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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, VEA, VO, and represent 19.83% of Creekside Partners's stock portfolio.
Added to shares of these 10 stocks: VTI, VEA, NLY, TSLA, AOR, ICVT, VWO, VEU, VT, GLD.
Started 5 new stock positions in RTX, NLY, AOR, KO, ICVT.
Reduced shares in these 10 stocks: SCHF, BAC, VIG, JEF, , NVDA, JNJ, AAPL, HYT, WSM.
Sold out of its positions in BAC, JEF, V.
Creekside Partners was a net buyer of stock by $6.1M.
Creekside Partners has $243M in assets under management (AUM), dropping by 2.65%.
Central Index Key (CIK): 0002035951

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Positions held by Creekside Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Creekside Partners

Creekside Partners holds 183 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
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.3	$13M	-4%	524k	24.75	View chart
Apple (AAPL)	3.9	$9.4M		37k	253.79	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.8	$9.2M		316k	29.08	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.6	$8.6M	+14%	135k	64.08	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.3	$8.0M	+2%	28k	287.18	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.3	$7.9M		316k	25.10	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.0	$7.4M		28k	261.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.7	$6.7M	-3%	31k	215.06	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.6	$6.3M	+2%	29k	217.25	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	2.3	$5.6M	+2%	180k	30.96	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.0	$4.9M	+6%	66k	75.10	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.9	$4.5M	+41%	14k	320.80	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	1.8	$4.3M		168k	25.64	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.7	$4.1M		124k	32.95	View chart
Spdr Gold Tr Gold Shs (GLD)	1.6	$3.9M	+7%	9.1k	430.28	View chart
First Tr Exchange-traded Dj Glbl Divid (FGD)	1.6	$3.9M	+4%	122k	31.93	View chart
Ishares Msci Gbl Min Vol (ACWV)	1.6	$3.8M		32k	119.51	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.6	$3.8M	+10%	70k	54.05	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.4	$3.3M	-2%	43k	78.41	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	1.2	$3.0M		25k	121.19	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.2	$2.9M		33k	88.70	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.1	$2.7M	+2%	28k	96.70	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.1	$2.6M	+12%	19k	138.32	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	1.0	$2.5M	+5%	229k	10.74	View chart
NVIDIA Corporation (NVDA)	1.0	$2.4M	-8%	14k	174.40	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	1.0	$2.4M	+3%	67k	35.19	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.9	$2.1M	-3%	7.0k	302.27	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.9	$2.1M		19k	110.78	View chart
Microsoft Corporation (MSFT)	0.9	$2.1M	-2%	5.7k	370.14	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$2.0M	+2%	11k	191.93	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$2.0M		14k	148.10	View chart
Capital Group Core Balanced SHS (CGBL)	0.8	$2.0M	+10%	58k	34.41	View chart
Caterpillar (CAT)	0.8	$2.0M		2.8k	708.44	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.8	$1.9M	+15%	25k	77.11	View chart
Amazon (AMZN)	0.8	$1.9M		9.0k	208.27	View chart
Chevron Corporation (CVX)	0.8	$1.8M		8.8k	206.90	View chart
Johnson & Johnson (JNJ)	0.7	$1.8M	-10%	7.4k	244.45	View chart
Tesla Motors (TSLA)	0.7	$1.7M	+74%	4.7k	371.75	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.6M		5.7k	287.57	View chart
Ishares Tr Global 100 Etf (IOO)	0.7	$1.6M		13k	120.97	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.7	$1.6M		33k	48.93	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.6	$1.5M		17k	92.74	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.6	$1.5M	+13%	53k	28.72	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.6	$1.4M		46k	30.50	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$1.4M		21k	67.53	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.6	$1.4M		19k	73.64	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.5	$1.3M	+10%	29k	45.89	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.5	$1.3M		27k	48.05	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$1.3M		2.2k	597.53	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$1.3M	+2%	14k	94.24	View chart
