account_balance
Investment manager · 13F filer · SEC CIK 1840341
Birchcreek Wealth Management, LLC
Reported value$264Mas of Sep 30, 2026
Positions138 8 new, 4 sold out
Top 10 weight56.5%SHY alone is 11%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SHYiShares Tr
10.8%Added +6%
IUSGiShares Tr
9.1%Added +5%
IUSViShares Tr
9.1%Added +6%
BILSSPDR Series Trust
6.4%Added +4%
DFAIDimensional ETF Trust
5.7%Added +7%
INTCIntel Corp
4.0%
AAPLApple Inc.
3.6%Added +19%
RSPInvesco Exchange Traded Fd T
3.5%Added +6%
DFASDimensional ETF Trust
2.3%
IJHiShares Tr
2.0%
VUGVanguard Index FDS
2.0%
VTVVanguard Index FDS
1.9%
SHYiShares Tr
10.8%Added +6%
IUSGiShares Tr
9.1%Added +5%
IUSViShares Tr
9.1%+6%
BILSSPDR Series Trust
6.4%+4%
DFAIDimensional ETF Trust
5.7%+7%
INTCIntel Corp
4.0%
AAPLApple Inc.
3.6%
RSPInvesco Exchange Traded Fd T
3.5%
DFAS
IJH
VUG
VTV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SHY iShares Tr 10.8% Added +6%
IUSG iShares Tr 9.1% Added +5%
IUSV iShares Tr 9.1% Added +6%
BILS SPDR Series Trust 6.4% Added +4%
DFAI Dimensional ETF Trust 5.7% Added +7%
INTC Intel Corp 4.0% HeldAAPL Apple Inc. 3.6% Added +19%RSP Invesco Exchange Traded Fd T 3.5% Added +6%
DFAS Dimensional ETF Trust 2.3% Added +5%
IJH iShares Tr 2.0% Added +3%
VUG Vanguard Index FDS 2.0% Held
VTV Vanguard Index FDS 1.9% Held
What changed
Biggest moves since Jun 30, 2026
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