Sponsored

The Analysis of Birchcreek Wealth Management, LLC's Holdings & P&L

Currently, Birchcreek Wealth Management, LLC holds 120 types of securities in its portfolio with a total value $207.7M. In the most recent quarter, they have increased their positions in INTC (+29.3K shares, valued at $1.3M), VTIP (+17.4K shares, valued at $870.1K), SHY (+8.0K shares, valued at $661.1K); decreased their positions in MU (-500 shares, valued at $168.9K), NVDA (-788 shares, valued at $137.4K), PG (-445 shares, valued at $64.3K); initiated new positions in ROCK (+6.9K shares, valued at $274.5K), VGIT (+4.3K shares, valued at $257.5K), NOC (+340 shares, valued at $232.0K).

1M P&L

+7.5M+3.68%

3M P&L

-34.5M-14.00%

HY P&L

-24.9M-10.52%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A153.6M

80.5%

2Semiconductors6.7M

3.5%

3Consumer Electronics4.7M

2.4%

Top Industries by Stock Count

1N/A55 stocks

51.9%

2Semiconductors5 stocks

4.7%

3Drug Manufacturers - General4 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SHY ISHARES TR292.4K shares2.81%2026-03-312026-05-08

IUSV ISHARES TR201.8K shares1.26%2026-03-312026-05-08

IUSG ISHARES TR118.6K shares0.46%2026-03-312026-05-08

BILS SPDR SERIES TRUST159.6K shares1.50%2026-03-312026-05-08

DFAI DIMENSIONAL ETF TRUST289.0K shares4.10%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T44.7K shares0.87%2026-03-312026-05-08

DFAS DIMENSIONAL ETF TRUST75.6K shares1.05%2026-03-312026-05-08

IJH ISHARES TR72.8K shares2.67%2026-03-312026-05-08

Sponsored

VTV VANGUARD INDEX FDS24.0K shares-0.86%2026-03-312026-05-08

AAPL APPLE INC18.3K shares-0.69%2026-03-312026-05-08

VUG VANGUARD INDEX FDS9.7K shares-0.13%2026-03-312026-05-08

IEFA ISHARES TR42.0K shares1.99%2026-03-312026-05-08

EMXC ISHARES INC48.0K shares3.67%2026-03-312026-05-08

NVDA NVIDIA CORPORATION17.5K shares-4.32%2026-03-312026-05-08

INTC INTEL CORP56.9K shares106.57%2026-03-312026-05-08

MSFT MICROSOFT CORP6.4K shares0.11%2026-03-312026-05-08

Sponsored

VGT VANGUARD WORLD FD3.3K shares-1.66%2026-03-312026-05-08

AMZN AMAZON COM INC9.5K shares-0.93%2026-03-312026-05-08

GBIL GOLDMAN SACHS ETF TR18.6K shares12.74%2026-03-312026-05-08

ALPHABET INC ALPHABET INC6.3K shares-2.55%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO5.7K shares0.00%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS7.6K shares1.00%2026-03-312026-05-08

SHV ISHARES TR14.5K shares0.27%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR2.7K shares-0.18%2026-03-312026-05-08

Sponsored

FREL FIDELITY COVINGTON TRUST57.3K shares1.84%2026-03-312026-05-08

VYM VANGUARD WHITEHALL FDS9.7K shares-2.37%2026-03-312026-05-08

PG PROCTER & GAMBLE CO9.7K shares-4.40%2026-03-312026-05-08

VTIP VANGUARD MALVERN FDS26.5K shares192.08%2026-03-312026-05-08

IVV ISHARES TR2.0K shares13.45%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS20.4K shares0.00%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON5.1K shares4.07%2026-03-312026-05-08

VTI VANGUARD INDEX FDS3.8K shares0.08%2026-03-312026-05-08

Sponsored

VIS VANGUARD WORLD FD3.7K shares-0.13%2026-03-312026-05-08

FCOM FIDELITY COVINGTON TRUST17.0K shares4.09%2026-03-312026-05-08

IJR ISHARES TR9.0K shares7.23%2026-03-312026-05-08

XLE SELECT SECTOR SPDR TR17.6K shares8.86%2026-03-312026-05-08

LLY ELI LILLY & CO1.2K shares-0.43%2026-03-312026-05-08

VDC VANGUARD WORLD FD4.7K shares7.21%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T1.6K shares0.06%2026-03-312026-05-08

