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Creative Capital Management Investments

Latest statistics and disclosures from Creative Capital Management Investments's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAX, DFAC, DFCF, AVUV, DFGR, and represent 71.64% of Creative Capital Management Investments's stock portfolio.
Added to shares of these 10 stocks: DFCF (+$5.0M), PYLD, DFGR, DFAX, AVUV, DFAC, DFAE, XLK, DFSB, GOOG.
Started 55 new stock positions in IWV, FNDC, BTC, Etf Opportunities Trust, Akre Focus Etf, GOVT, JPST, FDP, ABTC, VTEC.
Reduced shares in these 10 stocks: RTX, NVDA, MINT, DFSE, VTI, CARR, AAPL, JNJ, PRF, SBUX.
Sold out of its positions in DFAU, GBTC, XMLV, LQD, MUB, ETHA, MDLZ, RAL, TGT.
Creative Capital Management Investments was a net buyer of stock by $13M.
Creative Capital Management Investments has $331M in assets under management (AUM), dropping by 5.92%.
Central Index Key (CIK): 0001957363

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Portfolio Holdings for Creative Capital Management Investments

Creative Capital Management Investments holds 310 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	21.1	$70M		2.1M	32.73	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	18.9	$63M		1.6M	39.59	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	15.9	$53M	+10%	1.2M	42.56	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	9.3	$31M	+3%	301k	101.98	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	6.4	$21M	+10%	806k	26.42	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	6.4	$21M	+10%	796k	26.68	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	5.9	$20M	+2%	603k	32.57	View chart
Apple Stock (AAPL)	2.0	$6.5M		24k	271.86	View chart
Powershares Ftse Rafi Us 1000 Etf (PRF)	1.9	$6.4M		136k	46.92	View chart
Nvidia Corp Stock (NVDA)	0.9	$3.0M	-2%	16k	186.50	View chart
Amazon.com Stock (AMZN)	0.6	$2.1M		9.1k	230.82	View chart
Microsoft Stock (MSFT)	0.6	$1.9M		3.8k	483.67	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.5	$1.6M	-3%	4.8k	335.27	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.5	$1.5M		2.00	754800.00	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.4	$1.4M	+2%	25k	57.46	View chart
Dimensional Global Sustainability Fixed Income Etf Etf (DFSB)	0.4	$1.4M	+5%	26k	51.80	View chart
Dimensional International Sustainability Core 1 Etf Etf (DFSI)	0.4	$1.2M		29k	42.84	View chart
Pimco Enhanced Short Maturity Etf Etf (MINT)	0.4	$1.2M	-5%	12k	100.34	View chart
Rtx Corporation Stock (RTX)	0.3	$1.1M	-6%	6.2k	183.40	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$1.0M		2.0k	502.65	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.3	$869k		11k	77.02	View chart
Qualcomm Stock (QCOM)	0.3	$850k	+4%	5.0k	171.05	View chart
Google Stock (GOOGL)	0.2	$795k	+3%	2.5k	313.00	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.2	$732k	-2%	17k	43.43	View chart
Tesla Stock (TSLA)	0.2	$650k		1.4k	449.72	View chart
Spdr S&p 500 Etf Etf (SPY)	0.2	$571k		837.00	681.92	View chart
Avantis All Equity Markets Etf Etf (AVGE)	0.2	$555k	+4%	6.5k	85.91	View chart
Costco Wholesale Corp Stock (COST)	0.2	$501k		581.00	862.34	View chart
Gilead Sciences Stock (GILD)	0.1	$481k		3.9k	122.74	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$448k		3.7k	120.34	View chart
Intuitive Surgical Stock (ISRG)	0.1	$442k		780.00	566.36	View chart
Home Depot Stock (HD)	0.1	$407k	-4%	1.2k	344.10	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$387k		818.00	473.30	View chart
Ishares Aggregate Bond Etf Etf (AGG)	0.1	$371k		3.7k	99.88	View chart
L3harris Technologies Stock (LHX)	0.1	$355k		1.2k	293.57	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$342k		13k	26.23	View chart
