Creekside Partners

CIK 0002035951 • 6 13F filings • May 7, 2025 – Jul 31, 2026

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Filer information

Filed by: Creekside Partners, Principal
Address: 775 BAYWOOD DRIVE SUITE 306, PETALUMA, CA, 94954
Phone: 7077697820
AUM: $236.6M

AUM over time

$276.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $210.6M170 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$312K	0.1%	2,294 SH	New
ABBVIE INC	COM	$363K	0.2%Prev: 0.2%	1,957 SH	Decreased+27 SH
ALPHABET INC	CAP STK CL A	$997K	0.5%Prev: 0.7%	5,657 SH	Decreased-8 SH
ALPHABET INC	CAP STK CL C	$565K	0.3%Prev: 0.4%	3,186 SH	Decreased+29 SH
AMAZON COM INC	COM	$2.1M	1.0%Prev: 0.8%	9,685 SH	Increased+708 SH
AMPLIFY ETF TR	AMPLIFY ETHO CLI	$369K	0.2%Prev: 0.2%	6,342 SH	Decreased+697 SH
AON PLC	SHS CL A	$350K	0.2%Prev: 0.1%	982 SH	Increased
APPLE INC	COM	$7.7M	3.6%Prev: 3.9%	37,323 SH	Decreased+226 SH
BANK AMERICA CORP	COM	$220K	0.1%	4,647 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$594K	0.3%Prev: 0.2%	1,222 SH	Increased+150 SH
BLACKROCK CORPOR HI YLD FD I	COM	$683K	0.3%Prev: 0.2%	70,072 SH	Increased+7,410 SH
BLACKROCK CR ALLOCATION INCO	COM	$237K	0.1%	21,693 SH	New
BLACKROCK RES & COMMODITIES	SHS	$133K	0.1%Prev: 0.1%	14,052 SH	Decreased-830 SH
BROADCOM INC	COM	$809K	0.4%Prev: 0.4%	2,934 SH	Decreased+89 SH
CALAMOS CONV OPPORTUNITIES &	SH BEN INT	$2.9M	1.4%Prev: 1.0%	272,811 SH	Increased+43,621 SH
CALIFORNIA BANCORP	COM	$202K	0.1%Prev: 0.1%	12,839 SH	Decreased
CAPITAL GROUP CORE BALANCED	SHS	$417K	0.2%Prev: 0.8%	12,456 SH	Decreased-45,053 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$308K	0.1%Prev: 0.1%	7,794 SH	Decreased
CATERPILLAR INC	COM	$1.1M	0.5%Prev: 0.8%	2,781 SH	Decreased-5 SH
CHEVRON CORP NEW	COM	$1.3M	0.6%	8,813 SH	New
CISCO SYS INC	COM	$790K	0.4%Prev: 0.5%	11,389 SH	Decreased-4,055 SH
DEERE & CO	COM	$537K	0.3%Prev: 0.2%	1,057 SH	Decreased+59 SH
DOUBLELINE INCOME SOLUTIONS	COM	$249K	0.1%Prev: 0.1%	20,303 SH	Increased
DOUBLELINE YIELD OPPORTUNITI	COM	$1.8M	0.9%Prev: 0.4%	116,059 SH	Increased+48,891 SH
ENTERPRISE PRODS PARTNERS L	COM	$496K	0.2%Prev: 0.2%	15,980 SH	Decreased
EXCHANGE TRADED CONCEPTS TRU	ROBO GLB ETF	$425K	0.2%Prev: 0.2%	7,110 SH	Decreased-4 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$603K	0.3%Prev: 0.3%	33,859 SH	Decreased-5,289 SH
FIRST TR EXCHANGE TRADED FD	DJ GLBL DIVID	$3.2M	1.5%	114,542 SH	New
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$1.5M	0.7%Prev: 0.9%	18,701 SH	Decreased-318 SH
FS KKR CAP CORP	COM	$217K	0.1%	10,442 SH	New
GE AEROSPACE	COM NEW	$219K	0.1%Prev: 0.1%	852 SH	Decreased
GLOBAL X FDS	US INFR DEV ETF	$219K	0.1%Prev: 0.1%	5,015 SH	Decreased
HOME DEPOT INC	COM	$472K	0.2%Prev: 0.2%	1,288 SH	Increased-9 SH