Cisco Systems (CSCO)	0.5	$1.2M	-4%	15k	77.59	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.5	$1.2M		15k	79.27	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.5	$1.2M	+21%	27k	42.56	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.5	$1.1M		29k	38.26	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.4	$1.1M	-2%	20k	54.80	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.4	$1.1M		23k	45.56	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.1M	-4%	5.4k	196.20	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$1.1M		23k	46.74	View chart
Annaly Capital Management In Com New (NLY)	0.4	$947k	NEW	45k	21.15	View chart
Doubleline Yield (DLY)	0.4	$935k	-3%	67k	13.92	View chart
JPMorgan Chase & Co. (JPM)	0.4	$933k		3.2k	294.16	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$906k		3.2k	286.89	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$881k	+31%	29k	30.68	View chart
Broadcom (AVGO)	0.4	$881k	-3%	2.8k	309.48	View chart
International Business Machines (IBM)	0.3	$827k		3.4k	242.37	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$804k		5.5k	144.95	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.3	$773k		8.2k	94.56	View chart
Wells Fargo & Company (WFC)	0.3	$759k		9.5k	79.61	View chart
Spdr Series Trust State Street Spd (BIL)	0.3	$753k	+2%	8.2k	91.64	View chart
Vanguard World Utilities Etf (VPU)	0.3	$749k		3.8k	198.15	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$742k		4.0k	184.29	View chart
McDonald's Corporation (MCD)	0.3	$738k	-5%	2.4k	310.83	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$736k		5.9k	124.31	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.3	$720k	-2%	3.5k	203.82	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$704k		3.4k	205.82	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$695k		39k	17.75	View chart
Ishares Tr Us Infrastruc (IFRA)	0.3	$695k		12k	57.20	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.3	$667k	-3%	16k	40.83	View chart
Spdr Series Trust State Street Spd (ONEY)	0.3	$666k	-3%	5.5k	120.05	View chart
Ishares Us Power Infrast (POWR)	0.3	$656k		25k	26.23	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.3	$650k		9.9k	65.69	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$644k	+2%	990.00	650.05	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.3	$629k		10k	61.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$626k	-2%	1.1k	577.16	View chart
Park National Corporation (PRK)	0.3	$624k	-2%	3.8k	163.45	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$611k		3.6k	168.85	View chart
Pimco High Income Com Shs (PHK)	0.2	$607k	+44%	131k	4.63	View chart
Enterprise Products Partners (EPD)	0.2	$605k		16k	37.84	View chart
Ishares Tr Core 60/40 Balan (AOR)	0.2	$603k	NEW	9.4k	64.35	View chart
Nextera Energy (NEE)	0.2	$603k		6.5k	92.88	View chart
Vaneck Etf Trust Mrngstr Int Moat (MOTI)	0.2	$579k	+16%	17k	34.15	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$575k		6.3k	91.37	View chart
Ishares Msci Mexico Etf (EWW)	0.2	$569k	+17%	7.6k	75.23	View chart
Deere & Company (DE)	0.2	$562k		998.00	563.30	View chart
Spdr Index Shs Fds State Street Spd (FEZ)	0.2	$554k		8.9k	62.08	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$554k		5.7k	97.12	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$546k		886.00	616.64	View chart
Procter & Gamble Company (PG)	0.2	$544k		3.8k	144.44	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.2	$540k		12k	46.36	View chart
Vanguard World Health Car Etf (VHT)	0.2	$538k		2.0k	272.38	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.2	$534k	-24%	63k	8.52	View chart
Or Royalties Com Shs (OR)	0.2	$521k	-6%	14k	38.02	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$520k		2.7k	189.59	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$514k		1.1k	479.20	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.2	$487k		7.1k	68.43	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$486k		6.6k	73.14	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.2	$481k		3.6k	132.88	View chart
Spdr Series Trust State Street Spd (MDYG)	0.2	$467k		4.9k	95.96	View chart
Spdr Series Trust State Street Spd (SDY)	0.2	$456k		3.1k	145.93	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$451k	+99%	26k	17.11	View chart
Pepsi (PEP)	0.2	$427k	-3%	2.8k	155.31	View chart
Starbucks Corporation (SBUX)	0.2	$427k		4.8k	89.59	View chart
Home Depot (HD)	0.2	$427k		1.3k	328.86	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$424k		971.00	436.95	View chart
Abbvie (ABBV)	0.2	$420k		1.9k	217.49	View chart
Linde SHS (LIN)	0.2	$417k		841.00	495.76	View chart
Oracle Corporation (ORCL)	0.2	$410k	-7%	2.8k	147.11	View chart
Meta Platforms Cl A (META)	0.2	$407k		712.00	572.13	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$407k		8.2k	49.95	View chart
