Notify me when Birchcreek Wealth Management, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 113 | $203,649,851 | +$26,021,254 | -$17,256,955 | +$8,764,299 | SHY, IUSV, IUSG, BILS, DFAI | 13F-HR | 16 Jan 2026, 16:57 |
| Q3 2025 | 115 | $193,540,431 | +$10,030,267 | -$4,216,820 | +$5,813,447 | SHY, IUSG, IUSV, BILS, IEFA | 13F-HR | 27 Oct 2025, 18:54 |
| Q2 2025 | 115 | $176,510,218 | +$10,329,490 | -$4,187,984 | +$6,141,506 | SHY, IUSG, IUSV, BILS, IEFA | 13F-HR | 07 Aug 2025, 15:36 |
| Q1 2025 | 115 | $158,437,704 | +$8,721,662 | -$5,010,966 | +$3,710,696 | SHY, IUSG, IUSV, BILS, IEFA | 13F-HR | 06 May 2025, 15:45 |
| Q4 2024 | 121 | $159,211,218 | +$15,072,010 | -$8,663,338 | +$6,408,672 | SHY, IUSG, IUSV, BILS, IEFA | 13F-HR | 04 Feb 2025, 10:19 |
| Q3 2024 | 117 | $152,604,116 | +$15,720,394 | -$48,012,310 | -$32,291,916 | SHY, IUSG, IUSV, BILS, IEFA | 13F-HR | 06 Nov 2024, 14:44 |
| Q2 2024 | 151 | $177,637,479 | +$12,624,068 | -$25,126,869 | -$12,502,801 | IUSG, SHV, SHY, IUSV, IEFA | 13F-HR | 02 Aug 2024, 13:33 |
| Q1 2024 | 156 | $190,218,233 | +$18,104,426 | -$5,160,834 | +$12,943,592 | IUSG, SHV, SHY, IUSV, IEFA | 13F-HR | 29 Apr 2024, 12:28 |
| Q4 2023 | 136 | $167,244,789 | +$16,407,044 | -$9,762,302 | +$6,644,742 | IUSG, SHY, SHV, IUSV, IEFA | 13F-HR | 05 Feb 2024, 10:04 |
| Q3 2023 | 131 | $147,507,388 | +$17,806,823 | -$9,456,173 | +$8,350,650 | IUSG, SHY, IUSV, VCSH, SHV | 13F-HR | 23 Oct 2023, 17:33 |
| Q2 2023 | 131 | $143,247,898 | +$21,849,395 | -$11,790,717 | +$10,058,678 | IUSG, SHY, IUSV, VCSH, IEFA | 13F-HR | 20 Jul 2023, 15:56 |
| Q1 2023 | 129 | $126,388,124 | +$23,959,422 | -$15,881,048 | +$8,078,374 | IUSG, VCSH, SHY, IUSV, IEFA | 13F-HR | 01 May 2023, 18:22 |
| Q4 2022 | 122 | $112,433,441 | +$4,221,513 | -$6,332,042 | -$2,110,529 | VCSH, IUSG, IUSV, VTIP, IEFA | 13F-HR | 06 Feb 2023, 17:22 |
| Q3 2022 | 118 | $107,887,000 | +$7,502,613 | -$4,395,388 | +$3,107,225 | VCSH, VTIP, IUSG, IUSV, ISTB | 13F-HR | 14 Nov 2022, 15:57 |
| Q2 2022 | 114 | $111,406,000 | +$16,488,931 | -$5,033,911 | +$11,455,020 | VTIP, VCSH, IUSG, IUSV, ISTB | 13F-HR | 11 Aug 2022, 18:02 |
| Q1 2022 | 111 | $112,859,000 | +$9,649,098 | -$7,068,229 | +$2,580,869 | VCSH, VTIP, IUSV, IUSG, ISTB | 13F-HR | 13 May 2022, 14:41 |
| Q4 2021 | 119 | $114,645,000 | +$7,256,434 | -$5,617,648 | +$1,638,786 | VCSH, VTIP, ISTB, IUSV, IUSG | 13F-HR | 08 Feb 2022, 19:15 |
| Q3 2021 | 117 | $107,213,000 | +$7,153,037 | -$2,836,686 | +$4,316,351 | VCSH, VTIP, ISTB, IUSV, IEFA | 13F-HR | 15 Nov 2021, 21:09 |
| Q2 2021 | 120 | $103,774,000 | +$7,484,024 | -$2,741,100 | +$4,742,924 | VCSH, VTIP, ISTB, IUSV, LQD | 13F-HR | 16 Aug 2021, 08:45 |
| Q1 2021 | 109 | $94,509,000 | +$14,236,645 | -$24,971,290 | -$10,734,645 | VCSH, VTIP, ISTB, IUSV, IEFA | 13F-HR | 17 May 2021, 10:20 |
| Q4 2020 | 309 | $101,928,000 | $0 | $0 | $0 | VCSH, ISTB, IUSV, LQD, IEFA | 13F-HR | 28 Jan 2021, 08:50 |