Investor
Creekside Partners
CIK 0002035951 · filed 2026-04-22 · SEC filing
13F book
$242.9M
Positions
183
5 new · 3 sold
Largest name
5.3%
Schwab Strategic Tr
Est. mark
$214.6K
Price effect on 178 names still held. Flow $6.06M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr | — | 523.8K | $13M | 5.3% | $371.9K | Cut−$211.1K |
| Apple Inc. | AAPL | 37.1K | $9.41M | 3.9% | −$670.4K | Cut−$866.7K |
| Schwab Strategic Tr | — | 315.9K | $9.19M | 3.8% | $189.6K | Cut$82.5K |
| Vanguard Tax-Managed Fds | — | 134.7K | $8.63M | 3.6% | $189.6K | Added$1.28M |
| Vanguard Index Fds | — | 27.7K | $7.95M | 3.3% | −$81.8K | Added$130.8K |
| Schwab Strategic Tr | — | 316.1K | $7.93M | 3.3% | −$350.6K | Added−$204.8K |
| Vanguard Index Fds | — | 28.2K | $7.39M | 3.0% | $110.8K | Added$194.3K |
| Vanguard Specialized Funds | — | 31.1K | $6.68M | 2.8% | −$146.5K | Cut−$407.1K |
| Vanguard Index Fds | — | 29.2K | $6.35M | 2.6% | $155.8K | Added$309.4K |
| Schwab Strategic Tr | — | 179.8K | $5.57M | 2.3% | $156.3K | Added$285.5K |
| Vanguard Intl Equity Index F | — | 65.9K | $4.95M | 2.0% | $95.2K | Added$403.1K |
| Vanguard Index Fds | — | 14K | $4.5M | 1.9% | −$144K | Added$1.17M |
| Schwab Strategic Tr | — | 168K | $4.31M | 1.8% | −$213.3K | Cut−$278.1K |
| Schwab Strategic Tr | — | 124.4K | $4.1M | 1.7% | $24.9K | Added$30.1K |
| Spdr Gold Tr | — | 9.09K | $3.91M | 1.6% | $287K | Added$565.8K |
| First Tr Exchange Traded Fd | — | 122.2K | $3.9M | 1.6% | $193.3K | Added$378.1K |
| Ishares Inc | — | 31.6K | $3.77M | 1.6% | $24K | Cut−$34.2K |
| Vanguard Intl Equity Index F | — | 69.6K | $3.76M | 1.6% | $18.3K | Added$367.3K |
| Ishares Tr | — | 42.5K | $3.33M | 1.4% | $37.4K | Cut−$46.3K |
| Ishares Tr | — | 24.5K | $2.97M | 1.2% | −$187.3K | Cut−$210.7K |
| Vanguard Index Fds | — | 33K | $2.93M | 1.2% | $6.91K | Cut−$42.5K |
| Vaneck Etf Trust | — | 28.1K | $2.72M | 1.1% | −$188.8K | Added−$133K |
| Vanguard Intl Equity Index F | — | 18.8K | $2.61M | 1.1% | −$46K | Added$240.7K |
| Calamos Conv Opportunities & | — | 229.2K | $2.46M | 1.0% | $56.6K | Added$178.8K |
| Nvidia Corp | NVDA | 13.6K | $2.37M | 1.0% | −$164.3K | Cut−$391.6K |
| Vaneck Etf Trust | — | 67.2K | $2.36M | 1.0% | −$65.2K | Added$24.8K |
| Vanguard Index Fds | — | 7.04K | $2.13M | 0.9% | $989 | Cut−$82.1K |
| First Tr Exchange Traded Fd | — | 19K | $2.11M | 0.9% | $237K | Held |
| Microsoft Corp | MSFT | 5.69K | $2.11M | 0.9% | −$645.2K | Cut−$702.3K |
| Invesco Exchange Traded Fd T | — | 10.7K | $2.05M | 0.8% | $3.9K | Added$55.3K |
| Vanguard Whitehall Fds | — | 13.7K | $2.03M | 0.8% | $62.7K | Added$63.4K |
| Capital Group Core Balanced | — | 57.5K | $1.98M | 0.8% | −$48K | Added$134.1K |
