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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, SCHB, VO, and represent 20.51% of Creekside Partners's stock portfolio.
Added to shares of these 10 stocks: SCHM, VEU, BIL, SCHA, XLU, INTU, VT, CGBL, SCHF, MU.
Started 11 new stock positions in GLTR, BIL, TGT, MU, EUSA, MRK, INTU, L, PDI, XOM. STT.
Reduced shares in these 10 stocks: DLY, SCHX, VXUS, VTI, IFRA, PSTG, CHI, AMZN, FSK, MOAT.
Sold out of its positions in FSK, PSTG.
Creekside Partners was a net buyer of stock by $6.2M.
Creekside Partners has $237M in assets under management (AUM), dropping by 4.23%.
Central Index Key (CIK): 0002035951

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Portfolio Holdings for Creekside Partners

Creekside Partners holds 181 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.6	$13M	+2%	548k	24.04	View chart
Apple (AAPL)	4.3	$10M		38k	271.86	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.8	$9.1M	+7%	320k	28.48	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.4	$8.1M		310k	26.23	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.3	$7.8M		27k	290.22	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.1	$7.4M	+2%	118k	62.47	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.0	$7.2M		28k	257.95	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.0	$7.1M		32k	219.78	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.6	$6.0M		29k	211.79	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.2	$5.3M	+19%	176k	30.07	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.9	$4.6M	-8%	170k	26.91	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.9	$4.5M	+19%	62k	73.56	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.7	$4.1M	+7%	124k	32.75	View chart
Ishares Msci Gbl Min Vol (ACWV)	1.6	$3.8M		32k	118.75	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	1.5	$3.5M		117k	30.27	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$3.4M		63k	53.76	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.4	$3.4M		44k	77.53	View chart
Spdr Gold Tr Gold Shs (GLD)	1.4	$3.3M		8.4k	396.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$3.3M	-8%	9.9k	335.28	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	1.3	$3.2M		25k	128.83	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.3	$3.0M		34k	88.49	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.2	$2.9M	-4%	28k	103.56	View chart
Microsoft Corporation (MSFT)	1.2	$2.8M		5.8k	483.60	View chart
NVIDIA Corporation (NVDA)	1.2	$2.8M		15k	186.50	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.0	$2.4M	+20%	17k	141.06	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	1.0	$2.3M		65k	36.20	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	1.0	$2.3M	-8%	218k	10.48	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.9	$2.2M		7.3k	302.13	View chart
Amazon (AMZN)	0.9	$2.1M	-7%	9.0k	230.82	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$2.0M		10k	191.55	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$2.0M		14k	143.52	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.8	$1.9M		19k	98.32	View chart
Capital Group Core Balanced SHS (CGBL)	0.8	$1.8M	+26%	52k	35.33	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.8M		5.6k	313.00	View chart
Ishares Tr Global 100 Etf (IOO)	0.7	$1.7M		13k	126.67	View chart
Johnson & Johnson (JNJ)	0.7	$1.7M		8.2k	206.96	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.7	$1.6M	-16%	22k	75.44	View chart
Caterpillar (CAT)	0.7	$1.6M		2.8k	572.87	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.7	$1.6M		17k	94.16	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.6	$1.5M		33k	45.21	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.4M		2.2k	627.09	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$1.4M		19k	74.07	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.6	$1.4M	+5%	47k	29.36	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.6	$1.4M		46k	29.61	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$1.4M		21k	66.00	View chart
Chevron Corporation (CVX)	0.6	$1.3M		8.8k	152.41	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.6	$1.3M		27k	48.32	View chart
Cisco Systems (CSCO)	0.5	$1.2M		16k	77.03	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$1.2M		14k	90.00	View chart
