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Portfolio (Quarterly) Guide ↗

Birchcreek Wealth Management, LLC

· CIK 0001840341
13F Portfolio $208M AUM 120 positions Filed May 8, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 39 Added 27 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 ROCK GIBRALTAR INDS INC Industrials 6,885.0 $275K 0.13% NEW $39.87 -0.9%
2 VGIT VANGUARD SCOTTSDALE FDS 4,324.0 $257K 0.12% NEW $59.55 -1.0%
3 NOC NORTHROP GRUMMAN CORP Industrials 340.0 $232K 0.11% NEW $682.24 -19.2%
4 MRVL MARVELL TECHNOLOGY INC Technology 2,331.0 $231K 0.11% NEW $99.05 +100.6%
5 IXUS ISHARES TR 2,641.0 $229K 0.11% NEW $86.64 +11.4%
6 DE DEERE & CO Industrials 390.0 $220K 0.11% NEW $563.30 -6.0%
7 NET CLOUDFLARE INC Technology 1,000.0 $206K 0.10% NEW $206.34 +1.4%
8 ENSG ENSIGN GROUP INC Healthcare 1,000.0 $202K 0.10% NEW $201.50 -14.7%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.5%
Financial Services 15.3%
Consumer Cyclical 9.4%
Industrials 9.0%
Communication Services 8.3%
Healthcare 7.9%
Consumer Defensive 5.1%
Energy 4.4%
Utilities 2.1%