Daniel Johnson

Birchcreek Wealth Management, Llc

Assets Managed

$207.678M

Holdings

120

Last Quarter

2026 - Q1

Filed Date

18d ago

Growth Rate

1.98%(2Q avg: 3.61%)

Sustained Growth

4 quarters

Portfolio positions

This chart displays the top 10 holdings in Birchcreek Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 120 positions.

Assets under management

The assets under management (AUM) of Birchcreek Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 207.678M in assets, with a quarterly growth rate of 1.98% and a 2-quarter average growth rate of 3.61%. The portfolio is managed by Daniel Johnson, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SHY Ishares 1-3 Year Treasury Bo Recent Activity Increased 2.82%	11.63%	$24.148M 292,449 shares@ $82.57 avg price	Increased 2.82%
IUSV Ishares Core S&p U.s. Value Recent Activity Increased 1.27%	9.94%	$20.634M 201,795 shares@ $102.26 avg price	Increased 1.27%
IUSG Ishares Core S&p U.s. Growth Recent Activity Increased 0.47%	8.87%	$18.404M 118,649 shares@ $155.11 avg price	Increased 0.47%
BILS Spdr Bloomberg 3-12 Month T- Recent Activity Increased 1.5%	7.65%	$15.867M 159,566 shares@ $99.45 avg price	Increased 1.5%
DFAI Dimensional International Co Recent Activity Increased 4.1%	5.43%	$11.261M 289,049 shares@ $38.96 avg price	Increased 4.1%
RSP Invesco S&p 500 Equal Weight Recent Activity Increased 0.88%	4.14%	$8.588M 44,749 shares@ $191.93 avg price	Increased 0.88%
DFAS Dimensional Us Small Cap Etf Recent Activity Increased 1.06%	2.59%	$5.378M 75,608 shares@ $71.14 avg price	Increased 1.06%
IJH Ishares Core S&p Midcap Etf Recent Activity Increased 2.67%	2.37%	$4.916M 72,797 shares@ $67.53 avg price	Increased 2.67%
VTV Vanguard Value Etf Recent Activity Decreased -0.85%	2.28%	$4.717M 24,041 shares@ $196.2 avg price	Decreased -0.85%
AAPL Apple Inc Recent Activity Decreased -0.69%	2.25%	$4.654M 18,337 shares@ $253.79 avg price	Decreased -0.69%

1-10 of 120