$600,483
Shares
13,244
+14%
MerckMRK
Share
0.2%
Value
$597,816
Shares
4,652
+24%
NetflixNFLX
Share
0.2%
Value
$593,905
Shares
8,318
+8%
WalmartWMT
Share
0.2%
Value
$584,761
Shares
5,163
+10%
Trane TechnologiesTT
Share
0.2%
Value
$572,201
Shares
1,165
Held
Dominion EnergyD
Share
0.2%
Value
$571,997
Shares
8,376
+4%
Vanguard Index FDSVO
Share
0.2%
Value
$558,555
Shares
6,933
-13%
Dimensional ETF TrustDFUS
Share
0.2%
Value
$551,105
Shares
6,726
+15%
FortinetFTNT
Share
0.2%
Value
$549,499
Shares
3,577
-18%
Lam ResearchLRCX
Share
0.2%
Value
$519,996
Shares
1,200
Held
McDonald'sMCD
Share
0.2%
Value
$508,723
Shares
1,882
+40%
International Business MachinesIBM
Share
0.2%
Value
$508,428
Shares
1,808
+32%
Meta PlatformsMETA
Share
0.2%
Value
$485,556
Shares
862
+17%
Fidelity Covington TrustFNCL
Share
0.2%
Value
$478,347
Shares
6,248
-56%
AmgenAMGN
Share
0.2%
Value
$470,756
Shares
1,300
+93%
Duke EnergyDUK
Share
0.2%
Value
$460,118
Shares
3,635
Held
Arista NetworksANET
Share
0.2%
Value
$458,506
Shares
2,699
Held
Marvell TechnologyMRVL
Share
0.2%
Value
$440,579
Shares
1,479
-37%
Advanced Micro DevicesAMD
Share
0.2%
Value
$435,683
Shares
750
-25%
American ExpressAXP
Share
0.2%
Value
$421,121
Shares
1,245
Held
Vanguard World FDVAW
Share
0.2%
Value
$417,999
Shares
1,827
-5%
Vanguard World FDVCR
Share
0.2%
Value
$416,044
Shares
1,049
-9%
General ElectricGE
Share
0.2%
Value
$414,840
Shares
1,110
+42%
Emerson ElectricEMR
Share
0.2%
Value
$401,965
Shares
2,808
+12%
VisaV
Share
0.2%
Value
$401,072
Shares
1,169
+21%
Edwards LifesciencesEW
Share
0.2%
Value
$400,014
Shares
4,422
New
Lockheed MartinLMT
Share
0.2%
Value
$395,659
Shares
777
+13%
TeslaTSLA
Share
0.1%
Value
$384,008
Shares
913
Held
Parker-HannifinPH
Share
0.1%
Value
$370,707
Shares
379
Held
Spdr Gold TRGLD
Share
0.1%
Value
$367,643
Shares
998
+35%
J P Morgan Exchange Traded FJEPQ
Share
0.1%
Value
$367,531
Shares
5,980
+18%
Lowe's CompaniesLOW
Share
0.1%
Value
$353,886
Shares
1,605
+10%

