Birchcreek Wealth Management, LLC - Portfolio Stock Holdings
Birchcreek Wealth Management, LLC disclosed 142 stock positions in a recent SEC 13F filing. $264,017,156 of stock holdings were filed, with the largest holdings including SHY, IUSG, and IUSV. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $300,102,308 and has 5 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
142Est. Stock Holding Value:
$264,017,156Top Stock Holdings By Sector
Loading Graph...
Portfolio Stock Holdings - Birchcreek Wealth Management, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|
Loading Fund Data...