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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$9.61 Billion 4.23% of portfolio
37,722
Q3 2025 Added 1.07%
$3.78T
$3.05 Billion 1.34% of portfolio
5,889
Q3 2025 Reduced 0.94%
$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%
$2.39T
$2.13 Billion 0.94% of portfolio
9,719
Q3 2025 Added 0.35%
$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%
$1.65T
$1.37 Billion 0.61% of portfolio
5,656
Q3 2025 Reduced 0.02%
$303B
$1.37 Billion 0.6% of portfolio
8,813
Q1 2025 Reduced 0.91%
$291B
$1.33 Billion 0.59% of portfolio
2,783
Q3 2025 Added 0.07%
$1.29T
$1.19 Billion 0.53% of portfolio
2,682
Q3 2025 Reduced 0.37%
$319B
$1.11 Billion 0.49% of portfolio
16,166
Q3 2025 Added 41.94%
$881B
$1 Billion 0.44% of portfolio
3,171
Q3 2025 Reduced 2.82%
$139B
$976 Million 0.43% of portfolio
2,957
Q3 2025 Added 0.78%
$266B
$960 Million 0.42% of portfolio
3,401
Q3 2025 Added 0.12%
$317B
$799 Million 0.35% of portfolio
9,537
Q2 2024 New
$1.74T
$776 Million 0.34% of portfolio
3,186
Q2 2025 Added 9.75%
$224B
$761 Million 0.34% of portfolio
2,503
Q2 2025 Reduced 3.06%
$2.54B
$653 Million 0.29% of portfolio
4,020
Q3 2024 Reduced 1.25%
$0
$622 Million 0.27% of portfolio
65,460
Q3 2025 Reduced 6.58%
$346B
$590 Million 0.26% of portfolio
3,837
Q1 2025 Added 0.16%
$662B
$539 Million 0.24% of portfolio
1,072
Q3 2025 Reduced 12.27%
$367B
$524 Million 0.23% of portfolio
1,292
Q3 2025 Added 0.31%
$1.37T
$523 Million 0.23% of portfolio
712
Q2 2025 Added 5.95%
$70.2B
$500 Million 0.22% of portfolio
15,980
Q2 2024 New
$168B
$490 Million 0.22% of portfolio
6,490
Q3 2025 Reduced 6.0%
$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%
$204B
$421 Million 0.19% of portfolio
2,997
Q3 2025 Reduced 3.14%
$97.3B
$402 Million 0.18% of portfolio
4,752
Q3 2025 Added 0.17%
$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%
$177B
$370 Million 0.16% of portfolio
2,014
Q2 2024 New
$72.4B
$350 Million 0.15% of portfolio
982
Q2 2024 New
$107B
$343 Million 0.15% of portfolio
452
Q1 2025 Added 10.24%
$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
-
$285 Million 0.13% of portfolio
-
Q2 2024 New
$65.7B
$295 Million 0.13% of portfolio
983
Q2 2024 New
$0
$284 Million 0.12% of portfolio
20,000
Q2 2024 New
-
$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%
$12.7B
$245 Million 0.11% of portfolio
2,668
Q2 2025 Added 0.08%
$0
$250 Million 0.11% of portfolio
50,028
Q2 2024 New
$12B
$256 Million 0.11% of portfolio
3,910
Q3 2024 New

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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