INTERNATIONAL BUSINESS MACHS	COM	$1.0M	0.5%Prev: 0.3%	3,397 SH	Increased-13 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$383K	0.2%Prev: 0.1%	34,368 SH	Increased+4,518 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$498K	0.2%Prev: 0.2%	6,842 SH	Increased+200 SH
INVESCO EXCHANGE TRADED FD T	DJ INDL AVG DV	$213K	0.1%Prev: 0.1%	4,000 SH	Decreased
INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$253K	0.1%Prev: 0.1%	12,394 SH	Decreased-49 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.9M	0.9%Prev: 0.8%	10,375 SH	Decreased-301 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$211K	0.1%Prev: 0.1%	2,960 SH	Decreased
INVESCO MUNI INCOME OPP TRST	COM	$86K	0.0%Prev: 0.0%	14,892 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$610K	0.3%Prev: 0.3%	1,106 SH	Decreased+21 SH
ISHARES INC	GLB ENR PROD ETF	$593K	0.3%	25,000 SH	New
ISHARES INC	MSCI CDA ETF	$307K	0.1%Prev: 0.1%	6,641 SH	Decreased
ISHARES INC	MSCI GBL MIN VOL	$3.8M	1.8%Prev: 1.6%	32,189 SH	Increased+626 SH
ISHARES INC	MSCI MEXICO ETF	$386K	0.2%Prev: 0.2%	6,381 SH	Decreased-1,187 SH
ISHARES TR	CORE S&P MCP ETF	$1.3M	0.6%Prev: 0.6%	20,510 SH	Decreased-123 SH
ISHARES TR	CORE S&P SCP ETF	$668K	0.3%Prev: 0.3%	6,110 SH	Decreased+190 SH
ISHARES TR	EAFE SML CP ETF	$3.1M	1.5%Prev: 1.4%	42,888 SH	Decreased+423 SH
ISHARES TR	ESG MSCI KLD 400	$2.9M	1.4%Prev: 1.2%	24,708 SH	Decreased+191 SH
ISHARES TR	ESG OPTIMIZED	$237K	0.1%Prev: 0.1%	1,869 SH	Decreased-4 SH
ISHARES TR	GLOBAL 100 ETF	$1.4M	0.7%Prev: 0.7%	13,441 SH	Decreased
ISHARES TR	INTL SEL DIV ETF	$771K	0.4%Prev: 0.5%	22,341 SH	Decreased-4,876 SH
ISHARES TR	ISHARES BIOTECH	$486K	0.2%Prev: 0.3%	3,845 SH	Decreased+228 SH
ISHARES TR	JPMORGAN USD EMG	$306K	0.1%Prev: 0.1%	3,304 SH	Increased+338 SH
ISHARES TR	MRGSTR SM CP GR	$1.0M	0.5%Prev: 0.4%	20,230 SH	Decreased+446 SH
ISHARES TR	MSCI EAFE ETF	$504K	0.2%Prev: 0.2%	5,639 SH	Decreased-63 SH
ISHARES TR	MSCI EAFE MIN VL	$523K	0.2%Prev: 0.2%	6,224 SH	Decreased-71 SH
ISHARES TR	MSCI EMG MKT ETF	$203K	0.1%Prev: 0.1%	4,204 SH	Decreased
ISHARES TR	MSCI UK ETF NEW	$948K	0.5%Prev: 0.4%	23,872 SH	Decreased+496 SH
ISHARES TR	MSCI USA MIN VOL	$1.6M	0.7%Prev: 0.6%	16,633 SH	Increased-39 SH
ISHARES TR	MSCI USA QLT FCT	$261K	0.1%Prev: 0.1%	1,426 SH	Decreased-47 SH
ISHARES TR	RUS 2000 VAL ETF	$431K	0.2%Prev: 0.2%	2,731 SH	Decreased-14 SH
ISHARES TR	S&P MC 400GR ETF	$263K	0.1%Prev: 0.1%	2,892 SH	Decreased-39 SH
ISHARES TR	TIPS BD ETF	$308K	0.1%Prev: 0.1%	2,799 SH	Decreased-3 SH
ISHARES TR	U.S. MED DVC ETF	$398K	0.2%Prev: 0.1%	6,360 SH	Increased
ISHARES TR	U.S. REAL ES ETF	$772K	0.4%Prev: 0.3%	8,144 SH	Decreased-33 SH
ISHARES TR	US INFRASTRUC	$856K	0.4%Prev: 0.3%	17,405 SH	Increased+5,260 SH
JEFFERIES FINL GROUP INC	COM	$214K	0.1%	3,910 SH	New
JOHNSON & JOHNSON	COM	$1.2M	0.6%Prev: 0.7%	8,166 SH	Decreased+803 SH
JPMORGAN CHASE & CO.	COM	$946K	0.4%	3,263 SH	New
LEGG MASON ETF INVT	FRANKLIN INTL LW	$298K	0.1%Prev: 0.2%	9,143 SH	Decreased
