Birchcreek Wealth Management, LLC

13F filer, CIK 1840341, MIAMI TOWNSHIP, OH

Birchcreek Wealth Management, LLC reported $152,604,116 across 117 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-06. Its ten largest share positions make up 50.58% of the portfolio.

Filed 2024-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001951757-24-001182

Period: 2024-09-30
Reported value: $153M
Holdings: 117
Top 10 weight: 50.58%
New: 7
Sold out: 41

Largest buys vs the previous quarter

Security	Shares change	Approx. value
BILSnew	+75,698	$7.54M
SHYadded	+33,982	$2.83M
DFASadded	+25,627	$1.66M
IUSVadded	+4,426	$423K
IEFAadded	+4,378	$342K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
SHVreduced	-74,806	-$8.28M
XLKexited	-16,928	-$3.83M
IJRreduced	-16,643	-$1.95M
XLVexited	-12,912	-$1.88M
XLYreduced	-7,568	-$1.52M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001951757-24-001182, largest first. % of portfolio is the value over $152,604,116, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
SHYISHARES TR	167,182	$13.9M	9.11%	+33,982	Timeline
IUSGISHARES TR	104,138	$13.7M	9%	-163	Timeline
IUSVISHARES TR	122,821	$11.7M	7.69%	+4,426	Timeline
BILSSPDR SERIES TRUST	75,698	$7.54M	4.94%	new	Timeline
IEFAISHARES TR	94,726	$7.39M	4.84%	+4,378	Timeline
RSPINVESCO EXCHANGE TRADED FD T	31,031	$5.56M	3.64%	+632	Timeline
SHVISHARES TR	43,692	$4.83M	3.17%	-74,806	Timeline
AAPLAPPLE INC	20,734	$4.83M	3.17%	-1,027	Timeline
VTVVANGUARD INDEX FDS	24,319	$4.25M	2.78%	-2,788	Timeline
MSFTMICROSOFT CORP	7,947	$3.42M	2.24%	-56	Timeline
VUGVANGUARD INDEX FDS	8,643	$3.32M	2.17%	-2,307	Timeline
VGTVANGUARD WORLD FD	5,566	$3.26M	2.14%	+51	Timeline
IJHISHARES TR	46,301	$2.89M	1.89%	+983	Timeline
NVDANVIDIA CORPORATION	21,220	$2.58M	1.69%	-4,123	Timeline
DFASDIMENSIONAL ETF TRUST	30,686	$1.99M	1.3%	+25,627	Timeline
IJRISHARES TR	15,721	$1.84M	1.2%	-16,643	Timeline
PGPROCTER & GAMBLE CO	10,576	$1.83M	1.2%	-62	Timeline
AMZNAMAZON COM INC	9,291	$1.73M	1.13%	-17	Timeline
LLYELI LILLY & CO	1,930	$1.71M	1.12%	-258	Timeline
EMXCISHARES INC	26,759	$1.64M	1.07%	+2,125	Timeline
JPMJPMORGAN CHASE & CO	6,912	$1.46M	0.96%	-164	Timeline
VIGVANGUARD SPECIALIZED FUNDS	6,978	$1.38M	0.91%	-877	Timeline
FHLCFIDELITY COVINGTON TRUST	18,933	$1.38M	0.9%	+482	Timeline
IVVISHARES TR	2,379	$1.37M	0.9%	-238	Timeline
QQQINVESCO QQQ TR	2,740	$1.34M	0.88%	-1,164	Timeline
VISVANGUARD WORLD FD	5,036	$1.31M	0.86%	+2	Timeline
VYMVANGUARD WHITEHALL FDS	10,146	$1.3M	0.85%	-1,048	Timeline
GOOGLALPHABET INC	7,670	$1.27M	0.83%	-853	Timeline
VXUSVANGUARD STAR FDS	18,657	$1.21M	0.79%	+38	Timeline
FNCLFIDELITY COVINGTON TRUST	18,781	$1.2M	0.79%	-669	Timeline
XLYSELECT SECTOR SPDR TR	5,831	$1.17M	0.77%	-7,568	Timeline
VTIVANGUARD INDEX FDS	3,707	$1.05M	0.69%	-125	Timeline
FRELFIDELITY COVINGTON TRUST	34,105	$1.01M	0.66%	+578	Timeline
VEAVANGUARD TAX-MANAGED FDS	17,378	$918K	0.6%	+300	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	1,556	$893K	0.58%	0	Timeline
VDCVANGUARD WORLD FD	4,081	$892K	0.58%	-170	Timeline
FCOMFIDELITY COVINGTON TRUST	15,532	$856K	0.56%	-451	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	1,803	$830K	0.54%	-282	Timeline
NFLXNETFLIX INC.	1,118	$793K	0.52%	-216	Timeline
JNJJOHNSON & JOHNSON	4,821	$781K	0.51%	-421	Timeline
ORCLORACLE CORP	4,411	$752K	0.49%	0	Timeline
HDHOME DEPOT INC	1,846	$748K	0.49%	-291	Timeline
VBVANGUARD INDEX FDS	3,149	$747K	0.49%	-133	Timeline
INTCINTEL CORP	31,488	$739K	0.48%	+852	Timeline
PRKPARK NATL CORP	4,158	$698K	0.46%	+10	Timeline
VFHVANGUARD WORLD FD	5,966	$656K	0.43%	0	Timeline
QCOMQUALCOMM INC	3,617	$615K	0.4%	-36	Timeline
XOMEXXON MOBIL CORP	5,232	$613K	0.4%	-381	Timeline