FNCL FIDELITY COVINGTON TRUST14.3K shares7.10%2026-03-312026-05-08

Sponsored

FHLC FIDELITY COVINGTON TRUST13.9K shares-3.25%2026-03-312026-05-08

CAT CATERPILLAR INC1.3K shares13.26%2026-03-312026-05-08

XLY SELECT SECTOR SPDR TR8.0K shares9.25%2026-03-312026-05-08

VFH VANGUARD WORLD FD7.0K shares0.00%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.7K shares-0.40%2026-03-312026-05-08

ALPHABET INC ALPHABET INC2.8K shares-1.23%2026-03-312026-05-08

VB VANGUARD INDEX FDS3.0K shares-5.28%2026-03-312026-05-08

XOM EXXON MOBIL CORP4.6K shares-2.59%2026-03-312026-05-08

Sponsored

VXUS VANGUARD STAR FDS10.0K shares0.36%2026-03-312026-05-08

AMAT APPLIED MATLS INC2.2K shares0.00%2026-03-312026-05-08

ITOT ISHARES TR5.3K shares50.37%2026-03-312026-05-08

NFLX NETFLIX INC.7.7K shares0.03%2026-03-312026-05-08

ORCL ORACLE CORP4.9K shares-0.69%2026-03-312026-05-08

VDE VANGUARD WORLD FD4.1K shares-7.87%2026-03-312026-05-08

VOOG VANGUARD ADMIRAL FDS INC1.7K shares0.00%2026-03-312026-05-08

VGSH VANGUARD SCOTTSDALE FDS11.8K shares0.46%2026-03-312026-05-08

Sponsored

CVX CHEVRON CORPORATION3.0K shares-6.29%2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC717 shares0.00%2026-03-312026-05-08

BROADCOM INC BROADCOM INC2.0K shares8.31%2026-03-312026-05-08

PRK PARK NATL CORP3.7K shares0.00%2026-03-312026-05-08

WMB WILLIAMS COS INC8.1K shares0.00%2026-03-312026-05-08

HDV ISHARES TR4.3K shares-3.07%2026-03-312026-05-08

WMT WALMART INC4.7K shares0.00%2026-03-312026-05-08

VO VANGUARD INDEX FDS2.0K shares-8.13%2026-03-312026-05-08

Sponsored

HD HOME DEPOT INC1.7K shares0.00%2026-03-312026-05-08

QCOM QUALCOMM INC4.2K shares0.02%2026-03-312026-05-08

XLU SELECT SECTOR SPDR TR11.6K shares4.22%2026-03-312026-05-08

D DOMINION ENERGY INC8.1K shares0.00%2026-03-312026-05-08

TT TRANE TECHNOLOGIES PLC1.2K shares-1.43%2026-03-312026-05-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.6K shares0.00%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC3.8K shares31.93%2026-03-312026-05-08

VAW VANGUARD WORLD FD1.9K shares9.78%2026-03-312026-05-08

Sponsored

META META PLATFORMS INC736 shares-3.03%2026-03-312026-05-08

MCD MCDONALDS CORP1.3K shares12.53%2026-03-312026-05-08

EATON CORP PLC EATON CORP PLC1.2K shares0.00%2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP689 shares-1.01%2026-03-312026-05-08

DFUS DIMENSIONAL ETF TRUST5.9K shares29.08%2026-03-312026-05-08

VCR VANGUARD WORLD FD1.1K shares0.00%2026-03-312026-05-08

VHT VANGUARD WORLD FD1.4K shares4.03%2026-03-312026-05-08

AXP AMERICAN EXPRESS CO1.2K shares4.10%2026-03-312026-05-08

Sponsored

ABBV ABBVIE INC1.7K shares6.18%2026-03-312026-05-08

MU MICRON TECHNOLOGY INC1.1K shares-31.31%2026-03-312026-05-08

FTNT FORTINET INC4.4K shares-1.68%2026-03-312026-05-08

LOW LOWES COS INC1.5K shares0.00%2026-03-312026-05-08

TSLA TESLA INC922 shares0.00%2026-03-312026-05-08

PH PARKER-HANNIFIN CORP379 shares0.00%2026-03-312026-05-08

ARISTA NETWORKS INC ARISTA NETWORKS INC2.7K shares-1.21%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS1.4K shares-11.76%2026-03-312026-05-08

