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: $227.0M171 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$307K	0.1%	2,294 SH	New
ABBVIE INC	COM	$453K	0.2%Prev: 0.2%	1,957 SH	Decreased+27 SH
ALPHABET INC	CAP STK CL A	$1.4M	0.6%Prev: 0.7%	5,656 SH	Decreased-10 SH
ALPHABET INC	CAP STK CL C	$776K	0.3%Prev: 0.4%	3,186 SH	Decreased+28 SH
AMAZON COM INC	COM	$2.1M	0.9%Prev: 0.8%	9,719 SH	Increased+893 SH
AMPLIFY ETF TR	AMPLIFY ETHO CLI	$404K	0.2%	6,342 SH	New
AON PLC	SHS CL A	$350K	0.2%Prev: 0.1%	982 SH	Increased
APPLE INC	COM	$9.6M	4.2%Prev: 3.8%	37,722 SH	Decreased+1,756 SH
BANK AMERICA CORP	COM	$240K	0.1%	4,647 SH	New
BANK NEW YORK MELLON CORP	COM	$205K	0.1%	1,886 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$539K	0.2%Prev: 0.2%	1,072 SH	Increased
BLACKROCK CORPOR HI YLD FD I	COM	$622K	0.3%Prev: 0.2%	65,460 SH	Decreased-7,430 SH
BLACKROCK CR ALLOCATION INCO	COM	$240K	0.1%	21,733 SH	New
BLACKROCK RES & COMMODITIES	SHS	$146K	0.1%Prev: 0.1%	14,349 SH	Decreased-797 SH
BROADCOM INC	COM	$976K	0.4%Prev: 0.4%	2,957 SH	Decreased-135 SH
CALAMOS CONV OPPORTUNITIES &	SH BEN INT	$2.6M	1.1%Prev: 1.2%	238,679 SH	Decreased+823 SH
CALIFORNIA BANCORP	COM	$214K	0.1%Prev: 0.1%	12,839 SH	Decreased
CAPITAL GROUP CORE BALANCED	SHS	$1.4M	0.6%Prev: 0.8%	41,185 SH	Decreased-16,532 SH
CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$328K	0.1%	7,794 SH	New
CATERPILLAR INC	COM	$1.3M	0.6%Prev: 1.1%	2,783 SH	Decreased-3 SH
CHEVRON CORP NEW	COM	$1.4M	0.6%	8,813 SH	New
CISCO SYS INC	COM	$1.1M	0.5%Prev: 0.6%	16,166 SH	Decreased+947 SH
CLEARWAY ENERGY INC	CL A	$269K	0.1%	10,000 SH	New
DEERE & CO	COM	$456K	0.2%Prev: 0.2%	998 SH	Decreased
DOUBLELINE INCOME SOLUTIONS	COM	$249K	0.1%Prev: 0.1%	20,303 SH	Decreased-4,512 SH
DOUBLELINE YIELD OPPORTUNITI	COM	$1.5M	0.7%Prev: 0.5%	101,784 SH	Increased+208 SH
ENTERPRISE PRODS PARTNERS L	COM	$500K	0.2%Prev: 0.2%	15,980 SH	Decreased
EXCHANGE TRADED CONCEPTS TRU	ROBO GLB ETF	$466K	0.2%Prev: 0.2%	7,110 SH	Decreased-4 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$619K	0.3%Prev: 0.3%	33,949 SH	Decreased-5,220 SH
FIRST TR EXCHANGE TRADED FD	DJ GLBL DIVID	$3.3M	1.5%	115,364 SH	New
FIRST TR EXCHANGE TRADED FD	RBA INDL ETF	$1.8M	0.8%Prev: 0.9%	19,008 SH	Decreased-121 SH
FS KKR CAP CORP	COM	$156K	0.1%	10,442 SH	New
GE AEROSPACE	COM NEW	$256K	0.1%Prev: 0.1%	852 SH	Decreased
GLOBAL X FDS	US INFR DEV ETF	$239K	0.1%Prev: 0.1%	5,015 SH	Decreased
HOME DEPOT INC	COM	$524K	0.2%Prev: 0.2%	1,292 SH	Increased-5 SH
INTERNATIONAL BUSINESS MACHS	COM	$960K	0.4%Prev: 0.3%	3,401 SH	Decreased-13 SH
INVESCO EXCH TRADED FD TR II	PFD ETF	$399K	0.2%Prev: 0.1%	34,434 SH	Increased+4,584 SH
