Creekmur Asset Management LLC
Follow13F filer, CIK 2013091, MORTON, IL
Creekmur Asset Management LLC reported $2,066,711 across 6 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-07.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002013091-26-000004
- Period
- 2026-06-30
- Reported value
- $2.07M
- Holdings
- 6
- Top 10 weight
- 100%
- New
- 1
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VOOadded | +325 | $223K |
| SCZnew | +1,614 | $133K |
| VEAadded | +1,131 | $80.6K |
| IJRadded | +507 | $75.2K |
| SPEMadded | +1,129 | $58.5K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| CLIPreduced | -49 | -$4.92K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2026
Share positions as resolved from 13F-HR 0002013091-26-000004, largest first. % of portfolio is the value over $2,066,711, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| VOOVANGUARD INDEX FDS | 1,278 | $878K | 42.47% | +325 | Timeline | ||
| IJRISHARES TR | 2,519 | $374K | 18.08% | +507 | Timeline | ||
| VEAVANGUARD TAX-MANAGED FDS | 4,655 | $332K | 16.05% | +1,131 | Timeline | ||
| SPEMSPDR INDEX SHS FDS | 4,496 | $233K | 11.26% | +1,129 | Timeline | ||
| SCZISHARES TR | 1,614 | $133K | 6.42% | new | Timeline | ||
| CLIPGLOBAL X FDS | 1,176 | $118K | 5.71% | -49 | Timeline |
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002013091-26-000004 | base | 2026-08-07 | acceptance time not in the bulk data set |