LINDE PLC	SHS	$395K	0.2%Prev: 0.2%	841 SH	Decreased
MCDONALDS CORP	COM	$731K	0.3%Prev: 0.3%	2,503 SH	Decreased+129 SH
MEDTRONIC PLC	SHS	$344K	0.2%Prev: 0.1%	3,941 SH	Increased
META PLATFORMS INC	CL A	$526K	0.2%Prev: 0.2%	712 SH	Increased
MICROSOFT CORP	COM	$3.0M	1.4%Prev: 0.9%	5,945 SH	Increased+258 SH
NETFLIX INC	COM	$216K	0.1%	161 SH	New
NEXTERA ENERGY INC	COM	$479K	0.2%Prev: 0.2%	6,904 SH	Decreased+414 SH
NORFOLK SOUTHN CORP	COM	$252K	0.1%Prev: 0.1%	983 SH	Decreased
NUVEEN AMT-FREE MUN VALUE FD	COM	$274K	0.1%Prev: 0.1%	20,000 SH	Decreased
NVIDIA CORPORATION	COM	$2.4M	1.1%Prev: 1.0%	15,241 SH	Increased+1,665 SH
OKTA INC	CL A	$267K	0.1%Prev: 0.1%	2,668 SH	Increased
OR ROYALTIES INC.	COM SHS	$378K	0.2%Prev: 0.2%	14,700 SH	Decreased+1,000 SH
ORACLE CORP	COM	$658K	0.3%Prev: 0.2%	3,009 SH	Increased+222 SH
PARK NATL CORP	COM	$672K	0.3%Prev: 0.3%	4,020 SH	Increased+200 SH
PARKER-HANNIFIN CORP	COM	$316K	0.1%Prev: 0.2%	452 SH	Decreased
PEPSICO INC	COM	$409K	0.2%Prev: 0.2%	3,094 SH	Decreased+342 SH
PIMCO HIGH INCOME FD	COM SHS	$240K	0.1%Prev: 0.2%	50,028 SH	Decreased-81,057 SH
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	$321K	0.2%Prev: 0.2%	17,500 SH	Decreased
PROCTER AND GAMBLE CO	COM	$611K	0.3%	3,837 SH	New
PROSHARES TR	RUSS 2000 DIVD	$357K	0.2%Prev: 0.2%	5,485 SH	Decreased-10 SH
PUBLIC STORAGE OPER CO	COM	$370K	0.2%Prev: 0.1%	1,260 SH	Increased
QUALCOMM INC	COM	$261K	0.1%Prev: 0.1%	1,637 SH	Increased-22 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$3.5M	1.7%Prev: 1.7%	115,876 SH	Decreased-8,520 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$937K	0.4%Prev: 0.5%	28,377 SH	Decreased-986 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.8M	0.9%Prev: 0.9%	44,440 SH	Decreased-276 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$275K	0.1%Prev: 0.1%	11,202 SH	Decreased
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$392K	0.2%Prev: 0.2%	13,673 SH	Increased+2,023 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$11.6M	5.5%Prev: 5.3%	525,527 SH	Decreased+1,768 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$936K	0.4%Prev: 0.4%	21,988 SH	Decreased-529 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$7.1M	3.4%Prev: 3.3%	298,086 SH	Decreased-18,038 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$520K	0.2%Prev: 0.4%	19,639 SH	Decreased-9,071 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.3M	0.6%Prev: 0.6%	45,685 SH	Decreased-13 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$4.5M	2.1%Prev: 1.8%	184,981 SH	Increased+17,016 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$4.0M	1.9%Prev: 2.3%	142,555 SH	Decreased-37,206 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$7.7M	3.6%Prev: 3.8%	303,380 SH	Decreased-12,545 SH
SELECT SECTOR SPDR TR	ENERGY	$435K	0.2%	5,131 SH	New