Parker-Hannifin Corporation (PH)	0.2	$405k		452.00	895.77	View chart
Us Bancorp Com New (USB)	0.2	$396k		7.6k	52.01	View chart
Clearway Energy Cl A (CWEN.A)	0.2	$392k		10k	39.17	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.2	$391k		18k	22.33	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$384k		1.5k	257.37	View chart
Texas Instruments Incorporated (TXN)	0.2	$381k		2.0k	194.14	View chart
Vanguard World Financials Etf (VFH)	0.2	$379k		3.1k	120.81	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.2	$378k		5.5k	68.79	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$378k		12k	32.43	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.2	$375k	NEW	3.7k	101.79	View chart
Wisdomtree Tr Enhncd Cmmdty St (GCC)	0.2	$374k		16k	23.94	View chart
Amplify Etf Tr Amplify Etho Cli (ETHO)	0.2	$373k	-11%	5.6k	66.08	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$371k		9.1k	40.54	View chart
Ishares Msci Cda Etf (EWC)	0.1	$364k		6.6k	54.79	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$358k		1.2k	298.80	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$349k		501.00	697.06	View chart
Medtronic SHS (MDT)	0.1	$342k		3.9k	86.65	View chart
Public Storage (PSA)	0.1	$341k		1.3k	270.88	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.1	$339k		6.4k	53.35	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$332k		7.8k	42.54	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.1	$325k		30k	10.88	View chart
Micron Technology (MU)	0.1	$323k		957.00	337.85	View chart
Ishares Msci Equal Weite (EUSA)	0.1	$322k	+37%	3.2k	101.77	View chart
Aon Shs Cl A (AON)	0.1	$317k		982.00	322.78	View chart
Spdr Series Trust State Street Spd (SLYV)	0.1	$316k		3.3k	94.59	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$312k		11k	27.85	View chart
Ishares Tr Tips Bd Etf (TIP)	0.1	$309k		2.8k	110.34	View chart
Spdr Index Shs Fds State Street Spd (DWX)	0.1	$305k		6.7k	45.60	View chart
Spdr Series Trust State Street Spd (DGT)	0.1	$299k		1.8k	169.55	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$295k		2.9k	100.62	View chart
Nuveen Mun Value Fd 2 (NUW)	0.1	$287k		20k	14.33	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$283k		1.5k	191.84	View chart
Norfolk Southern (NSC)	0.1	$282k		983.00	287.00	View chart
Williams-Sonoma (WSM)	0.1	$281k	-34%	1.5k	182.33	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$279k	-11%	3.0k	93.92	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.1	$267k		12k	21.42	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$267k		5.1k	52.70	View chart
Coca-Cola Company (KO)	0.1	$263k	NEW	3.5k	76.05	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.1	$255k		5.0k	50.81	View chart
Target Corporation (TGT)	0.1	$254k		2.1k	121.20	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$252k		3.0k	82.76	View chart
Ishares Tr Esg Optimized (SUSA)	0.1	$247k		1.9k	132.09	View chart
Merck & Co (MRK)	0.1	$244k		2.0k	120.26	View chart
Exxon Mobil Corporation (XOM)	0.1	$242k	-16%	1.4k	169.66	View chart
Ge Aerospace Com New (GE)	0.1	$242k		852.00	283.66	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.1	$239k		4.0k	59.74	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$239k		4.2k	56.79	View chart
Abbott Laboratories (ABT)	0.1	$233k		2.3k	102.67	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$230k		1.1k	218.72	View chart
Southern California Bancorp (BCAL)	0.1	$228k		13k	17.72	View chart
Bank of New York Mellon Corporation (BK)	0.1	$224k		1.9k	118.63	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$223k		3.0k	75.18	View chart
Doubleline Income Solutions (DSL)	0.1	$220k		20k	10.83	View chart
Intuit (INTU)	0.1	$218k	-31%	503.00	432.38	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$215k		12k	17.54	View chart
Qualcomm (QCOM)	0.1	$214k		1.7k	128.80	View chart
State Street Corporation (STT)	0.1	$213k		1.7k	126.56	View chart
Loews Corporation (L)	0.1	$211k		2.0k	106.74	View chart
Okta Cl A (OKTA)	0.1	$210k		2.7k	78.71	View chart
Raytheon Technologies Corp (RTX)	0.1	$204k	NEW	1.1k	192.90	View chart
Ishares Tr Low Carbon Optim (CRBN)	0.1	$204k		915.00	222.77	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.1	$195k	-11%	19k	10.10	View chart
Blackrock Res & Commodities SHS (BCX)	0.1	$179k		15k	12.05	View chart
Invesco Municipal Income Opp Trust (OIA)	0.0	$91k		15k	6.14	View chart

Past Filings by Creekside Partners

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

Creekside Partners 2026 Q1 filed April 22, 2026
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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