INVESCO EXCH TRADED FD TR II	S&P500 LOW VOL	$488K	0.2%Prev: 0.2%	6,642 SH	Increased+262 SH
INVESCO EXCHANGE TRADED FD T	DJ INDL AVG DV	$221K	0.1%Prev: 0.1%	4,000 SH	Decreased
INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$261K	0.1%Prev: 0.1%	12,413 SH	Decreased-30 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.0M	0.9%Prev: 0.8%	10,392 SH	Decreased-299 SH
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$217K	0.1%Prev: 0.1%	2,960 SH	Decreased
INVESCO MUNI INCOME OPP TRST	COM	$90K	0.0%Prev: 0.0%	14,892 SH	Decreased
INVESCO QQQ TR	UNIT SER 1	$664K	0.3%Prev: 0.4%	1,106 SH	Decreased-289 SH
ISHARES INC	GLB ENR PROD ETF	$627K	0.3%	25,000 SH	New
ISHARES INC	MSCI CDA ETF	$336K	0.1%Prev: 0.1%	6,641 SH	Decreased
ISHARES INC	MSCI GBL MIN VOL	$3.8M	1.7%Prev: 1.4%	32,021 SH	Increased+337 SH
ISHARES INC	MSCI MEXICO ETF	$435K	0.2%Prev: 0.2%	6,381 SH	Decreased-1,197 SH
ISHARES TR	CORE S&P MCP ETF	$1.3M	0.6%Prev: 0.6%	20,548 SH	Decreased-114 SH
ISHARES TR	CORE S&P SCP ETF	$703K	0.3%Prev: 0.3%	5,914 SH	Decreased-9 SH
ISHARES TR	EAFE SML CP ETF	$3.3M	1.5%Prev: 1.3%	43,006 SH	Decreased+163 SH
ISHARES TR	ESG MSCI KLD 400	$3.1M	1.4%	24,731 SH	New
ISHARES TR	ESG OPTIMIZED	$254K	0.1%Prev: 0.1%	1,871 SH	Decreased-2 SH
ISHARES TR	GLOBAL 100 ETF	$1.6M	0.7%Prev: 0.7%	13,441 SH	Decreased
ISHARES TR	INTL SEL DIV ETF	$819K	0.4%Prev: 0.4%	22,396 SH	Decreased-4,962 SH
ISHARES TR	ISHARES BIOTECH	$522K	0.2%Prev: 0.2%	3,614 SH	Decreased+87 SH
ISHARES TR	JPMORGAN USD EMG	$317K	0.1%Prev: 0.1%	3,332 SH	Increased+524 SH
ISHARES TR	MRGSTR SM CP GR	$1.1M	0.5%Prev: 0.5%	20,254 SH	Decreased+447 SH
ISHARES TR	MSCI EAFE ETF	$526K	0.2%Prev: 0.2%	5,639 SH	Decreased-118 SH
ISHARES TR	MSCI EAFE MIN VL	$528K	0.2%Prev: 0.2%	6,224 SH	Decreased-172 SH
ISHARES TR	MSCI EMG MKT ETF	$224K	0.1%Prev: 0.1%	4,204 SH	Decreased
ISHARES TR	MSCI LW CRB TG	$206K	0.1%	906 SH	New
ISHARES TR	MSCI UK ETF NEW	$981K	0.4%Prev: 0.4%	23,372 SH	Decreased-8 SH
ISHARES TR	MSCI USA MIN VOL	$1.6M	0.7%	16,645 SH	New
ISHARES TR	MSCI USA QLT FCT	$287K	0.1%Prev: 0.1%	1,473 SH	Decreased
ISHARES TR	RUS 2000 VAL ETF	$484K	0.2%Prev: 0.2%	2,736 SH	Decreased-13 SH
ISHARES TR	S&P MC 400GR ETF	$281K	0.1%Prev: 0.1%	2,931 SH	Decreased
ISHARES TR	TIPS BD ETF	$311K	0.1%Prev: 0.1%	2,800 SH	Increased+82 SH
ISHARES TR	U.S. MED DVC ETF	$382K	0.2%Prev: 0.1%	6,360 SH	Increased
ISHARES TR	U.S. REAL ES ETF	$793K	0.3%Prev: 0.3%	8,164 SH	Decreased-28 SH
ISHARES TR	US INFRASTRUC	$920K	0.4%Prev: 0.3%	17,414 SH	Increased+5,263 SH
JEFFERIES FINL GROUP INC	COM	$256K	0.1%	3,910 SH	New
JOHNSON & JOHNSON	COM	$1.5M	0.7%Prev: 0.7%	8,193 SH	Decreased+830 SH
JPMORGAN CHASE & CO.	COM	$1.0M	0.4%	3,171 SH	New
LEGG MASON ETF INVT	FRANKLIN INTL LW	$318K	0.1%Prev: 0.1%	9,143 SH	Decreased