Dimensional Emerging Markets Sustainability Core 1 Etf Etf (DFSE)	0.1	$336k	-16%	8.1k	41.48	View chart
Abbvie Stock (ABBV)	0.1	$334k		1.5k	228.50	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$308k		4.7k	66.00	View chart
Dimensional National Municipal Bond Etf Etf (DFNM)	0.1	$301k	+9%	6.3k	48.17	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$297k		3.1k	96.03	View chart
Walmart Stock (WMT)	0.1	$296k		2.7k	111.41	View chart
Powershares Qqq Tr Etf (QQQ)	0.1	$263k	+8%	428.00	614.31	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$258k	+7%	5.1k	50.29	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.1	$244k		2.2k	111.78	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.1	$234k		1.8k	128.83	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$228k		2.4k	96.27	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$225k	+6%	699.00	322.22	View chart
Technology Select Sector Spdr Etf (XLK)	0.1	$222k	+97%	1.5k	143.97	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.1	$218k		2.9k	75.77	View chart
Us Bancorp Del Stock (USB)	0.1	$217k		4.1k	53.35	View chart
Amgen Stock (AMGN)	0.1	$206k		629.00	327.31	View chart
Ameren Corp Stock (AEE)	0.1	$203k		2.0k	99.86	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$203k		2.3k	90.00	View chart
Powershares Ftse Rafi Us 1500 S/m Pt Etf (PRFZ)	0.1	$202k	+3%	4.4k	45.89	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$198k		806.00	246.16	View chart
Wells Fargo Stock (WFC)	0.1	$189k		2.0k	93.20	View chart
American Express Stock (AXP)	0.1	$186k		502.00	369.95	View chart
Avago Technologies Stock (AVGO)	0.1	$183k		528.00	345.89	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.1	$180k		482.00	373.44	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$167k	+19%	3.1k	53.94	View chart
Take-two Interactive Software Stock (TTWO)	0.0	$165k	-11%	646.00	256.03	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$162k		2.1k	75.44	View chart
Lowes Cos Stock (LOW)	0.0	$162k		671.00	241.16	View chart
Xcel Energy Stock (XEL)	0.0	$160k		2.2k	73.86	View chart
Oracle Corporation Stock (ORCL)	0.0	$157k		806.00	194.91	View chart
Meta Platforms Inc Cl A Stock (META)	0.0	$156k	+7%	236.00	660.44	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$155k		1.3k	120.18	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$153k	-8%	2.5k	62.47	View chart
Ge Aerospace Stock (GE)	0.0	$144k	+3%	468.00	308.03	View chart
Automatic Data Processing Stock (ADP)	0.0	$138k		535.00	257.17	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$137k		281.00	487.86	View chart
Disney Walt Stock (DIS)	0.0	$136k	-6%	1.2k	113.77	View chart
Avantis International Equity Etf Etf (AVDE)	0.0	$136k	-7%	1.6k	82.32	View chart
Caterpillar Stock (CAT)	0.0	$131k		228.00	572.87	View chart
Vanguard Value Etf Etf (VTV)	0.0	$125k		652.00	190.99	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$123k		640.00	191.56	View chart
Procter & Gamble Stock (PG)	0.0	$122k		850.00	143.31	View chart
Wisdomtree Japan Hedged Equity Fund Etf (DXJ)	0.0	$119k		825.00	144.16	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.0	$117k		5.6k	21.00	View chart
Merck & Co Stock (MRK)	0.0	$117k		1.1k	105.26	View chart
Visa Stock (V)	0.0	$114k		324.00	350.75	View chart
Micron Technology Stock (MU)	0.0	$111k		390.00	285.41	View chart
Chevron Corp Stock (CVX)	0.0	$109k	+13%	715.00	152.41	View chart
Evergy Stock (EVRG)	0.0	$109k		1.5k	72.49	View chart
Spdr Gold Etf Etf (GLD)	0.0	$108k		272.00	396.31	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.0	$105k		1.0k	104.04	View chart
Abbott Labs Stock (ABT)	0.0	$103k		824.00	125.29	View chart
Carrier Global Corporation Stock (CARR)	0.0	$98k	-31%	1.8k	52.84	View chart
Tjx Cos Stock (TJX)	0.0	$96k		627.00	153.61	View chart
First Trust Dorsey Wright Focus 5 Etf Etf (FV)	0.0	$91k		1.4k	62.92	View chart
