Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Creekside Partners (CIK 2035951) reported $242.9M across 183 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHF ($13.0M, 5.34%), AAPL ($9.4M, 3.88%), SCHA ($9.2M, 3.78%), VEA ($8.6M, 3.55%), SCHB ($7.9M, 3.27%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHF | SCHWAB STRATEGIC TR | $13.0M | 5.34% | 523,759 | Trimmed |
| 2 | AAPL | APPLE INC | $9.4M | 3.88% | 37,097 | Trimmed |
| 3 | SCHA | SCHWAB STRATEGIC TR | $9.2M | 3.78% | 315,925 | Trimmed |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | $8.6M | 3.55% | 134,718 | Added |
| 5 | SCHB | SCHWAB STRATEGIC TR | $7.9M | 3.27% | 316,124 | Added |
| 6 | VO | VANGUARD INDEX FDS | $8.0M | 3.27% | 27,694 | Added |
| 7 | VB | VANGUARD INDEX FDS | $7.4M | 3.04% | 28,226 | Added |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | $6.7M | 2.75% | 31,051 | Trimmed |
| 9 | VBR | VANGUARD INDEX FDS | $6.3M | 2.61% | 29,225 | Added |
| 10 | SCHM | SCHWAB STRATEGIC TR | $5.6M | 2.29% | 179,761 | Added |
| 11 | VEU | VANGUARD INTL EQUITY INDEX F | $4.9M | 2.04% | 65,890 | Added |
| 12 | VTI | VANGUARD INDEX FDS | $4.5M | 1.85% | 14,037 | Added |
| 13 | SCHX | SCHWAB STRATEGIC TR | $4.3M | 1.77% | 167,965 | Trimmed |
| 14 | SCHE | SCHWAB STRATEGIC TR | $4.1M | 1.69% | 124,396 | Added |
| 15 | GLD | SPDR GOLD TR | $3.9M | 1.61% | 9,094 | Added |
| 16 | FGD | FIRST TR EXCHANGE-TRADED FD | $3.9M | 1.61% | 122,248 | Added |
| 17 | VWO | VANGUARD INTL EQUITY INDEX F | $3.8M | 1.55% | 69,646 | Added |
| 18 | ACWV | ISHARES INC | $3.8M | 1.55% | 31,563 | Trimmed |
| 19 | SCZ | ISHARES TR | $3.3M | 1.37% | 42,465 | Trimmed |
| 20 | DSI | ISHARES TR | $3.0M | 1.22% | 24,517 | Trimmed |
| 21 | VNQ | VANGUARD INDEX FDS | $2.9M | 1.21% | 33,022 | Trimmed |
| 22 | MOAT | VANECK ETF TRUST | $2.7M | 1.12% | 28,102 | Added |
| 23 | VT | VANGUARD INTL EQUITY INDEX F | $2.6M | 1.07% | 18,843 | Added |
| 24 | CHI | CALAMOS CONV OPPORTUNITIES & | $2.5M | 1.01% | 229,190 | Added |
| 25 | SMOT | VANECK ETF TRUST | $2.4M | 0.97% | 67,161 | Added |
Source: SEC Form 13F filings · as of 2026-03-31