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Creekside Partners

13F Holdings
Filed: 2025-05-07
Portfolio Value
191.05M arrow_downward -1.0%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0002035951
Filing Date
2025-05-07 17:18:33
Address
775 Baywood Drive Suite 306
Petaluma
CA
Prior Value
192.98M
Top 10 Holdings %
lock
Portfolio Value
Creekside Partners
(13F - 2025-03-31)
Schwab Strategic Tr
SCHF
2025-05-07
Value
10.37M
Shares
524.48K
Portfolio %
5.43%
Apple Inc
AAPL
2025-05-07
Value
8.48M
Shares
38.17K
Portfolio %
4.44%
Schwab Strategic Tr
SCHA
2025-05-07
Value
7.10M
Shares
303.06K
Portfolio %
3.72%
Vanguard Index Fds
VO
2025-05-07
Value
7.02M
Shares
27.16K
Portfolio %
3.68%
Vanguard Specialized Funds
VIG
2025-05-07
Value
6.44M
Shares
33.17K
Portfolio %
3.37%
Vanguard Index Fds
VB
2025-05-07
Value
6.00M
Shares
27.06K
Portfolio %
3.14%
Vanguard Tax-Managed Fds
VEA
2025-05-07
Value
5.79M
Shares
113.98K
Portfolio %
3.03%
Schwab Strategic Tr
SCHB
2025-05-07
Value
5.75M
Shares
267.13K
Portfolio %
3.01%
Vanguard Index Fds
VBR
2025-05-07
Value
5.28M
Shares
28.36K
Portfolio %
2.77%
Schwab Strategic Tr
SCHX
2025-05-07
Value
4.09M
Shares
185.08K
Portfolio %
2.14%
Top Increases | Creekside Partners
(2024-12-31 → 2025-03-31)
Schwab Strategic Tr
SCHF
2025-05-07
Value Change
arrow_upward 951.97K
Shares
arrow_upward 15.17K
Portfolio % Change
arrow_upward 0.55%
Portfolio %
5.43%
Vanguard Tax-Managed Fds
VEA
2025-05-07
Value Change
arrow_upward 382.83K
Shares
arrow_upward 831.00
Portfolio % Change
arrow_upward 0.23%
Portfolio %
3.03%
Spdr Gold Tr
GLD
2025-05-07
Value Change
arrow_upward 372.26K
Shares
arrow_upward -16.00
Portfolio % Change
arrow_upward 0.21%
Portfolio %
1.23%
Vanguard Intl Equity Index F
VEU
2025-05-07
Value Change
arrow_upward 309.29K
Shares
arrow_upward 3.21K
Portfolio % Change
arrow_upward 0.17%
Portfolio %
1.22%
Vanguard Scottsdale Fds
VCSH
2025-05-07
Value Change
arrow_upward 303.51K
Shares
arrow_upward 3.72K
Portfolio % Change
arrow_upward 0.16%
Portfolio %
0.58%
Schwab Strategic Tr
SCHM
2025-05-07
Value Change
arrow_upward 235.36K
Shares
arrow_upward 15.37K
Portfolio % Change
arrow_upward 0.14%
Portfolio %
1.73%
First Tr Exchange Traded Fd
FGD
2025-05-07
Value Change
arrow_upward 227.63K
Shares
arrow_upward 219.00
Portfolio % Change
arrow_upward 0.13%
Portfolio %
1.44%
Chevron Corp New
CVX
2025-05-07
Value Change
arrow_upward 186.12K
Shares
arrow_upward -81.00
Portfolio % Change
arrow_upward 0.10%
Portfolio %
0.77%
Johnson & Johnson
JNJ
2025-05-07
Value Change
arrow_upward 177.11K
Shares
arrow_upward 29.00
Portfolio % Change
arrow_upward 0.10%
Portfolio %
0.71%
Ishares Inc
ACWV
2025-05-07
Value Change
arrow_upward 146.39K
Shares
arrow_upward -763.00
Portfolio % Change
arrow_upward 0.10%
Portfolio %
1.95%
Top Decreases | Creekside Partners
(2024-12-31 → 2025-03-31)
Nextera Energy Inc
NEE-PR
2025-05-07
Value Change
arrow_downward -5523.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.26%
Vaneck Etf Trust
PFXF
2025-05-07
Value Change
arrow_downward -6580.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.12%
Vanguard Intl Equity Index F
VT
2025-05-07
Value Change
arrow_downward -21597.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.86%
Fs Kkr Cap Corp
FSK
2025-05-07
Value Change
arrow_downward -8040.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.11%
Invesco Exch Traded Fd Tr Ii
PGX
2025-05-07
Value Change
arrow_downward -9884.00
Shares
arrow_downward 65.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.20%
Proshares Tr
SMDV
2025-05-07
Value Change
arrow_downward -11619.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.19%
Cisco Sys Inc
CSCO
2025-05-07
Value Change
arrow_downward -15814.00
Shares
arrow_downward -750.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.37%
Vanguard Index Fds
VOT
2025-05-07
Value Change
arrow_downward -13038.00
Shares
arrow_downward 3.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.19%
Ishares Tr
IBB
2025-05-07
Value Change
arrow_downward -16380.00
Shares
arrow_downward 2.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.26%
Vanguard Index Fds
VV
2025-05-07
Value Change
arrow_downward -14704.00
Shares
arrow_downward 2.00
Portfolio % Change
arrow_downward 0.01%
Portfolio %
0.16%
Creekside Partners (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Creekside Partners
(2024-12-31 → 2025-03-31)
Invesco Exchange Traded Fd T
PEY
2025-05-07
Value
add_circle 322.01K
Shares
15.00K
Portfolio %
0.17%
% Change
0.17%
Capital Group Dividend Value
CGDV
2025-05-07
Value
add_circle 223.00K
Shares
6.26K
Portfolio %
0.12%
% Change
0.12%
Exxon Mobil Corp
XOM
2025-05-07
Value
add_circle 203.73K
Shares
1.71K
Portfolio %
0.11%
% Change
0.11%
Closed Positions | Creekside Partners
(2024-12-31 → 2025-03-31)
Global X Fds
-
2025-02-07
Value
remove_circle 202.66K
Shares
5.01K
Previous %
4.88%
% Change
-4.88%
Bank America Corp
-
2025-02-07
Value
remove_circle 204.24K
Shares
4.65K
Previous %
4.88%
% Change
-4.88%