StockDriftsStockDriftsTop 6 Creekmur Asset Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | 42.47% | 1.3K | $878K | +34.10%(+325) | $500.19(+42.15%) | 2026-06-30 | |
| IJR | iShares Core S&P Small-Cap ETF | 18.08% | 2.5K | $374K | +25.20%(+507) | $111.65(+33.23%) | 2026-06-30 | |
| VEA | Vanguard FTSE Developed Markets ETF | 16.05% | 4.7K | $332K | +32.09%(+1.13K) | $62.84(+16.14%) | 2026-06-30 | |
| SPEM | State Street SPDR Portfolio Emerging Markets ETF | 11.26% | 4.5K | $233K | +33.53%(+1.13K) | $47.17(+10.95%) | 2026-06-30 | |
| SCZ | iShares MSCI EAFE Small-Cap ETF | 6.42% | 1.6K | $133K | new | $65.08(+32.68%) | 2026-06-30 | |
| CLIP | Global X 1-3 Month T-Bill ETF | 5.71% | 1.2K | $118K | -4.00%(-49) | $100.37(-0.21%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +47.76% |
| Top 20 Holdings Unweighted | — | — | — | — | +44.85% |
Creekmur Asset Management LLC reports $2.07M in US-listed equity holdings across 6 positions in its most recent 13F filing. Its largest disclosed positions are VOO (42.5%), IJR (18.1%) and VEA (16.1%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +47.76% cumulatively over 9 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Creekmur Asset Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2013091). View Creekmur Asset Management LLC’s 13F filings on SEC