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Creekmur Asset Management LLC
Creekmur Asset Management LLC is a registered investment adviser headquartered in Morton, Illinois. Founded in 2019, the firm offers comprehensive financial planning and investment management services, including a wrap fee program. The team has approximately 28 employees as of 2025. Creekmur primarily serves individuals—including both non-high-net-worth and high-net-worth clients—as well as some pension and profit-sharing plans, with a focus on delivering tailored wealth management and personal financial guidance.
Investment Strategy
Creekmur Asset Management LLC provides discretionary and non-discretionary portfolio management services, primarily through a wrap fee program that encompasses transaction costs and custodial expenses. The firm constructs diversified portfolios tailored to client goals and risk preferences, investing across a range of securities including equities, ETFs, and mutual funds. Their philosophy emphasizes long-term growth, risk management, and personalized financial planning, with an objective to serve the best interests of individual investors and select institutional clients.
Latest 13F Filing Activity
Creekmur Asset Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 800 equity positions with a total 13F market value of $566M. The fund increased holdings in Invesco QQQ TR, Ishares TR, Capital GRP Fixed Incm Etf T among other positions. Creekmur Asset Management LLC reduced exposure to Global X FDS, First TR Exchange-traded FD, First TR Exchange-traded FD among others.
Top Holdings
Equity Positions (800)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BUFR | FIRST TR EXCHNG TRADED FD VI | 7.13% | $40.3M | 1,268,466 | $27.83 | $31.80 | +$3.9M |
B BUFD | FIRST TR EXCHNG TRADED FD VI | 6.99% | $39.6M | 1,490,215 | $23.61 | $26.56 | +$3.7M |
B BUFQ | FIRST TR EXCHNG TRADED FD VI | 6.96% | $39.4M | 1,185,798 | $28.46 | $33.20 | +$5.2M |
Q QQQ | INVESCO QQQ TR | 6.57% | $37.2M | 67,396 | $493.22 | $551.64 | +$23.1M |
I IVV | ISHARES TR | 6.43% | $36.4M | 58,614 | $559.78 | $620.90 | +$21.1M |
Industry Allocation
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