Birchcreek Wealth Management, LLC ETF holdings
Miami Township, OH
Reported $185.1M in 59 ETFs in its Form 13F for June 30, 2026.
ETF value
$185.1M
ETFs held
59
Change from prior quarter
+12.8%
With price moves
ETFs as a share of its 13F
72.1%
of $256.7M
Top 10 of 59 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SHY | iShares 1-3 Year Treasury Bond ETF | $27.1M | 330,048 | +37,599 shares |
| IUSV | iShares Core S&P U.S. Value ETF | $22.5M | 204,617 | +2,822 shares |
| IUSG | iShares Core S&P U.S. Growth ETF | $22.3M | 118,414 | −235 shares |
| BILS | State Street SPDR Bloomberg 3-12 Month T-Bill ETF | $16.2M | 163,150 | +3,584 shares |
| DFAI | Dimensional International Core Equity Market ETF | $14.1M | 340,796 | +51,747 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $9.0M | 42,281 | −2,468 shares |
| DFAS | Dimensional U.S. Small Cap ETF | $6.3M | 75,923 | +315 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $5.6M | 72,710 | −87 shares |
| VTV | Vanguard Morningstar Value ETF | $5.1M | 23,533 | −508 shares |
| VUG | Vanguard Morningstar Growth ETF | $4.9M | 57,199 | +47,501 shares |
49 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001840341. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Birchcreek Wealth Management, LLC own?
Birchcreek Wealth Management, LLC reported 59 ETF positions worth $185.1M in its Form 13F for June 30, 2026. The largest was SHY, at $27.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.