Chief Compliance Officer

0001951757-24-001182.txt : 20241106 0001951757-24-001182.hdr.sgml : 20241106 20241106144430 ACCESSION NUMBER: 0001951757-24-001182 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241106 DATE AS OF CHANGE: 20241106 EFFECTIVENESS DATE: 20241106 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Birchcreek Wealth Management, LLC CENTRAL INDEX KEY: 0001840341 ORGANIZATION NAME: IRS NUMBER: 842601302 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-20479 FILM NUMBER: 241430333 BUSINESS ADDRESS: STREET 1: 2955 EXCHANGE PLACE BLVD. STREET 2: SUITE 103 CITY: MIAMI TOWNSHIP STATE: OH ZIP: 45342 BUSINESS PHONE: (937) 567-0646 MAIL ADDRESS: STREET 1: 2955 EXCHANGE PLACE BLVD. STREET 2: SUITE 103 CITY: MIAMI TOWNSHIP STATE: OH ZIP: 45342 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001840341 XXXXXXXX 09-30-2024 09-30-2024 Birchcreek Wealth Management, LLC

2955 EXCHANGE PLACE BLVD. SUITE 103 MIAMI TOWNSHIP OH 45342

13F HOLDINGS REPORT 028-20479 N Daniel Johnson Chief Compliance Officer (937) 567-0646 Daniel Johnson Miami Township OH 11-06-2024 0 117 152604116 false INFORMATION TABLE 2 F_13F_Birchcreek_Q32024.xml ABBVIE INC COM 00287Y109 358426 1815 SH SOLE 0 0 1815 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 366405 1037 SH SOLE 0 0 1037 ALPHABET INC CAP STK CL C 02079K107 458937 2745 SH SOLE 0 0 2745 ALPHABET INC CAP STK CL A 02079K305 1272070 7670 SH SOLE 0 0 7670 AMAZON COM INC COM 023135106 1731192 9291 SH SOLE 0 0 9291 AMERICAN EXPRESS CO COM 025816109 480546 1772 SH SOLE 0 0 1772 AMERICAN WTR WKS CO INC NEW COM 030420103 216143 1478 SH SOLE 0 0 1478 AMERIPRISE FINL INC COM 03076C106 252588 538 SH SOLE 0 0 538 AMGEN INC COM 031162100 289536 899 SH SOLE 0 0 899 APPLE INC COM 037833100 4830991 20734 SH SOLE 0 0 20734 APPLIED MATLS INC COM 038222105 501690 2483 SH SOLE 0 0 2483 ARISTA NETWORKS INC COM 040413106 582639 1518 SH SOLE 0 0 1518 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 829766 1803 SH SOLE 0 0 1803 BLACKSTONE INC COM 09260D107 271014 1770 SH SOLE 0 0 1770 BROADCOM INC COM 11135F101 237705 1378 SH SOLE 0 0 1378 CATERPILLAR INC COM 149123101 513932 1314 SH SOLE 0 0 1314 CHEVRON CORP NEW COM 166764100 494238 3356 SH SOLE 0 0 3356 CHIPOTLE MEXICAN GRILL INC COM 169656105 354890 6159 SH SOLE 0 0 6159 COSTCO WHSL CORP NEW COM 22160K105 444006 501 SH SOLE 0 0 501 DEERE & CO COM 244199105 201988 484 SH SOLE 0 0 484 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 1990297 30686 SH SOLE 0 0 30686 DISNEY WALT CO COM 254687106 214696 2232 SH SOLE 0 0 2232 DOMINION ENERGY INC COM 25746U109 465267 8051 SH SOLE 0 0 8051 DUKE ENERGY CORP NEW COM NEW 26441C204 419116 3635 SH SOLE 0 0 3635 EATON VANCE TAX-MANAGED BUY- COM 27828Y108 173783 12593 SH SOLE 0 0 12593 ELI LILLY & CO COM 532457108 1710227 1930 SH SOLE 0 0 1930 EMERSON ELEC CO COM 291011104 306673 2804 SH SOLE 0 0 2804 EXXON MOBIL CORP COM 30231G102 613332 5232 SH SOLE 0 0 5232 FIDELITY COVINGTON TRUST MSCI RL EST ETF 316092857 1005406 34105 SH SOLE 0 0 34105 FIDELITY COVINGTON TRUST MSCI COMMNTN SVC 316092873 855503 15532 SH SOLE 0 0 15532 FIDELITY COVINGTON TRUST MSCI FINLS IDX 316092501 1199266 18781 SH SOLE 0 0 18781 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 1378322 18933 SH SOLE 0 0 18933 FORTINET INC COM 34959E109 408689 5270 SH SOLE 0 0 5270 GE AEROSPACE COM NEW 369604301 213723 1133 SH SOLE 0 0 1133 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 198368 10996 SH SOLE 0 0 10996 HOME DEPOT INC COM 437076102 748049 1846 SH SOLE 0 0 1846 INTEL CORP COM 458140100 738708 31488 SH SOLE 0 0 31488 INTERNATIONAL BUSINESS MACHS COM 459200101 336685 1523 SH SOLE 0 0 1523 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 5559435 31031 SH SOLE 0 0 31031 INVESCO QQQ TR UNIT SER 1 46090E103 1337097 2740 SH SOLE 0 0 2740 ISHARES INC MSCI EMRG CHN 46434G764 1635262 26759 SH SOLE 0 0 26759 ISHARES TR 1 3 YR TREAS BD 464287457 13901157 167182 SH SOLE 0 0 167182 ISHARES TR CORE MSCI EAFE 46432F842 7393378 94726 SH SOLE 0 0 94726 ISHARES TR CORE S&P MCP ETF 464287507 2885488 46301 SH SOLE 0 0 46301 ISHARES TR CORE S&P SCP ETF 464287804 1838770 15721 SH SOLE 0 0 15721 ISHARES TR CORE S&P US GWT 464287671 13736900 104138 SH SOLE 0 0 104138 ISHARES TR CORE S&P US VLU 464287663 11728211 122821 SH SOLE 0 0 122821 ISHARES TR SHORT TREAS BD 464288679 4833611 43692 SH SOLE 0 0 43692 ISHARES TR SELECT DIVID ETF 464287168 528436 3912 SH SOLE 0 0 3912 ISHARES TR S&P 100 ETF 464287101 450565 1628 SH SOLE 0 0 1628 ISHARES TR CORE S&P500 ETF 464287200 1372389 2379 SH SOLE 0 0 2379 ISHARES TR CORE S&P TTL STK 464287150 230166 1832 SH SOLE 0 0 1832 ISHARES TR CORE HIGH DV ETF 46429B663 318117 2705 SH SOLE 0 0 2705 J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 46654Q203 435815 7934 SH SOLE 0 0 7934 JOHNSON & JOHNSON COM 478160104 781291 4821 SH SOLE 0 0 4821 JPMORGAN CHASE & CO. 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