LINDE PLC	SHS	$399K	0.2%Prev: 0.2%	841 SH	Decreased
MCDONALDS CORP	COM	$761K	0.3%Prev: 0.2%	2,503 SH	Increased+129 SH
MEDTRONIC PLC	SHS	$375K	0.2%Prev: 0.1%	3,941 SH	Increased
META PLATFORMS INC	CL A	$523K	0.2%Prev: 0.1%	712 SH	Increased+40 SH
MICROSOFT CORP	COM	$3.1M	1.3%Prev: 0.8%	5,889 SH	Increased+174 SH
NEXTERA ENERGY INC	COM	$490K	0.2%Prev: 0.2%	6,490 SH	Decreased
NORFOLK SOUTHN CORP	COM	$295K	0.1%Prev: 0.1%	983 SH	Decreased
NUVEEN AMT-FREE MUN VALUE FD	COM	$284K	0.1%Prev: 0.1%	20,000 SH	Decreased
NVIDIA CORPORATION	COM	$2.8M	1.2%Prev: 1.0%	14,795 SH	Increased+1,157 SH
OKTA INC	CL A	$245K	0.1%Prev: 0.1%	2,668 SH	Decreased+86 SH
OR ROYALTIES INC.	COM SHS	$589K	0.3%Prev: 0.2%	14,700 SH	Increased+1,000 SH
ORACLE CORP	COM	$846K	0.4%Prev: 0.1%	3,009 SH	Increased+222 SH
PARK NATL CORP	COM	$653K	0.3%Prev: 0.2%	4,020 SH	Decreased+280 SH
PARKER-HANNIFIN CORP	COM	$343K	0.2%Prev: 0.2%	452 SH	Decreased
PEPSICO INC	COM	$421K	0.2%Prev: 0.1%	2,997 SH	Increased+240 SH
PIMCO HIGH INCOME FD	COM SHS	$250K	0.1%Prev: 0.2%	50,028 SH	Decreased-91,997 SH
PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	$299K	0.1%Prev: 0.1%	17,500 SH	Decreased
PROCTER AND GAMBLE CO	COM	$590K	0.3%	3,837 SH	New
PROSHARES TR	RUSS 2000 DIVD	$366K	0.2%Prev: 0.2%	5,490 SH	Decreased-7 SH
PUBLIC STORAGE OPER CO	COM	$364K	0.2%	1,260 SH	New
PURE STORAGE INC	CL A	$246K	0.1%	2,937 SH	New
QUALCOMM INC	COM	$273K	0.1%Prev: 0.1%	1,644 SH	Decreased-15 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$3.9M	1.7%Prev: 1.7%	115,988 SH	Decreased-10,048 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL EMER	$1.0M	0.5%	28,443 SH	New
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$1.9M	0.8%Prev: 0.8%	44,440 SH	Decreased-325 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$295K	0.1%Prev: 0.1%	11,202 SH	Decreased
SCHWAB STRATEGIC TR	FUNDAMENTAL US S	$379K	0.2%Prev: 0.2%	12,173 SH	Decreased+826 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$12.5M	5.5%Prev: 5.3%	536,403 SH	Decreased+8,200 SH
SCHWAB STRATEGIC TR	INTL SCEQT ETF	$1.0M	0.4%Prev: 0.4%	21,988 SH	Decreased-16 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$7.8M	3.5%Prev: 3.3%	304,699 SH	Decreased-13,901 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$525K	0.2%Prev: 0.3%	19,219 SH	Decreased-10,176 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$1.3M	0.6%Prev: 0.5%	45,840 SH	Decreased+2,244 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$4.9M	2.1%Prev: 1.8%	185,258 SH	Decreased+16,967 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$4.3M	1.9%Prev: 2.4%	146,357 SH	Decreased-34,456 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$8.3M	3.7%Prev: 4.2%	298,224 SH	Decreased-21,198 SH
