Institutional Fund
Birchcreek Wealth Management, LLC
Miami Township, OHCIK 18403415 filings on record
Portfolio Value
$207.68M
Q1 2026
Holdings
120
Reported positions
New Buys
8
Opened this quarter
QoQ Change
+2.0%
from $203.65M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr11.6%
- Ishares Tr9.9%
- Ishares Tr8.9%
- Spdr Series Trust7.6%
- Dimensional ETF Trust5.4%
- Invesco Exchange Traded Fd T4.1%
- Other52.4%
Portfolio Holdings
120 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 292.4K | $24.15M | 11.6% | +8.0K | Added |
| 2 | Ishares Tr | 201.8K | $20.63M | 9.9% | +2.5K | Added |
| 3 | Ishares Tr | 118.6K | $18.40M | 8.9% | +549 | Added |
| 4 | Spdr Series Trust | 159.6K | $15.87M | 7.6% | +2.4K | Added |
| 5 | Dimensional ETF Trust | 289.0K | $11.26M | 5.4% | +11.4K | Added |
| 6 | Invesco Exchange Traded Fd T | 44.7K | $8.59M | 4.1% | +386 | Added |
| 7 | Dimensional ETF Trust | 75.6K | $5.38M | 2.6% | +789 | Added |
| 8 | Ishares Tr | 72.8K | $4.92M | 2.4% | +1.9K | Added |
| 9 | Vanguard Index Fds | 24.0K | $4.72M | 2.3% | −208 | Reduced |
| 10 | Apple Inc | 18.3K | $4.65M | 2.2% | −128 | Reduced |
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