Birchcreek Wealth Management, LLC
•CIK: 1840341•Filing: Q4 2025
Birchcreek Wealth Management, LLC manages $204M across a diversified portfolio of 113 positions. The strategy exhibits a notable allocation to fixed income and broad market exposure, highlighted by significant holdings in SHY ($23.6M) and IUSV ($20.4M). Further concentration is evident in IUSG ($19.8M) and BILS ($15.6M), suggesting a tactical focus on defensive and income-generating assets. The remaining portfolio balances these core positions with technology and sector-specific names, including AAPL ($5.0M) and VUG ($4.7M).
Total AUM
$203.6M
QoQ Performance
+5.2%
Positions
77
Top 10 Concentration
58.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SHY
IUSV
IUSG
BILS
DFAI
SHY11.6%
IUSV10.0%
IUSG9.7%
BILS7.7%
DFAI5.2%
RSP4.2%
DFAS2.6%
AAPL2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other81.2%
Technology9.5%
Consumer2.3%
Financial2.1%
Healthcare1.7%
ETF1.3%
Industrial0.7%
Utilities0.4%
🚪 Exited Positionssold since Q3 2025
+4 more exited positions
Changes from Q3 2025
NEW7 new positions
↑32 increased
↓51 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023