Birchcreek Wealth Management, LLC

Q4 2025 13F-HR Holdings

Location
Miami Township, OH
Holdings as of
12/31/2025
Date filed
1/16/2026
Form type
13F-HR
Num holdings
113
Total value ($000)
$203,650
Net value change ($000)
+10,110 (5.2%)
New positions
7
Sold out positions
9
Turnover %
2.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/28/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAI 10,179 2525.8%
IUSV 3,608 21.4%
SHY 3,545 17.7%
BILS 2,273 17.1%
RSP 965 12.8%
DFAS 627 13.7%
EMXC 579 20.8%
IJH 522 12.6%
VTIP 449 NEW
GBIL 419 34.1%
Top Reduces (Value $000, Stocks/ETFs)
IEFA -7,224 -66.2%
VGT -1,124 -31.1%
XLY -607 -40.9%
SHV -494 -23.6%
FNCL -484 -31.8%
MSFT -437 -12.4%
VIS -422 -27.4%
ORCL -381 -28.3%
FHLC -345 -24.4%
NVO -297 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type