§ 13F · FUND PROFILE
Creekside Partners.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $227M (13F)Positions · 172Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | 524K | $13M | 5.3% | −4% |
| 2 | AAPL | APPLE INC | 37K | $9M | 3.9% | −2% |
| 3 | SCHA | SCHWAB STRATEGIC TR | 316K | $9M | 3.8% | −1% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 135K | $9M | 3.6% | +14% |
| 5 | VO | VANGUARD INDEX FDS | 28K | $8M | 3.3% | +3% |
| 6 | SCHB | SCHWAB STRATEGIC TR | 316K | $8M | 3.3% | +2% |
| 7 | VB | VANGUARD INDEX FDS | 28K | $7M | 3.0% | +1% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 31K | $7M | 2.7% | −4% |
| 9 | VBR | VANGUARD INDEX FDS | 29K | $6M | 2.6% | +2% |
| 10 | SCHM | SCHWAB STRATEGIC TR | 180K | $6M | 2.3% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CREEKSIDE SIGNAL
AC read
Creekside Partners is a Other fund managing $227 million in assets. The fund runs a portfolio of 172 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed