Timber Creek Capital Management, Llc
- Regulatory AUM
- $637M
- Discretionary
- $637M
- Clients
- 46
- Avg AUM / client
- $13.8M
- Accounts
- 235
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Apr 20, 2026
Investments (13F portfolio — 78 positions, $412,464,515)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | World Gold Tr | SPDR GLD MINIS | $21,667,079 | 233,759 | 5.25% | 3.4% |
| 2 | Ishares Gold Tr | ISHARES NEW | $21,204,331 | 240,521 | 5.14% | 3.33% |
| 3 | Taiwan Semiconductor Manufac | SPONSORED ADS | $19,179,009 | 56,751 | 4.65% | 3.01% |
| 4 | Alphabet Inc | CAP STK CL C | $19,081,733 | 66,519 | 4.63% | 3.0% |
| 5 | Micron Technology Inc | COM | $16,975,088 | 50,246 | 4.12% | 2.67% |
| 6 | Amazon Com Inc | COM | $16,411,051 | 78,797 | 3.98% | 2.58% |
| 7 | Microsoft Corp | COM | $14,849,585 | 40,116 | 3.6% | 2.33% |
| 8 | Apple Inc | COM | $13,793,631 | 54,351 | 3.34% | 2.17% |
| 9 | Berkshire Hathaway Inc Del | CL B NEW | $13,627,969 | 28,439 | 3.3% | 2.14% |
| 10 | Visa Inc | COM CL A | $13,360,682 | 44,206 | 3.24% | 2.1% |
| 11 | Etfs Gold Tr | PHYSCL GOLD SHS | $11,721,719 | 262,701 | 2.84% | 1.84% |
| 12 | Eli Lilly & Co | COM | $11,617,846 | 12,631 | 2.82% | 1.82% |
| 13 | Exxon Mobil Corp | COM | $10,267,228 | 60,516 | 2.49% | 1.61% |
| 14 | Schwab Charles Corp | COM | $9,937,922 | 105,745 | 2.41% | 1.56% |
| 15 | Brookfield Corp | CL A LTD VT SH | $9,834,643 | 243,011 | 2.38% | 1.54% |
| 16 | Flextronics Intl Ltd | ORD | $9,446,533 | 144,310 | 2.29% | 1.48% |
| 17 | Alphabet Inc | CAP STK CL A | $9,046,964 | 31,461 | 2.19% | 1.42% |
| 18 | Totalenergies Se | ACT | $8,886,108 | 97,671 | 2.15% | 1.4% |
| 19 | Nvidia Corporation | COM | $7,678,483 | 44,028 | 1.86% | 1.21% |
| 20 | Meta Platforms Inc | CL A | $7,443,983 | 13,011 | 1.8% | 1.17% |
| 21 | Intercontinental Exchange In | COM | $7,197,088 | 45,760 | 1.74% | 1.13% |
| 22 | Asml Hldg Nv | N Y REGISTRY SHS | $6,369,042 | 4,822 | 1.54% | 1.0% |
| 23 | Salesforce Inc | COM | $6,191,536 | 33,168 | 1.5% | 0.97% |
| 24 | Becton Dickinson & Co | COM | $5,977,413 | 38,017 | 1.45% | 0.94% |
| 25 | Cnh Indl N V | SHS | $5,783,176 | 525,743 | 1.4% | 0.91% |
Top 25 of 78 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 10 | $3.3M | 0.52% |
| High net worth individuals | 36 | $634M | 99.5% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Will Thomas Brennecke | Managing Member/Chief Compliance Officer | CFA | Jan 2008 (19y) | 25% – 50% |
| Thomas Raymond Brennecke | Managing Member | Mar 2008 (18y) | 75% or more | |
| Brendan Daniel Clune | Registered representative | Jan 2024 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/20/2026 | 899 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $637M (100% of AUM) Apr 2026
- Fidelity Investments Money Management, Inc. $379M (100% of AUM) Aug 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 20, 2026.
View current Form ADV (SEC/IAPD) ↗