Company	Share of fund	Value	Shares	Change
Ishares TRSHY	10.6%	$27m	330,048	+13%
Ishares TRIUSV	8.8%	$23m	204,617	Held
Ishares TRIUSG	8.7%	$22m	118,414	Held
Spdr Series TrustBILS	6.3%	$16m	163,150	+2%
Dimensional ETF TrustDFAI	5.5%	$14m	340,796	+18%
IntelINTC	4.8%	$12m	87,886	+55%
Invesco Exchange Traded FD TRSP	3.5%	$9m	42,281	-6%
AppleAAPL	2.7%	$7m	24,073	+31%
Dimensional ETF TrustDFAS	2.4%	$6m	75,923	Held
Ishares TRIJH	2.2%	$6m	72,710	Held
Vanguard Index FDSVTV	2.0%	$5m	23,533	-2%
Vanguard Index FDSVUG	1.9%	$5m	57,199	Held
IsharesEMXC	1.9%	$5m	47,190	Held
Ishares TRIEFA	1.6%	$4m	42,388	Held
NvidiaNVDA	1.5%	$4m	18,738	+7%
Vanguard World FDVGT	1.1%	$3m	23,522	-10%
Goldman Sachs ETF TRGBIL	1.0%	$3m	26,137	+41%
AlphabetGOOGL	0.9%	$2m	6,822	+9%
MicrosoftMSFT	0.9%	$2m	6,461	Held
Amazon.comAMZN	0.9%	$2m	10,045	+6%
Vanguard Malvern FDSVTIP	0.9%	$2m	47,133	+78%
Ishares TRSHV	0.8%	$2m	19,069	+31%
JPMorgan ChaseJPM	0.8%	$2m	6,262	+9%
Johnson & JohnsonJNJ	0.8%	$2m	8,066	+58%
Invesco QQQ TRQQQ	0.8%	$2m	2,721	Held
Fidelity Covington TrustFREL	0.7%	$2m	60,592	+6%
Vanguard Specialized FundsVIG	0.7%	$2m	7,429	Held
Procter & GamblePG	0.7%	$2m	11,641	+20%
CaterpillarCAT	0.6%	$2m	1,515	+17%
Applied MaterialsAMAT	0.6%	$2m	2,213	Held
Vanguard Whitehall FDSVYM	0.6%	$2m	9,734	Held
Eli LillyLLY	0.6%	$2m	1,273	+9%
Vanguard World FDVIS	0.6%	$1m	4,112	+10%
Vanguard Tax-Managed FDSVEA	0.6%	$1m	20,518	Held
Ishares TRIVV	0.6%	$1m	1,952	-4%
Vanguard Index FDSVTI	0.6%	$1m	3,822	Held
Ishares TRIJR	0.5%	$1m	8,996	Held
Micron TechnologyMU	0.5%	$1m	1,037	-5%
Vanguard World FDVFH	0.5%	$1m	9,078	+29%
State STR Spdr S&P 500 ETF TSPY	0.4%	$1m	1,356	-13%
AlphabetGOOG	0.4%	$995,263	2,817	Held
Fidelity Covington TrustFHLC	0.4%	$980,612	12,694	-9%
Cisco SystemsCSCO	0.4%	$952,796	8,112	+98%
EatonETN	0.4%	$952,046	2,234	+92%
QualcommQCOM	0.4%	$933,700	5,053	+22%
Berkshire HathawayBRK-B	0.4%	$922,629	1,844	+7%
Home DepotHD	0.4%	$918,936	2,606	+52%
Vanguard Star FDSVXUS	0.4%	$907,295	10,613	+6%
Vanguard World FDVDC	0.4%	$898,803	3,986	-14%
Vanguard Index FDSVB	0.3%	$896,932	2,959	-3%
Fidelity Covington TrustFCOM	0.3%	$884,272	12,727	-25%
Vanguard Admiral FDSVOOG	0.3%	$838,758	10,152	Held
Vanguard Scottsdale FDSVGSH	0.3%	$779,296	13,390	+14%
Select Sector Spdr TRXLE	0.3%	$772,113	14,538	-18%
OracleORCL	0.3%	$762,269	5,201	+6%
Ishares TRITOT	0.3%	$748,088	4,554	-14%
Goldman Sachs GroupGS	0.3%	$745,380	737	+3%
BroadcomAVGO	0.3%	$712,437	1,886	-4%
ChevronCVX	0.3%	$702,822	4,240	+42%
Park NationalPRK	0.3%	$671,045	3,667	Held
Select Sector Spdr TRXLY	0.3%	$658,527	5,615	-30%
ExxonMobil HoldingsXOM	0.3%	$655,504	4,795	+4%
StrykerSYK	0.3%	$648,570	2,060	New
Ishares TRHDV	0.2%	$636,875	23,235	+7%
ACM ResearchACMR	0.2%	$634,450	5,000	New
Vanguard World FDVDE	0.2%	$621,238	4,138	Held
AbbVieABBV	0.2%	$604,439	2,402	+40%
Williams CompaniesWMB	0.2%	$601,411	8,090	Held
Select Sector Spdr TRXLU	0.2%	$600,483	13,244	+14%
MerckMRK	0.2%	$597,816	4,652	+24%
NetflixNFLX	0.2%	$593,905	8,318	+8%
WalmartWMT	0.2%	$584,761	5,163	+10%
Trane TechnologiesTT	0.2%	$572,201	1,165	Held
Dominion EnergyD	0.2%	$571,997	8,376	+4%
Vanguard Index FDSVO	0.2%	$558,555	6,933	-13%
Dimensional ETF TrustDFUS	0.2%	$551,105	6,726	+15%
FortinetFTNT	0.2%	$549,499	3,577	-18%
Lam ResearchLRCX	0.2%	$519,996	1,200	Held
McDonald'sMCD	0.2%	$508,723	1,882	+40%
International Business MachinesIBM	0.2%	$508,428	1,808	+32%
Meta PlatformsMETA	0.2%	$485,556	862	+17%
Fidelity Covington TrustFNCL	0.2%	$478,347	6,248	-56%
AmgenAMGN	0.2%	$470,756	1,300	+93%
Duke EnergyDUK	0.2%	$460,118	3,635	Held
Arista NetworksANET	0.2%	$458,506	2,699	Held
Marvell TechnologyMRVL	0.2%	$440,579	1,479	-37%
Advanced Micro DevicesAMD	0.2%	$435,683	750	-25%
American ExpressAXP	0.2%	$421,121	1,245	Held
Vanguard World FDVAW	0.2%	$417,999	1,827	-5%
Vanguard World FDVCR	0.2%	$416,044	1,049	-9%
General ElectricGE	0.2%	$414,840	1,110	+42%
Emerson ElectricEMR	0.2%	$401,965	2,808	+12%
VisaV	0.2%	$401,072	1,169	+21%
Edwards LifesciencesEW	0.2%	$400,014	4,422	New
Lockheed MartinLMT	0.2%	$395,659	777	+13%
TeslaTSLA	0.1%	$384,008	913	Held
Parker-HannifinPH	0.1%	$370,707	379	Held
Spdr Gold TRGLD	0.1%	$367,643	998	+35%
J P Morgan Exchange Traded FJEPQ	0.1%	$367,531	5,980	+18%
Lowe's CompaniesLOW	0.1%	$353,886	1,605	+10%

Showing the largest 100 of 134.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 45.4% since 30 June 2025.

Where the money is

Technology14.1%

Health care2.8%

Industrials2.4%

Financial services2.2%

Retail & consumer2.0%

Media & telecom1.8%

Everyday goods1.1%

Energy0.8%

Utilities0.4%

Materials0.1%

Real estate0.1%

Other72.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.