Birchcreek Wealth Management, LLC

Q2 2026 13F-HR Holdings

Location
Miami Township, OH
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
134
Total value ($000)
$256,681
Net value change ($000)
+49,003 (23.6%)
New positions
18
Sold out positions
4
Turnover %
2.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/8/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 9,762 388.9%
IUSG 3,868 21.0%
SHY 2,952 12.2%
DFAI 2,797 24.8%
AAPL 2,312 49.7%
IUSV 1,905 9.2%
EMXC 1,050 27.8%
VTIP 1,044 78.9%
DFAS 873 16.2%
AMAT 844 111.6%
Top Reduces (Value $000, Stocks/ETFs)
FNCL -527 -52.4%
XLE -308 -28.5%
FCOM -274 -23.7%
XLP -263 -100.0%
NOC -232 -100.0%
IXUS -229 -100.0%
XLY -216 -24.7%
ENSG -202 -100.0%
VDC -146 -14.0%
NFLX -145 -19.6%
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