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Creekside Partners
Creekside Partners is a boutique, independent registered investment adviser headquartered in Petaluma, California. Founded in 2003, the firm specializes in providing comprehensive financial planning and discretionary investment management services to individuals, families, and select organizations. Employing a small team—recent data indicates around 2 employees—the firm serves primarily high-net-worth individuals and their related entities. As a fiduciary, Creekside Partners emphasizes personalized, client-focused service.
Investment Strategy
Creekside Partners employs a value-driven investment approach with a secondary emphasis on economic cycle analysis. Their investment process focuses on allocating assets toward undervalued asset classes while reducing exposure to expensive ones, seeking to maximize long-term value with a low-turnover, disciplined methodology. They provide discretionary investment management, utilizing fundamental asset class valuation, and integrate economic analysis to inform their allocation decisions while maintaining a cautious, client-centric focus. Portfolio implementation is facilitated through custodial accounts at Charles Schwab and Fidelity.
Latest 13F Filing Activity
Creekside Partners filed their most recent 13F report on Jun 30, 2025 disclosing 171 equity positions with a total 13F market value of $211M. The fund increased holdings in Schwab Strategic TR, Schwab Strategic TR, Vanguard Intl Equity Index F among other positions. Creekside Partners reduced exposure to Apple Inc., Osisko Gold Royalties LTD, Becton Dickinson & Co. among others.
Top Holdings
Equity Positions (171)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHF | SCHWAB STRATEGIC TR | 5.51% | $11.6M | 525,527 | $19.22 | $22.10 | +$1.2M |
S SCHA | SCHWAB STRATEGIC TR | 3.64% | $7.7M | 303,380 | $23.57 | $25.30 | +$574.9K |
A AAPL | APPLE INC | 3.64% | $7.7M | 37,323 | $216.75 | $205.17 | -$821.2K |
V VO | VANGUARD INDEX FDS | 3.55% | $7.5M | 26,755 | $241.06 | $279.83 | +$463.1K |
S SCHB | SCHWAB STRATEGIC TR | 3.37% | $7.1M | 298,086 | $21.34 | $23.83 | +$1.4M |
Industry Allocation
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