CIK 2035951
Creekside Partners
Institutional 13F holdings & portfolio
Holdings
181
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 181
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | 548K | $1M+ | SH |
| AAPL | APPLE INC | 38K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 320K | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 310K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 27K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 118K | $1M+ | SH |
| VB | VANGUARD INDEX FDS | 28K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 32K | $1M+ | SH |
| VBR | VANGUARD INDEX FDS | 29K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 176K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 170K | $1M+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 62K | $1M+ | SH |
| SCHE | SCHWAB STRATEGIC TR | 124K | $1M+ | SH |
| ACWV | ISHARES INC | 32K | $1M+ | SH |
| FGD | FIRST TR EXCHANGE TRADED FD | 116K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 63K | $1M+ | SH |
| SCZ | ISHARES TR | 44K | $1M+ | SH |
| GLD | SPDR GOLD TR | 8K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| DSI | ISHARES TR | 25K | $1M+ | SH |
| VNQ | VANGUARD INDEX FDS | 34K | $1M+ | SH |
| MOAT | VANECK ETF TRUST | 28K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 6K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 15K | $1M+ | SH |
| VT | VANGUARD INTL EQUITY INDEX F | 17K | $1M+ | SH |
| SMOT | VANECK ETF TRUST | 65K | $1M+ | SH |
| CHI | CALAMOS CONV OPPORTUNITIES & | 218K | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 7K | $1M+ | SH |
| AMZN | AMAZON COM INC | 9K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 10K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 14K | $1M+ | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 19K | $1M+ | SH |
| CGBL | CAPITAL GROUP CORE BALANCED | 52K | $1M+ | SH |
| GOOGL | ALPHABET INC | 6K | $1M+ | SH |
| IOO | ISHARES TR | 13K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 8K | $1M+ | SH |
| VXUS | VANGUARD STAR FDS | 22K | $1M+ | SH |
| CAT | CATERPILLAR INC | 3K | $1M+ | SH |
| USMV | ISHARES TR | 17K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 33K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 2K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 19K | $1M+ | SH |
| ANGL | VANECK ETF TRUST | 47K | $1M+ | SH |
| SCHV | SCHWAB STRATEGIC TR | 46K | $1M+ | SH |
| IJH | ISHARES TR | 21K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 9K | $1M+ | SH |
| BNDX | VANGUARD CHARLOTTE FDS | 27K | $1M+ | SH |
| CSCO | CISCO SYS INC | 16K | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 13K | $1M+ | SH |
| TSLA | TESLA INC | 3K | $1M+ | SH |