Creekside Partners

Est. AUM

$242.9M

13F long equity, this entity only

Positions

183

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SCHWAB STRATEGIC TR	INTL EQTY ETF	$13.0M	523759	5.34%	SOLE
2	APPLE INC	COM	$9.4M	37097	3.88%	SOLE
3	SCHWAB STRATEGIC TR	US SML CAP ETF	$9.2M	315925	3.78%	SOLE
4	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$8.6M	134718	3.55%	SOLE
5	VANGUARD INDEX FDS	MID CAP ETF	$8.0M	27694	3.27%	SOLE
6	SCHWAB STRATEGIC TR	US BRD MKT ETF	$7.9M	316124	3.27%	SOLE
7	VANGUARD INDEX FDS	SMALL CP ETF	$7.4M	28226	3.04%	SOLE
8	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.7M	31051	2.75%	SOLE
9	VANGUARD INDEX FDS	SM CP VAL ETF	$6.3M	29225	2.61%	SOLE
10	SCHWAB STRATEGIC TR	US MID-CAP ETF	$5.6M	179761	2.29%	SOLE
11	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$4.9M	65890	2.04%	SOLE
12	VANGUARD INDEX FDS	TOTAL STK MKT	$4.5M	14037	1.85%	SOLE
13	SCHWAB STRATEGIC TR	US LRG CAP ETF	$4.3M	167965	1.77%	SOLE
14	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$4.1M	124396	1.69%	SOLE
15	SPDR GOLD TR	GOLD SHS	$3.9M	9094	1.61%	SOLE
16	FIRST TR EXCHANGE-TRADED FD	DJ GLBL DIVID	$3.9M	122248	1.61%	SOLE
17	ISHARES INC	MSCI GBL MIN VOL	$3.8M	31563	1.55%	SOLE
18	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.8M	69646	1.55%	SOLE
19	ISHARES TR	EAFE SML CP ETF	$3.3M	42465	1.37%	SOLE
20	ISHARES TR	ESG MSCI KLD 400	$3.0M	24517	1.22%	SOLE
21	VANGUARD INDEX FDS	REAL ESTATE ETF	$2.9M	33022	1.21%	SOLE
22	VANECK ETF TRUST	MRNGSTR WDE MOAT	$2.7M	28102	1.12%	SOLE
23	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$2.6M	18843	1.07%	SOLE
24	CALAMOS CONV OPPORTUNITIES &	SH BEN INT	$2.5M	229190	1.01%	SOLE
25	NVIDIA CORPORATION	COM	$2.4M	13576	0.98%	SOLE
26	VANECK ETF TRUST	MORNINGSTAR SMID	$2.4M	67161	0.97%	SOLE
27	VANGUARD INDEX FDS	SML CP GRW ETF	$2.1M	7035	0.88%	SOLE
28	FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$2.1M	19019	0.87%	SOLE
29	MICROSOFT CORP	COM	$2.1M	5687	0.87%	SOLE
30	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.0M	10676	0.84%	SOLE
31	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$2.0M	13698	0.84%	SOLE
32	CAPITAL GROUP CORE BALANCED	SHS	$2.0M	57509	0.81%	SOLE
33	CATERPILLAR INC	COM	$2.0M	2786	0.81%	SOLE
34	VANGUARD STAR FDS	VG TL INTL STK F	$1.9M	24974	0.79%	SOLE
35	AMAZON COM INC	COM	$1.9M	8977	0.77%	SOLE
36	CHEVRON CORPORATION	COM	$1.8M	8813	0.75%	SOLE
37	JOHNSON & JOHNSON	COM	$1.8M	7363	0.74%	SOLE
38	TESLA INC	COM	$1.7M	4682	0.72%	SOLE
39	ALPHABET INC	CAP STK CL A	$1.6M	5665	0.67%	SOLE
40	ISHARES TR	GLOBAL 100 ETF	$1.6M	13441	0.67%	SOLE
41	SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.6M	33075	0.67%	SOLE
42	ISHARES TR	MSCI USA MIN VOL	$1.5M	16672	0.64%	SOLE
43	VANECK ETF TRUST	FALLEN ANGEL HG	$1.5M	52867	0.63%	SOLE
44	SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.4M	45698	0.57%	SOLE
45	ISHARES TR	CORE S&P MCP ETF	$1.4M	20633	0.57%	SOLE
46	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.4M	18658	0.57%	SOLE
47	SELECT SECTOR SPDR TR	STATE STREET UTI	$1.3M	28828	0.54%	SOLE
48	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.3M	27204	0.54%	SOLE
49	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.3M	2184	0.54%	SOLE
50	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$1.3M	13811	0.54%	SOLE

1–50 of 183

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.