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Creekside Partners

Latest statistics and disclosures from Creekside Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHF, AAPL, SCHA, VO, SCHB, and represent 20.31% of Creekside Partners's stock portfolio.
Added to shares of these 10 stocks: CGBL, CSCO, CWEN.A, SCHF, PSTG, CRBN, BK, ANGL, SCHB, VXUS.
Started 4 new stock positions in CWEN.A, BK, PSTG, CRBN.
Reduced shares in these 10 stocks: CHI, TDUP, NFLX, DLY, , SCHA, VIG, VEA, WSM, VBK.
Sold out of its positions in NFLX, TGT, TDUP.
Creekside Partners was a net buyer of stock by $918k.
Creekside Partners has $227M in assets under management (AUM), dropping by 7.77%.
Central Index Key (CIK): 0002035951

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Portfolio Holdings for Creekside Partners

Creekside Partners holds 172 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.5	$13M	+2%	536k	23.28	View chart
Apple (AAPL)	4.2	$9.6M		38k	254.63	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.7	$8.3M		298k	27.90	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.5	$7.9M		27k	293.74	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.5	$7.8M	+2%	305k	25.71	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.1	$7.2M		28k	254.28	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.1	$7.0M		32k	215.79	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.0	$6.9M		115k	59.92	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.6	$5.9M		28k	208.71	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.1	$4.9M		185k	26.34	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.9	$4.3M	+2%	146k	29.64	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.7	$3.9M		116k	33.37	View chart
Ishares Msci Gbl Min Vol (ACWV)	1.7	$3.8M		32k	119.92	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.6	$3.7M		52k	71.37	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.6	$3.6M	-2%	11k	328.16	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$3.4M		62k	54.18	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	1.5	$3.3M		115k	28.75	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.5	$3.3M		43k	76.72	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	1.4	$3.1M		25k	125.95	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.3	$3.1M		33k	91.42	View chart
Microsoft Corporation (MSFT)	1.3	$3.1M		5.9k	517.98	View chart
Spdr Gold Tr Gold Shs (GLD)	1.3	$3.0M		8.4k	355.46	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.3	$2.9M		29k	99.11	View chart
NVIDIA Corporation (NVDA)	1.2	$2.8M	-2%	15k	186.58	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	1.1	$2.6M	-12%	239k	10.79	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	1.0	$2.3M		65k	36.08	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.0	$2.2M	-3%	7.3k	297.61	View chart
Amazon (AMZN)	0.9	$2.1M		9.7k	219.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$2.0M		10k	189.70	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$1.9M		14k	140.95	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.8	$1.9M		14k	137.80	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.8	$1.9M	+7%	26k	73.46	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.8	$1.8M		19k	96.68	View chart
Ishares Tr Global 100 Etf (IOO)	0.7	$1.6M		13k	120.01	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.7	$1.6M		17k	95.14	View chart
Doubleline Yield (DLY)	0.7	$1.5M	-12%	102k	15.08	View chart
Johnson & Johnson (JNJ)	0.7	$1.5M		8.2k	185.41	View chart
Capital Group Core Balanced SHS (CGBL)	0.6	$1.4M	+230%	41k	34.72	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.6	$1.4M		33k	42.96	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$1.4M		19k	74.37	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$1.4M		5.7k	243.09	View chart
Chevron Corporation (CVX)	0.6	$1.4M		8.8k	155.29	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.6	$1.4M	-4%	27k	49.46	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.3M	+3%	2.2k	612.49	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$1.3M		21k	65.26	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.6	$1.3M		46k	29.11	View chart
Caterpillar (CAT)	0.6	$1.3M		2.8k	477.20	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.6	$1.3M	+15%	44k	29.73	View chart
