§ 13F · FUND PROFILE
Creekside Partners.
AUM · $276M (13F)Positions · 193Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | 528K | $15M | 5.3% | +1% |
| 2 | SCHA | SCHWAB STRATEGIC TR | 319K | $12M | 4.2% | +1% |
| 3 | AAPL | APPLE INC | 36K | $10M | 3.8% | −3% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 134K | $10M | 3.5% | ±0% |
| 5 | SCHB | SCHWAB STRATEGIC TR | 319K | $9M | 3.3% | +1% |
| 6 | VO | VANGUARD INDEX FDS | 111K | $9M | 3.2% | +300% |
| 7 | VB | VANGUARD INDEX FDS | 29K | $9M | 3.1% | +1% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 31K | $7M | 2.7% | ±0% |
| 9 | VBR | VANGUARD INDEX FDS | 29K | $7M | 2.6% | ±0% |
| 10 | SCHM | SCHWAB STRATEGIC TR | 181K | $7M | 2.4% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CREEKSIDE SIGNAL
AC read
Creekside Partners is a Other fund managing $276 million in assets. The fund runs a portfolio of 193 positions.
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