Creekmur Asset Management
Latest statistics and disclosures from Creekmur Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, IJR, VEA, SPEM, SCZ, and represent 94.29% of Creekmur Asset Management's stock portfolio.
- Added to shares of these 5 stocks: VOO, SCZ, VEA, IJR, SPEM.
- Started 1 new stock position in SCZ.
- Reduced shares in these 1 stock: CLIP.
- Creekmur Asset Management was a net buyer of stock by $565k.
- Creekmur Asset Management has $2.1M in assets under management (AUM), dropping by 55.83%.
- Central Index Key (CIK): 0002013091
Tip: Access up to 7 years of quarterly data
Positions held by Creekmur Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Creekmur Asset Management
Creekmur Asset Management holds 6 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF Etf (VOO) | 42.5 | $878k | +34% | 1.3k | 686.88 |
|
| iShares Core S&P Small-Cap ETF Etf (IJR) | 18.1 | $374k | +25% | 2.5k | 148.33 |
|
| Vanguard FTSE Developed Markets ETF Etf (VEA) | 16.0 | $332k | +32% | 4.7k | 71.25 |
|
| State Street SPDR Portfolio Emerging Markets ETF Etf (SPEM) | 11.3 | $233k | +33% | 4.5k | 51.78 |
|
| iShares MSCI EAFE Small-Cap ETF Etf (SCZ) | 6.4 | $133k | NEW | 1.6k | 82.25 |
|
| Global X 1-3 Month T-Bill ETF Etf (CLIP) | 5.7 | $118k | -4% | 1.2k | 100.36 |
|
Past Filings by Creekmur Asset Management
SEC 13F filings are viewable for Creekmur Asset Management going back to 2023
- Creekmur Asset Management 2026 Q2 filed Aug. 7, 2026
- Creekmur Asset Management 2026 Q1 filed May 8, 2026
- Creekmur Asset Management 2025 Q3 filed Nov. 12, 2025
- Creekmur Asset Management 2025 Q2 filed Aug. 4, 2025
- Creekmur Asset Management 2025 Q1 filed May 5, 2025
- Creekmur Asset Management 2024 Q4 filed Feb. 12, 2025
- Creekmur Asset Management 2024 Q3 filed Oct. 25, 2024
- Creekmur Asset Management 2024 Q2 filed Aug. 13, 2024
- Creekmur Asset Management 2024 Q1 filed May 16, 2024
- Creekmur Asset Management 2023 Q4 filed March 1, 2024