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Creekmur Asset Management LLC Top Holdings and 13F Report (2026)

About Creekmur Asset Management LLC

Investment Activity

  • Creekmur Asset Management LLC has $2.07 million in total holdings as of June 30, 2026.
  • Creekmur Asset Management LLC owns shares of 6 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 27.59% of the portfolio was purchased this quarter.
  • About 0.24% of the portfolio was sold this quarter.
  • This quarter, Creekmur Asset Management LLC has purchased 5 new stocks and bought additional shares in 4 stocks.
  • Creekmur Asset Management LLC sold shares of 1 stock and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

464288273 - iShares MSCI EAFE Small-Cap ETF
$132,750 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF
325 shares (about $223.24K)
iShares MSCI EAFE Small-Cap ETF
1,614 shares (about $132.75K)
Vanguard FTSE Developed Markets ETF
1,131 shares (about $80.58K)
iShares Core S&P Small-Cap ETF
507 shares (about $75.20K)
SPDR Portfolio Emerging Markets ETF
1,129 shares (about $58.46K)

Largest Sales this Quarter

Global X 1-3 Month T-Bill ETF
49 shares (about $4.92K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofCreekmur Asset Management LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$877,835$223,237 â–²34.1%1,27842.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$373,643$75,203 â–²25.2%2,51918.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$331,662$80,582 â–²32.1%4,65516.0%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$232,794$58,457 â–²33.5%4,49611.3%ETF
iShares MSCI EAFE Small-Cap ETF stock logo
SCZ
iShares MSCI EAFE Small-Cap ETF
$132,750$132,750 â–²New Holding1,6146.4%ETF
Global X 1-3 Month T-Bill ETF
$118,027$4,918 â–¼-4.0%1,1765.7%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data