Birchcreek Wealth Management, LLC reported 77 positions worth $72.19M for the quarter ended Jun 30, 2026, up 64.4% on the prior quarter. It opened 16 new positions, added to 40, trimmed 9 and exited 2. Its largest holding is Intel Corp at 17% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| INTC Intel Corp | +31.0K | +54.5% | $4.33M | 17% |
| AAPL Apple Inc. | +5,736 | +31.3% | $1.66M | 9.65% |
| JNJ Johnson & Johnson | +2,949 | +57.6% | $748.96K | 2.84% |
| SYK Stryker Corp | +2,060 | – | $648.57K | 0.898% |
| ACMR ACM Research, Inc. | +5,000 | – | $634.45K | 0.879% |
| CSCO Cisco Systems, Inc. | +4,010 | +97.8% | $471.00K | 1.32% |
| ETN Eaton Corp plc | +1,069 | +91.8% | $455.57K | 1.32% |
| EW Edwards Lifesciences Corp | +4,422 | – | $400.01K | 0.554% |
| ADI Analog Devices Inc | +832 | – | $330.45K | 0.458% |
| PM Philip Morris International Inc. | +1,789 | – | $323.65K | 0.448% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MRVL Marvell Technology, Inc. | -852 | -36.6% | $253.80K | 0.61% |
| NOC Northrop Grumman Corp | -340 | -100.0% | $231.96K | Exited |
| ENSG Ensign Group, Inc | -1,000 | -100.0% | $201.50K | Exited |
| AMD Advanced Micro Devices Inc | -250 | -25.0% | $145.23K | 0.603% |
| FTNT Fortinet, Inc. | -800 | -18.3% | $122.90K | 0.761% |
| MU Micron Technology Inc | -60 | -5.5% | $69.26K | 1.66% |
| ORLY O Reilly Automotive Inc | -477 | -17.5% | $43.93K | 0.287% |
| AVGO Broadcom Inc. | -70 | -3.6% | $26.44K | 0.987% |
| TSLA Tesla, Inc. | -9 | -1.0% | $3.79K | 0.532% |
| TT Trane Technologies plc | -7 | -0.6% | $3.44K | 0.793% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SYK Stryker Corp | +2,060 | $648.57K | 0.898% |
| ACMR ACM Research, Inc. | +5,000 | $634.45K | 0.879% |
| EW Edwards Lifesciences Corp | +4,422 | $400.01K | 0.554% |
| ADI Analog Devices Inc | +832 | $330.45K | 0.458% |
| PM Philip Morris International Inc. | +1,789 | $323.65K | 0.448% |
| CRWD CrowdStrike Holdings, Inc. | +1,600 | $305.26K | 0.423% |
| UNH Unitedhealth Group Inc | +733 | $304.66K | 0.422% |
| CAH Cardinal Health Inc | +1,282 | $304.55K | 0.422% |
| SNDK Sandisk Corp | +127 | $288.76K | 0.4% |
| IRM Iron Mountain Inc | +2,190 | $276.62K | 0.383% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | INTC Intel Corp | Technology | 87.9K | $12.27M | 17% | +31.0K | +54.5% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 24.1K | $6.97M | 9.65% | +5,736 | +31.3% | Added | 0% |
| 3 | NVDA Nvidia Corp | Technology | 18.7K | $3.75M | 5.19% | +1,275 | +7.3% | Added | 0% |
| 4 | GOOGL Alphabet Inc. | Technology | 6,822 | $2.44M | 3.38% | +559 | +8.9% | Added | 0% |
| 5 | MSFT Microsoft Corp | Technology | 6,461 | $2.41M | 3.34% | +96 | +1.5% | Added | 0% |
| 6 | AMZN Amazon Com Inc | Consumer Discretionary | 10.0K | $2.39M | 3.32% | +567 | +6.0% | Added | 0% |
| 7 | JPM Jpmorgan Chase & Co | Financial Services | 6,262 | $2.05M | 2.84% | +541 | +9.5% | Added | 0% |
| 8 | JNJ Johnson & Johnson | Healthcare | 8,066 | $2.05M | 2.84% | +2,949 | +57.6% | Added | 0% |
| 9 | PG PROCTER & GAMBLE Co | Consumer Staples | 11.6K | $1.71M | 2.36% | +1,974 | +20.4% | Added | 0% |
| 10 | CAT Caterpillar Inc | Industrials | 1,515 | $1.61M | 2.23% | +225 | +17.4% | Added | 0% |
| 11 | AMAT Applied Materials Inc | Technology | 2,213 | $1.60M | 2.22% | 0 | 0.0% | Unchanged | 0% |
| 12 | LLY ELI LILLY & Co | Healthcare | 1,273 | $1.53M | 2.11% | +109 | +9.4% | Added | 0% |
| 13 | MU Micron Technology Inc | Technology | 1,037 | $1.20M | 1.66% | -60 | -5.5% | Reduced | 0% |
| 14 | GOOG Alphabet Inc. | Technology | 2,817 | $995.26K | 1.38% | 0 | 0.0% | Unchanged | 0% |
| 15 | CSCO Cisco Systems, Inc. | Technology | 8,112 | $952.80K | 1.32% | +4,010 | +97.8% | Added | 0% |
Tip. Select a row to see that position’s full history at Birchcreek Wealth Management.
As of its Q2 2026 13F filing, Birchcreek Wealth Management, LLC’s five largest positions were Intel Corp (INTC) at 17.0%, Apple Inc. (AAPL) at 9.6%, Nvidia Corp (NVDA) at 5.2%, Alphabet Inc. (GOOGL) at 3.4%, Microsoft Corp (MSFT) at 3.3% of the reported portfolio.
Birchcreek Wealth Management, LLC reported a 13F portfolio worth $72.19M across 77 positions for Q2 2026. That is up 64.4% from the previous quarter.
Its largest purchases by value were Intel Corp ($4.33M), Apple Inc. ($1.66M), Johnson & Johnson ($748.96K). It opened 16 new positions.
Its largest sales by value were Marvell Technology, Inc. ($253.80K), Northrop Grumman Corp ($231.96K), Ensign Group, Inc ($201.50K). It exited 2 positions entirely.
From the Form 13F-HR reports Birchcreek Wealth Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.