Latest Creekmur Asset Management LLC Stock Portfolio
$1,326Thousand– No. of Holdings #5
About Creekmur Asset Management LLC and 13F Hedge Fund Stock Holdings
On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Creekmur Asset Management LLC reported an equity portfolio of $1.3 Millions as of 31 Mar, 2026.
The top stock holdings of Creekmur Asset Management LLC are VB, IJR, VEA. The fund has invested 42.9% of it's portfolio in VANGUARD S&P 500 ETF and 18.9% of portfolio in ISHARES CORE S&P SMALL-CAP ETF.
Creekmur Asset Management LLC opened new stock positions in VANGUARD S&P 500 ETF (VB), ISHARES CORE S&P SMALL-CAP ETF (IJR) and VANGUARD FTSE DEVELOPED MARKETS ETF (VEA).
The top stock holdings of Creekmur Asset Management LLC are VB, IJR, VEA. The fund has invested 42.9% of it's portfolio in VANGUARD S&P 500 ETF and 18.9% of portfolio in ISHARES CORE S&P SMALL-CAP ETF.
Creekmur Asset Management LLC opened new stock positions in VANGUARD S&P 500 ETF (VB), ISHARES CORE S&P SMALL-CAP ETF (IJR) and VANGUARD FTSE DEVELOPED MARKETS ETF (VEA).
Creekmur Asset Management LLC Equity Portfolio Value
Last Reported on: 08 May, 2026
Creekmur Asset Management LLC Annual Return Estimates Vs S&P 500
- Performance
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard s&p 500 etf | 569,526 |
| ishares core s&p small-cap etf | 250,050 |
| vanguard ftse developed markets etf | 225,786 |
| state street spdr portfolio emerging markets etf | 157,939 |
| global x 1-3 month t-bill etf | 122,961 |
New stocks bought by Creekmur Asset Management LLC
Additions
Reductions
Sold off
Sector Distribution
- Others
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
- Others
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| Top 5 Winners ($) | $ | |
|---|---|---|
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
Creekmur Asset Management LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Creekmur Asset Management LLC
Last Reported on: 08 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| BITS | global x 1-3 month t-bill etf | 9.27 | 1,225 | 122,961 | new | |||
| CWI | state street spdr portfolio emerging markets etf | 11.91 | 3,367 | 157,939 | new | |||
| IJR | ishares core s&p small-cap etf | 18.85 | 2,012 | 250,050 | new | |||
| VB | vanguard s&p 500 etf | 42.94 | 953 | 569,526 | new | |||
| VEA | vanguard ftse developed markets etf | 17.02 | 3,524 | 225,786 | new | |||