Birchcreek-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ABBV",
  "GOOGL",
  "VDE",
  null,
  "AXP",
  null,
  "CAT",
  "AVGO",
  "LOW",
  "ROCK",
  "DUK",
  "D",
  "QS",
  null,
  null,
  "HD",
  "MCD",
  "UNP",
  "QCOM",
  "EMXC",
  "AMAT",
  "EMR",
  "META",
  "PRK",
  "IJH",
  null,
  "MSFT",
  "ORLY",
  "AMP",
  "IJR",
  "ANET",
  "KR",
  "ORCL",
  "VHT",
  null,
  "PEP",
  "VGSH",
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "GS",
  "INTC",
  "LMT",
  "PG",
  "MRK",
  null,
  null,
  "AMGN",
  "IEFA",
  "GLD",
  null,
  null,
  "IBM",
  "TJX",
  "VNQ",
  "VO",
  "RCL",
  "VIG",
  null,
  null,
  "TSM",
  null,
  "VYM",
  null,
  "TT",
  "FTNT",
  "NVO",
  "AMZN",
  null,
  null,
  "VGT",
  "VUG",
  "VFH",
  "VEA",
  "VOOV",
  "VXUS",
  "VOOG",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WMB",
  "IUSG",
  "DVY",
  null,
  null,
  "IUSV",
  "BRK-B",
  "BMY",
  "CVX",
  "CMG",
  "CSCO",
  "NET",
  "COST",
  "DE",
  null,
  "RSP",
  "QQQ",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PH",
  null,
  "AWK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 115
Total Value: 158437704
Accession Number: 0001951757-25-000520
Form Type: 13F-HR
CIK: birchcreek-wealth-management
Manager Name: Birchcreek-Wealth-Management

Data Enrichment

82% identified

94 identified21 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

115 positions • $158.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92204A405

VFH|92204A405

Shares:6.5K

Value:$779.5K

% of Portfolio:0.5% ($779.5K/$158.4M)

381430529

Shares:7.7K

Value:$771.4K

% of Portfolio:0.5% ($771.4K/$158.4M)

ORACLE CORP

ORCL|68389X105

Shares:5.5K

Value:$771.2K

% of Portfolio:0.5% ($771.2K/$158.4M)

922908751

VB|922908751

Shares:3.3K

Value:$727.8K

% of Portfolio:0.5% ($727.8K/$158.4M)

HOME DEPOT, INC.

HD|437076102

Shares:1.8K

Value:$676.8K

% of Portfolio:0.4% ($676.8K/$158.4M)

92206C102

VGSH|92206C102

Shares:10.8K

Value:$636.8K

% of Portfolio:0.4% ($636.8K/$158.4M)

92204A306

VDE|92204A306

Shares:4.9K

Value:$635.7K

% of Portfolio:0.4% ($635.7K/$158.4M)

INTEL CORP

INTC|458140100

Shares:27.7K

Value:$630.1K

% of Portfolio:0.4% ($630.1K/$158.4M)

81369Y506

Shares:6.7K

Value:$630.0K

% of Portfolio:0.4% ($630.0K/$158.4M)

EXXON MOBIL CORP

XOM|30231G102

Shares:5.2K

Value:$613.8K

% of Portfolio:0.4% ($613.8K/$158.4M)

QUALCOMM INC/DE

QCOM|747525103

Shares:3.8K

Value:$588.1K

% of Portfolio:0.4% ($588.1K/$158.4M)

Meta Platforms, Inc.

META|30303M102

Shares:990

Value:$570.7K

% of Portfolio:0.4% ($570.7K/$158.4M)

CHEVRON CORP

CVX|166764100

Shares:3.4K

Value:$562.9K

% of Portfolio:0.4% ($562.9K/$158.4M)

PARK NATIONAL CORP /OH/

PRK|700658107

Shares:3.7K

Value:$560.2K

% of Portfolio:0.4% ($560.2K/$158.4M)

922908629

VO|922908629

Shares:2.0K

Value:$515.7K

% of Portfolio:0.3% ($515.7K/$158.4M)

Trane Technologies plc

TT|G8994E103

Shares:1.5K

Value:$506.1K

% of Portfolio:0.3% ($506.1K/$158.4M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:2.0K

Value:$498.4K

% of Portfolio:0.3% ($498.4K/$158.4M)

921932505

VOOG|921932505

Shares:1.5K

Value:$497.4K

% of Portfolio:0.3% ($497.4K/$158.4M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:8.1K

Value:$483.5K

% of Portfolio:0.3% ($483.5K/$158.4M)

Fortinet, Inc.