TTTRANE TECHNOLOGIES PLC	1,541	$599K	0.39%	-168	Timeline
ARISTA NETWORKS INCARISTA NETWORKS INC	1,518	$583K	0.38%	-131
MRKMERCK & CO INC	4,922	$559K	0.37%	+224	Timeline
XLESELECT SECTOR SPDR TR	6,049	$531K	0.35%	-5,818	Timeline
VGSHVANGUARD SCOTTSDALE FDS	8,972	$529K	0.35%	-22,288	Timeline
VDEVANGUARD WORLD FD	4,321	$529K	0.35%	-81	Timeline
DVYISHARES TR	3,912	$528K	0.35%	+353	Timeline
PEPPEPSICO INC	3,104	$528K	0.35%	-300	Timeline
CATCATERPILLAR INC	1,314	$514K	0.34%	-40	Timeline
LMTLOCKHEED MARTIN CORP	865	$506K	0.33%	-29	Timeline
AMATAPPLIED MATLS INC	2,483	$502K	0.33%	0	Timeline
UNHUNITEDHEALTH GROUP INC	848	$496K	0.32%	-18	Timeline
CVXCHEVRON CORPORATION	3,356	$494K	0.32%	-100	Timeline
METAMETA PLATFORMS INC	845	$484K	0.32%	+334	Timeline
VOVANGUARD INDEX FDS	1,831	$483K	0.32%	-28	Timeline
AXPAMERICAN EXPRESS CO	1,772	$481K	0.31%	+91	Timeline
DDOMINION ENERGY INC	8,051	$465K	0.3%	+2,700	Timeline
GOOGALPHABET INC	2,745	$459K	0.3%	-400	Timeline
VCRVANGUARD WORLD FD	1,334	$454K	0.3%	0	Timeline
OEFISHARES TR	1,628	$451K	0.3%	0	Timeline
LOWLOWES COS INC	1,656	$449K	0.29%	0	Timeline
COSTCOSTCO WHOLESALE CORPORATION	501	$444K	0.29%	+18	Timeline
JEPQJ P MORGAN EXCHANGE TRADED F	7,934	$436K	0.29%	0	Timeline
DUKDUKE ENERGY CORP NEW	3,635	$419K	0.27%	-528	Timeline
XLUSELECT SECTOR SPDR TR	5,148	$416K	0.27%	-8,617	Timeline
WMTWALMART INC	5,119	$413K	0.27%	0	Timeline
UNPUNION PAC CORP	1,672	$412K	0.27%	+66	Timeline
FTNTFORTINET INC	5,270	$409K	0.27%	+100	Timeline
NOCNORTHROP GRUMMAN CORP	740	$391K	0.26%	0	Timeline
VOOGVANGUARD ADMIRAL FDS INC	1,105	$382K	0.25%	+422	Timeline
WMBWILLIAMS COS INC	8,090	$369K	0.24%	0	Timeline
ACNACCENTURE PLC IRELAND	1,037	$366K	0.24%	+168	Timeline
ABBVABBVIE INC	1,815	$358K	0.23%	-345	Timeline
KRKROGER CO	6,215	$356K	0.23%	-728	Timeline
CMGCHIPOTLE MEXICAN GRILL INC	6,159	$355K	0.23%	+756	Timeline
IBMINTERNATIONAL BUSINESS MACHS	1,523	$337K	0.22%	0	Timeline
VAWVANGUARD WORLD FD	1,527	$323K	0.21%	-284	Timeline
HDVISHARES TR	2,705	$318K	0.21%	+22	Timeline
MCDMCDONALDS CORP	1,011	$308K	0.2%	-101	Timeline
EMREMERSON ELEC CO	2,804	$307K	0.2%	0	Timeline
NVONOVO-NORDISK A S	2,542	$303K	0.2%	+195	Timeline
VVISA INC	1,087	$299K	0.2%	-9	Timeline
VNQVANGUARD INDEX FDS	3,040	$296K	0.19%	-162	Timeline
AMGNAMGEN INC	899	$290K	0.19%	+57	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	1,665	$289K	0.19%	-386	Timeline
TSLATESLA INC	1,059	$277K	0.18%	new	Timeline
XLISELECT SECTOR SPDR TR	2,038	$276K	0.18%	-10,302	Timeline
BXBLACKSTONE INC	1,770	$271K	0.18%	+91	Timeline
VHTVANGUARD WORLD FD	912	$257K	0.17%	-867	Timeline
VOOVVANGUARD ADMIRAL FDS INC	1,343	$256K	0.17%	+172	Timeline
SOSOUTHERN CO	2,836	$256K	0.17%	+121	Timeline
TMUST-MOBILE US INC	1,228	$253K	0.17%	+82	Timeline
AMPAMERIPRISE FINL INC	538	$253K	0.17%	-119	Timeline
MCKMCKESSON CORP	490	$242K	0.16%	+49	Timeline
AVGOBROADCOM INC	1,378	$238K	0.16%	+1,233	Timeline
ITOTISHARES TR	1,832	$230K	0.15%	+19	Timeline
MAMASTERCARD INCORPORATED	462	$228K	0.15%	new	Timeline
PHPARKER-HANNIFIN CORP	352	$222K	0.15%	new	Timeline
TJXTJX COS INC NEW	1,878	$221K	0.14%	-64	Timeline
AWKAMERICAN WTR WKS CO INC NEW	1,478	$216K	0.14%	new	Timeline
DISDISNEY WALT CO	2,232	$215K	0.14%	-216	Timeline
GEGE AEROSPACE	1,133	$214K	0.14%	-187	Timeline
USBUS BANCORP	4,659	$213K	0.14%	new	Timeline
VOOVANGUARD INDEX FDS	398	$210K	0.14%	-5	Timeline
ORLYOREILLY AUTOMOTIVE INC	182	$210K	0.14%	new	Timeline
DEDEERE & CO	484	$202K	0.13%	-120	Timeline
QYLDGLOBAL X FDS	10,996	$198K	0.13%	-290	Timeline
ETVEATON VANCE TAX-MANAGED BUY-	12,593	$174K	0.11%	0	Timeline
QSQUANTUMSCAPE CORP	19,883	$114K	0.07%	+7,853	Timeline