SELECT SECTOR SPDR TR	ENERGY	$458K	0.2%	5,131 SH	New
SELECT SECTOR SPDR TR	RL EST SEL SEC	$712K	0.3%	16,903 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$1.1M	0.5%	13,021 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$509K	0.2%	1,805 SH	New
SPDR GOLD TR	GOLD SHS	$3.0M	1.3%Prev: 1.2%	8,391 SH	Decreased-547 SH
SPDR INDEX SHS FDS	EURO STOXX 50	$563K	0.2%	9,061 SH	New
SPDR INDEX SHS FDS	S&P INTL ETF	$284K	0.1%	6,654 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$646K	0.3%	969 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$534K	0.2%	895 SH	New
SPDR SERIES TRUST	GLB DOW ETF	$285K	0.1%	1,762 SH	New
SPDR SERIES TRUST	RUSSELL YIELD	$646K	0.3%	5,705 SH	New
SPDR SERIES TRUST	S&P 400 MDCP GRW	$444K	0.2%	4,852 SH	New
SPDR SERIES TRUST	S&P 600 SMCP VAL	$347K	0.2%	3,918 SH	New
SPDR SERIES TRUST	S&P DIVID ETF	$435K	0.2%	3,105 SH	New
STARBUCKS CORP	COM	$402K	0.2%Prev: 0.2%	4,752 SH	Decreased-119 SH
TESLA INC	COM	$1.2M	0.5%Prev: 0.7%	2,682 SH	Decreased-2,000 SH
TEXAS INSTRS INC	COM	$370K	0.2%Prev: 0.2%	2,014 SH	Decreased+52 SH
US BANCORP DEL	COM NEW	$368K	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	$1.3M	0.6%Prev: 0.6%	44,366 SH	Decreased-11,565 SH
VANECK ETF TRUST	MORNINGSTAR SMID	$2.3M	1.0%	64,840 SH	New
VANECK ETF TRUST	MRNGSTR INT MOAT	$495K	0.2%Prev: 0.2%	13,341 SH	Decreased-3,603 SH
VANECK ETF TRUST	MRNGSTR WDE MOAT	$2.9M	1.3%Prev: 1.1%	28,880 SH	Decreased+633 SH
VANECK ETF TRUST	PREFERRED SECURT	$239K	0.1%Prev: 0.1%	13,429 SH	Increased+1,180 SH
VANGUARD ADMIRAL FDS INC	500 VAL IDX FD	$722K	0.3%Prev: 0.3%	3,620 SH	Decreased+82 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$1.4M	0.6%Prev: 0.5%	18,990 SH	Increased+400 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.4M	0.6%Prev: 0.5%	27,359 SH	Increased+95 SH
VANGUARD INDEX FDS	EXTEND MKT ETF	$711K	0.3%Prev: 0.3%	3,397 SH	Decreased-21 SH
VANGUARD INDEX FDS	GROWTH ETF	$477K	0.2%Prev: 0.2%	994 SH	Decreased-4,765 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$368K	0.2%Prev: 0.1%	1,195 SH	Decreased-5 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$443K	0.2%Prev: 0.2%	1,507 SH	Decreased+15 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$700K	0.3%Prev: 0.3%	4,012 SH	Decreased-20 SH
VANGUARD INDEX FDS	MID CAP ETF	$7.9M	3.5%Prev: 3.2%	26,770 SH	Decreased-84,027 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$3.1M	1.3%Prev: 1.2%	33,387 SH	Decreased+179 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.3M	0.6%Prev: 0.6%	2,198 SH	Decreased-203 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$5.9M	2.6%Prev: 2.6%	28,324 SH	Decreased-967 SH
