Birchcreek Wealth Management, LLC Top Holdings and 13F Report (2025) About Birchcreek Wealth Management, LLCInvestment ActivityBirchcreek Wealth Management, LLC has $159.21 million in total holdings as of December 31, 2024.Birchcreek Wealth Management, LLC owns shares of 121 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 9.47% of the portfolio was purchased this quarter.About 5.44% of the portfolio was sold this quarter.This quarter, Birchcreek Wealth Management, LLC has purchased 117 new stocks and bought additional shares in 51 stocks.Birchcreek Wealth Management, LLC sold shares of 37 stocks and completely divested from 10 stocks this quarter.Largest Holdings iShares 1-3 Year Treasury Bond ETF $15,757,985iShares Core S&P U.S. Growth ETF $14,298,484iShares Core S&P U.S. Value ETF $11,942,443SPDR Bloomberg 3-12 Month T-Bill ETF $11,226,448iShares Core MSCI EAFE ETF $7,393,757 Largest New Holdings this Quarter Goldman Sachs Access Treasury 0-1 Year ETF $599,520 HoldingEaton $580,109 HoldingARISTA NETWORKS INC $515,180 HoldingThe Goldman Sachs Group $251,953 HoldingRoyal Caribbean Cruises $242,225 Holding Largest Purchases this Quarter SPDR Bloomberg 3-12 Month T-Bill ETF 37,529 shares (about $3.72M)iShares 1-3 Year Treasury Bond ETF 25,035 shares (about $2.05M)Dimensional U.S. Small Cap ETF 12,712 shares (about $827.30K)iShares Core MSCI EAFE ETF 10,478 shares (about $736.40K)Goldman Sachs Access Treasury 0-1 Year ETF 6,000 shares (about $599.52K) Largest Sales this Quarter iShares Short Treasury Bond ETF 21,621 shares (about $2.38M)iShares Core S&P Small-Cap ETF 5,448 shares (about $627.74K)Vanguard Information Technology ETF 632 shares (about $393.00K)NVIDIA 2,221 shares (about $298.26K)Microsoft 702 shares (about $295.90K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBirchcreek Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSHYiShares 1-3 Year Treasury Bond ETF$15,757,985$2,052,374 ▲15.0%192,2179.9%ManufacturingIUSGiShares Core S&P U.S. Growth ETF$14,298,484$213,206 ▼-1.5%102,6089.0%ManufacturingIUSViShares Core S&P U.S. Value ETF$11,942,443$570,447 ▲5.0%128,9827.5%ManufacturingBILSSPDR Bloomberg 3-12 Month T-Bill ETF$11,226,448$3,720,997 ▲49.6%113,2277.1%ETFIEFAiShares Core MSCI EAFE ETF$7,393,757$736,396 ▲11.1%105,2044.6%ETFRSPInvesco S&P 500 Equal Weight ETF$5,591,629$154,028 ▲2.8%31,9103.5%ETFAAPLApple$5,133,651$58,599 ▼-1.1%20,5003.2%Computer and TechnologyVTVVanguard Value ETF$4,195,762$78,555 ▲1.9%24,7832.6%ETFVUGVanguard Growth ETF$3,583,609$36,119 ▲1.0%8,7312.3%ETFVGTVanguard Information Technology ETF$3,068,128$392,999 ▼-11.4%4,9341.9%ETFMSFTMicrosoft$3,053,810$295,897 ▼-8.8%7,2451.9%Computer and TechnologyIJHiShares Core S&P Mid-Cap ETF$2,974,066$89,041 ▲3.1%47,7301.9%ETFDFASDimensional U.S. Small Cap ETF$2,824,357$827,301 ▲41.4%43,3981.8%ETFNVDANVIDIA$2,551,433$298,265 ▼-10.5%18,9991.6%Computer and TechnologySHViShares Short Treasury Bond ETF$2,430,257$2,380,707 ▼-49.5%22,0711.5%ETFAMZNAmazon.com$2,083,327$44,975 ▲2.2%9,4961.3%Retail/WholesalePGProcter & Gamble$1,861,907$88,854 ▲5.0%11,1061.2%Consumer StaplesJPMJPMorgan Chase & Co.$1,714,638$57,770 ▲3.5%7,1531.1%FinanceEMXCiShares MSCI Emerging Markets ex China ETF$1,714,545$230,780 ▲15.6%30,9211.1%ManufacturingGOOGLAlphabet$1,486,762$34,831 ▲2.4%7,8540.9%Computer and TechnologyQQQInvesco QQQ$1,424,790$24,028 ▲1.7%2,7870.9%FinanceVIGVanguard Dividend Appreciation ETF$1,376,293$9,791 ▲0.7%7,0280.9%ETFLLYEli Lilly and Company$1,322,916$166,715 ▼-11.2%1,7140.8%MedicalFNCLFidelity MSCI Financials Index ETF$1,319,961$30,082 ▲2.3%19,2190.8%ETFVYMVanguard High Dividend Yield ETF$1,294,018$510 ▼0.0%10,1420.8%ETFIVViShares Core S&P 500 ETF$1,268,154$132,467 ▼-9.5%2,1540.8%ETFVISVanguard Industrials ETF$1,246,259$34,851 ▼-2.7%4,8990.8%ETFIJRiShares Core S&P Small-Cap ETF$1,183,693$627,739 ▼-34.7%10,2730.7%ETFXLYConsumer Discretionary Select Sector SPDR Fund$1,094,604$213,581 ▼-16.3%4,8790.7%FinanceVXUSVanguard Total International Stock ETF$1,086,433$13,024 ▼-1.2%18,4360.7%ETFFHLCFidelity MSCI Health Care Index ETF$1,081,869$155,402 ▼-12.6%16,5550.7%ETFVTIVanguard Total Stock Market ETF$1,074,3260.0%3,7070.7%ETFFCOMFidelity MSCI Communication Services Index ETF$1,052,961$141,232 ▲15.5%17,9380.7%ETFFRELFidelity MSCI Real Estate Index ETF$971,153$49,636 ▲5.4%35,9420.6%ETFVDCVanguard Consumer Staples ETF$949,942$87,300 ▲10.1%4,4940.6%ETFNFLXNetflix$918,060$78,436 ▼-7.9%1,0300.6%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$911,9740.0%1,5560.6%FinanceBRK.BBerkshire Hathaway$835,767$18,583 ▲2.3%1,8440.5%FinanceVEAVanguard FTSE Developed Markets ETF$833,742$2,726 ▲0.3%17,4350.5%ETFVBVanguard Small-Cap ETF$788,599$31,957 ▲4.2%3,2820.5%ETFJNJJohnson & Johnson$773,283$76,070 ▲10.9%5,3470.5%MedicalVFHVanguard Financials ETF$772,532$68,126 ▲9.7%6,5430.5%ETFORCLOracle$735,0490.0%4,4110.5%Computer and TechnologyHDHome Depot$718,2490.0%1,8460.5%Retail/WholesaleVGSHVanguard Short-Term Treasury Index ETF$676,257$154,287 ▲29.6%11,6240.4%ETFPRKPark National$670,814$42,001 ▼-5.9%3,9130.4%FinanceTTTrane Technologies$634,835$65,736 ▲11.6%1,7190.4%ConstructionVDEVanguard Energy ETF$606,671$82,491 ▲15.7%5,0010.4%ETFMETAMeta Platforms$603,737$108,919 ▲22.0%1,0310.4%Computer and TechnologyGBILGoldman Sachs Access Treasury 0-1 Year ETF$599,520$599,520 ▲New Holding6,0000.4%ETFQCOMQUALCOMM$588,057$32,414 ▲5.8%3,8280.4%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$585,315$67,157 ▲13.0%6,8330.4%ETFETNEaton$580,109$580,109 ▲New Holding1,7480.4%Industrial ProductsMRKMerck & Co., Inc.$570,715$81,076 ▲16.6%5,7370.4%MedicalGOOGAlphabet$548,467$25,709 ▲4.9%2,8800.3%Computer and TechnologyAVGOBroadcom$523,495$204,019 ▲63.9%2,2580.3%Computer and TechnologyXOMExxon Mobil$519,812$43,031 ▼-7.6%4,8320.3%Oils/EnergyDVYiShares Select Dividend ETF$517,456$3,808 ▲0.7%3,9410.3%ETFARISTA NETWORKS INC$515,180$515,180 ▲New Holding4,6610.3%COM SHSFTNTFortinet$496,492$1,417 ▼-0.3%5,2550.3%Computer and TechnologyVCRVanguard Consumer Discretionary ETF$492,123$8,634 ▼-1.7%1,3110.3%ETFCVXChevron$486,0830.0%3,3560.3%Oils/EnergyVOVanguard Mid-Cap ETF$479,072$4,490 ▼-0.9%1,8140.3%ETFCATCaterpillar$476,6670.0%1,3140.3%Industrial ProductsVOOGVanguard S&P 500 Growth ETF$475,512$71,016 ▲17.6%1,2990.3%ETFIBMInternational Business Machines$475,308$140,482 ▲42.0%2,1620.3%Computer and TechnologyOEFiShares S&P 100 ETF$470,2480.0%1,6280.3%ETFINTCIntel$467,887$163,448 ▼-25.9%23,3360.3%Computer and TechnologyAXPAmerican Express$466,064$59,965 ▼-11.4%1,5700.3%FinancePEPPepsiCo$463,935$8,059 ▼-1.7%3,0510.3%Consumer StaplesWMTWalmart$462,5200.0%5,1190.3%Retail/WholesaleJEPQJPMorgan Nasdaq Equity Premium Income ETF$447,3190.0%7,9340.3%ETFWMBWilliams Companies$437,8310.0%8,0900.3%Oils/EnergyDDominion Energy$433,6270.0%8,0510.3%UtilitiesLMTLockheed Martin$424,226$3,888 ▲0.9%8730.3%AerospaceAMATApplied Materials$403,8100.0%2,4830.3%Computer and TechnologyTSLATesla$399,398$28,269 ▼-6.6%9890.3%Auto/Tires/TrucksKRKroger$396,734$16,694 ▲4.4%6,4880.2%Retail/WholesaleLOWLowe's Companies$393,646$15,055 ▼-3.7%1,5950.2%Retail/WholesaleDUKDuke Energy$391,6350.0%3,6350.2%UtilitiesVHTVanguard Health Care ETF$389,922$158,556 ▲68.5%1,5370.2%ETFNVONovo Nordisk A/S$385,482$166,804 ▲76.3%4,4810.2%MedicalXLUUtilities Select Sector SPDR Fund$380,115$9,537 ▼-2.4%5,0220.2%ETFTSMTaiwan Semiconductor Manufacturing$365,825$36,938 ▲11.2%1,8520.2%Computer and TechnologyUNHUnitedHealth Group$347,526$81,444 ▼-19.0%6870.2%MedicalEMREmerson Electric$347,5000.0%2,8040.2%Industrial ProductsNOCNorthrop Grumman$347,2560.0%7400.2%AerospaceMCDMcDonald's$346,998$53,919 ▲18.4%1,1970.2%Retail/WholesaleHDViShares Core High Dividend ETF$344,966$41,311 ▲13.6%3,0730.2%ETFCOSTCostco Wholesale$342,594$116,335 ▼-25.3%3740.2%Retail/WholesaleAMPAmeriprise Financial$341,230$54,831 ▲19.1%6410.2%FinanceUNPUnion Pacific$336,600$44,698 ▼-11.7%1,4760.2%TransportationAMGNAmgen$328,751$94,376 ▲40.3%1,2610.2%MedicalABBVAbbVie$322,5260.0%1,8150.2%MedicalCMGChipotle Mexican Grill$313,569$57,829 ▼-15.6%5,2000.2%Retail/WholesaleVVisa$310,035$33,500 ▼-9.8%9810.2%Business ServicesVAWVanguard Materials ETF$288,147$1,315 ▲0.5%1,5340.2%ETFVNQVanguard Real Estate ETF$271,004$178 ▲0.1%3,0420.2%ETFBXBlackstone$262,286$42,938 ▼-14.1%1,5210.2%FinanceGSThe Goldman Sachs Group$251,953$251,953 ▲New Holding4400.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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