Creekside Partners Incresed Positions in Q2 2025

Creekside Partners

  • $211 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
31K
+ 11.59%
$19.1 - $23.83 $591K - $738K
298K $7.1B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.05K
+ 0.2%
$17.76 - $22.1 $18.6K - $23.2K
526K $11.6B
VEU
Vanguard Ftse All World Ex Us

ETFs
12.6K
+ 32.85%
$54.19 - $67.22 $683K - $847K
51K $3.43B
VEA
Vanguard Ftse Developed Market

ETFs
2.81K
+ 2.47%
$45.65 - $57.01 $128K - $160K
117K $6.66B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
16.4K
+ 12.96%
$22.92 - $28.05 $375K - $459K
143K $4B
VB
Vanguard Small Cap ETF

ETFs
1.13K
+ 4.16%
$193.73 - $237.37 $218K - $268K
28.2K $6.68B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
13.2K
+ 12.81%
$24.38 - $30.18 $321K - $397K
116K $3.49B
SCHA
Schwab Strategic Tr Us Small C

ETFs
325
+ 0.11%
$20.42 - $25.3 $6.64K - $8.22K
303K $7.68B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
411
+ 0.97%
$57.14 - $72.68 $23.5K - $29.9K
42.9K $3.12B
VTI
Vanguard Total Stock Market Et

ETFs
314
+ 2.9%
$243.75 - $303.93 $76.5K - $95.4K
11.2K $3.39B
AVGO
Broadcom Inc.

Technology
402
+ 15.88%
$146.29 - $275.65 $58.8K - $111K
2.93K $809M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
2.01K
+ 12.01%
$61.92 - $81.5 $124K - $163K
18.7K $1.52B
CHI
Calamos Convertible Opportunities & Income Fund

Financial Services
7.2K
+ 2.71%
$8.65 - $10.52 $62.3K - $75.7K
273K $2.87B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.3K
+ 2.15%
$39.89 - $49.46 $51.9K - $64.3K
61.7K $3.05B
AMZN
Amazon Com Inc

Consumer Cyclical
92
+ 0.96%
$167.32 - $223.3 $15.4K - $20.5K
9.69K $2.12B
FNDE
Schwab Fundamental Emerging Mk

ETFs
7.08K
+ 33.24%
$26.66 - $33.09 $189K - $234K
28.4K $937M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.44K
+ 6.37%
$55.54 - $69.09 $80.1K - $99.6K
24.1K $1.66B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
272
+ 14.67%
$456.74 - $568.03 $124K - $155K
2.13K $1.21B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.92K
+ 67.57%
$24.32 - $27.87 $193K - $221K
19.6K $520M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
6.09K
+ 18.91%
$27.29 - $29.28 $166K - $178K
38.3K $1.12B
GLD
Spdr Gold Trust

ETFs
168
+ 2.06%
$273.71 - $316.29 $46K - $53.1K
8.34K $2.54B
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.01%
$103.16 - $128.52 $103 - $129
14.2K $1.82B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1.1K
+ 9.17%
$65.84 - $80.81 $72.7K - $89.2K
13.1K $1.05B
CAT
Caterpillar Inc

Industrials
3
+ 0.11%
$273.94 - $388.21 $822 - $1.16K
2.78K $1.08B
IBM
International Business Machines Corp

Technology
4
+ 0.12%
$221.03 - $294.78 $884 - $1.18K
3.4K $1B
SCHC
Schwab Strategic Tr Intl Small

ETFs
42
+ 0.19%
$32.41 - $42.59 $1.36K - $1.79K
22K $936M
SMOT
Vaneck ETF Tr Morningstar Smid
271
+ 0.42%
N/A
65.3K $2.27B
META
Meta Platforms, Inc.

Communication Services
40
+ 5.95%
$484.66 - $738.09 $19.4K - $29.5K
712 $526M
GOOGL
Alphabet Inc.

Communication Services
74
+ 1.33%
$144.7 - $178.6 $10.7K - $13.2K
5.66K $997M
FPE
First Tr Pfd Secs & Income ETF

ETFs
7.04K
+ 26.23%
$16.93 - $17.81 $119K - $125K
33.9K $603M
FNDF
Schwab Fundamental Intl Large

ETFs
15
+ 0.05%
$32.25 - $40.02 $484 - $600
33K $1.32B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.38K
+ 9.92%
$77.94 - $79.5 $108K - $110K
15.3K $1.22B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
431
+ 3.2%
$114.78 - $133.31 $49.5K - $57.5K
13.9K $1.85B
GOOG
Alphabet Inc.

Communication Services
283
+ 9.75%
$146.58 - $180.01 $41.5K - $50.9K
3.19K $565M
VUG
Vanguard Growth ETF

ETFs
101
+ 11.32%
$329.49 - $438.4 $33.3K - $44.3K
993 $435M
ISCG
Ishares Morningstar Small Cap

ETFs
25
+ 0.12%
$39.44 - $49.76 $986 - $1.24K
20.2K $1.01B
RSP
Invesco S&P 500 Equal Weight E

ETFs
15
+ 0.14%
$152.93 - $181.74 $2.29K - $2.73K
10.4K $1.89B
ACWV
Ishares Msci Global Min Vol Fa

ETFs
151
+ 0.47%
$107.61 - $119.09 $16.2K - $18K
32.2K $3.82B
MOTI
Vaneck Morningstar Internation

ETFs
2.02K
+ 16.84%
$30.01 - $34.75 $60.5K - $70K
14K $485M
CGDV
Capital Group Divid Value ETF

ETFs
1.54K
+ 24.56%
$31.93 - $39.49 $49.1K - $60.7K
7.79K $308M
IDV
Ishares Tr

ETFs
119
+ 0.54%
$27.79 - $34.84 $3.31K - $4.15K
22.3K $771M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
36
+ 0.18%
$51.16 - $62.02 $1.84K - $2.23K
20.5K $1.27B
SPY
Spdr S&P 500 ETF Trust

ETFs
30
+ 3.18%
$496.48 - $617.85 $14.9K - $18.5K
974 $602M
IFRA
Ishares Tr

ETFs
9
+ 0.05%
$40.97 - $49.19 $369 - $443
17.4K $856M
VGT
Vanguard Information Technolog

ETFs
14
+ 2.71%
$470.37 - $663.28 $6.59K - $9.29K
530 $351M
VXF
Vanguard Extended Market ETF

ETFs
11
+ 0.33%
$150.43 - $192.71 $1.65K - $2.12K
3.39K $653M
FNDC
Schwab Fundamental Intl Small

ETFs
25
+ 0.22%
$32.97 - $42.05 $824 - $1.05K
11.4K $481M
EWU
Ishs Msci Utd Kingdom ETF

ETFs
4
+ 0.02%
$33.19 - $40.78 $133 - $163
23.9K $948M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
23
+ 0.24%
$48.22 - $60.41 $1.11K - $1.39K
9.56K $571M
Activity Summary
Buys All Purchases 89 New Holdings 9 Increased Positions 80 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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