Ishares S&p 500 Index Etf (IVV)	0.0	$88k		129.00	684.94	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$88k	+12%	1.2k	75.05	View chart
Sempra Energy Stock (SRE)	0.0	$82k		928.00	88.29	View chart
Garmin Stock (GRMN)	0.0	$81k		400.00	202.85	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.0	$76k		800.00	94.38	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.0	$76k		3.0k	25.24	View chart
Goldman Sachs Group Stock (GS)	0.0	$70k		80.00	879.00	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$68k	-11%	307.00	219.78	View chart
D R Horton Stock (DHI)	0.0	$65k		450.00	144.03	View chart
Mckesson Corp Stock (MCK)	0.0	$64k		78.00	820.29	View chart
Ishares Dj Select Dividend Etf (DVY)	0.0	$64k	+79%	452.00	141.14	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$63k	+1438%	200.00	313.80	View chart
Pfizer Stock (PFE)	0.0	$63k		2.5k	24.90	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.0	$60k	-21%	676.00	88.49	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$60k		1.8k	32.63	View chart
Vanguard High Dividend Yield Etf (VYM)	0.0	$59k		413.00	143.52	View chart
Valero Energy Corp Stock (VLO)	0.0	$59k		364.00	162.79	View chart
Honeywell Intl Stock (HON)	0.0	$59k		301.00	195.09	View chart
Vanguard Short Term Bond Etf (BSV)	0.0	$58k		737.00	78.81	View chart
Fidelity Total Bond Etf Etf (FBND)	0.0	$57k		1.2k	46.04	View chart
Eli Lilly & Co Stock (LLY)	0.0	$57k		53.00	1074.68	View chart
Johnson & Johnson Stock (JNJ)	0.0	$53k	-43%	258.00	206.95	View chart
Ishares S&p Smallcap 600 Growth Etf Etf (IJT)	0.0	$53k		377.00	141.16	View chart
3M Stock (MMM)	0.0	$52k		328.00	159.89	View chart
Regions Financial Corp Stock (RF)	0.0	$51k		1.9k	27.10	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$51k		88.00	579.45	View chart
Unitedhealth Group Stock (UNH)	0.0	$48k		146.00	330.11	View chart
Mastercard Stock (MA)	0.0	$47k		82.00	570.88	View chart
Ishares Global Reit Etf Etf (REET)	0.0	$46k		1.8k	24.95	View chart
Pinnacle West Cap Corp Stock (PNW)	0.0	$44k		500.00	88.70	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$43k		320.00	135.14	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$42k		200.00	210.34	View chart
T-mobile Us Stock (TMUS)	0.0	$42k		205.00	203.04	View chart
Eaton Vance Risk-managed Diver Cef (ETJ)	0.0	$41k		4.7k	8.82	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$40k		1.3k	30.07	View chart
First Trust Health Care Alphadex Fund Etf (FXH)	0.0	$40k		349.00	113.82	View chart
Advanced Micro Devices Stock (AMD)	0.0	$39k	+2%	184.00	214.16	View chart
Vanguard Small Cap Etf Etf (VB)	0.0	$39k		150.00	257.95	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.0	$39k		288.00	134.32	View chart
Citigroup Stock (C)	0.0	$38k		328.00	116.69	View chart
Wisdomtree International Equity Fund Etf (DWM)	0.0	$37k		539.00	68.76	View chart
Stryker Corp Stock (SYK)	0.0	$35k		99.00	351.47	View chart
Synchrony Financial Stock (SYF)	0.0	$34k	+4%	407.00	83.43	View chart
Veralto Corp Stock (VLTO)	0.0	$34k	+45%	340.00	99.78	View chart
Eaton Corp Stock (ETN)	0.0	$33k		105.00	318.51	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$33k		44.00	753.77	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$33k		600.00	54.71	View chart
Union Pac Corp Stock (UNP)	0.0	$33k		141.00	231.32	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.0	$33k		252.00	129.16	View chart
Kla-tencor Corp Stock (KLAC)	0.0	$32k		26.00	1215.08	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$31k	+900%	50.00	627.14	View chart
Akre Focus Etf Etf	0.0	$31k	NEW	476.00	65.51	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$31k		321.00	95.09	View chart
Realty Income Corp Reit (O)	0.0	$30k		525.00	56.37	View chart
Intl Business Machines Stock (IBM)	0.0	$29k	+6%	99.00	296.21	View chart
S&p Global Stock (SPGI)	0.0	$29k		56.00	522.59	View chart
Altria Group Stock (MO)	0.0	$29k	NEW	500.00	57.66	View chart
Pepsico Stock (PEP)	0.0	$29k		199.00	143.52	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.0	$28k		251.00	113.10	View chart
Intel Corp Stock (INTC)	0.0	$28k		769.00	36.90	View chart
Ameriprise Financial Stock (AMP)	0.0	$28k		56.00	490.34	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.0	$27k		102.00	268.30	View chart
Johnson Ctls Stock (JCI)	0.0	$27k		226.00	119.75	View chart
Cisco Sys Stock (CSCO)	0.0	$27k	-11%	345.00	77.03	View chart
Corning Stock (GLW)	0.0	$26k		300.00	87.56	View chart
Fidelity Enhanced Mid Cap Etf Etf (FMDE)	0.0	$26k		711.00	36.38	View chart
Illumina Stock (ILMN)	0.0	$26k	+160%	195.00	131.16	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$26k		245.00	104.07	View chart
Illinois Tool Wks Stock (ITW)	0.0	$25k		103.00	246.30	View chart
Vanguard Energy Etf (VDE)	0.0	$25k		196.00	125.92	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$25k		200.00	123.26	View chart
Avantis Real Estate Etf Etf (AVRE)	0.0	$25k		565.00	43.53	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.0	$24k	NEW	479.00	50.59	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.0	$24k		343.00	69.67	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.0	$23k		154.00	148.98	View chart
Zimmer Hldgs Stock (ZBH)	0.0	$23k		253.00	89.92	View chart
Constellation Energy Corp Stock (CEG)	0.0	$22k		63.00	353.27	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$22k		283.00	77.68	View chart
Starbucks Corp Stock (SBUX)	0.0	$22k	-60%	256.00	84.21	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.0	$21k		356.00	59.54	View chart
Boston Scientific Corp Stock (BSX)	0.0	$21k		220.00	95.35	View chart
Deere & Co Stock (DE)	0.0	$21k		45.00	465.58	View chart
Principal Financial Group Stock (PFG)	0.0	$21k	NEW	234.00	88.21	View chart
Ishares Msci India Etf Etf (INDA)	0.0	$20k		375.00	54.05	View chart
Trane Technologies Stock (TT)	0.0	$20k		51.00	389.20	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$20k		204.00	96.88	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.0	$20k		210.00	93.97	View chart
Blackrock Stock (BLK)	0.0	$19k	+157%	18.00	1070.33	View chart
Allstate Corp Stock (ALL)	0.0	$19k	-23%	90.00	208.16	View chart
Conocophillips Stock (COP)	0.0	$19k		200.00	93.61	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$18k	-46%	325.00	53.76	View chart
Harbor Commodity All-weather Strategy Etf Etf (HGER)	0.0	$17k	NEW	677.00	24.82	View chart
Doubleline Shiller Cape U.s. Equities Etf Etf (CAPE)	0.0	$17k	NEW	519.00	32.24	View chart
Vanguard California Tax-exempt Bond Etf Etf (VTEC)	0.0	$16k	NEW	159.00	100.26	View chart
Analog Devices Stock (ADI)	0.0	$16k		58.00	271.21	View chart
United Therapeutics Corp Del Stock (UTHR)	0.0	$15k	NEW	31.00	487.26	View chart
Ishares Inc Msci Germany Index Etf (EWG)	0.0	$15k		350.00	42.50	View chart
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)	0.0	$15k	+3906%	641.00	22.97	View chart
Autodesk Stock (ADSK)	0.0	$14k		48.00	296.00	View chart
Voya Financial Stock (VOYA)	0.0	$14k		190.00	74.49	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.0	$14k		109.00	128.93	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$14k	+22%	575.00	24.04	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$13k		200.00	67.22	View chart
Phillips 66 Stock (PSX)	0.0	$13k		100.00	129.04	View chart
Morgan Stanley Stock (MS)	0.0	$13k		72.00	177.53	View chart
Schwab Mortgage-backed Securities Etf Etf (SMBS)	0.0	$13k	NEW	487.00	25.68	View chart
Csx Corp Stock (CSX)	0.0	$12k		340.00	36.25	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$12k		82.00	148.70	View chart
Unlimited Hfgm Global Macro Etf Etf (HFGM)	0.0	$12k	NEW	418.00	28.84	View chart
