Loading…
CIK 0001840341 • 6 13F filings • May 6, 2025 – Aug 6, 2026
Import this data to Google Sheets with:
=jivedata("birchcreek-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $370K | 0.2%Prev: 0.2% | 1,619 SH | Decreased |
| ADVANCED MICRO DEVICES INC | COM | $214K | 0.1% | 1,000 SH | New |
| ALPHABET INC | CAP STK CL A | $2.0M | 1.0%Prev: 1.0% | 6,427 SH | Increased-1,168 SH |
| ALPHABET INC | CAP STK CL C | $895K | 0.4%Prev: 0.4% | 2,852 SH | Increased-153 SH |
| AMAZON COM INC | COM | $2.2M | 1.1%Prev: 1.2% | 9,567 SH | Decreased-605 SH |
| AMERICAN EXPRESS CO | COM | $442K | 0.2%Prev: 0.2% | 1,196 SH | Increased-69 SH |
| AMGEN INC | COM | $223K | 0.1%Prev: 0.1% | 680 SH | Decreased-165 SH |
| APPLE INC | COM | $5.0M | 2.5%Prev: 2.6% | 18,465 SH | Decreased-1,327 SH |
| APPLIED MATLS INC | COM | $569K | 0.3%Prev: 0.2% | 2,213 SH | Increased |
| ARISTA NETWORKS INC | COM SHS | $358K | 0.2%Prev: 0.2% | 2,732 SH | Decreased-112 SH |
| BANK AMERICA CORP | COM | $208K | 0.1% | 3,780 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $869K | 0.4%Prev: 0.5% | 1,729 SH | Decreased-340 SH |
| BROADCOM INC | COM | $625K | 0.3%Prev: 0.4% | 1,806 SH | Decreased-540 SH |
| CATERPILLAR INC | COM | $652K | 0.3%Prev: 0.3% | 1,139 SH | Increased-50 SH |
| CHEVRON CORP NEW | COM | $485K | 0.2%Prev: 0.3% | 3,179 SH | Decreased-177 SH |
| CISCO SYS INC | COM | $274K | 0.1%Prev: 0.1% | 3,551 SH | Increased+73 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $10.6M | 5.2%Prev: 0.2% | 277,678 SH | Increased+266,578 SH |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $337K | 0.2% | 4,543 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $5.2M | 2.6%Prev: 2.4% | 74,819 SH | Increased+7,827 SH |
| DOMINION ENERGY INC | COM | $472K | 0.2%Prev: 0.3% | 8,051 SH | Decreased |
| DUKE ENERGY CORP NEW | COM NEW | $426K | 0.2%Prev: 0.2% | 3,635 SH | Decreased |
| EATON CORP PLC | SHS | $371K | 0.2%Prev: 0.2% | 1,165 SH | Decreased |
| ELI LILLY & CO | COM | $1.3M | 0.6%Prev: 0.5% | 1,169 SH | Increased-97 SH |
| EMERSON ELEC CO | COM | $333K | 0.2%Prev: 0.2% | 2,508 SH | Increased |
| EXXON MOBIL CORP | COM | $568K | 0.3%Prev: 0.3% | 4,717 SH | Increased-50 SH |
| FIDELITY COVINGTON TRUST | MSCI COMMNTN SVC | $1.2M | 0.6%Prev: 0.7% | 16,327 SH | Decreased-3,130 SH |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | $1.0M | 0.5%Prev: 0.8% | 13,365 SH | Decreased-6,590 SH |
| FIDELITY COVINGTON TRUST | MSCI HLTH CARE I | $1.1M | 0.5%Prev: 0.7% | 14,368 SH | Decreased-6,746 SH |
| FIDELITY COVINGTON TRUST | MSCI RL EST ETF | $1.5M | 0.7%Prev: 0.7% | 56,243 SH | Increased+4,781 SH |
| FORTINET INC | COM | $354K | 0.2%Prev: 0.2% | 4,452 SH | Decreased |
| GE AEROSPACE | COM NEW | $226K | 0.1%Prev: 0.1% | 734 SH | Increased |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | $1.6M | 0.8%Prev: 0.6% | 16,487 SH | Increased+4,230 SH |
| GOLDMAN SACHS GROUP INC | COM | $630K | 0.3%Prev: 0.3% | 717 SH | Increased-70 SH |
| HOME DEPOT INC | COM | $590K | 0.3%Prev: 0.4% | 1,715 SH | Decreased-100 SH |
| INTEL CORP | COM | $1.0M | 0.5%Prev: 0.5% | 27,531 SH | Increased |
| INTERNATIONAL BUSINESS MACHS | COM | $459K | 0.2%Prev: 0.2% | 1,548 SH | Decreased-98 SH |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | $8.5M | 4.2%Prev: 3.9% | 44,363 SH | Increased+4,652 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.7M | 0.8%Prev: 1.0% | 2,738 SH | Decreased-419 SH |
