account_balance
Investment manager · 13F filer · SEC CIK 2035951
Creekside Partners
Reported value$270Mas of Sep 30, 2026
Positions188 4 new, 9 sold out
Top 10 weight33.9%SCHF alone is 5%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHFSchwab Strategic Tr
5.2%Trimmed −3%
AAPLApple Inc.
4.2%Trimmed −6%
SCHASchwab Strategic Tr
3.7%Trimmed −3%
VEAVanguard Tax-Managed FDS
3.5%
SCHBSchwab Strategic Tr
3.4%
VOVanguard Index FDS
3.2%
VBVanguard Index FDS
3.1%Added +5%
VIGVanguard Specialized Funds
2.7%
VBRVanguard Index FDS
2.5%
SCHMSchwab Strategic Tr
2.3%
VEUVanguard Intl Equity Index F
2.1%
VTIVanguard Index FDS
1.9%
SCHFSchwab Strategic Tr
5.2%−3%
AAPLApple Inc.
4.2%
SCHASchwab Strategic Tr
3.7%
VEAVanguard Tax-Managed FDS
3.5%
SCHBSchwab Strategic Tr
3.4%
VOVanguard Index FDS
3.2%
VBVanguard Index FDS
3.1%
VIGVanguard Specialized Funds
2.7%
VBRVanguard Index FDS
2.5%
SCHMSchwab Strategic Tr
2.3%
VEUVanguard Intl Equity Index F
2.1%
VTIVanguard Index FDS
1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHF Schwab Strategic Tr 5.2% Trimmed −3%
AAPL Apple Inc. 4.2% Trimmed −6%SCHA Schwab Strategic Tr 3.7% Trimmed −3%
VEA Vanguard Tax-Managed FDS 3.5% Held
SCHB Schwab Strategic Tr 3.4% Held
VO Vanguard Index FDS 3.2% Held
VB Vanguard Index FDS 3.1% Added +5%
VIG Vanguard Specialized Funds 2.7% Held
VBR Vanguard Index FDS 2.5% Held
SCHM Schwab Strategic Tr 2.3% Held
VEU Vanguard Intl Equity Index F 2.1% Held
VTI Vanguard Index FDS 1.9% Held
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.