Creekmur Asset Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 7, 2026), Creekmur Asset Management LLC reported 6 stock positions worth $2.1 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 42.5% of the portfolio, followed by iShares Core S&P Small-Cap E (IJR, 18.1%) and Vanguard Ftse Developed ETF (VEA, 16.0%). Compared with Q1 2026, it opened 1 new position, added to 4 and reduced 1. The biggest buy was a new position in iShares MSCI Eafe Small-Cap (SCZ) and the biggest sale Global X 1-3 Month T-Bill (CLIP, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- MORTON, IL
- CIK
- 0002013091
- Portfolio Value
- $2.1M (Q2 2026)
- SEC Filing
- 0002013091-26-000004 ↗ filed Aug 7, 2026
Holdings Value
Holdings 6 stocks · $2.1M
| VOO Vanguard S&P 500 ETF | 42.48% | 1,278 | $878K | Add +34.1% |
| IJR iShares Core S&P Small-Cap E | 18.08% | 2,519 | $374K | Add +25.2% |
| VEA Vanguard Ftse Developed ETF | 16.05% | 4,655 | $332K | Add +32.1% |
| SPEM State Street SP PTF Em ETF | 11.26% | 4,496 | $233K | Add +33.5% |
| SCZ iShares MSCI Eafe Small-Cap | 6.42% | 1,614 | $133K | New |
| CLIP Global X 1-3 Month T-Bill | 5.71% | 1,176 | $118K | Reduce -4.0% |
Portfolio Sells Q1 2026 → Q2 2026
| CLIP Global X 1-3 Month T-Bill | Reduce -4.0% | 5.71% | −3.56 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 6 | $2.1M | VOO, IJR, VEA, SPEM, SCZ |
| Q1 2026 | 5 | $1.3M | VOO, IJR, VEA, SPEM, CLIP |
| Q3 2025 | 799 | $603.2M | BUFR, BUFD, BUFQ, QQQ, IVV |
| Q2 2025 | 815 | $566.0M | BUFR, BUFD, BUFQ, QQQ, IVV |
| Q1 2025 | 753 | $477.1M | CLIP, BUFR, BUFD, BUFQ, SCHD |
| Q4 2024 | 909 | $436.6M | BUFR, BUFD, BUFQ, CLIP, SCHD |
| Q3 2024 | 983 | $425.3M | CLIP, BUFR, BUFD, BUFQ, SCHD |
| Q2 2024 | 1,026 | $387.1M | BUFR, BUFD, BUFQ, CLIP, SCHD |
| Q1 2024 | 829 | $292.3M | BUFR, BUFD, BIL, BUFQ, IVV |