| ISHARES INC | MSCI EMRG CHN | $3.4M | 1.7%Prev: 1.4% | 46,335 SH | Increased+5,029 SH |
| ISHARES TR | 1 3 YR TREAS BD | $23.6M | 11.6%Prev: 10.3% | 284,443 SH | Increased+43,205 SH |
| ISHARES TR | CORE HIGH DV ETF | $543K | 0.3%Prev: 0.2% | 4,465 SH | Increased+874 SH |
| ISHARES TR | CORE MSCI EAFE | $3.7M | 1.8%Prev: 5.6% | 41,151 SH | Decreased-83,749 SH |
| ISHARES TR | CORE S&P MCP ETF | $4.7M | 2.3%Prev: 2.1% | 70,904 SH | Increased+7,192 SH |
| ISHARES TR | CORE S&P SCP ETF | $1.0M | 0.5%Prev: 0.5% | 8,423 SH | Increased+60 SH |
| ISHARES TR | CORE S&P TTL STK | $525K | 0.3%Prev: 0.2% | 3,528 SH | Increased+1,290 SH |
| ISHARES TR | CORE S&P US GWT | $19.8M | 9.7%Prev: 10.2% | 118,100 SH | Increased-2,374 SH |
| ISHARES TR | CORE S&P US VLU | $20.4M | 10.0%Prev: 8.7% | 199,277 SH | Increased+30,931 SH |
| ISHARES TR | CORE S&P500 ETF | $1.2M | 0.6%Prev: 0.7% | 1,784 SH | Decreased-249 SH |
| ISHARES TR | S&P 100 ETF | $269K | 0.1%Prev: 0.3% | 783 SH | Decreased-845 SH |
| ISHARES TR | SELECT DIVID ETF | $252K | 0.1%Prev: 0.2% | 1,784 SH | Decreased-1,565 SH |
| ISHARES TR | TRUST ISHARE 0-1 | $1.6M | 0.8% | 14,499 SH | New |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | $295K | 0.1%Prev: 0.2% | 5,070 SH | Decreased-1,500 SH |
| JOHNSON & JOHNSON | COM | $1.0M | 0.5%Prev: 0.5% | 4,917 SH | Increased |
| JPMORGAN CHASE & CO. | COM | $1.8M | 0.9%Prev: 1.0% | 5,721 SH | Decreased-660 SH |
| KROGER CO | COM | $270K | 0.1%Prev: 0.2% | 4,327 SH | Decreased-1,238 SH |
| LAM RESEARCH CORP | COM NEW | $205K | 0.1% | 1,200 SH | New |
| LOCKHEED MARTIN CORP | COM | $336K | 0.2%Prev: 0.2% | 696 SH | Decreased-163 SH |
| LOWES COS INC | COM | $352K | 0.2%Prev: 0.2% | 1,460 SH | Decreased |
| MCDONALDS CORP | COM | $366K | 0.2%Prev: 0.2% | 1,197 SH | Increased |
| MERCK & CO INC | COM | $299K | 0.1%Prev: 0.1% | 2,844 SH | Increased+41 SH |
| META PLATFORMS INC | CL A | $501K | 0.2%Prev: 0.3% | 759 SH | Decreased-67 SH |
| MICRON TECHNOLOGY INC | COM | $456K | 0.2%Prev: 0.1% | 1,597 SH | Increased+17 SH |
| MICROSOFT CORP | COM | $3.1M | 1.5%Prev: 1.8% | 6,358 SH | Decreased-423 SH |
| NETFLIX INC | COM | $720K | 0.4%Prev: 0.5% | 7,681 SH | Decreased+6,872 SH |
| NVIDIA CORPORATION | COM | $3.4M | 1.7%Prev: 1.9% | 18,251 SH | Decreased-1,045 SH |
| ORACLE CORP | COM | $963K | 0.5%Prev: 0.7% | 4,943 SH | Decreased+164 SH |
| OREILLY AUTOMOTIVE INC | COM | $247K | 0.1%Prev: 0.2% | 2,711 SH | Decreased-137 SH |
| PARK NATL CORP | COM | $558K | 0.3%Prev: 0.3% | 3,667 SH | Decreased |
| PARKER-HANNIFIN CORP | COM | $333K | 0.2%Prev: 0.2% | 379 SH | Increased-4 SH |
| PROCTER AND GAMBLE CO | COM | $1.4M | 0.7%Prev: 0.8% | 10,112 SH | Decreased-53 SH |
| QUALCOMM INC | COM | $710K | 0.3%Prev: 0.4% | 4,152 SH | Increased |
| QUANTUMSCAPE CORP | COM CL A | $270K | 0.1%Prev: 0.2% | 25,933 SH | Decreased+650 SH |
| ROYAL CARIBBEAN GROUP | COM | $223K | 0.1%Prev: 0.1% | 800 SH | Decreased |
| RTX CORPORATION | COM | $232K | 0.1%Prev: 0.1% | 1,267 SH | Increased |
| SELECT SECTOR SPDR TR | STATE STREET CON | $1.1M | 0.6% | 10,557 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET ENE | $724K | 0.4% | 16,194 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET IND | $222K | 0.1% | 1,431 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET REA | $287K | 0.1% | 7,108 SH | New |
