Birchcreek Wealth Management, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The report lists 138 distinct securities held by the firm, with Apple Inc. and NVIDIA Corporation identified as the largest individual stock positions.
The filing details a portfolio that includes a mix of large-cap technology companies, consumer staples, and healthcare firms. Apple Inc. is listed with 28,610 shares, while NVIDIA Corporation holds 17,603 shares. Other notable holdings include Microsoft Corporation (5,990 shares), Amazon.com Inc. (9,875 shares), and Alphabet Inc. Class A (6,501 shares). The portfolio also includes significant positions in Johnson & Johnson (7,942 shares), Procter & Gamble Co. (12,933 shares), and UnitedHealth Group Inc. (733 shares).
In addition to individual equities, the filing reveals substantial exposure to exchange-traded funds (ETFs). Birchcreek holds shares in various Vanguard and iShares ETFs, including the Vanguard S&P 500 ETF (505 shares), iShares Core S&P 500 ETF (1,983 shares), and the Vanguard Small-Cap ETF (2,958 shares). The firm also lists exposure to sector-specific ETFs such as the Vanguard Small-Cap Growth ETF (57,278 shares) and the Vanguard Small-Cap Value ETF (23,585 shares).
The filing lists Daniel Johnson, Chief Compliance Officer, as the authorized signatory for the report, dated November 10, 2026. The firm's address is listed as 2955 Exchange Place Blvd. Suite 103, Miami Township, OH 45342.