| Caterpillar Inc | CAT | 2.79K | $1.97M | 0.8% | $377.6K | Added$378.3K |
| Vanguard Star Fds | — | 25K | $1.93M | 0.8% | $36.2K | Added$288.4K |
| Amazon Com Inc | AMZN | 8.98K | $1.87M | 0.8% | −$202.4K | Held |
| Chevron Corp New | CVX | 8.81K | $1.82M | 0.8% | $480.2K | Held |
| Johnson & Johnson | JNJ | 7.36K | $1.8M | 0.7% | $276.1K | Cut$99.7K |
| Tesla, Inc. | TSLA | 4.68K | $1.74M | 0.7% | −$209.1K | Added$534.4K |
| Alphabet Inc | — | 5.67K | $1.63M | 0.7% | −$143.4K | Added−$135.9K |
| Ishares Tr | — | 13.4K | $1.63M | 0.7% | −$76.6K | Held |
| Schwab Strategic Tr | — | 33.1K | $1.62M | 0.7% | $123K | Held |
| Ishares Tr | — | 16.7K | $1.55M | 0.6% | −$23.6K | Added−$22.4K |
| Vaneck Etf Trust | — | 52.9K | $1.52M | 0.6% | −$30K | Added$150.3K |
| Schwab Strategic Tr | — | 45.7K | $1.39M | 0.6% | $40.7K | Cut$31.4K |
| Ishares Tr | — | 20.6K | $1.39M | 0.6% | $31.5K | Added$33.4K |
| Vanguard Bd Index Fds | — | 18.7K | $1.37M | 0.6% | −$8.02K | Added−$5.07K |
| Select Sector Spdr Tr | — | 28.8K | $1.32M | 0.5% | $83.3K | Added$211.2K |
| Vanguard Charlotte Fds | — | 27.2K | $1.31M | 0.5% | −$7.35K | Cut−$10.9K |
| Vanguard Index Fds | — | 2.18K | $1.31M | 0.5% | −$64.6K | Cut−$87.8K |
| Vanguard Whitehall Fds | — | 13.8K | $1.3M | 0.5% | $57.2K | Added$87.8K |
| Cisco Sys Inc | — | 15.4K | $1.2M | 0.5% | $8.65K | Cut−$49.1K |
| Vanguard Scottsdale Fds | — | 14.8K | $1.17M | 0.5% | −$6.79K | Added−$4.34K |
| Ishares Tr | — | 27.2K | $1.16M | 0.5% | $69.9K | Added$271.6K |
| Schwab Strategic Tr | — | 29.4K | $1.12M | 0.5% | $64.6K | Held |
| Ishares Tr | — | 19.8K | $1.08M | 0.4% | −$13.1K | Cut−$40.7K |
| Ishares Tr | — | 23.4K | $1.07M | 0.4% | $36.9K | Held |
| Vanguard Index Fds | — | 5.38K | $1.06M | 0.4% | $28K | Cut−$15.3K |
| Schwab Strategic Tr | — | 22.5K | $1.05M | 0.4% | $27.2K | Cut$21K |
| Annaly Capital Management In | — | 44.8K | $947.2K | 0.4% | — | New |
| Doubleline Yield Opportuniti | — | 67.2K | $935K | 0.4% | −$41.6K | Cut−$82.3K |
| Jpmorgan Chase & Co. | — | 3.17K | $932.8K | 0.4% | −$89K | Held |
| Alphabet Inc | — | 3.16K | $905.7K | 0.4% | −$84.9K | Cut−$94.3K |
| Schwab Strategic Tr | — | 28.7K | $880.8K | 0.4% | $71K | Added$281.9K |
| Broadcom Inc. | AVGO | 2.85K | $880.5K | 0.4% | −$104.3K | Cut−$139.6K |
| International Business Machs | — | 3.41K | $826.5K | 0.3% | −$183.3K | Added−$182.1K |
| Vanguard World Fd | — | 5.54K | $803.6K | 0.3% | $21K | Held |
| Ishares Tr | — | 8.18K | $773.2K | 0.3% | $5.46K | Added$6.32K |
| Wells Fargo Co New | — | 9.54K | $759.2K | 0.3% | −$129.6K | Held |
| Spdr Series Trust | — | 8.22K | $752.9K | 0.3% | $2.08K | Added$22.1K |
