Creekside Partners Portfolio Holdings

Creekside Partners

  • $227 Billion
  • Q3 2025

Creekside Partners has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $227 Billion distributed in 172 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $12.5B, Apple Inc. with a value of $9.61B, Schwab Strategic Tr Us Small C with a value of $8.32B, Vanguard Mid Cap ETF with a value of $7.86B, and Schwab Strategic Tr Us Broad M with a value of $7.83B.

Examining the 13F form we can see an increase of $16.4B in the current position value, from $211B to 227B.

Creekside Partners is based out at Petaluma, CA

Below you can find more details about Creekside Partners portfolio as well as his latest detailed transactions.

Portfolio value $227 Billion
ETFs: $172 Billion
Technology: $20.4 Billion
Financial Services: $9.47 Billion
Consumer Cyclical: $5.47 Billion
Industrials: $2.68 Billion
Communication Services: $2.67 Billion
Healthcare: $2.65 Billion
Energy: $2.17 Billion
Other: $3.4 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.5 Billion 5.5% of portfolio
536,403
Q3 2025 Added 2.07%
$4.3T
$9.61 Billion 4.23% of portfolio
37,722
Q3 2025 Added 1.07%
$0
$8.32 Billion 3.67% of portfolio
298,224
Q3 2025 Reduced 1.7%
$0
$7.86 Billion 3.46% of portfolio
26,770
Q3 2025 Added 0.06%
$0
$7.83 Billion 3.45% of portfolio
304,699
Q3 2025 Added 2.22%
$0
$7.15 Billion 3.15% of portfolio
28,119
Q3 2025 Reduced 0.25%
$0
$6.99 Billion 3.08% of portfolio
32,373
Q3 2025 Reduced 1.47%
$0
$6.9 Billion 3.04% of portfolio
115,115
Q3 2025 Reduced 1.44%
$0
$5.91 Billion 2.6% of portfolio
28,324
Q3 2025 Added 0.61%
$0
$4.88 Billion 2.15% of portfolio
185,258
Q3 2025 Added 0.15%
$0
$4.34 Billion 1.91% of portfolio
146,357
Q3 2025 Added 2.67%
$0
$3.87 Billion 1.71% of portfolio
115,988
Q3 2025 Added 0.1%
$0
$3.84 Billion 1.69% of portfolio
32,021
Q3 2025 Reduced 0.52%
$0
$3.68 Billion 1.62% of portfolio
51,556
Q3 2025 Added 1.14%
$0
$3.58 Billion 1.58% of portfolio
10,902
Q3 2025 Reduced 2.27%
$0
$3.38 Billion 1.49% of portfolio
62,357
Q3 2025 Added 1.07%
$0
$3.3 Billion 1.45% of portfolio
43,006
Q3 2025 Added 0.28%
$0
$3.11 Billion 1.37% of portfolio
24,731
Q3 2025 Added 0.09%
$0
$3.05 Billion 1.34% of portfolio
33,387
Q3 2025 Added 0.55%
$3.78T
$3.05 Billion 1.34% of portfolio
5,889
Q3 2025 Reduced 0.94%
$130B
$2.98 Billion 1.31% of portfolio
8,391
Q3 2025 Added 0.58%
$0
$2.86 Billion 1.26% of portfolio
28,880
Q3 2025 Reduced 1.89%
$465B
$2.76 Billion 1.22% of portfolio
14,795
Q3 2025 Reduced 2.93%
$0
$2.58 Billion 1.13% of portfolio
238,679
Q3 2025 Reduced 12.51%
-
$2.34 Billion 1.03% of portfolio
-
Q3 2025 Reduced 0.69%
$0
$2.17 Billion 0.96% of portfolio
7,295
Q3 2025 Reduced 3.75%
$2.39T
$2.13 Billion 0.94% of portfolio
9,719
Q3 2025 Added 0.35%
$0
$1.97 Billion 0.87% of portfolio
10,392
Q3 2025 Added 0.16%
$0
$1.95 Billion 0.86% of portfolio
13,828
Q3 2025 Reduced 0.41%
$0
$1.92 Billion 0.84% of portfolio
13,905
Q3 2025 Reduced 1.76%
$0
$1.91 Billion 0.84% of portfolio
25,984
Q3 2025 Added 7.89%
$0
$1.84 Billion 0.81% of portfolio
19,008
Q3 2025 Added 1.64%
$0
$1.61 Billion 0.71% of portfolio
13,441
Q3 2024 Reduced 35.81%
$0
$1.58 Billion 0.7% of portfolio
16,645
Q3 2025 Added 0.07%
$0
$1.53 Billion 0.68% of portfolio
101,784
Q3 2025 Reduced 12.3%
$522B
$1.52 Billion 0.67% of portfolio
8,193
Q3 2025 Added 0.33%
Capital Group Core Balanced
-
$1.43 Billion 0.63% of portfolio
-
Q3 2025 Added 230.64%
$0
$1.41 Billion 0.62% of portfolio
18,990
Q3 2025 Added 0.34%
$0
$1.42 Billion 0.62% of portfolio
32,994
Q2 2025 Added 0.05%
$1.65T
$1.37 Billion 0.61% of portfolio
5,656
Q3 2025 Reduced 0.02%
$0
$1.35 Billion 0.6% of portfolio
27,359
Q3 2025 Reduced 4.08%
$303B
$1.37 Billion 0.6% of portfolio
8,813
Q1 2025 Reduced 0.91%
$0
$1.33 Billion 0.59% of portfolio
45,840
Q3 2025 Added 0.34%
$291B
$1.33 Billion 0.59% of portfolio
2,783
Q3 2025 Added 0.07%
$0
$1.34 Billion 0.59% of portfolio
20,548
Q3 2025 Added 0.19%
$0
$1.35 Billion 0.59% of portfolio
2,198
Q3 2025 Added 3.39%
$0
$1.32 Billion 0.58% of portfolio
44,366
Q3 2025 Added 15.76%
$1.29T
$1.19 Billion 0.53% of portfolio
2,682
Q3 2025 Reduced 0.37%
$0
$1.17 Billion 0.52% of portfolio
14,670
Q3 2025 Reduced 4.32%

Summary

  • Portfolio
  • No. of Stocks 172
  • Current Value $227 Billion
  • Prior Value $211 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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