Vault-13

Creekmur Asset Management LLC

MORTON, IL · CIK 2013091 · 13F filing filed 2026-08-07

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$2.1m reported value +55.8% vs Q1 2026
6positions
100.0%in top 10
1 new 4 added 1 reduced 0 sold out vs Q1 2026

Also in the report of:

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 VANGUARD INDEX FDS S&P 500 ETF SHS VOO VOO 1,278 $877.8k42.47% 42.47% AddedShares held: Q3 2025 1.8k, Q4 2025 0, Q1 2026 953, Q2 2026 1.3k +325 +325 34.1%
2 ISHARES TR CORE S&P SCP ETF IJR IJR 2,519 $373.6k18.08% 18.08% AddedShares held: Q3 2025 3.4k, Q4 2025 0, Q1 2026 2.0k, Q2 2026 2.5k +507 +507 25.2%
3 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA VEA 4,655 $331.7k16.05% 16.05% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 3.5k, Q2 2026 4.7k +1.1k +1,131 32.1%
4 SPDR INDEX SHS FDS PORTFOLIO EMG MK SPEM SPEM 4,496 $232.8k11.26% 11.26% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 3.4k, Q2 2026 4.5k +1.1k +1,129 33.5%
5 ISHARES TR EAFE SML CP ETF SCZ SCZ 1,614 $132.8k6.42% 6.42% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.6k
6 GLOBAL X FDS 1-3 MONTH T-BILL CLIP CLIP 1,176 $118.0k5.71% 5.71% ReducedShares held: Q3 2025 81.2k, Q4 2025 0, Q1 2026 1.2k, Q2 2026 1.2k -49 -49 -4.0%