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, CLIP, and represent 100.00% of Creekmur Asset Management's stock portfolio.
  • Added to shares of these 2 stocks: VEA, SPEM.
  • Started 2 new stock positions in VEA, SPEM.
  • Reduced shares in these 10 stocks: BUFR (-$45M), BUFD (-$44M), BUFQ (-$44M), QQQ (-$42M), IVV (-$41M), NVDA (-$33M), SCHD (-$21M), CGUI (-$21M), , .
  • Sold out of its positions in AFL, AGCO, BTAL, AMLP, T, ARKK, ABT, ABBV, FAX, SIVR.
  • Creekmur Asset Management was a net seller of stock by $-602M.
  • Creekmur Asset Management has $1.3M in assets under management (AUM), dropping by -99.78%.
  • Central Index Key (CIK): 0002013091

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Portfolio Holdings for Creekmur Asset Management

Creekmur Asset Management holds 5 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard S&P 500 ETF Etf (VOO) 42.9 $570k -47% 953.00 597.61
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iShares Core S&P Small-Cap ETF Etf (IJR) 18.9 $250k -41% 2.0k 124.28
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Vanguard FTSE Developed Markets ETF Etf (VEA) 17.0 $226k NEW 3.5k 64.07
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State Street SPDR Portfolio Emerging Markets ETF Etf (SPEM) 11.9 $158k NEW 3.4k 46.91
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Global X 1-3 Month T-Bill ETF Etf (CLIP) 9.3 $123k -98% 1.2k 100.38
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Past Filings by Creekmur Asset Management

SEC 13F filings are viewable for Creekmur Asset Management going back to 2023