Sponsored

EMR EMERSON ELEC CO2.5K shares0.00%2026-03-312026-05-08

GLD SPDR GOLD TR742 shares0.00%2026-03-312026-05-08

CSCO CISCO SYS INC4.1K shares15.52%2026-03-312026-05-08

KR KROGER CO4.3K shares-0.44%2026-03-312026-05-08

XLRE SELECT SECTOR SPDR TR7.4K shares4.56%2026-03-312026-05-08

V VISA INC969 shares0.00%2026-03-312026-05-08

JEPQ J P MORGAN EXCHANGE TRADED F5.1K shares0.00%2026-03-312026-05-08

VOOV VANGUARD ADMIRAL FDS INC1.4K shares0.00%2026-03-312026-05-08

Sponsored

ROCK GIBRALTAR INDS INC6.9K sharesnew addition2026-03-312026-05-08

VNQ VANGUARD INDEX FDS3.1K shares1.05%2026-03-312026-05-08

DVY ISHARES TR1.8K shares0.11%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS441 shares0.00%2026-03-312026-05-08

XLP SELECT SECTOR SPDR TR3.2K shares0.00%2026-03-312026-05-08

VGIT VANGUARD SCOTTSDALE FDS4.3K sharesnew addition2026-03-312026-05-08

LAM RESEARCH CORP LAM RESEARCH CORP1.2K shares0.00%2026-03-312026-05-08

ORLY OREILLY AUTOMOTIVE INC2.7K shares0.59%2026-03-312026-05-08

Sponsored

USB US BANCORP4.7K shares0.00%2026-03-312026-05-08

RTX RTX CORPORATION1.3K shares0.00%2026-03-312026-05-08

OEF ISHARES TR748 shares-4.47%2026-03-312026-05-08

AMGN AMGEN INC674 shares-0.88%2026-03-312026-05-08

NOC NORTHROP GRUMMAN CORP340 sharesnew addition2026-03-312026-05-08

XLI SELECT SECTOR SPDR TR1.4K shares0.00%2026-03-312026-05-08

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.3K sharesnew addition2026-03-312026-05-08

