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Stacy K. Creekmur

Creekmur Asset Management Llc

Assets Managed
$1.326M
Holdings
5
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
-99.78%(2Q avg: -46.6%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Creekmur Asset Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 5 positions.

Assets under management

The assets under management (AUM) of Creekmur Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.326M in assets, with a quarterly growth rate of -99.78% and a 2-quarter average growth rate of -46.6%. The portfolio is managed by Stacy K. Creekmur, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -47.46%
42.95%
$569,526
953 shares@ $597.62 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -41.25%
18.86%
$250,050
2,012 shares@ $124.28 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
New Position
17.03%
$225,786
3,524 shares@ $64.08 avg price
SPEM
Spdr Portfolio Emerging Mark
Recent Activity
New Position
11.91%
$157,939
3,367 shares@ $46.91 avg price
CLIP
Global X 1-3 Month T-bill
Recent Activity
Decreased -98.49%
9.28%
$122,961
1,225 shares@ $100.38 avg price

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