Birchcreek Wealth Management, LLC - Portfolio overview

Birchcreek Wealth Management, LLC has 126 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SHY - ISHARES TR, 11.54%
2. IUSV - ISHARES TR, 9.86%
3. IUSG - ISHARES TR, 8.80%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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