| Vanguard World Fd | — | 3.78K | $748.8K | 0.3% | $49.5K | Added$49.9K |
| Vanguard Index Fds | — | 4.03K | $742.1K | 0.3% | $27.8K | Added$28.9K |
| Mcdonalds Corp | MCD | 2.37K | $737.9K | 0.3% | $12.3K | Cut−$27.2K |
| Ishares Tr | — | 5.92K | $735.9K | 0.3% | $24.5K | Added$24.6K |
| Vanguard Admiral Fds Inc | — | 3.53K | $720.3K | 0.3% | −$3.57K | Cut−$22.2K |
| Vanguard Index Fds | — | 3.42K | $703.5K | 0.3% | −$11.3K | Added−$9.08K |
| First Tr Exch Traded Fd Iii | — | 39.1K | $694.9K | 0.3% | −$18.4K | Cut−$25.2K |
| Ishares Tr | — | 12.1K | $694.7K | 0.3% | $55.6K | Added$56.2K |
| Select Sector Spdr Tr | — | 16.3K | $666.6K | 0.3% | $7.85K | Cut−$17.4K |
| Spdr Series Trust | — | 5.55K | $665.8K | 0.3% | $35.9K | Cut$12.6K |
| Ishares Inc | — | 25K | $655.8K | 0.3% | $67.5K | Held |
| Vanguard Whitehall Fds | — | 9.89K | $649.7K | 0.3% | −$17.1K | Added−$11.6K |
| Spdr S&P 500 Etf Tr | — | 990 | $643.5K | 0.3% | −$30.9K | Added−$17.9K |
| Select Sector Spdr Tr | — | 10.3K | $628.6K | 0.3% | $169.8K | Held |
| Invesco Qqq Tr | — | 1.08K | $626.2K | 0.3% | −$40.4K | Cut−$54.5K |
| Park Natl Corp | — | 3.82K | $624.4K | 0.3% | $43.1K | Cut$30.9K |
| Ishares Tr | — | 3.62K | $610.7K | 0.3% | $298 | Added$467 |
| Pimco High Income Fd | — | 131.1K | $606.9K | 0.3% | −$20.9K | Added$165.4K |
| Enterprise Prods Partners L | — | 16K | $604.7K | 0.2% | $92.4K | Held |
| Ishares Tr | — | 9.37K | $603.2K | 0.2% | — | New |
| Nextera Energy Inc | — | 6.49K | $602.8K | 0.2% | $81.8K | Held |
| Vaneck Etf Trust | — | 16.9K | $578.7K | 0.2% | −$36.7K | Added$45.5K |
| Ishares Tr | — | 6.29K | $575.2K | 0.2% | $32.2K | Held |
| Ishares Inc | — | 7.57K | $569.3K | 0.2% | $38.1K | Added$121.5K |
| Deere & Co | DE | 998 | $562.2K | 0.2% | $97.5K | Held |
| Spdr Index Shs Fds | — | 8.93K | $554.1K | 0.2% | −$20.6K | Cut−$30K |
| Ishares Tr | — | 5.7K | $553.8K | 0.2% | $6.27K | Held |
| Spdr S&P Midcap 400 Etf Tr | — | 886 | $546.3K | 0.2% | $11.9K | Cut$10.1K |
| Procter And Gamble Co | PG | 3.77K | $544.3K | 0.2% | $4.26K | Held |
| Schwab Strategic Tr | — | 11.6K | $539.7K | 0.2% | $21.1K | Held |
| Vanguard World Fd | — | 1.98K | $538K | 0.2% | −$30.4K | Added−$29.3K |
| Blackrock Corpor Hi Yld Fd I | — | 62.7K | $533.9K | 0.2% | −$23.8K | Cut−$209.7K |
| Or Royalties Inc. | OR | 13.7K | $520.9K | 0.2% | $36K | Cut$641 |
| Ishares Tr | — | 2.75K | $520.4K | 0.2% | $23K | Added$23.6K |
| Berkshire Hathaway Inc Del | — | 1.07K | $513.7K | 0.2% | −$25.1K | Held |
| Exchange Traded Concepts Tru | — | 7.11K | $486.8K | 0.2% | −$6.26K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 6.64K | $485.8K | 0.2% | $11.4K | Held |