Tesla Motors (TSLA)	0.5	$1.2M		2.7k	444.72	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$1.2M	-4%	15k	79.93	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$1.1M	+2%	14k	84.68	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.5	$1.1M		13k	87.21	View chart
Cisco Systems (CSCO)	0.5	$1.1M	+41%	16k	68.42	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.5	$1.1M		20k	54.31	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.0M		5.6k	186.49	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.5	$1.0M		28k	36.16	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$1.0M		22k	45.51	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.0M	-2%	3.2k	315.43	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.4	$981k	-2%	23k	41.97	View chart
Broadcom (AVGO)	0.4	$976k		3.0k	329.94	View chart
International Business Machines (IBM)	0.4	$960k		3.4k	282.18	View chart
Ishares Tr Us Infrastruc (IFRA)	0.4	$920k		17k	52.82	View chart
Oracle Corporation (ORCL)	0.4	$846k		3.0k	281.24	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.4	$819k		22k	36.55	View chart
Wells Fargo & Company (WFC)	0.4	$799k		9.5k	83.82	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.3	$793k		8.2k	97.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$776k		3.2k	243.58	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$764k		5.5k	137.74	View chart
McDonald's Corporation (MCD)	0.3	$761k		2.5k	303.93	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.3	$722k		3.6k	199.49	View chart
Vanguard World Utilities Etf (VPU)	0.3	$715k		3.8k	189.42	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.3	$712k		17k	42.13	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$711k		3.4k	209.34	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$703k	-3%	5.9k	118.84	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$700k		4.0k	174.57	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$664k		1.1k	600.61	View chart
Park National Corporation (PRK)	0.3	$653k		4.0k	162.53	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$646k		969.00	666.48	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.3	$646k		9.7k	66.90	View chart
Spdr Series Trust Russell Yield (ONEY)	0.3	$646k		5.7k	113.16	View chart
Ishares Glb Enr Prod Etf (FILL)	0.3	$627k		25k	25.08	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.3	$622k	-6%	66k	9.50	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$619k		34k	18.24	View chart
Procter & Gamble Company (PG)	0.3	$590k		3.8k	153.65	View chart
Or Royalties Com Shs (OR)	0.3	$589k		15k	40.08	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.2	$563k	-5%	9.1k	62.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$539k	-12%	1.1k	502.74	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$534k		895.00	596.22	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$528k		6.2k	84.83	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$527k		5.6k	93.37	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$525k	-2%	19k	27.30	View chart
Home Depot (HD)	0.2	$524k		1.3k	405.29	View chart
Meta Platforms Cl A (META)	0.2	$523k		712.00	734.54	View chart
Ishares Tr Ishares Biotech (IBB)	0.2	$522k	-6%	3.6k	144.38	View chart
Vanguard World Health Car Etf (VHT)	0.2	$510k		2.0k	259.64	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.2	$510k		11k	44.51	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$509k		1.8k	281.83	View chart
Enterprise Products Partners (EPD)	0.2	$500k		16k	31.27	View chart
Vaneck Etf Trust Mrngstr Int Moat (MOTI)	0.2	$495k	-4%	13k	37.07	View chart
Nextera Energy (NEE)	0.2	$490k	-5%	6.5k	75.49	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$488k	-2%	6.6k	73.48	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$484k		2.7k	176.78	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$477k		994.00	479.53	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.2	$466k		7.1k	65.56	View chart
Williams-Sonoma (WSM)	0.2	$460k	-17%	2.4k	195.45	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$458k		5.1k	89.34	View chart
Deere & Company (DE)	0.2	$456k	-5%	998.00	457.26	View chart
Abbvie (ABBV)	0.2	$453k		2.0k	231.54	View chart
Spdr Series Trust S&P 400 MDCP GRW (MDYG)	0.2	$444k		4.9k	91.57	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$443k		1.5k	293.75	View chart
Ishares Msci Mexico Etf (EWW)	0.2	$435k		6.4k	68.21	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.2	$435k		3.1k	140.05	View chart
Pepsi (PEP)	0.2	$421k	-3%	3.0k	140.46	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$413k		8.2k	50.63	View chart
