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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, VIG, and represent 20.63% of Creekside Partners's stock portfolio.
Added to shares of these 10 stocks: SCHM, PEY, SCHB, SCHF, VCSH, CGDV, VB, AIRR, XOM, VEU.
Started 3 new stock positions in XOM, PEY, CGDV.
Reduced shares in these 10 stocks: SCHX, BAC, PAVE, TIP, VXUS, VWO, VWOB, BND, ETHO, ACWV.
Sold out of its positions in BAC, PAVE.
Creekside Partners was a net buyer of stock by $1.7M.
Creekside Partners has $191M in assets under management (AUM), dropping by -1.00%.
Central Index Key (CIK): 0002035951

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Portfolio Holdings for Creekside Partners

Creekside Partners holds 165 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.4	$10M	+2%	525k	19.78	View chart
Apple (AAPL)	4.4	$8.5M		38k	222.13	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.7	$7.1M		303k	23.43	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.7	$7.0M		27k	258.62	View chart
Vanguard Specialized Funds Div App Etf (VIG)	3.4	$6.4M		33k	193.99	View chart
Vanguard Index Fds Small Cp Etf (VB)	3.1	$6.0M	+3%	27k	221.75	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.0	$5.8M		114k	50.83	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	3.0	$5.8M	+5%	267k	21.53	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	2.8	$5.3M		28k	186.29	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	2.1	$4.1M	-7%	185k	22.08	View chart
Ishares Msci Gbl Min Vol (ACWV)	2.0	$3.7M	-2%	32k	116.37	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.7	$3.3M	+13%	126k	26.20	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.6	$3.0M		33k	90.54	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.6	$3.0M		11k	274.85	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	1.5	$2.8M	+2%	103k	27.57	View chart
First Tr Exchange Traded Dj Glbl Divid (FGD)	1.4	$2.8M		114k	24.20	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$2.7M	-4%	60k	45.26	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.4	$2.7M		43k	63.53	View chart
Ishares Tr Esg Msci Kld 400 (DSI)	1.4	$2.6M	-2%	26k	102.41	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	1.4	$2.6M		30k	88.00	View chart
Calamos Conv Opportunities & Sh Ben Int (CHI)	1.3	$2.5M	+7%	266k	9.59	View chart
Microsoft Corporation (MSFT)	1.3	$2.4M		6.4k	375.37	View chart
Spdr Gold Tr Gold Shs (GLD)	1.2	$2.4M		8.2k	288.14	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	1.2	$2.3M	+9%	38k	60.66	View chart
Vaneck Etf Trust Morningstar Smid (SMOT)	1.1	$2.1M	+4%	65k	32.79	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.0	$1.9M		7.6k	251.77	View chart
Doubleline Yield (DLY)	1.0	$1.9M		115k	16.10	View chart
Amazon (AMZN)	1.0	$1.8M		9.6k	190.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.9	$1.8M		10k	173.22	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.9	$1.7M		14k	128.96	View chart
NVIDIA Corporation (NVDA)	0.9	$1.7M	-4%	15k	108.38	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.9	$1.6M		14k	115.95	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.8	$1.6M	-2%	17k	93.66	View chart
Chevron Corporation (CVX)	0.8	$1.5M		8.8k	167.29	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.7	$1.4M	-8%	23k	62.10	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.7	$1.4M	+5%	28k	48.82	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.7	$1.4M	-6%	19k	73.45	View chart
Johnson & Johnson (JNJ)	0.7	$1.4M		8.1k	165.84	View chart
Ishares Tr Global 100 Etf (IOO)	0.7	$1.3M		13k	96.29	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.7	$1.3M	-3%	47k	26.58	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$1.2M		21k	58.35	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.6	$1.2M		33k	36.14	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.6	$1.1M	+21%	17k	68.21	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$1.1M	+36%	14k	78.94	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.5	$1.0M		13k	78.85	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$967k		5.6k	172.74	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$953k	+15%	1.9k	514.02	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	0.5	$930k	+4%	32k	28.86	View chart