Ishares Trust Russell 3000 Index Etf (IWV)	0.0	$12k	NEW	31.00	386.84	View chart
Raymond James Finl Stock (RJF)	0.0	$12k		74.00	160.59	View chart
Nextera Energy Stock (NEE)	0.0	$12k		144.00	80.28	View chart
At&t Stock (T)	0.0	$12k		465.00	24.84	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$12k		68.00	168.76	View chart
Suncor Energy Stock (SU)	0.0	$11k		257.00	44.36	View chart
Brookfield Infrastructure Corp Com Sub Vtg A Stock (BIPC)	0.0	$11k	NEW	249.00	45.40	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$11k		24.00	453.38	View chart
Markel Group Stock (MKL)	0.0	$11k	NEW	5.00	2149.60	View chart
Vaneck Morningstar Wide Moat Etf Etf (MOAT)	0.0	$11k	NEW	103.00	103.56	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.0	$11k	NEW	461.00	23.03	View chart
Intuit Stock (INTU)	0.0	$11k	NEW	16.00	662.44	View chart
Spdr Dow Jones Industrial Etf Etf (DIA)	0.0	$11k		22.00	480.59	View chart
Ge Vernova Stock (GEV)	0.0	$11k	-54%	16.00	653.56	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$10k		50.00	208.74	View chart
Occidental Pete Corp Stock (OXY)	0.0	$10k		253.00	41.12	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$10k		148.00	69.42	View chart
Houlihan Lokey Inc Cl A Stock (HLI)	0.0	$9.9k	NEW	57.00	174.19	View chart
Vanguard Mid Cap Etf (VO)	0.0	$9.9k	NEW	34.00	290.21	View chart
Verizon Communications Stock (VZ)	0.0	$9.5k	NEW	233.00	40.73	View chart
Huntington Bancshares Stock (HBAN)	0.0	$9.2k		529.00	17.35	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.0	$8.5k	+100%	188.00	45.35	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	0.0	$8.4k	NEW	232.00	36.06	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$8.3k		39.00	214.05	View chart
Ishares Global Infrastructure Etf Etf (IGF)	0.0	$8.2k		133.00	61.36	View chart
Novartis Adr (NVS)	0.0	$8.1k		59.00	137.86	View chart
Paychex Stock (PAYX)	0.0	$7.9k		70.00	112.19	View chart
Verisk Analytics Stock (VRSK)	0.0	$7.6k	NEW	34.00	223.68	View chart
Invesco Rafi Developed Markets Ex-u.s. Etf Etf (PXF)	0.0	$7.6k	NEW	116.00	65.54	View chart
Simon Property Group Reit (SPG)	0.0	$7.6k	+24%	41.00	185.12	View chart
Progressive Corp Stock (PGR)	0.0	$7.3k		32.00	227.72	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	0.0	$6.8k		93.00	73.56	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$6.6k	+100%	148.00	44.71	View chart
Snap Inc Cl A Stock (SNAP)	0.0	$6.2k	+2%	773.00	8.07	View chart
Schwab U.s. Small-cap Etf Etf (SCHA)	0.0	$6.1k	NEW	214.00	28.48	View chart
Hca Healthcare Stock (HCA)	0.0	$6.1k	+8%	13.00	466.85	View chart
Air Prods & Chems Stock (APD)	0.0	$5.9k		24.00	247.00	View chart
Fedex Corp Stock (FDX)	0.0	$5.8k		20.00	288.85	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.0	$5.6k	-41%	146.00	38.11	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$5.5k		201.00	27.43	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.0	$5.5k	NEW	93.00	59.28	View chart
Grayscale Bitcoin Mini Trust Etf Etf (BTC)	0.0	$5.4k	NEW	140.00	38.73	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.0	$5.3k	NEW	113.00	46.81	View chart
Cummins Stock (CMI)	0.0	$5.1k		10.00	510.50	View chart
Vanguard Large Cap Etf (VV)	0.0	$5.0k		16.00	314.81	View chart
Net Lease Office Properties Reit (NLOP)	0.0	$4.9k		189.00	25.74	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.0	$4.9k		23.00	211.26	View chart
Health Care Reit Reit (WELL)	0.0	$4.6k		25.00	185.60	View chart
Fresh Del Monte Produce Inc Ord Stock (FDP)	0.0	$4.2k	NEW	118.00	35.63	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$4.2k		36.00	116.08	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.0	$4.0k		73.00	54.77	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$4.0k	+56%	166.00	24.02	View chart