| Select Sector Spdr Tr | — | 3.62K | $480.8K | 0.2% | −$40.1K | Added−$39.4K |
| Spdr Series Trust | — | 4.87K | $466.8K | 0.2% | $17.2K | Added$17.6K |
| Spdr Series Trust | — | 3.13K | $456.2K | 0.2% | $21K | Added$22.5K |
| Pimco Dynamic Income Fd | — | 26.4K | $450.9K | 0.2% | −$7.91K | Added$217.3K |
| Pepsico Inc | PEP | 2.75K | $427.4K | 0.2% | $32.4K | Cut$16.5K |
| Starbucks Corp | SBUX | 4.77K | $427K | 0.2% | $25.6K | Added$26.2K |
| Home Depot, Inc. | HD | 1.3K | $426.5K | 0.2% | −$19.7K | Held |
| Vanguard Growth Etf | — | 971 | $424.3K | 0.2% | −$49.4K | Cut−$51.3K |
| AbbVie Inc. | ABBV | 1.93K | $419.8K | 0.2% | −$21.2K | Cut−$27.4K |
| Linde Plc | LIN | 841 | $416.9K | 0.2% | $58.3K | Held |
| Oracle Corp | — | 2.79K | $410K | 0.2% | −$133.2K | Cut−$176.5K |
| Meta Platforms, Inc. | META | 712 | $407.4K | 0.2% | −$62.6K | Held |
| Vanguard Malvern Fds | — | 8.15K | $407.2K | 0.2% | $3.99K | Held |
| Parker-Hannifin Corp | PH | 452 | $404.9K | 0.2% | $7.43K | Held |
| Us Bancorp Del | — | 7.61K | $396K | 0.2% | −$10.3K | Held |
| Clearway Energy, Inc. | CWEN | 10K | $391.7K | 0.2% | $77.5K | Held |
| Plains All Amern Pipeline L | — | 17.5K | $390.8K | 0.2% | $76.5K | Held |
| Vanguard Index Fds | — | 1.49K | $384K | 0.2% | −$32.5K | Cut−$37.9K |
| Texas Instrs Inc | — | 1.96K | $380.9K | 0.2% | $40.5K | Held |
| Vanguard World Fd | — | 3.14K | $379.1K | 0.2% | −$39.8K | Held |
| Proshares Tr | — | 5.5K | $378K | 0.2% | $14.9K | Added$15K |
| Schwab Strategic Tr | — | 11.7K | $377.8K | 0.2% | $10.7K | Cut$9.8K |
| Ishares Tr | — | 3.69K | $375.3K | 0.2% | — | New |
| Wisdomtree Tr | — | 15.6K | $374.3K | 0.2% | $43.6K | Held |
| Amplify Etf Tr | — | 5.64K | $373K | 0.2% | $4.37K | Cut−$44.1K |
| Legg Mason Etf Invt | — | 9.14K | $370.7K | 0.2% | $34K | Held |
| Ishares Inc | — | 6.64K | $363.9K | 0.1% | $5.71K | Held |
| Vanguard Index Fds | — | 1.2K | $358.3K | 0.1% | −$19.3K | Added−$18.7K |
| Vanguard World Fd | — | 501 | $349.2K | 0.1% | −$28.4K | Added−$27.7K |
| Medtronic Plc | MDT | 3.94K | $341.5K | 0.1% | −$37.1K | Held |
| Public Storage Oper Co | — | 1.26K | $341.3K | 0.1% | $14.3K | Held |
| Ishares Tr | — | 6.36K | $339.3K | 0.1% | −$56K | Held |
| Capital Group Dividend Value | — | 7.79K | $331.6K | 0.1% | −$8.57K | Held |
| Invesco Exch Traded Fd Tr Ii | — | 29.9K | $324.8K | 0.1% | −$10.7K | Held |
| Micron Technology Inc | MU | 957 | $323.3K | 0.1% | $50.2K | Held |
| Ishares Inc | — | 3.17K | $322.1K | 0.1% | −$3.69K | Added$83.8K |
| Aon plc | AON | 982 | $317K | 0.1% | −$29.6K | Held |
| Spdr Series Trust | — | 3.34K | $316.3K | 0.1% | $12.1K | Added$12.2K |
| Schwab Strategic Tr | — | 11.2K | $312K | 0.1% | $7.17K | Held |
