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Creekside Partners 13F holdings

Filed 2026-07-31 · Creekside Partners · 193 positions · $276.1M

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TickerCompanySharesValue% of portfolio
SCHFSCHWAB STRATEGIC TR528.2K$14.6M5.3%
SCHASCHWAB STRATEGIC TR319.4K$11.5M4.2%
AAPLAPPLE INC36.0K$10.4M3.8%
VEAVANGUARD TAX-MANAGED FDS134.4K$9.6M3.5%
SCHBSCHWAB STRATEGIC TR318.6K$9.2M3.3%
VOVANGUARD INDEX FDS110.8K$8.9M3.2%
VBVANGUARD INDEX FDS28.5K$8.6M3.1%
VIGVANGUARD SPECIALIZED FUNDS31.1K$7.4M2.7%
VBRVANGUARD INDEX FDS29.3K$7.1M2.6%
SCHMSCHWAB STRATEGIC TR180.8K$6.7M2.4%
VEUVANGUARD INTL EQUITY INDEX F68.0K$5.7M2.1%
VTIVANGUARD INDEX FDS13.4K$5.0M1.8%
SCHXSCHWAB STRATEGIC TR168.3K$5.0M1.8%
SCHESCHWAB STRATEGIC TR126.0K$4.6M1.7%
VWOVANGUARD INTL EQUITY INDEX F70.2K$4.2M1.5%
FGDFIRST TR EXCHANGE-TRADED FD123.0K$3.9M1.4%
ACWVISHARES INC31.7K$3.8M1.4%
SCZISHARES TR42.8K$3.5M1.3%
DSIISHARES TR24.5K$3.5M1.3%
GLDSPDR GOLD TR8.9K$3.3M1.2%
VNQVANGUARD INDEX FDS33.2K$3.2M1.2%
CHICALAMOS CONV OPPORTUNITIES &237.9K$3.2M1.2%
CATCATERPILLAR INC2.8K$3.0M1.1%
VTVANGUARD INTL EQUITY INDEX F18.9K$3.0M1.1%
MOATVANECK ETF TRUST28.2K$2.9M1.1%
NVDANVIDIA CORPORATION13.6K$2.7M1.0%
SMOTVANECK ETF TRUST68.1K$2.6M1.0%
VBKVANGUARD INDEX FDS7.0K$2.6M0.9%
AIRRFIRST TR EXCHANGE TRADED FD19.1K$2.5M0.9%
RSPINVESCO EXCHANGE TRADED FD T10.7K$2.3M0.8%
VYMVANGUARD WHITEHALL FDS14.0K$2.2M0.8%
CGBLCAPITAL GROUP CORE BALANCED57.7K$2.2M0.8%
VXUSVANGUARD STAR FDS25.1K$2.1M0.8%
MSFTMICROSOFT CORP5.7K$2.1M0.8%
AMZNAMAZON COM INC8.8K$2.1M0.8%
GOOGLALPHABET INC5.7K$2.0M0.7%
TSLATESLA INC4.7K$2.0M0.7%
JNJJOHNSON & JOHNSON7.4K$1.9M0.7%
IOOISHARES TR13.4K$1.8M0.7%
CSCOCISCO SYS INC15.2K$1.8M0.6%
FNDFSCHWAB STRATEGIC TR33.1K$1.7M0.6%
VOOVANGUARD INDEX FDS2.4K$1.6M0.6%
ANGLVANECK ETF TRUST55.9K$1.6M0.6%
USMVISHARES TR16.7K$1.6M0.6%
IJHISHARES TR20.7K$1.6M0.6%
SCHVSCHWAB STRATEGIC TR43.6K$1.5M0.5%
CVXCHEVRON CORPORATION8.8K$1.5M0.5%
NLYANNALY CAPITAL MANAGEMENT IN65.1K$1.5M0.5%
DLYDOUBLELINE YIELD OPPORTUNITI101.6K$1.4M0.5%
VYMIVANGUARD WHITEHALL FDS14.3K$1.4M0.5%
BNDVANGUARD BD INDEX FDS18.6K$1.4M0.5%
BNDXVANGUARD CHARLOTTE FDS27.3K$1.3M0.5%
XLUSELECT SECTOR SPDR TR28.8K$1.3M0.5%
ISCGISHARES TR19.8K$1.3M0.5%
VCSHVANGUARD SCOTTSDALE FDS15.5K$1.2M0.4%
VTVVANGUARD INDEX FDS5.4K$1.2M0.4%
FNDESCHWAB STRATEGIC TR29.5K$1.2M0.4%
AVGOBROADCOM INC3.1K$1.2M0.4%
IDVISHARES TR27.4K$1.1M0.4%
GOOGALPHABET INC3.2K$1.1M0.4%
Top Fund Holdings
13F
Top Fund Holdings

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