SELECT SECTOR SPDR TR	RL EST SEL SEC	$697K	0.3%	16,833 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$1.1M	0.5%	13,202 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$456K	0.2%	1,803 SH	New
SPDR GOLD TR	GOLD SHS	$2.5M	1.2%Prev: 1.6%	8,343 SH	Decreased-751 SH
SPDR INDEX SHS FDS	EURO STOXX 50	$571K	0.3%	9,559 SH	New
SPDR INDEX SHS FDS	S&P INTL ETF	$280K	0.1%	6,641 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$602K	0.3%	974 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$506K	0.2%	894 SH	New
SPDR SERIES TRUST	GLB DOW ETF	$265K	0.1%	1,762 SH	New
SPDR SERIES TRUST	RUSSELL YIELD	$613K	0.3%	5,661 SH	New
SPDR SERIES TRUST	S&P 400 MDCP GRW	$421K	0.2%	4,846 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$312K	0.1%	3,917 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$420K	0.2%	3,095 SH	New
STARBUCKS CORP	COM	$435K	0.2%Prev: 0.2%	4,744 SH	Increased-22 SH
TARGET CORP	COM	$213K	0.1%Prev: 0.1%	2,154 SH	Decreased+61 SH
TESLA INC	COM	$855K	0.4%Prev: 0.7%	2,692 SH	Decreased-1,990 SH
TEXAS INSTRS INC	COM	$418K	0.2%Prev: 0.2%	2,014 SH	Increased+52 SH
THREDUP INC	CL A	$225K	0.1%	30,005 SH	New
US BANCORP DEL	COM NEW	$345K	0.2%	7,614 SH	New
VANECK ETF TRUST	CLO ETF	$209K	0.1%Prev: 0.1%	3,943 SH	Decreased-1,114 SH
VANECK ETF TRUST	FALLEN ANGEL HG	$1.1M	0.5%Prev: 0.6%	38,326 SH	Decreased-14,541 SH
VANECK ETF TRUST	MORNINGSTAR SMID	$2.3M	1.1%Prev: 1.0%	65,289 SH	Decreased-1,872 SH
VANECK ETF TRUST	MRNGSTR INT MOAT	$485K	0.2%Prev: 0.2%	13,982 SH	Decreased-2,962 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$2.8M	1.3%Prev: 1.1%	29,435 SH	Increased+1,333 SH
VANECK ETF TRUST	PREFERRED SECURT	$230K	0.1%Prev: 0.1%	13,429 SH	Increased+1,180 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$682K	0.3%Prev: 0.3%	3,616 SH	Decreased+82 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.4M	0.7%Prev: 0.6%	18,926 SH	Increased+268 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.4M	0.7%Prev: 0.5%	28,523 SH	Increased+1,319 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$653K	0.3%Prev: 0.3%	3,388 SH	Decreased-30 SH
VANGUARD INDEX FDS	GROWTH ETF	$435K	0.2%Prev: 0.2%	993 SH	Increased+22 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$341K	0.2%Prev: 0.1%	1,194 SH	Decreased-5 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$428K	0.2%Prev: 0.2%	1,505 SH	Increased+13 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$659K	0.3%Prev: 0.3%	4,008 SH	Decreased-19 SH
VANGUARD INDEX FDS	MID CAP ETF	$7.5M	3.6%Prev: 3.3%	26,755 SH	Decreased-939 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.0M	1.4%Prev: 1.2%	33,206 SH	Increased+184 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.2M	0.6%Prev: 0.5%	2,126 SH	Decreased-58 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$5.5M	2.6%Prev: 2.6%	28,153 SH	Decreased-1,072 SH