FTNT|34959E109

Shares:5.0K

Value:$479.5K

% of Portfolio:0.3% ($479.5K/$158.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VFHcusip92204A405)	6.5K	QoQ -0.27% (-18) YoY +9.36% (+559)	All Managers (Combined)	$779.5K	0.5% ($779.5K/$158.4M)	QoQ +0.90% (-$7.0K) YoY +27.61% (+$168.7K)
(cusip381430529)✕	7.7K	QoQ +28.33% (+1.7K) YoY NEW(+7.7K)	All Managers (Combined)	$771.4K	0.5% ($771.4K/$158.4M)	QoQ +28.66% (+$171.9K) YoY NEW(+$771.4K)
ORACLE CORP(ORCLcusip68389X105)	5.5K	QoQ +25.05% (+1.1K) YoY +25.05% (+1.1K)	All Managers (Combined)	$771.2K	0.5% ($771.2K/$158.4M)	QoQ +4.91% (+$36.1K) YoY +39.18% (+$217.1K)
(VBcusip922908751)	3.3K	QoQ 0.00% (-0) YoY -10.42% (-382)	All Managers (Combined)	$727.8K	0.5% ($727.8K/$158.4M)	QoQ -7.71% (-$60.8K) YoY -13.11% (-$109.9K)
HOME DEPOT, INC.(HDcusip437076102)	1.8K	QoQ +0.05% (-1) YoY -13.52% (-289)	All Managers (Combined)	$676.8K	0.4% ($676.8K/$158.4M)	QoQ -5.76% (-$41.4K) YoY -17.40% (-$142.7K)
(VGSHcusip92206C102)	10.8K	QoQ -6.65% (-774) YoY -77.11% (-36.6K)	All Managers (Combined)	$636.8K	0.4% ($636.8K/$158.4M)	QoQ -5.83% (-$39.5K) YoY -76.87% (-$2.1M)
(VDEcusip92204A306)	4.9K	QoQ -1.99% (-100) YoY +5.48% (+255)	All Managers (Combined)	$635.7K	0.4% ($635.7K/$158.4M)	QoQ +4.78% (-$29.0K) YoY +3.89% (+$23.8K)
INTEL CORP(INTCcusip458140100)	27.7K	QoQ +18.89% (+4.4K) YoY -8.86% (-2.7K)	All Managers (Combined)	$630.1K	0.4% ($630.1K/$158.4M)	QoQ +34.67% (+$162.2K) YoY -53.14% (-$714.6K)
(cusip81369Y506)✕	6.7K	QoQ -1.33% (-91) YoY -52.10% (-7.3K)	All Managers (Combined)	$630.0K	0.4% ($630.0K/$158.4M)	QoQ +7.64% (-$44.7K) YoY -52.58% (-$698.9K)
EXXON MOBIL CORP(XOMcusip30231G102)	5.2K	QoQ +6.80% (+329) YoY -13.05% (-775)	All Managers (Combined)	$613.8K	0.4% ($613.8K/$158.4M)	QoQ +18.08% (+$94.0K) YoY -11.04% (-$76.2K)
QUALCOMM INC/DE(QCOMcusip747525103)	3.8K	QoQ 0.00% (+0) YoY +4.79% (-175)	All Managers (Combined)	$588.1K	0.4% ($588.1K/$158.4M)	QoQ 0.00% (+$6) YoY -4.91% (-$30.4K)
Meta Platforms, Inc.(METAcusip30303M102)	990	QoQ -3.97% (-41) YoY +114.75% (+529)	All Managers (Combined)	$570.7K	0.4% ($570.7K/$158.4M)	QoQ -5.47% (-$33.0K) YoY +154.94% (+$346.9K)
CHEVRON CORP(CVXcusip166764100)	3.4K	QoQ +0.26% (+9) YoY -23.88% (-1.1K)	All Managers (Combined)	$562.9K	0.4% ($562.9K/$158.4M)	QoQ +15.80% (+$76.8K) YoY -19.27% (-$134.4K)
PARK NATIONAL CORP /OH/(PRKcusip700658107)	3.7K	QoQ -5.44% (-213) YoY -10.56% (-437)	All Managers (Combined)	$560.2K	0.4% ($560.2K/$158.4M)	QoQ -16.48% (-$110.6K) YoY -0.32% (-$1.8K)
(VOcusip922908629)	2.0K	QoQ +9.92% (+180) YoY -6.56% (-140)	All Managers (Combined)	$515.7K	0.3% ($515.7K/$158.4M)	QoQ +7.63% (+$36.6K) YoY -3.30% (-$17.6K)
Trane Technologies plc(TTcusipG8994E103)	1.5K	QoQ -12.62% (-217) YoY -1.31% (-20)	All Managers (Combined)	$506.1K	0.3% ($506.1K/$158.4M)	QoQ -20.27% (-$128.7K) YoY +10.76% (-$49.2K)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	2.0K	QoQ -7.30% (-158) YoY -4.43% (-93)	All Managers (Combined)	$498.4K	0.3% ($498.4K/$158.4M)	QoQ +4.85% (-$23.1K) YoY +24.46% (-$98.0K)
(VOOGcusip921932505)	1.5K	QoQ +14.47% (+188) YoY NEW(+1.5K)	All Managers (Combined)	$497.4K	0.3% ($497.4K/$158.4M)	QoQ +4.59% (+$21.9K) YoY NEW(+$497.4K)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	8.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$483.5K	0.3% ($483.5K/$158.4M)	QoQ +10.42% (+$45.6K) YoY +53.34% (+$168.2K)
Fortinet, Inc.(FTNTcusip34959E109)	5.0K	QoQ -5.21% (-274) YoY -3.65% (-189)	All Managers (Combined)	$479.5K	0.3% ($479.5K/$158.4M)	QoQ -3.42% (-$17.0K) YoY +35.76% (-$126.3K)