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CIK: 0002035951
Total reported value
$276.1M
$276.1M
183 檔
17.4%
During the Q1 2026 filing period, Creekside Partners (CIK: 0002035951) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $276.1M across 183 reported positions.
In Q1 2026, Creekside Partners displayed an active expansion posture, initiating 5 new positions and adding to 64 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.34% | -0.04% | -4.43% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.88% | -0.11% | -1.91% | |
| 3 | SCHA | Schwab US Small-cap ETF | ETF-Other | 3.78% | +0.40% | -1.18% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.55% | -0.08% | +14.39% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-Other | 3.27% | -0.04% | +2.75% | |
| 6 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.27% | +0.07% | +1.87% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-Other | 3.04% | +0.09% | +1.14% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.75% | -0.08% | -3.68% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.61% | -0.03% | +2.48% | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.29% | +0.12% | +2.38% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 2.04% | +0.02% | +6.64% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.85% | -0.05% | +41.10% | |
| 13 | SCHX | Schwab US Large-cap ETF | ETF-Other | 1.77% | +0.02% | -1.41% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 1.69% | -0.03% | +0.13% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.61% | -0.42% | +7.67% | |
| 16 | FGD | First Trust Dj Gl Sel Dvd | ETF-Other | 1.61% | -0.18% | +4.97% | |
| 17 | ACWV | Ishares Msci Global Min Vol | ETF-Other | 1.55% | -0.17% | -1.53% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.55% | -0.03% | +10.22% | |
| 19 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.37% | -0.09% | -2.48% | |
| 20 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 1.22% | +0.04% | -0.73% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.21% | -0.05% | -1.66% | |
| 22 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.12% | -0.06% | +2.10% | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-Other | 1.07% | — | +12.36% | |
| 24 | CHI | Calamos Convert Opport & Inc | Stock-Other | 1.01% | +0.15% | +5.22% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.97% | +0.02% | -8.24% | |
| 26 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.97% | -0.01% | +3.96% | |
| 27 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.88% | +0.05% | -3.76% | |
| 28 | AIRR | First Trust Rba American Ind | ETF-Other | 0.87% | +0.05% | — | |
| 29 | MSFT | Microsoft CORP | Stock-Tech | 0.87% | -0.10% | -2.03% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.84% | -0.02% | +2.57% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.84% | -0.04% | +0.04% | |
| 32 | CGBL | Cap Group Core Balanced | ETF-Other | 0.81% | -0.02% | +10.14% | |
| 33 | CAT | Caterpillar Inc | Stock-Industrials | 0.81% | +0.26% | +0.04% | |
| 34 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.79% | -0.01% | +15.07% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.77% | -0.01% | — | |
| 36 | CVX | Chevron CORP | Stock-Energy | 0.75% | -0.22% | — | |
| 37 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.74% | -0.06% | -10.37% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.72% | -0.01% | +74.57% | |
| 39 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.67% | +0.06% | +0.46% | |
| 40 | IOO | Ishares Global 100 ETF | ETF-Other | 0.67% | -0.01% | — | |
| 41 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.67% | -0.04% | — | |
| 42 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.64% | -0.06% | +0.08% | |
| 43 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 0.63% | -0.04% | +13.48% | |
| 44 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.57% | -0.02% | -0.68% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.57% | +0.01% | +0.14% | |
| 46 | BND | Vanguard Total Bond Market | ETF-Other | 0.57% | -0.08% | +0.21% | |
| 47 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.54% | -0.07% | +10.70% | |
| 48 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.54% | -0.06% | -0.27% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.54% | +0.06% | -1.67% | |
| 50 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.54% | -0.03% | +2.41% |
According to official SEC Form 13F filings, Creekside Partners reported a total U.S. public equity portfolio value of $276.1M across 183 disclosed positions in Q1 2026.
During Q1 2026, Creekside Partners's top holdings by market value included SCHF (5.3%)、AAPL (3.9%)、SCHA (3.8%). The largest single position, SCHF, represented 5.3% of total portfolio value.
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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 17.4% of total reported equity market value during Q1 2026.
Top New Position Initiated
NLY
市值: $947.2K
Top Position Liquidated / Trimmed
BAC
前期市值: $255.6K
In Q1 2026, Creekside Partners made 120 total portfolio adjustments, initiating 5 new buys, adding to 64 positions, trimming 48 holdings, and fully liquidating 3 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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