Tesla Motors (TSLA)	0.5	$1.2M		2.7k	449.72	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$1.2M		15k	79.73	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.5	$1.1M		20k	55.46	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.5	$1.1M	+99%	26k	42.69	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.1M		5.6k	190.99	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.4	$1.1M	+3%	29k	36.06	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$1.0M	+3%	23k	45.53	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.4	$1.0M		23k	43.98	View chart
JPMorgan Chase & Co. (JPM)	0.4	$1.0M		3.2k	322.22	View chart
Broadcom (AVGO)	0.4	$1.0M		2.9k	346.14	View chart
Doubleline Yield (DLY)	0.4	$1.0M	-31%	70k	14.54	View chart
International Business Machines (IBM)	0.4	$1.0M		3.4k	296.21	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$1.0M		3.2k	313.78	View chart
Wells Fargo & Company (WFC)	0.4	$889k		9.5k	93.20	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.4	$887k		23k	39.45	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$783k		5.5k	141.16	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.3	$767k		8.2k	93.89	View chart
McDonald's Corporation (MCD)	0.3	$765k		2.5k	305.67	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.3	$744k	+27%	84k	8.90	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.3	$743k		3.6k	204.83	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$731k	NEW	8.0k	91.38	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$720k	+16%	40k	18.22	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$713k		4.0k	177.37	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$713k		3.4k	209.15	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$711k		5.9k	120.17	View chart
Vanguard World Utilities Etf (VPU)	0.3	$699k		3.8k	185.03	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.3	$684k		17k	40.35	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$681k		1.1k	614.36	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$661k		970.00	681.91	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.3	$661k		9.8k	67.43	View chart
Spdr Series Trust State Street Spd (ONEY)	0.3	$653k		5.8k	113.56	View chart
Ishares Tr Us Infrastruc (IFRA)	0.3	$639k	-30%	12k	52.62	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$610k		3.6k	168.76	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$599k	+13%	22k	27.43	View chart
Park National Corporation (PRK)	0.3	$594k	-2%	3.9k	152.18	View chart
Ishares Us Power Infrast (POWR)	0.2	$588k		25k	23.53	View chart
Oracle Corporation (ORCL)	0.2	$587k		3.0k	194.91	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.2	$584k		9.1k	64.39	View chart
Vanguard World Health Car Etf (VHT)	0.2	$567k		2.0k	287.81	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$548k		5.7k	96.03	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$543k		6.3k	86.25	View chart
Procter & Gamble Company (PG)	0.2	$540k		3.8k	143.31	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$539k		1.1k	502.65	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$536k		889.00	603.17	View chart
Vaneck Etf Trust Mrngstr Int Moat (MOTI)	0.2	$533k	+8%	15k	36.68	View chart
Nextera Energy (NEE)	0.2	$521k		6.5k	80.28	View chart
Or Royalties Com Shs (OR)	0.2	$520k		15k	35.39	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$520k	+100%	3.6k	143.98	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.2	$519k		12k	44.55	View chart
Enterprise Products Partners (EPD)	0.2	$512k		16k	32.06	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$497k		2.7k	181.20	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.2	$493k		7.1k	69.31	View chart
Intuit (INTU)	0.2	$484k	NEW	731.00	662.42	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$476k		975.00	487.78	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$474k		6.6k	71.42	View chart
Meta Platforms Cl A (META)	0.2	$470k		712.00	660.09	View chart
Deere & Company (DE)	0.2	$465k		998.00	465.57	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$459k	+100%	10k	44.71	View chart
Spdr Series Trust State Street Spd (MDYG)	0.2	$449k		4.9k	92.43	View chart
Ishares Msci Mexico Etf (EWW)	0.2	$448k		6.5k	69.33	View chart
Abbvie (ABBV)	0.2	$447k		2.0k	228.49	View chart
Home Depot (HD)	0.2	$446k		1.3k	344.07	View chart
Pimco High Income Com Shs (PHK)	0.2	$442k	+81%	91k	4.86	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$434k		3.1k	139.17	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$422k		1.5k	279.19	View chart
Williams-Sonoma (WSM)	0.2	$420k		2.4k	178.59	View chart
Vanguard World Financials Etf (VFH)	0.2	$419k		3.1k	133.49	View chart
Amplify Etf Tr Amplify Etho Cli (ETHO)	0.2	$417k		6.4k	65.30	View chart
Pepsi (PEP)	0.2	$411k	-4%	2.9k	143.54	View chart
