13F Insight
DOSSIER · 13F-HR · Q1 2026

Creekside Partners

$243M in tracked AUM across 183 positions as of Q1 2026.

CP
CIK 0002035951 · last filed Mar 31, 2026
Total AUM
$243M
as of Q1 2026
Holdings
183
—
positions
Whale Score
44
44
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Creekside Partners filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHF
SCHWAB STRATEGIC TR
$13M524K5.3%02
AAPL
APPLE INC
$9M37K3.9%03
SCHA
SCHWAB STRATEGIC TR
$9M316K3.8%04
VEA
VANGUARD TAX-MANAGED FDS
$9M135K3.6%05
VO
VANGUARD INDEX FDS
$8M28K3.3%06
SCHB
SCHWAB STRATEGIC TR
$8M316K3.3%07
VB
VANGUARD INDEX FDS
$7M28K3.0%08
VIG
VANGUARD SPECIALIZED FUNDS
$7M31K2.7%09
VBR
VANGUARD INDEX FDS
$6M29K2.6%10
SCHM
SCHWAB STRATEGIC TR
$6M180K2.3%

Filing history

2026Q1Mar 31
$243M▲ 2.7%
183 positionsView →2025Q4Dec 31
$237M▲ 4.2%
181 positionsView →2025Q3Sep 30
$227M▲ 7.8%
172 positionsView →2025Q2Jun 30
$211M▲ 10.2%
171 positionsLocked2025Q1Mar 31
$191M▼ 1.0%
165 positionsLocked2024Q4Dec 31
$193M▼ 0.3%
164 positionsLocked2024Q3Sep 30
$193M▲ 7.1%
165 positionsLocked2024Q2Jun 30
$181M—
162 positionsLocked