IXUS ISHARES TR2.6K sharesnew addition2026-03-312026-05-08

Sponsored

GE AEROSPACE GE AEROSPACE779 shares6.13%2026-03-312026-05-08

RCL ROYAL CARIBBEAN GROUP800 shares0.00%2026-03-312026-05-08

DE DEERE & CO390 sharesnew addition2026-03-312026-05-08

BAC BANK AMERICA CORP4.3K shares12.49%2026-03-312026-05-08

NET CLOUDFLARE INC1.0K sharesnew addition2026-03-312026-05-08

AMD ADVANCED MICRO DEVICES INC1.0K shares0.00%2026-03-312026-05-08

ENSG ENSIGN GROUP INC1.0K sharesnew addition2026-03-312026-05-08

QS QUANTUMSCAPE CORP25.7K shares-1.03%2026-03-312026-05-08

Sponsored

SHY

ISHARES TR

2.81%

Shares292.4K

Event2026-03-31

Filed2026-05-08

IUSV

ISHARES TR

1.26%

Shares201.8K

Event2026-03-31

Filed2026-05-08

IUSG

ISHARES TR

0.46%

Shares118.6K

Event2026-03-31

Filed2026-05-08

BILS

SPDR SERIES TRUST

1.50%

Shares159.6K

Event2026-03-31

Filed2026-05-08

DFAI

DIMENSIONAL ETF TRUST

4.10%

Shares289.0K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

0.87%

Shares44.7K

Event2026-03-31

Filed2026-05-08

DFAS

DIMENSIONAL ETF TRUST

1.05%

Shares75.6K

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR

2.67%

Shares72.8K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

-0.86%

Shares24.0K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-0.69%

Shares18.3K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

-0.13%

Shares9.7K

Event2026-03-31

Filed2026-05-08

IEFA

ISHARES TR

1.99%

Shares42.0K

Event2026-03-31

Filed2026-05-08

EMXC

ISHARES INC

3.67%

Shares48.0K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

-4.32%

Shares17.5K

Event2026-03-31

Filed2026-05-08

INTC

INTEL CORP

106.57%

Shares56.9K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

0.11%

Shares6.4K

Event2026-03-31

Filed2026-05-08

VGT

VANGUARD WORLD FD

-1.66%

Shares3.3K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

-0.93%

Shares9.5K

Event2026-03-31

Filed2026-05-08

GBIL

GOLDMAN SACHS ETF TR

12.74%

Shares18.6K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-2.55%

Shares6.3K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

1.00%

Shares7.6K

Event2026-03-31

Filed2026-05-08

SHV

ISHARES TR

0.27%

Shares14.5K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

-0.18%

Shares2.7K

Event2026-03-31

Filed2026-05-08

FREL

FIDELITY COVINGTON TRUST

1.84%

Shares57.3K

Event2026-03-31

Filed2026-05-08

VYM

VANGUARD WHITEHALL FDS

-2.37%

Shares9.7K

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO

-4.40%

Shares9.7K

Event2026-03-31

Filed2026-05-08

VTIP

VANGUARD MALVERN FDS

192.08%

Shares26.5K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

13.45%

Shares2.0K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares20.4K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

4.07%

Shares5.1K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

0.08%

Shares3.8K

Event2026-03-31

Filed2026-05-08

VIS

VANGUARD WORLD FD

-0.13%

Shares3.7K

Event2026-03-31

Filed2026-05-08

FCOM

FIDELITY COVINGTON TRUST

4.09%

Shares17.0K

Event2026-03-31

Filed2026-05-08

IJR

ISHARES TR

7.23%

Shares9.0K

Event2026-03-31

Filed2026-05-08

XLE

SELECT SECTOR SPDR TR

8.86%

Shares17.6K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

-0.43%

Shares1.2K

Event2026-03-31

Filed2026-05-08

VDC

VANGUARD WORLD FD

7.21%

Shares4.7K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

0.06%

Shares1.6K

Event2026-03-31

Filed2026-05-08

FNCL

FIDELITY COVINGTON TRUST

7.10%

Shares14.3K

Event2026-03-31

Filed2026-05-08

FHLC

FIDELITY COVINGTON TRUST

-3.25%

Shares13.9K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

13.26%

Shares1.3K

Event2026-03-31

Filed2026-05-08

XLY

SELECT SECTOR SPDR TR

9.25%

Shares8.0K

Event2026-03-31

Filed2026-05-08

VFH

VANGUARD WORLD FD

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

-0.40%

Shares1.7K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-1.23%

Shares2.8K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

-5.28%

Shares3.0K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

-2.59%

Shares4.6K

Event2026-03-31

Filed2026-05-08

VXUS

VANGUARD STAR FDS

0.36%

Shares10.0K

Event2026-03-31

Filed2026-05-08

AMAT

APPLIED MATLS INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-08

ITOT

ISHARES TR

50.37%

Shares5.3K

Event2026-03-31

Filed2026-05-08

NFLX

NETFLIX INC.

0.03%

Shares7.7K

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORP

-0.69%

Shares4.9K

Event2026-03-31

Filed2026-05-08

VDE

VANGUARD WORLD FD

-7.87%

Shares4.1K

Event2026-03-31

Filed2026-05-08

VOOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-08

VGSH

VANGUARD SCOTTSDALE FDS

0.46%

Shares11.8K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION

-6.29%

Shares3.0K

Event2026-03-31

Filed2026-05-08

GOLDMAN SACHS GROUP INC

0.00%

Shares717

Event2026-03-31

Filed2026-05-08

BROADCOM INC

8.31%

Shares2.0K

Event2026-03-31

Filed2026-05-08

PRK

PARK NATL CORP

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-08

WMB

WILLIAMS COS INC

0.00%

Shares8.1K

Event2026-03-31

Filed2026-05-08

HDV

ISHARES TR

-3.07%

Shares4.3K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

-8.13%

Shares2.0K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-08

QCOM

QUALCOMM INC

0.02%

Shares4.2K

Event2026-03-31

Filed2026-05-08

XLU

SELECT SECTOR SPDR TR

4.22%

Shares11.6K

Event2026-03-31

Filed2026-05-08

DOMINION ENERGY INC

0.00%

Shares8.1K

Event2026-03-31

Filed2026-05-08

TRANE TECHNOLOGIES PLC

-1.43%

Shares1.2K

Event2026-03-31

Filed2026-05-08

DUKE ENERGY CORP NEW

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

31.93%

Shares3.8K

Event2026-03-31

Filed2026-05-08

VAW

VANGUARD WORLD FD

9.78%

Shares1.9K

Event2026-03-31

Filed2026-05-08