VANGUARD INDEX FDS	SMALL CP ETF	$7.2M	3.1%Prev: 3.1%	28,119 SH	Decreased-396 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$2.2M	1.0%Prev: 0.9%	7,295 SH	Decreased+262 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$3.6M	1.6%Prev: 1.8%	10,902 SH	Decreased-2,530 SH
VANGUARD INDEX FDS	VALUE ETF	$1.0M	0.5%Prev: 0.4%	5,601 SH	Decreased+220 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$3.7M	1.6%Prev: 2.1%	51,556 SH	Decreased-16,418 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.4M	1.5%Prev: 1.5%	62,357 SH	Decreased-7,812 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$1.9M	0.8%Prev: 1.1%	13,905 SH	Decreased-4,957 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$413K	0.2%Prev: 0.1%	8,152 SH	Increased
VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$251K	0.1%Prev: 0.1%	2,978 SH	Decreased-105 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.2M	0.5%Prev: 0.4%	14,670 SH	Decreased-783 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$7.0M	3.1%Prev: 2.7%	32,373 SH	Decreased+1,254 SH
VANGUARD STAR FDS	VG TL INTL STK F	$1.9M	0.8%Prev: 0.8%	25,984 SH	Decreased+896 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$6.9M	3.0%Prev: 3.5%	115,115 SH	Decreased-19,329 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$646K	0.3%Prev: 0.2%	9,651 SH	Decreased-353 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$1.9M	0.9%Prev: 0.8%	13,828 SH	Decreased-156 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$1.1M	0.5%Prev: 0.5%	13,509 SH	Decreased-774 SH
VANGUARD WORLD FD	FINANCIALS ETF	$412K	0.2%Prev: 0.1%	3,138 SH	Decreased
VANGUARD WORLD FD	HEALTH CAR ETF	$510K	0.2%Prev: 0.2%	1,963 SH	Decreased+17 SH
VANGUARD WORLD FD	INF TECH ETF	$373K	0.2%Prev: 0.2%	500 SH	Decreased-3,409 SH
VANGUARD WORLD FD	MEGA CAP VAL ETF	$764K	0.3%Prev: 0.3%	5,544 SH	Decreased+128 SH
VANGUARD WORLD FD	UTILITIES ETF	$715K	0.3%Prev: 0.3%	3,774 SH	Decreased-7 SH
VISA INC	COM CL A	$233K	0.1%	684 SH	New
WELLS FARGO CO NEW	COM	$799K	0.4%	9,537 SH	New
WILLIAMS SONOMA INC	COM	$460K	0.2%Prev: 0.1%	2,352 SH	Increased+810 SH
WISDOMTREE TR	ENHNCD CMMDTY ST	$330K	0.1%Prev: 0.1%	15,421 SH	Decreased-213 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $206K
AMPLIFY ETF TR — $448K
ANNALY CAPITAL MANAGEMENT IN — $1.5M
BANK OF AMER CORP — $206K
BANK OF NY MELLON CORP — $273K
BLACKROCK CR ALLOCATION — $198K
CAPITAL GROUP DIVIDEND VALUE — $384K
CHEVRON CORPORATION — $1.5M
CLEARWAY ENERGY INC — $435K
COCA COLA CO — $281K
COSTCO WHOLESALE CORPORATION — $305K
EVERPURE INC — $202K
FIRST TR EXCHANGE-TRADED FD — $3.9M
GE VERNOVA INC — $247K
INTEL CORP — $558K
ISHARES INC — $213K
ISHARES INC — $225K
ISHARES INC — $361K
ISHARES INC — $699K
ISHARES TR — $430K
… and 38 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