Birchcreek Wealth Management, LLC
All 13F Filings
- Location
- Miami Township, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 256,681
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 134 | 256,681 | 13F-HR | Birchcreek Wealth Management, LLC |
| Q1 2026 | 5/8/2026 | 120 | 207,678 | 13F-HR | Birchcreek Wealth Management, LLC |
| Q4 2025 | 1/16/2026 | 113 | 203,650 | 13F-HR | Birchcreek Wealth Management, LLC |
| Q3 2025 | 10/28/2025 | 115 | 193,540 | 13F-HR | Birchcreek Wealth Management, LLC |
| Q2 2025 | 8/7/2025 | 115 | 176,510 | 13F-HR | Birchcreek Wealth Management, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 73.94 K | 28.8% | 27.2 K | 0 | 27.2 K |
| ETFs | 182.7 K | 71.2% | 21.81 K | 0 | 21.81 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
256,681
Holdings
134
QoQ value change ($000)
49,003
(23.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.