VANGUARD INDEX FDS	SMALL CP ETF	$6.7M	3.2%Prev: 3.0%	28,190 SH	Decreased-36 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$2.1M	1.0%Prev: 0.9%	7,579 SH	Decreased+544 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.4M	1.6%Prev: 1.9%	11,155 SH	Decreased-2,882 SH
VANGUARD INDEX FDS	VALUE ETF	$989K	0.5%Prev: 0.4%	5,597 SH	Decreased+216 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$3.4M	1.6%Prev: 2.0%	50,974 SH	Decreased-14,916 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.1M	1.4%Prev: 1.6%	61,695 SH	Decreased-7,951 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.8M	0.9%Prev: 1.1%	14,154 SH	Decreased-4,689 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$408K	0.2%Prev: 0.2%	8,119 SH	Increased-33 SH
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$244K	0.1%Prev: 0.1%	2,944 SH	Decreased-102 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.2M	0.6%Prev: 0.5%	15,333 SH	Increased+564 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.7M	3.2%Prev: 2.7%	32,855 SH	Increased+1,804 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.7M	0.8%Prev: 0.8%	24,084 SH	Decreased-890 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$6.7M	3.2%Prev: 3.6%	116,791 SH	Decreased-17,927 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$622K	0.3%Prev: 0.3%	9,524 SH	Decreased-366 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.9M	0.9%Prev: 0.8%	13,885 SH	Decreased+187 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$1.1M	0.5%Prev: 0.5%	13,139 SH	Decreased-672 SH
VANGUARD WORLD FD	FINANCIALS ETF	$399K	0.2%Prev: 0.2%	3,138 SH	Increased
VANGUARD WORLD FD	HEALTH CAR ETF	$486K	0.2%Prev: 0.2%	1,958 SH	Decreased-17 SH
VANGUARD WORLD FD	INF TECH ETF	$351K	0.2%Prev: 0.1%	530 SH	Increased+29 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$727K	0.3%Prev: 0.3%	5,544 SH	Decreased
VANGUARD WORLD FD	UTILITIES ETF	$666K	0.3%Prev: 0.3%	3,772 SH	Decreased-7 SH
VISA INC	COM CL A	$243K	0.1%	684 SH	New
WELLS FARGO CO NEW	COM	$764K	0.4%	9,537 SH	New
WILLIAMS SONOMA INC	COM	$467K	0.2%Prev: 0.1%	2,860 SH	Increased+1,318 SH
WISDOMTREE TR	ENHNCD CMMDTY ST	$307K	0.1%Prev: 0.2%	15,421 SH	Decreased-213 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $233K
ABRDN PRECIOUS METALS BASKET — $230K
ANNALY CAPITAL MANAGEMENT IN — $947K
BANK NEW YORK MELLON CORP — $224K
BLACKROCK CR ALLOCATION — $195K
CHEVRON CORPORATION — $1.8M
CLEARWAY ENERGY INC — $392K
COCA COLA CO — $263K
EXXON MOBIL CORP — $242K
FIRST TR EXCHANGE-TRADED FD — $3.9M
INTUIT — $217K
ISHARES INC — $322K
ISHARES INC — $656K
ISHARES TR — $375K
ISHARES TR — $603K
ISHARES TR — $204K
JPMORGAN CHASE & CO — $933K
LOEWS CORP — $211K
MERCK & CO INC — $244K
MICRON TECHNOLOGY INC — $323K
… and 14 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 13, 2026	Q4 2025	13F-HR	0002035951-26-000001	$236.6M	View
Oct 27, 2025	Q3 2025	13F-HR	0002035951-25-000006	$227.0M	View
Jul 31, 2026	Q2 2026