Birchcreek Wealth Management, LLC: 13F holdings
CIK 18403412026Q2
| Positions | 134 |
|---|---|
| Reported value | $256.7m |
| Filed | 2026-08-06 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SHY ISHARES TR | 330,048 | $27.1m | 10.6% |
| QQQE ISHARES TR | 204,617 | $22.5m | 8.8% |
| IUSG ISHARES TR | 118,414 | $22.3m | 8.7% |
| SPDR SERIES TRUST | 163,150 | $16.2m | 6.3% |
| DFAI DIMENSIONAL ETF TRUST | 340,796 | $14.1m | 5.5% |
| INTC INTEL CORP | 87,886 | $12.3m | 4.8% |
| RSP INVESCO EXCHANGE TRADED FD T | 42,281 | $9.0m | 3.5% |
| AAPL APPLE INC | 24,073 | $7.0m | 2.7% |
| DIMENSIONAL ETF TRUST | 75,923 | $6.3m | 2.4% |
| IJH ISHARES TR | 72,710 | $5.6m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1840341")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.