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CIK: 0002035951
Total reported value
$276.1M
$276.1M
181 檔
17.6%
At the close of Q4 2025, Creekside Partners disclosed equity holdings valued at approximately $276.1M, spread across 181 reported holdings.
In Q4 2025, Creekside Partners displayed an active expansion posture, initiating 11 new positions and adding to 87 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SCHF, AAPL, SCHA) accounted for 17.6% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.57% | -0.04% | +2.16% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.35% | -0.11% | +0.26% | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.85% | +0.40% | +7.20% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.44% | +0.07% | +1.84% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.31% | -0.04% | +0.69% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.11% | -0.08% | +2.30% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 3.04% | +0.09% | -0.75% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.99% | -0.08% | -0.42% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.55% | -0.03% | +0.68% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.23% | +0.12% | +19.97% | |
| 11 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.94% | +0.02% | -8.04% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.92% | +0.02% | +19.85% | |
| 13 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.72% | -0.03% | +7.11% | |
| 14 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 1.61% | -0.17% | +0.10% | |
| 15 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 1.49% | -0.18% | +0.95% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.44% | -0.03% | +1.33% | |
| 17 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.43% | -0.09% | +1.25% | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 1.41% | -0.42% | +0.66% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.41% | -0.05% | -8.75% | |
| 20 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.34% | +0.04% | -0.13% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.26% | -0.05% | +0.58% | |
| 22 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.20% | -0.06% | -4.69% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 1.19% | -0.10% | -1.43% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.17% | +0.02% | — | |
| 25 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.00% | — | +20.60% | |
| 26 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.99% | -0.01% | -0.37% | |
| 27 | CHI | Calamos Convert Opport & Inc | Stock-Other | 0.96% | +0.15% | -8.74% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.93% | +0.05% | +0.21% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | -0.01% | -7.63% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.84% | -0.02% | +0.15% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.83% | -0.04% | -0.98% | |
| 32 | AIRR | First Trust Rba American Ind | ETF-Other | 0.79% | +0.05% | +0.06% | |
| 33 | CGBL | Cap Group Core Balanced | ETF-Other | 0.78% | -0.02% | +26.78% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.75% | +0.06% | -0.30% | |
| 35 | IOO | Ishares Global 100 ETF | ETF-Other | 0.72% | -0.01% | — | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.72% | -0.06% | +0.27% | |
| 37 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.69% | -0.01% | -16.48% | |
| 38 | CAT | Caterpillar Inc | Stock-Industrials | 0.67% | +0.26% | +0.07% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.66% | -0.06% | +0.08% | |
| 40 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.63% | -0.04% | +0.25% | |
| 41 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | +0.06% | +1.05% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.58% | -0.08% | -1.96% | |
| 43 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.58% | -0.04% | +5.01% | |
| 44 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.58% | -0.02% | +0.37% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.57% | +0.01% | +0.28% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.22% | — | |
| 47 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.56% | -0.06% | -0.30% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.53% | +0.16% | +0.17% | |
| 49 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.51% | -0.03% | -0.17% | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.51% | -0.01% | — |
According to official SEC Form 13F filings, Creekside Partners reported a total U.S. public equity portfolio value of $276.1M across 181 disclosed positions in Q4 2025.
During Q4 2025, Creekside Partners's top holdings by market value included SCHF (5.6%)、AAPL (4.3%)、SCHA (3.9%). The largest single position, SCHF, represented 5.6% of total portfolio value.
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Top New Position Initiated
BIL
市值: $730.9K
Top Position Liquidated / Trimmed
P
前期市值: $246.2K
In Q4 2025, Creekside Partners made 130 total portfolio adjustments, initiating 11 new buys, adding to 87 positions, trimming 30 holdings, and fully liquidating 2 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.
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