Latest Birchcreek Wealth Management, LLC Stock Portfolio

Birchcreek Wealth Management, LLC Performance:

2025 Q4: -1.24%YTD: 8.29%2024: 9.92%

Performance for 2025 Q4 is -1.24%, and YTD is 8.29%, and 2024 is 9.92%.

About Birchcreek Wealth Management, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Birchcreek Wealth Management, LLC reported an equity portfolio of $203.7 Millions as of 31 Dec, 2025.

The top stock holdings of Birchcreek Wealth Management, LLC are IJR, IJR, IJR. The fund has invested 11.6% of it's portfolio in ISHARES TR and 10% of portfolio in ISHARES TR.

The fund managers got completely rid off NOVO-NORDISK A S, TJX COS INC NEW (TJX) and FIRST TR EXCHANGE TRADED FD (CARZ) stocks. They significantly reduced their stock positions in ISHARES TR (IBCE), ISHARES TR (IJR) and FIDELITY COVINGTON TRUST (FBCG). Birchcreek Wealth Management, LLC opened new stock positions in VANGUARD MALVERN FDS (VTIP), DIMENSIONAL ETF TRUST (DFAC) and SELECT SECTOR SPDR TR (XLB). The fund showed a lot of confidence in some stocks as they added substantially to DIMENSIONAL ETF TRUST (DFAC), NETFLIX INC (NFLX) and SELECT SECTOR SPDR TR (XLB).

Birchcreek Wealth Management, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Birchcreek Wealth Management, LLC made a return of -1.24% in the last quarter. In trailing 12 months, it's portfolio return was 8.29%.

Performance
S&P 500

New Buys

Ticker	$ Bought
vanguard malvern fds	448,553
dimensional etf trust	336,954
select sector spdr tr	286,808
select sector spdr tr	249,275
advanced micro devices inc	214,160
bank america corp	207,926
lam research corp	205,416

New stocks bought by Birchcreek Wealth Management, LLC

Additions

Ticker	% Inc.
dimensional etf trust	2,401
netflix inc	849
select sector spdr tr	89.76
select sector spdr tr	89.38
ishares tr	57.64
goldman sachs etf tr	34.51
ishares tr	24.34
select sector spdr tr	18.63

Additions to existing portfolio by Birchcreek Wealth Management, LLC

Reductions

Ticker	% Reduced
ishares tr	-67.05
ishares tr	-51.9
ishares tr	-46.73
fidelity covington trust	-33.02
fidelity covington trust	-31.95
vanguard world fd	-31.71
vanguard world fd	-27.93
ishares tr	-23.39

Birchcreek Wealth Management, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
novo-nordisk a s	-297,149
first tr exchange traded fd	-251,365
marvell technology inc	-217,909
tjx cos inc new	-271,446
cloudflare inc	-214,590
select sector spdr tr	-241,836
crowdstrike hldgs inc	-239,305
deere & co	-200,737

Birchcreek Wealth Management, LLC got rid off the above stocks

Sector Distribution

Birchcreek Wealth Management, LLC has about 79.2% of it's holdings in Others sector.

Sector	%
Others	79.2
Technology	8.7
Consumer Cyclical	2.3
Financial Services	2.1
Communication Services	2
Healthcare	1.7
Industrials	1.4
Consumer Defensive	1.1

Market Cap. Distribution

Birchcreek Wealth Management, LLC has about 20.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	79.2
MEGA-CAP	14.4
LARGE-CAP	5.8

Stocks belong to which Index?

About 20.1% of the stocks held by Birchcreek Wealth Management, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	79.3
S&P 500	20.1

Top 5 Winners (%)		%
MU	micron technology inc	69.9 %
LLY	eli lilly & co	39.3 %
GOOG	alphabet inc	28.1 %
GOOG	alphabet inc	26.6 %
AMAT	applied matls inc	25.5 %

Top 5 Winners ($)		$
GOOG	alphabet inc	0.5 M
IJR	ishares tr	0.5 M
IJR	ishares tr	0.4 M
LLY	eli lilly & co	0.4 M
AAPL	apple inc	0.3 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.7 %
XLB	select sector spdr tr	-48.1 %
XLB	select sector spdr tr	-44.3 %
XLB	select sector spdr tr	-43.3 %
ORCL	oracle corp	-30.3 %

Top 5 Losers ($)		$
NFLX	netflix inc	-4.7 M
XLB	select sector spdr tr	-0.8 M
XLB	select sector spdr tr	-0.6 M
ORCL	oracle corp	-0.4 M
XLB	select sector spdr tr	-0.4 M

Birchcreek Wealth Management, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Birchcreek Wealth Management, LLC

Birchcreek Wealth Management, LLC has 113 stocks in it's portfolio. About 58% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Birchcreek Wealth Management, LLC last quarter.

Last Reported on: 16 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.46	18,465	5,019,940	reduced	-6.7

AAXJ	ishares tr	0.78	14,499	1,597,080	reduced	-23.39

ABBV	abbvie inc	0.18	1,619	369,925	unchanged	0.00

AMAT	applied matls inc	0.28	2,213	568,719	unchanged	0.00

AMD	advanced micro devices inc	0.10	1,000	214,160	new

AMGN	amgen inc	0.11	680	222,571	reduced	-19.53

AMPS	ishares tr	0.27	4,465	543,032	added	24.34

AMZN	amazon com inc	1.08	9,567	2,208,330	reduced	-5.95

ANET	arista networks inc	0.18	2,732	357,974	reduced	-3.94

AVGO	broadcom inc	0.31	1,806	625,057	reduced	-23.02

AXP	american express co	0.22	1,196	442,460	reduced	-5.45

BAC	bank america corp	0.10	3,780	207,926	new

BIL	spdr series trust	7.66	157,209	15,598,200	added	17.42

BNDW	vanguard scottsdale fds	0.34	11,711	687,812	added	6.38

CARZ	first tr exchange traded fd	0.00	0.00	0.00	sold off	-100

CAT	caterpillar inc	0.32	1,139	652,499	reduced	-4.21

CRWD	crowdstrike hldgs inc	0.00	0.00	0.00	sold off	-100

CSCO	cisco sys inc	0.13	3,551	273,527	added	2.1

CSD	invesco exchange traded fd t	4.17	44,363	8,498,090	added	11.71

CVX	chevron corp new	0.24	3,179	484,511	reduced	-5.27