Caterpillar (CAT)	0.5	$916k		2.8k	329.85	View chart
Ishares Tr MRGSTR SM CP GR (ISCG)	0.5	$910k	-4%	20k	45.05	View chart
Ishares Tr Msci Uk Etf New (EWU)	0.5	$894k		24k	37.47	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$887k		12k	73.69	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$863k		5.6k	154.65	View chart
International Business Machines (IBM)	0.4	$844k		3.4k	248.64	View chart
McDonald's Corporation (MCD)	0.4	$807k		2.6k	312.41	View chart
JPMorgan Chase & Co. (JPM)	0.4	$800k		3.3k	245.30	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.4	$787k		22k	35.88	View chart
Ishares Tr Us Infrastruc (IFRA)	0.4	$784k		17k	45.07	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.4	$778k		8.1k	95.75	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.4	$714k		5.5k	128.84	View chart
Cisco Systems (CSCO)	0.4	$703k	-6%	11k	61.71	View chart
Tesla Motors (TSLA)	0.4	$698k	+11%	2.7k	259.16	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.4	$689k	-5%	22k	31.02	View chart
Wells Fargo & Company (WFC)	0.4	$685k		9.5k	71.79	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.4	$676k		16k	41.85	View chart
BlackRock Corporate High Yield Fund VI (HYT)	0.3	$668k	-2%	70k	9.58	View chart
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)	0.3	$665k		3.6k	184.17	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.3	$656k		21k	30.80	View chart
Procter & Gamble Company (PG)	0.3	$654k		3.8k	170.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$651k		1.2k	532.58	View chart
Vanguard World Utilities Etf (VPU)	0.3	$644k		3.8k	170.83	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.3	$644k	-4%	4.0k	160.54	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$639k		6.1k	104.56	View chart
Ishares Glb Enr Prod Etf (FILL)	0.3	$622k		25k	24.87	View chart
Spdr Ser Tr Russell Yield (ONEY)	0.3	$613k	-3%	5.6k	109.25	View chart
Park National Corporation (PRK)	0.3	$609k		4.0k	151.40	View chart
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)	0.3	$603k	-17%	9.4k	64.20	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.3	$582k		3.4k	172.27	View chart
Enterprise Products Partners (EPD)	0.3	$546k		16k	34.14	View chart
Deere & Company (DE)	0.3	$530k		1.1k	469.35	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$528k		944.00	559.60	View chart
Vanguard World Health Car Etf (VHT)	0.3	$522k		2.0k	264.71	View chart
Home Depot (HD)	0.3	$522k		1.4k	366.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$519k		1.1k	468.78	View chart
Spdr Index Shs Fds Euro Stoxx 50 (FEZ)	0.3	$519k		9.5k	54.41	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.3	$511k		6.8k	74.72	View chart
Ishares Tr Ishares Biotech (IBB)	0.3	$492k		3.8k	127.89	View chart
Nextera Energy (NEE)	0.3	$489k		6.9k	70.89	View chart
Pepsi (PEP)	0.3	$482k	-5%	3.2k	149.93	View chart
Select Sector Spdr Tr Energy (XLE)	0.3	$480k		5.1k	93.45	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.2	$477k		6.1k	77.92	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$476k		892.00	533.52	View chart
Starbucks Corporation (SBUX)	0.2	$472k	+4%	4.8k	98.08	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$472k		27k	17.59	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$456k	-8%	5.6k	81.73	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$454k		2.9k	156.23	View chart
Williams-Sonoma (WSM)	0.2	$452k		2.9k	158.10	View chart
Broadcom (AVGO)	0.2	$424k		2.5k	167.43	View chart
Oracle Corporation (ORCL)	0.2	$421k		3.0k	139.81	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$419k		3.1k	135.67	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.2	$413k		11k	36.20	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.2	$412k		2.7k	150.96	View chart
Abbvie (ABBV)	0.2	$410k		2.0k	209.52	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.2	$405k	-7%	8.1k	49.90	View chart
Vaneck Etf Trust Mrngstr Int Moat (MOTI)	0.2	$398k		12k	33.27	View chart
Aon Shs Cl A (AON)	0.2	$392k		982.00	399.09	View chart
Linde SHS (LIN)	0.2	$392k		841.00	465.64	View chart