Us Bancorp Del Com New (USB)	0.2	$406k		7.6k	53.36	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$403k		8.2k	49.46	View chart
Starbucks Corporation (SBUX)	0.2	$401k		4.8k	84.21	View chart
Parker-Hannifin Corporation (PH)	0.2	$398k		452.00	879.33	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$395k		6.4k	62.15	View chart
Medtronic SHS (MDT)	0.2	$379k		3.9k	96.06	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$377k		1.2k	314.93	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$377k		500.00	753.78	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$368k	-4%	12k	31.51	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.2	$363k		5.5k	66.08	View chart
Linde SHS (LIN)	0.2	$359k		841.00	426.39	View chart
Ishares Msci Cda Etf (EWC)	0.2	$358k		6.6k	53.93	View chart
Aon Shs Cl A (AON)	0.1	$347k		982.00	352.88	View chart
Texas Instruments Incorporated (TXN)	0.1	$340k	-2%	2.0k	173.49	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$340k		7.8k	43.64	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.1	$337k		9.1k	36.82	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$336k	-13%	30k	11.24	View chart
Wisdomtree Tr Enhncd Cmmdty St (GCC)	0.1	$331k		16k	21.15	View chart
Public Storage (PSA)	0.1	$327k		1.3k	259.50	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$324k		3.4k	96.29	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$314k		18k	17.96	View chart
Clearway Energy Cl A (CWEN.A)	0.1	$314k		10k	31.42	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$308k		2.8k	109.89	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$305k		11k	27.21	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$304k	-14%	3.3k	90.98	View chart
Spdr Series Trust State Street Spd (DGT)	0.1	$294k		1.8k	166.70	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.1	$293k		6.7k	43.94	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$293k		1.5k	198.65	View chart
Nuveen Mun Value Fd 2 (NUW)	0.1	$286k		20k	14.31	View chart
Abbott Laboratories (ABT)	0.1	$284k		2.3k	125.29	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$284k		2.9k	96.88	View chart
Norfolk Southern (NSC)	0.1	$284k		983.00	288.72	View chart
Qualcomm (QCOM)	0.1	$282k		1.7k	171.00	View chart
Micron Technology (MU)	0.1	$273k	NEW	957.00	285.41	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$267k	+28%	5.1k	52.81	View chart
Ge Aerospace Com New (GE)	0.1	$262k		852.00	307.91	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$261k		1.9k	139.34	View chart
Bank of America Corporation (BAC)	0.1	$256k		4.6k	55.00	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$253k		12k	20.39	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$253k		3.0k	83.75	View chart
Jefferies Finl Group (JEF)	0.1	$242k		3.9k	61.97	View chart
Visa Com Cl A (V)	0.1	$240k		684.00	350.74	View chart
Southern California Bancorp (BCAL)	0.1	$240k		13k	18.67	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$240k		5.0k	47.79	View chart
Ishares Msci Equal Weite (EUSA)	0.1	$238k	NEW	2.3k	103.37	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.1	$236k		22k	10.83	View chart
Pimco Dynamic Income SHS (PDI)	0.1	$234k	NEW	13k	17.71	View chart
Okta Cl A (OKTA)	0.1	$231k		2.7k	86.47	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$230k		4.2k	54.71	View chart
Doubleline Income Solutions (DSL)	0.1	$229k		20k	11.27	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.1	$229k		4.0k	57.14	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$222k		3.0k	75.04	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$220k	NEW	1.1k	205.60	View chart
Bank of New York Mellon Corporation (BK)	0.1	$219k		1.9k	116.09	View chart
State Street Corporation (STT)	0.1	$217k	NEW	1.7k	129.01	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$217k	-8%	12k	17.66	View chart
Merck & Co (MRK)	0.1	$213k	NEW	2.0k	105.26	View chart
Ishares Tr Low Carbon Optim (CRBN)	0.1	$211k		915.00	230.50	View chart
Loews Corporation (L)	0.1	$209k	NEW	2.0k	105.31	View chart
Exxon Mobil Corporation (XOM)	0.1	$206k	NEW	1.7k	120.34	View chart
Target Corporation (TGT)	0.1	$205k	NEW	2.1k	97.75	View chart
Blackrock Res & Commodities SHS (BCX)	0.1	$161k	+2%	15k	10.98	View chart
Invesco Municipal Income Opp Trust (OIA)	0.0	$90k		15k	6.01	View chart

Past Filings by Creekside Partners

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

Creekside Partners 2025 Q4 filed Feb. 13, 2026
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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