| SELECT SECTOR SPDR TR | STATE STREET UTI | $476K | 0.2% | 11,156 SH | New |
| SPDR GOLD TR | GOLD SHS | $294K | 0.1%Prev: 0.1% | 742 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $1.1M | 0.5%Prev: 0.5% | 1,564 SH | Increased |
| SPDR SERIES TRUST | STATE STREET SPD | $15.6M | 7.7% | 157,209 SH | New |
| TESLA INC | COM | $415K | 0.2%Prev: 0.2% | 922 SH | Decreased-127 SH |
| TRANE TECHNOLOGIES PLC | SHS | $463K | 0.2%Prev: 0.3% | 1,189 SH | Decreased-38 SH |
| UNITEDHEALTH GROUP INC | COM | $232K | 0.1%Prev: 0.1% | 704 SH | Decreased |
| US BANCORP DEL | COM NEW | $251K | 0.1%Prev: 0.1% | 4,705 SH | Increased+46 SH |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $752K | 0.4%Prev: 0.4% | 1,692 SH | Increased |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | $277K | 0.1%Prev: 0.1% | 1,352 SH | Increased |
| VANGUARD INDEX FDS | GROWTH ETF | $4.7M | 2.3%Prev: 2.4% | 9,711 SH | Increased-54 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $628K | 0.3%Prev: 0.3% | 2,164 SH | Decreased+1 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $271K | 0.1%Prev: 0.1% | 3,062 SH | Decreased+57 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $277K | 0.1%Prev: 0.1% | 441 SH | Increased+40 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $830K | 0.4%Prev: 0.4% | 3,217 SH | Decreased-90 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $1.3M | 0.6%Prev: 0.6% | 3,814 SH | Increased-9 SH |
| VANGUARD INDEX FDS | VALUE ETF | $4.6M | 2.3%Prev: 2.3% | 24,249 SH | Increased+635 SH |
| VANGUARD MALVERN FDS | STRM INFPROIDX | $449K | 0.2% | 9,069 SH | New |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $688K | 0.3%Prev: 0.3% | 11,711 SH | Increased+702 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $1.6M | 0.8%Prev: 0.8% | 7,479 SH | Increased |
| VANGUARD STAR FDS | VG TL INTL STK F | $749K | 0.4%Prev: 0.4% | 9,934 SH | Increased+642 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $1.3M | 0.6%Prev: 0.6% | 20,407 SH | Increased-107 SH |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | $1.4M | 0.7%Prev: 0.8% | 9,900 SH | Decreased-427 SH |
| VANGUARD WORLD FD | CONSUM DIS ETF | $453K | 0.2%Prev: 0.3% | 1,149 SH | Decreased-119 SH |
| VANGUARD WORLD FD | CONSUM STP ETF | $917K | 0.5%Prev: 0.5% | 4,339 SH | Increased+115 SH |
| VANGUARD WORLD FD | ENERGY ETF | $560K | 0.3%Prev: 0.3% | 4,446 SH | Increased+231 SH |
| VANGUARD WORLD FD | FINANCIALS ETF | $940K | 0.5%Prev: 0.5% | 7,042 SH | Increased+122 SH |
| VANGUARD WORLD FD | HEALTH CAR ETF | $393K | 0.2%Prev: 0.2% | 1,365 SH | Decreased-248 SH |
| VANGUARD WORLD FD | INDUSTRIAL ETF | $1.1M | 0.5%Prev: 0.8% | 3,747 SH | Decreased-1,452 SH |
| VANGUARD WORLD FD | INF TECH ETF | $2.5M | 1.2%Prev: 1.9% | 3,310 SH | Decreased-1,537 SH |
| VANGUARD WORLD FD | MATERIALS ETF | $365K | 0.2%Prev: 0.2% | 1,758 SH | Decreased-70 SH |
| VISA INC | COM CL A | $340K | 0.2%Prev: 0.2% | 969 SH | Increased-26 SH |
| WALMART INC | COM | $522K | 0.3%Prev: 0.3% | 4,682 SH | Decreased-437 SH |
| WILLIAMS COS INC | COM | $486K | 0.2%Prev: 0.3% | 8,090 SH | Decreased |
| 13F-HR |
| 0001951757-26-001103 |
| $256.7M |
| View |
| Aug 7, 2025 | Q2 2025 | 13F-HR | 0001951757-25-001045 | $176.5M | View |
| May 8, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000808 | $207.7M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000520 | $158.4M | View |