Birchcreek Wealth Management, LLC

Q1 2026 13F-HR Holdings

Location
Miami Township, OH
Holdings as of
3/31/2026
Date filed
5/8/2026
Form type
13F-HR
Num holdings
120
Total value ($000)
$207,678
Net value change ($000)
+4,028 (2.0%)
New positions
8
Sold out positions
1
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
INTC 1,494 147.0%
VTIP 874 194.7%
DFAI 679 6.4%
SHY 590 2.5%
EMXC 410 12.2%
XLE 356 49.2%
ROCK 275 NEW
BILS 269 1.7%
CAT 262 40.2%
VGIT 257 NEW
Top Reduces (Value $000, Stocks/ETFs)
IUSG -1,430 -7.2%
MSFT -719 -23.4%
VUG -502 -10.6%
AAPL -366 -7.3%
NVDA -358 -10.5%
ORCL -241 -25.0%
AMZN -234 -10.6%
UNH -232 -100.0%
VGT -224 -9.0%
GOOGL -211 -10.5%
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