13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002035951
Total reported value
$276.1M
$276.1M
172 檔
16.7%
In Q3 2025, Creekside Partners's U.S. equity holdings reached a combined market value of $276.1M, distributed across 172 disclosed stock positions.
In Q3 2025, Creekside Partners displayed an active expansion posture, initiating 12 new positions and adding to 76 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.50% | -0.04% | +2.07% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.23% | -0.11% | +1.07% | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.67% | +0.40% | -1.70% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.46% | -0.04% | +0.06% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.45% | +0.07% | +2.22% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-Other | 3.15% | +0.09% | -0.25% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.08% | -0.08% | -1.47% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.04% | -0.08% | -1.44% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.60% | -0.03% | +0.61% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-Other | 2.15% | +0.02% | +0.15% | |
| 11 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 1.91% | +0.12% | +2.67% | |
| 12 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.71% | -0.03% | +0.10% | |
| 13 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 1.69% | -0.17% | -0.52% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.62% | +0.02% | +1.14% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.58% | -0.05% | -2.27% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.49% | -0.03% | +1.07% | |
| 17 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 1.46% | -0.18% | +0.72% | |
| 18 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.45% | -0.09% | +0.28% | |
| 19 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.37% | +0.04% | +0.09% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.34% | -0.05% | +0.55% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.34% | -0.10% | -0.94% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 1.31% | -0.42% | +0.58% | |
| 23 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.26% | -0.06% | -1.89% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.22% | +0.02% | -2.93% | |
| 25 | CHI | Calamos Convert Opport & Inc | Stock-Other | 1.13% | +0.15% | -12.51% | |
| 26 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 1.03% | -0.01% | -0.69% | |
| 27 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.96% | +0.05% | -3.75% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.94% | -0.01% | +0.35% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.87% | -0.02% | +0.16% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.86% | -0.04% | -0.41% | |
| 31 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.84% | — | -1.76% | |
| 32 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.84% | -0.01% | +7.89% | |
| 33 | AIRR | First Trust Rba American Ind | ETF-Other | 0.81% | +0.05% | +1.64% | |
| 34 | IOO | Ishares Global 100 ETF | ETF-Other | 0.71% | -0.01% | — | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.70% | -0.06% | +0.07% | |
| 36 | DLY | Doubleline Yield Opport | Stock-Other | 0.68% | +0.14% | -12.30% | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.67% | -0.06% | +0.33% | |
| 38 | CGBL | Cap Group Core Balanced | ETF-Other | 0.63% | -0.02% | +230.64% | |
| 39 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.62% | -0.04% | — | |
| 40 | BND | Vanguard Total Bond Market | ETF-Other | 0.62% | -0.08% | +0.34% | |
| 41 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.61% | +0.06% | -0.02% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.60% | -0.22% | — | |
| 43 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.60% | -0.06% | -4.08% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.06% | +3.39% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.59% | +0.01% | +0.19% | |
| 46 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.59% | -0.02% | +0.34% | |
| 47 | CAT | Caterpillar Inc | Stock-Industrials | 0.59% | +0.26% | +0.07% | |
| 48 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.58% | -0.04% | +15.76% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.53% | -0.01% | -0.37% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.52% | -0.04% | -4.32% |
According to official SEC Form 13F filings, Creekside Partners reported a total U.S. public equity portfolio value of $276.1M across 172 disclosed positions in Q3 2025.
During Q3 2025, Creekside Partners's top holdings by market value included SCHF (5.5%)、AAPL (4.2%)、SCHA (3.7%). The largest single position, SCHF, represented 5.5% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SCHF, AAPL, SCHA) accounted for 16.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
CGBL
市值: $1.4M
Top Position Liquidated / Trimmed
OREUR
前期市值: $310.5K
In Q3 2025, Creekside Partners made 137 total portfolio adjustments, initiating 12 new buys, adding to 76 positions, trimming 44 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.