| Ishares Tr | — | 2.8K | $309.2K | 0.1% | $1.26K | Held |
| Spdr Index Shs Fds | — | 6.68K | $304.7K | 0.1% | $11.1K | Added$11.4K |
| Spdr Series Trust | — | 1.76K | $298.7K | 0.1% | $5.02K | Held |
| Ishares Tr | — | 2.93K | $294.9K | 0.1% | $11K | Held |
| Nuveen Amt-Free Mun Value Fd | — | 20K | $286.6K | 0.1% | $400 | Held |
| Ishares Tr | — | 1.47K | $282.6K | 0.1% | −$10K | Held |
| Norfolk Southn Corp | — | 983 | $282.1K | 0.1% | −$1.69K | Held |
| Williams Sonoma Inc | WSM | 1.54K | $281.2K | 0.1% | $5.77K | Cut−$138.9K |
| Ishares Tr | — | 2.97K | $278.6K | 0.1% | −$7.02K | Cut−$45.3K |
| Invesco Exchange Traded Fd T | — | 12.4K | $266.5K | 0.1% | $12.9K | Added$13.1K |
| Vaneck Etf Trust | — | 5.06K | $266.5K | 0.1% | −$556 | Held |
| Coca Cola Co | KO | 3.45K | $262.6K | 0.1% | — | New |
| Global X Fds | — | 5.01K | $254.8K | 0.1% | $15.1K | Held |
| Target Corp | TGT | 2.09K | $253.7K | 0.1% | $49.1K | Held |
| Vanguard Scottsdale Fds | — | 3.05K | $252.1K | 0.1% | −$3.01K | Added−$1.19K |
| Ishares Tr | — | 1.87K | $247.4K | 0.1% | −$13.6K | Held |
| Merck & Co., Inc. | MRK | 2.03K | $243.9K | 0.1% | $30.4K | Added$30.6K |
| Exxon Mobil Corp | — | 1.43K | $242.3K | 0.1% | $70.4K | Cut$36.1K |
| Ge Aerospace | — | 852 | $241.7K | 0.1% | −$20.7K | Held |
| Invesco Exchange Traded Fd T | — | 4K | $239K | 0.1% | $10.4K | Held |
| Ishares Tr | — | 4.2K | $238.7K | 0.1% | $8.74K | Held |
| Abbott Labs | ABT | 2.27K | $232.8K | 0.1% | −$51.3K | Held |
| Abrdn Precious Metals Basket | — | 1.05K | $229.7K | 0.1% | $13.8K | Cut$9.66K |
| California Bancorp | — | 12.8K | $227.5K | 0.1% | −$12.2K | Held |
| Bank New York Mellon Corp | — | 1.89K | $223.7K | 0.1% | $4.79K | Held |
| Invesco Exchange Traded Fd T | — | 2.96K | $222.5K | 0.1% | $414 | Held |
| Doubleline Income Solutions | — | 20.3K | $219.9K | 0.1% | −$8.93K | Held |
| Intuit Inc. | INTU | 503 | $217.5K | 0.1% | −$115.7K | Cut−$266.7K |
| Vaneck Etf Trust | — | 12.2K | $214.8K | 0.1% | −$1.47K | Cut−$1.72K |
| Qualcomm Inc | — | 1.66K | $213.7K | 0.1% | −$69.7K | Added−$68.6K |
| State Str Corp | — | 1.68K | $213.1K | 0.1% | −$4.13K | Held |
| Loews Corp | L | 1.98K | $211.3K | 0.1% | $2.83K | Held |
| Okta, Inc. | OKTA | 2.67K | $210K | 0.1% | −$20.7K | Held |
| RTX Corp | RTX | 1.06K | $204.1K | 0.1% | — | New |
| Ishares Tr | — | 915 | $203.8K | 0.1% | −$7.06K | Held |
| Blackrock Cr Allocation Inco | — | 19.3K | $195K | 0.1% | −$14.1K | Cut−$40.8K |
| Blackrock Res & Commodities | — | 14.9K | $179.3K | 0.1% | $15.7K | Added$18.6K |
| Invesco Muni Income Opp Trst | — | 14.9K | $91.4K | 0.0% | $1.94K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.