Birchcreek Wealth Management, LLC
Birchcreek Wealth Management, LLC reported 134 positions worth $256.7M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: SHY (10.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SHY | SH | $27.1M | 10.56% | 330,048 | — | — | |
| ▸ 2 | IUSV | SH | $22.5M | 8.78% | 204,617 | — | — | |
| ▸ 3 | IUSG | SH | $22.3M | 8.68% | 118,414 | — | — | |
| ▸ 4 | BILS | SH | $16.2M | 6.32% | 163,150 | — | — | |
| ▸ 5 | DFAI | SH | $14.1M | 5.48% | 340,796 | — | — | |
| ▸ 6 | INTC | SH | $12.3M | 4.78% | 87,886 | — | — | |
| ▸ 7 | RSP | SH | $9.0M | 3.50% | 42,281 | — | — | |
| ▸ 8 | AAPL | SH | $7.0M | 2.71% | 24,073 | — | — | |
| ▸ 9 | DFAS | SH | $6.3M | 2.44% | 75,923 | — | — | |
| ▸ 10 | IJH | SH | $5.6M | 2.18% | 72,710 | — | — |
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Frequently Asked Questions
What stocks does Birchcreek Wealth Management, LLC hold as of Q2 2026?
Birchcreek Wealth Management, LLC reported 134 positions worth $256.7M in its Q2 2026 13F filing. Largest positions: SHY (10.6%), IUSV (8.8%), IUSG (8.7%), BILS (6.3%) and DFAI (5.5%).
What did Birchcreek Wealth Management, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Birchcreek Wealth Management, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.