Creekside Partners

CIK 0002035951 · PETALUMA, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source

Creekside Partners reported 193 positions worth $276.1M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: SCHF (5.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$276.1M
2026 Q2
Positions
193
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
34.1%
Est. Net Flow (Q)
2026 Q2
10 / 193 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SCHFSCHWAB STRATEGIC TRSH$14.6M5.30%528,203
2SCHASCHWAB STRATEGIC TRSH$11.5M4.18%319,422
3AAPLAPPLE INCSH$10.4M3.77%35,966
4VEAVANGUARD TAX-MANAGED FDSSH$9.6M3.47%134,444
5SCHBSCHWAB STRATEGIC TRSH$9.2M3.34%318,600
6VOVANGUARD INDEX FDSSH$8.9M3.23%110,797
7VBVANGUARD INDEX FDSSH$8.6M3.13%28,515
8VIGVANGUARD SPECIALIZED FUNDSSH$7.4M2.67%31,119
9VBRVANGUARD INDEX FDSSH$7.1M2.58%29,291
10SCHMSCHWAB STRATEGIC TRSH$6.7M2.41%180,813

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Creekside Partners hold as of Q2 2026?

Creekside Partners reported 193 positions worth $276.1M in its Q2 2026 13F filing. Largest positions: SCHF (5.3%), SCHA (4.2%), AAPL (3.8%), VEA (3.5%) and SCHB (3.3%).

What did Creekside Partners buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Creekside Partners sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.