Birchcreek Wealth Management, LLC

RIA/Wealth

Birchcreek Wealth Management, LLC is a RIA/Wealth based in Miami Township, OH led by Daniel A Johnson, reporting $255.3M in AUM as of Q3 2025 with 76% ETF concentration and 55% concentrated in top 10 holdings.

Managing PartnerDaniel A Johnson

Portfolio Value: $193.5M
Positions: 115
Top Holding: SHY at 10.34%
Last Reported: Q3 2025

Address2955 Exchange Place Blvd., Suite 103, Miami Township, OH, 45342, United States

Top Holdings

Largest long holdings in Birchcreek Wealth Management, LLC's portfolio (55.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares 1-3 Year Treasury Bond SHY	ETF ETF	$20.0M	10.34%	+$1.8M Bought	— 241.2K shares	Q2 2022 Held for 3y 5m
2 iShares Core S&P U.S. Growth IUSG	ETF ETF	$19.8M	10.24%	+$541.7K Bought	— 120.5K shares	Q4 2020 Held for 4y 11m
3 iShares Core S&P U.S. Value IUSV	ETF ETF	$16.8M	8.69%	+$1.5M Bought	— 168.3K shares	Q4 2020 Held for 4y 11m
4 SPDR Bloomberg 3-12 Month T-Bill BILS	ETF ETF	$13.3M	6.88%	+$1.3M Bought	— 133.9K shares	Q1 2024 Held for 1y 8m
5 iShares Core MSCI EAFE ETF IEFA	ETF ETF	$10.9M	5.63%	+$374.6K Bought	— 124.9K shares	Q4 2020 Held for 4y 11m
6 Invesco S&P 500 Equal Weight ETF RSP	ETF ETF	$7.5M	3.89%	+$747.2K Bought	— 39.7K shares	Q4 2020 Held for 4y 11m
7 Apple AAPL	Consumer Electronics Technology	$5.0M	2.60%	-$227.6K Sold	0.00% 19.8K shares	Q4 2020 Held for 4y 11m
8 Vanguard Growth VUG	ETF ETF	$4.7M	2.42%	+$14.9K Bought	— 9.8K shares	Q4 2020 Held for 4y 11m
9 Dimensional U.S. Small Cap DFAS	ETF ETF	$4.6M	2.37%	+$465.5K Bought	— 67.0K shares	Q2 2023 Held for 2y 5m
10 Vanguard Value VTV	ETF ETF	$4.4M	2.28%	+$77.6K Bought	— 23.6K shares	Q4 2020 Held for 4y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Birchcreek Wealth Management, LLC's latest filing

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Market Value

$193.5M

Prior: $176.5M

Q/Q Change

+9.65%

+$17.0M

Net Flows % of MV

+2.1%

Turnover Ratio

3.68%

New Purchases

0 stocks

Added To

37 stocks

+$8.3M

Sold Out Of

7 stocks

$1.4M

Reduced Holdings

45 stocks

-$2.8M

Increased Positions

Position	Shares Δ	Change
1 Utilities Select Sector SPDR Fund XLU	+37.04%	4.3K → 5.9K +$138.6K
2 Vanguard Health Care VHT	+24.75%	1.3K → 1.6K +$83.1K
3 O'Reilly Automotive ORLY	+22.49%	2.3K → 2.8K +$56.4K
4 VAW Vanguard Materials VAW	+20.58%	1.5K → 1.8K +$63.9K
5 Fidelity MSCI Real Estate Index ETF FREL	+16.14%	44.3K → 51.5K +$198.9K

Decreased Positions

Position	Shares Δ	Change
1 Costco Wholesale COST	Sold	287.0 → 0 −$283.8K
2 Taiwan Semiconductor Manufacturing Company TSM	Sold	1.0K → 0 −$235.1K
3 Ameriprise Financial AMP	Sold	417.0 → 0 −$222.6K
4 Texas Instruments TXN	Sold	1.1K → 0 −$219.2K
5 MicroStrategy MSTR	Sold	540.0 → 0 −$218.2K