Creekside Partners
RIA/Wealth
Creekside Partners is a RIA/Wealth based in Petaluma, CA led by Andrew Shayne Hempeck, reporting $505.3M in AUM as of Q3 2025 with 73% ETF concentration.
CEOAndrew Shayne Hempeck
- Portfolio Value
- $227.0M
- Positions
- 172
- Top Holding
- SCHF at 5.5%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Creekside Partners's portfolio (34.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $12.5M | 5.50% | +$253.2K Bought | — 536.4K shares | |
Consumer Electronics Technology | $9.6M | 4.23% | +$101.6K Bought | 0.00% 37.7K shares | |
ETF ETF | $8.3M | 3.67% | -$143.9K Sold | — 298.2K shares | |
ETF ETF | $7.9M | 3.46% | +$4.4K Bought | — 26.8K shares | |
ETF ETF | $7.8M | 3.45% | +$170.0K Bought | — 304.7K shares | |
ETF ETF | $7.2M | 3.15% | -$18.1K Sold | — 28.1K shares | |
Unknown Unknown | $7.0M | 3.08% | -$104.0K Sold | — 32.4K shares | |
ETF ETF | $6.9M | 3.04% | -$100.4K Sold | — 115.1K shares | |
ETF ETF | $5.9M | 2.60% | +$35.7K Bought | — 28.3K shares | |
ETF ETF | $4.9M | 2.15% | +$7.3K Bought | — 185.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Creekside Partners's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
+230.64% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-17.76% | |
-12.51% |
Analytics
Portfolio insights and performance metrics for Creekside Partners
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