Meta Platforms Cl A (META)	0.2	$387k	+3%	672.00	576.36	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.2	$385k		34k	11.22	View chart
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)	0.2	$384k		4.8k	79.46	View chart
Select Sector Spdr Tr Technology (XLK)	0.2	$384k		1.9k	206.44	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$383k		6.4k	60.19	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.2	$377k		14k	27.39	View chart
Public Storage (PSA)	0.2	$377k	+13%	1.3k	299.29	View chart
Vanguard World Financials Etf (VFH)	0.2	$375k		3.1k	119.47	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$368k		1.5k	244.58	View chart
Proshares Tr Russ 2000 Divd (SMDV)	0.2	$366k		5.6k	65.58	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.2	$366k		7.1k	51.50	View chart
Texas Instruments Incorporated (TXN)	0.2	$362k		2.0k	179.70	View chart
Medtronic SHS (MDT)	0.2	$354k		3.9k	89.86	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.2	$350k		18k	20.00	View chart
Amplify Etf Tr Amplify Etho Cli (ETHO)	0.2	$349k	-21%	6.3k	54.99	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$331k	-6%	892.00	370.94	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$328k	+19%	12k	27.96	View chart
Us Bancorp Del Com New (USB)	0.2	$325k		7.7k	42.22	View chart
Ishares Msci Mexico Etf (EWW)	0.2	$325k		6.4k	50.96	View chart
Invesco Exchange Traded Fd T Hig Yld Eq Div (PEY)	0.2	$322k	NEW	15k	21.47	View chart
Spdr Ser Tr S&p 600 Smcp Val (SLYV)	0.2	$321k		4.1k	78.40	View chart
Ishares Tr Tips Bd Etf (TIP)	0.2	$311k	-33%	2.8k	111.09	View chart
Osisko Gold Royalties (OR)	0.2	$311k		15k	21.12	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$307k		1.2k	256.98	View chart
Abbott Laboratories (ABT)	0.2	$304k		2.3k	132.65	View chart
Wisdomtree Tr Enhncd Cmmdty St (GCC)	0.2	$302k		15k	19.61	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$297k		3.3k	90.58	View chart
Legg Mason Etf Invt Franklin Intl Lw (LVHI)	0.2	$296k		9.1k	32.37	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.2	$288k		2.5k	114.88	View chart
Okta Cl A (OKTA)	0.1	$281k		2.7k	105.22	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$280k		516.00	542.78	View chart
Nuveen Mun Value Fd 2 (NUW)	0.1	$275k		20k	13.74	View chart
Parker-Hannifin Corporation (PH)	0.1	$275k	+10%	452.00	607.70	View chart
Ishares Msci Cda Etf (EWC)	0.1	$271k		6.6k	40.75	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$265k		11k	23.61	View chart
Doubleline Income Solutions (DSL)	0.1	$256k		20k	12.61	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.1	$254k		6.6k	38.36	View chart
Qualcomm (QCOM)	0.1	$250k		1.6k	153.62	View chart
Spdr Ser Tr Glb Dow Etf (DGT)	0.1	$246k		1.8k	139.80	View chart
Pimco High Income Com Shs (PHK)	0.1	$245k		50k	4.89	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$244k	+9%	1.4k	170.89	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.1	$241k		2.9k	83.29	View chart
Visa Com Cl A (V)	0.1	$240k		684.00	350.37	View chart
Target Corporation (TGT)	0.1	$239k		2.3k	104.38	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$238k		2.9k	81.76	View chart
Norfolk Southern (NSC)	0.1	$233k		983.00	236.85	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.1	$232k	+48%	22k	10.72	View chart
Becton, Dickinson and (BDX)	0.1	$229k		1.0k	229.06	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.1	$225k		13k	16.76	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$223k	NEW	6.3k	35.64	View chart
Fs Kkr Capital Corp (FSK)	0.1	$219k		10k	20.95	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.1	$211k		4.0k	52.83	View chart
Jefferies Finl Group (JEF)	0.1	$210k		3.9k	53.57	View chart
Exxon Mobil Corporation (XOM)	0.1	$204k	NEW	1.7k	118.93	View chart
Southern California Bancorp (BCAL)	0.1	$184k		13k	14.33	View chart
Blackrock Res & Commodities SHS (BCX)	0.1	$128k	+2%	14k	9.33	View chart
Invesco Municipal Income Opp Trust (OIA)	0.0	$90k		15k	6.02	View chart
Thredup Cl A (TDUP)	0.0	$72k		30k	2.41	View chart

Past Filings by Creekside Partners

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

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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