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
XLKSELECT SECTOR SPDR TR	16,928	$3.83M	shares
XLVSELECT SECTOR SPDR TR	12,912	$1.88M	shares
XLCSELECT SECTOR SPDR TR	16,203	$1.39M	shares
BYLDISHARES TR	54,687	$1.21M	shares
VCSHVANGUARD SCOTTSDALE FDS	15,159	$1.17M	shares
XLFSELECT SECTOR SPDR TR	27,752	$1.14M	shares
VTIPVANGUARD MALVERN FDS	23,174	$1.12M	shares
XLPSELECT SECTOR SPDR TR	12,349	$946K	shares
IEIISHARES TR	8,139	$940K	shares
FENIFIDELITY COVINGTON TRUST	29,765	$844K	shares
IEFISHARES TR	8,135	$762K	shares
DFAIDIMENSIONAL ETF TRUST	25,172	$747K	shares
DFAEDIMENSIONAL ETF TRUST	28,741	$744K	shares
FLDRFIDELITY MERRIMACK STR TR	13,973	$697K	shares
DEMWISDOMTREE TR	15,307	$663K	shares
DFSDDIMENSIONAL ETF TRUST	13,904	$653K	shares
SPHQINVESCO EXCHANGE TRADED FD T	8,806	$560K	shares
DIVIFRANKLIN TEMPLETON ETF TR	17,830	$557K	shares
CALFPACER FDS TR	12,577	$548K	shares
XLRESELECT SECTOR SPDR TR	13,933	$535K	shares
VGITVANGUARD SCOTTSDALE FDS	8,224	$479K	shares
SCHDSCHWAB STRATEGIC TR	5,472	$426K	shares
TDVPROSHARES TR	5,351	$399K	shares
TFLRT ROWE PRICE EXCHANGE-TRADED	7,185	$370K	shares
FDEMFIDELITY COVINGTON TRUST	13,653	$349K	shares
AVUVAMERICAN CENTY ETF TR	3,605	$323K	shares
FSMDFIDELITY COVINGTON TRUST	8,567	$323K	shares
FNDFSCHWAB STRATEGIC TR	8,783	$308K	shares
FNDXSCHWAB STRATEGIC TR	4,207	$282K	shares
KOCOCA COLA CO	4,290	$273K	shares
CRWDCROWDSTRIKE HLDGS INC	688	$264K	shares
XLBSELECT SECTOR SPDR TR	2,973	$263K	shares
FELVFIDELITY COVINGTON TRUST	8,789	$251K	shares
DKSDICKS SPORTING GOODS INC	1,140	$245K	shares
FELGFIDELITY COVINGTON TRUST	7,129	$230K	shares
SMHVANECK ETF TRUST	864	$225K	shares
SHELSHELL PLC	3,052	$220K	shares
DDDUPONT DE NEMOURS INC	2,610	$210K	shares
IGVISHARES TR	2,370	$206K	shares
COWZPACER FDS TR	3,777	$206K	shares
NXPINXP SEMICONDUCTORS N V	745	$201K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001951757-24-001182	base		2024-11-06	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC