Birchcreek Wealth Management, LLC holds a focused book of 134 reported positions worth $256.7M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Stryker Corp and trimmed Ishares Core S&P U.S. Growth. Their largest long position is Ishares 1-3 Year Treasury Bo at 11% of the reported non-option book. Cloning the disclosed picks since 2024 would be +27% (+13.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Birchcreek Wealth Management, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Growth of $10,000 cloning Birchcreek Wealth Management, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
28% mapped to company sectors
+5 sectors below the cut, 2% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Birchcreek Wealth Management, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 11 / 80 | $4.5B |
| Swiss Re Ltd | 32 / 80 | $1.0B |
| Hoffman, Alan N Investment Management | 8 / 80 | $154.1M |
| 9823 Capital, L.P. | 8 / 80 | $126.5M |
| Prosperity Advisers, LLC | 24 / 80 | $112.9M |
| XP Advisory US, Inc. | 17 / 80 | $149.2M |
| Ardent Capital Management, Inc. | 22 / 80 | $195.9M |
| Independent Investors Inc | 26 / 80 | $422.4M |
Ranked by the share of each fund's own book sitting in the names it shares with Birchcreek Wealth Management, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR 1 3 YR TREAS BD | $27.1M | 330.0K | 10.6% | ▲+13% Added · +38K sh | |
| 2 | Ishares TR CORE S&P US VLU | $22.5M | 204.6K | 8.8% | ▲+1.4% Added · +3K sh | |
| 3 | Ishares TR CORE S&P US GWT | $22.3M | 118.4K | 8.7% | ▼−0.2% Reduced · −235 sh | |
| 4 | SPDR Series Trust ST STR BL 12 ETF | $16.2M | 163.2K | 6.3% | ▲+2.2% Added · +4K sh | |
| 5 | Dimensional ETF Trust INTL CORE EQT MK | $14.1M | 340.8K | 5.5% | ▲+18% Added · +52K sh | |
| 6 | Intel Corp COM | $12.3M | 87.9K | 4.8% | ▲+55% Added · +31K sh | |
| 7 | Invesco Exchange Traded FD T S&P500 EQL WGT | $9.0M | 42.3K | 3.5% | ▼−5.5% Reduced · −2K sh | |
| 8 | Apple Inc COM | $7.0M | 24.1K | 2.7% | ▲+31% Added · +6K sh | |
| 9 | Dimensional ETF Trust US SMALL CAP ETF | $6.3M | 75.9K | 2.4% | ▲+0.4% Added · +315 sh | |
| 10 | Ishares TR CORE S&P MCP ETF | $5.6M | 72.7K | 2.2% | ▼−0.1% Reduced · −87 sh | |
| 11 | Vanguard Index FDS VALUE ETF | $5.1M | 23.5K | 2.0% | ▼−2.1% Reduced · −508 sh | |
| 12 | Vanguard Index FDS GROWTH ETF | $4.9M | 57.2K | 1.9% | ▲+490% Added · +48K sh | |
| 13 | Ishares Inc MSCI EMRG CHN | $4.8M | 47.2K | 1.9% | ▼−1.8% Reduced · −845 sh | |
| 14 | Ishares TR CORE MSCI EAFE | $4.1M | 42.4K | 1.6% | ▲+1.0% Added · +419 sh | |
| 15 | Nvidia Corporation COM | $3.7M | 18.7K | 1.5% | ▲+7.3% Added · +1K sh | |
| 16 | Vanguard World FD INF TECH ETF | $2.8M | 23.5K | 1.1% | ▲+623% Added · +20K sh | |
| 17 | Goldman Sachs ETF TR ACCES TREASURY | $2.6M | 26.1K | 1.0% | ▲+41% Added · +8K sh | |
| 18 | Alphabet Inc CAP STK CL A | $2.4M | 6.8K | 0.9% | ▲+8.9% Added · +559 sh | |
| 19 | Microsoft Corp COM | $2.4M | 6.5K | 0.9% | ▲+1.5% Added · +96 sh | |
| 20 | Amazon Com Inc COM | $2.4M | 10.0K | 0.9% | ▲+6.0% Added · +567 sh | |
| 21 | Vanguard Malvern FDS STRM INFPROIDX | $2.4M | 47.1K | 0.9% | ▲+78% Added · +21K sh | |
| 22 | Ishares TR TRUST ISHARE 0-1 | $2.1M | 19.1K | 0.8% | ▲+31% Added · +5K sh | |
| 23 | JPMorgan Chase & Co COM | $2.0M | 6.3K | 0.8% | ▲+9.4% Added · +541 sh | |
| 24 | Johnson & Johnson COM | $2.0M | 8.1K | 0.8% | ▲+58% Added · +3K sh | |
| 25 | Invesco QQQ TR UNIT SER 1 | $2.0M | 2.7K | 0.8% | ▼−0.4% Reduced · −12 sh | |
| 26 | Fidelity Covington Trust MSCI RL EST ETF | $1.8M | 60.6K | 0.7% | ▲+5.8% Added · +3K sh | |
| 27 | Vanguard Specialized Funds DIV APP ETF | $1.8M | 7.4K | 0.7% | ▼−1.6% Reduced · −125 sh | |
| 28 | Procter & Gamble Co COM | $1.7M | 11.6K | 0.7% | ▲+20% Added · +2K sh | |
| 29 | Caterpillar Inc COM | $1.6M | 1.5K | 0.6% | ▲+17% Added · +225 sh | |
| 30 | Applied Matls Inc COM | $1.6M | 2.2K | 0.6% | —Held | |
| 31 | Vanguard Whitehall FDS HIGH DIV YLD | $1.5M | 9.7K | 0.6% | ▲+0.7% Added · +69 sh | |
| 32 | Eli Lilly & Co COM | $1.5M | 1.3K | 0.6% | ▲+9.4% Added · +109 sh | |
| 33 | Vanguard World FD INDUSTRIAL ETF | $1.5M | 4.1K | 0.6% | ▲+9.9% Added · +370 sh | |
| 34 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $1.5M | 20.5K | 0.6% | ▲+0.5% Added · +111 sh | |
| 35 | Ishares TR CORE S&P500 ETF | $1.5M | 2.0K | 0.6% | ▼−3.5% Reduced · −72 sh | |
| 36 | Vanguard Index FDS TOTAL STK MKT | $1.4M | 3.8K | 0.6% | ▲+0.1% Added · +5 sh | |
| 37 | Ishares TR CORE S&P SCP ETF | $1.3M | 9.0K | 0.5% | ▼−0.4% Reduced · −36 sh | |
| 38 | Micron Technology Inc COM | $1.2M | 1.0K | 0.5% | ▼−5.5% Reduced · −60 sh | |
| 39 | Vanguard World FD FINANCIALS ETF | $1.2M | 9.1K | 0.5% | ▲+29% Added · +2K sh | |
| 40 | State STR SPDR S&P 500 ETF T TR UNIT | $1.0M | 1.4K | 0.4% | ▼−13% Reduced · −209 sh | |
| 41 | Alphabet Inc CAP STK CL C | $995K | 2.8K | 0.4% | —Held | |
| 42 | Fidelity Covington Trust MSCI HLTH CARE I | $981K | 12.7K | 0.4% | ▼−8.7% Reduced · −1K sh | |
| 43 | Cisco Sys Inc COM | $953K | 8.1K | 0.4% | ▲+98% Added · +4K sh | |
| 44 | Eaton Corp PLC SHS | $952K | 2.2K | 0.4% | ▲+92% Added · +1K sh | |
| 45 | Qualcomm Inc COM | $934K | 5.1K | 0.4% | ▲+22% Added · +900 sh | |
| 46 | Berkshire Hathaway Inc Del CL B NEW | $923K | 1.8K | 0.4% | ▲+7.1% Added · +122 sh | |
| 47 | Home Depot Inc COM | $919K | 2.6K | 0.4% | ▲+52% Added · +891 sh | |
| 48 | Vanguard Star FDS VG TL INTL STK F | $907K | 10.6K | 0.4% | ▲+6.4% Added · +643 sh | |
| 49 | Vanguard World FD CONSUM STP ETF | $899K | 4.0K | 0.4% | ▼−14% Reduced · −666 sh | |
| 50 | Vanguard Index FDS SMALL CP ETF | $897K | 3.0K | 0.3% | ▼−2.9% Reduced · −88 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Birchcreek Wealth Management, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 37d | 134 | $256.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 8, 2026 | 38d | 120 | $207.7M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 16, 2026 | 16d | 113 | $203.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 28, 2025 | 28d | 115 | $193.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 38d | 115 | $176.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 36d | 115 | $158.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 35d | 121 | $159.2M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 6, 2024 | 37d | 117 | $152.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.