Vanguard World Financials Etf (VFH)	0.2	$412k		3.1k	131.24	View chart
Amplify Etf Tr Amplify Etho Cli (ETHO)	0.2	$404k		6.3k	63.68	View chart
Starbucks Corporation (SBUX)	0.2	$402k		4.8k	84.59	View chart
Linde SHS (LIN)	0.2	$400k		841.00	475.00	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$399k		34k	11.60	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$382k		6.4k	60.08	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$379k	-10%	12k	31.16	View chart
Medtronic SHS (MDT)	0.2	$375k		3.9k	95.24	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$373k	-5%	500.00	745.89	View chart
Texas Instruments Incorporated (TXN)	0.2	$370k		2.0k	183.73	View chart
Us Bancorp Del Com New (USB)	0.2	$368k		7.6k	48.33	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$368k		1.2k	307.88	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.2	$366k		5.5k	66.64	View chart
Public Storage (PSA)	0.2	$364k		1.3k	288.85	View chart
Aon Shs Cl A (AON)	0.2	$350k		982.00	356.58	View chart
Spdr Series Trust S&p 600 Smcp Val (SLYV)	0.2	$347k		3.9k	88.65	View chart
Parker-Hannifin Corporation (PH)	0.2	$343k		452.00	758.32	View chart
Ishares Msci Cda Etf (EWC)	0.1	$336k		6.6k	50.55	View chart
Wisdomtree Tr Enhncd Cmmdty St (GCC)	0.1	$330k		15k	21.39	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$328k		7.8k	42.03	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$318k		9.1k	34.75	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$317k		3.3k	95.20	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$311k		2.8k	111.22	View chart
Abbott Laboratories (ABT)	0.1	$307k		2.3k	133.94	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$299k		18k	17.06	View chart
Norfolk Southern (NSC)	0.1	$295k		983.00	300.41	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$295k		11k	26.30	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$287k	+3%	1.5k	194.53	View chart
Spdr Series Trust Glb Dow Etf (DGT)	0.1	$285k		1.8k	161.75	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.1	$284k		6.7k	42.70	View chart
Nuveen Mun Value Fd 2 (NUW)	0.1	$284k		20k	14.18	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$281k		2.9k	95.89	View chart
Qualcomm (QCOM)	0.1	$274k		1.6k	166.36	View chart
Clearway Energy Cl A (CWEN.A)	0.1	$269k	NEW	10k	26.93	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$262k		12k	21.07	View chart
Ge Aerospace Com New (GE)	0.1	$256k		852.00	300.69	View chart
Jefferies Finl Group (JEF)	0.1	$256k		3.9k	65.42	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$254k		1.9k	135.65	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$251k		3.0k	84.12	View chart
Pimco High Income Com Shs (PHK)	0.1	$250k		50k	4.99	View chart
Doubleline Income Solutions (DSL)	0.1	$249k		20k	12.28	View chart
Pure Storage Cl A (PSTG)	0.1	$246k	NEW	2.9k	83.81	View chart
Okta Cl A (OKTA)	0.1	$245k		2.7k	91.70	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.1	$240k		22k	11.05	View chart
Bank of America Corporation (BAC)	0.1	$240k		4.6k	51.59	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$239k		5.0k	47.63	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$239k		13k	17.77	View chart
Visa Com Cl A (V)	0.1	$234k		684.00	341.36	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$225k		4.2k	53.40	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.1	$221k		4.0k	55.22	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$217k		3.0k	73.28	View chart
Southern California Bancorp (BCAL)	0.1	$214k		13k	16.68	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$209k		3.9k	53.10	View chart
Ishares Tr Msci Lw Crb Tg (CRBN)	0.1	$206k	NEW	906.00	226.91	View chart
Bank of New York Mellon Corporation (BK)	0.1	$206k	NEW	1.9k	108.96	View chart
Fs Kkr Capital Corp (FSK)	0.1	$156k		10k	14.93	View chart
Blackrock Res & Commodities SHS (BCX)	0.1	$146k	+2%	14k	10.17	View chart
Invesco Municipal Income Opp Trust (OIA)	0.0	$90k		15k	6.03	View chart

Past Filings by Creekside Partners

SEC 13F filings are viewable for Creekside Partners going back to 2024

Creekside Partners 2025 Q3 filed Oct. 27, 2025
Creekside Partners 2025 Q2 filed July 29, 2025
Creekside Partners 2025 Q1 filed May 7, 2025
Creekside Partners 2024 Q4 filed Feb. 7, 2025
Creekside Partners 2024 Q3 filed Nov. 8, 2024
Creekside Partners 2024 Q2 filed Aug. 30, 2024

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