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
$488 Million 0.22% of portfolio
6,642
Q3 2025 Reduced 2.92%
$0
$477 Million 0.21% of portfolio
994
Q3 2025 Added 0.1%
$0
$466 Million 0.21% of portfolio
7,110
Q4 2024 Reduced 1.43%
$0
$484 Million 0.21% of portfolio
2,736
Q3 2025 Added 0.18%
$0
$443 Million 0.2% of portfolio
1,507
Q3 2025 Added 0.13%
$0
$458 Million 0.2% of portfolio
5,131
Q4 2024 Reduced 6.15%
$12.2B
$460 Million 0.2% of portfolio
2,352
Q3 2025 Reduced 17.76%
$414B
$453 Million 0.2% of portfolio
1,957
Q2 2024 New
$144B
$456 Million 0.2% of portfolio
998
Q3 2025 Reduced 5.58%
$0
$444 Million 0.2% of portfolio
4,852
Q3 2025 Added 0.12%
$204B
$421 Million 0.19% of portfolio
2,997
Q3 2025 Reduced 3.14%
$0
$435 Million 0.19% of portfolio
3,105
Q3 2025 Added 0.32%
$0
$435 Million 0.19% of portfolio
6,381
Q4 2024 Reduced 17.22%
Amplify ETF Tr
-
$404 Million 0.18% of portfolio
-
Q1 2025 Reduced 21.2%
Linde PLC
-
$399 Million 0.18% of portfolio
-
Q2 2024 New
$97.3B
$402 Million 0.18% of portfolio
4,752
Q3 2025 Added 0.17%
$0
$412 Million 0.18% of portfolio
3,138
Q2 2024 New
$0
$413 Million 0.18% of portfolio
8,152
Q3 2025 Added 0.41%
$0
$379 Million 0.17% of portfolio
12,173
Q3 2025 Reduced 10.97%
$0
$382 Million 0.17% of portfolio
6,360
Q2 2024 New
$128B
$375 Million 0.17% of portfolio
3,941
Q3 2024 New
$67.6B
$368 Million 0.16% of portfolio
7,614
Q2 2025 Reduced 1.14%
$48.1B
$364 Million 0.16% of portfolio
1,260
Q1 2025 Added 13.11%
$0
$368 Million 0.16% of portfolio
1,195
Q3 2025 Added 0.08%
$0
$373 Million 0.16% of portfolio
500
Q3 2025 Reduced 5.66%
$177B
$370 Million 0.16% of portfolio
2,014
Q2 2024 New
$0
$366 Million 0.16% of portfolio
5,490
Q3 2025 Added 0.09%
$72.4B
$350 Million 0.15% of portfolio
982
Q2 2024 New
$97.6M
$330 Million 0.15% of portfolio
15,421
Q4 2024 Added 0.71%
$0
$336 Million 0.15% of portfolio
6,641
Q3 2024 Added 21.54%
$107B
$343 Million 0.15% of portfolio
452
Q1 2025 Added 10.24%
$0
$347 Million 0.15% of portfolio
3,918
Q3 2025 Added 0.03%
$0
$318 Million 0.14% of portfolio
9,143
Q2 2024 New
$0
$311 Million 0.14% of portfolio
2,800
Q3 2025 Added 0.04%
$0
$328 Million 0.14% of portfolio
7,794
Q2 2025 Added 24.56%
$0
$317 Million 0.14% of portfolio
3,332
Q3 2025 Added 0.85%
$228B
$307 Million 0.14% of portfolio
2,294
Q2 2024 New
$11.8B
$299 Million 0.13% of portfolio
17,500
Q2 2024 New
$0
$295 Million 0.13% of portfolio
11,202
Q4 2024 Added 200.0%
$0
$287 Million 0.13% of portfolio
1,473
Q3 2025 Added 3.3%
-
$285 Million 0.13% of portfolio
-
Q2 2024 New
$0
$284 Million 0.13% of portfolio
6,654
Q3 2025 Added 0.2%
$65.7B
$295 Million 0.13% of portfolio
983
Q2 2024 New
$0
$281 Million 0.12% of portfolio
2,931
Q3 2025 Added 1.35%
$0
$284 Million 0.12% of portfolio
20,000
Q2 2024 New
$0
$261 Million 0.12% of portfolio
12,413
Q3 2025 Added 0.15%
-
$269 Million 0.12% of portfolio
10,000
Q3 2025 New
$187B
$273 Million 0.12% of portfolio
1,644
Q3 2025 Added 0.43%
$0
$240 Million 0.11% of portfolio
21,733
Q3 2025 Added 0.18%

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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