Generac Hldgs Stock (GNRC)	0.0	$3.7k		27.00	136.37	View chart
Solstice Advanced Matls Stock	0.0	$3.5k	NEW	73.00	48.58	View chart
Health Care Ppty Invs Reit (DOC)	0.0	$3.4k		210.00	16.08	View chart
Waste Management Stock (WM)	0.0	$3.3k		15.00	219.73	View chart
Ishares Gold Trust Etf Etf (IAU)	0.0	$3.2k		40.00	81.17	View chart
Spdr Bloomberg Emerging Markets Local Bond Etf Etf (EBND)	0.0	$3.1k	NEW	143.00	21.37	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$2.7k		22.00	121.77	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.0	$2.6k	NEW	18.00	143.33	View chart
Banc Of California Stock (BANC)	0.0	$2.4k		125.00	19.29	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$2.4k		6.00	394.00	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$2.1k		24.00	87.33	View chart
American Bitcoin Corp. Com Cl A Stock (ABTC)	0.0	$2.1k	NEW	1.2k	1.70	View chart
State Street Spdr Portfolio Tips Etf Etf (SPIP)	0.0	$1.9k	NEW	75.00	25.95	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$1.9k		4.00	483.75	View chart
Truist Finl Corp Stock (TFC)	0.0	$1.9k	NEW	39.00	49.21	View chart
Netflix Stock (NFLX)	0.0	$1.9k	+900%	20.00	93.75	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.0	$1.8k		20.00	92.30	View chart
Palo Alto Networks Stock (PANW)	0.0	$1.8k		10.00	184.20	View chart
Digitalocean Hldgs Stock (DOCN)	0.0	$1.7k		35.00	48.11	View chart
Seagate Technology Stock (STX)	0.0	$1.7k	NEW	6.00	275.33	View chart
Public Svc Enterprise Grp Stock (PEG)	0.0	$1.6k	NEW	20.00	80.30	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$1.5k	+500%	30.00	49.67	View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA)	0.0	$1.5k	NEW	47.00	31.51	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.0	$1.4k	NEW	5.00	279.20	View chart
Williams Cos Stock (WMB)	0.0	$1.4k	NEW	23.00	60.13	View chart
Schwab Fundamental International Small Equity Etf Etf (FNDC)	0.0	$1.4k	NEW	31.00	44.55	View chart
Astrazeneca Plc- Spons Adr (AZN)	0.0	$1.4k	NEW	15.00	91.93	View chart
Rex-osprey Xrp Etf Etf	0.0	$1.3k	NEW	90.00	14.98	View chart
General Dynamics Corp Stock (GD)	0.0	$1.3k	NEW	4.00	336.75	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$1.3k		18.00	74.06	View chart
Emerson Elec Stock (EMR)	0.0	$1.3k	NEW	10.00	132.70	View chart
Vanguard Mid-cap Value Etf Etf (VOE)	0.0	$1.2k	NEW	7.00	177.43	View chart
Digital Rlty Tr Reit (DLR)	0.0	$1.2k	NEW	8.00	154.75	View chart
Schwab High Yield Bond Etf Etf (SCYB)	0.0	$1.2k	NEW	45.00	26.42	View chart
Snowflake Stock (SNOW)	0.0	$1.1k		5.00	219.40	View chart
Brighthouse Finl Stock (BHF)	0.0	$1.0k		16.00	64.81	View chart
Grail Stock (GRAL)	0.0	$1.0k		12.00	85.58	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.0	$995.999300	NEW	37.00	26.92	View chart
GSK Adr (GSK)	0.0	$981.000000		20.00	49.05	View chart
Canary Xrp Etf Etf	0.0	$953.001000	NEW	49.00	19.45	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.0	$911.000000	NEW	16.00	56.94	View chart
Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI)	0.0	$870.999900	NEW	19.00	45.84	View chart
Twenty One Cap Inc Com Shs Cl A Stock	0.0	$806.002800	NEW	92.00	8.76	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$565.000200		6.00	94.17	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$410.000000	-83%	5.00	82.00	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.0	$405.000000		8.00	50.62	View chart
Ishares Mbs Bond Etf Etf (MBB)	0.0	$381.000000	NEW	4.00	95.25	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.0	$377.000000		8.00	47.12	View chart
Schwab Fundamental International Equity Etf Etf (FNDF)	0.0	$362.000000	NEW	8.00	45.25	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.0	$341.000000		4.00	85.25	View chart
Schwab Emerging Market Eq Etf Etf (SCHE)	0.0	$295.000200	NEW	9.00	32.78	View chart
Haleon Plc Spon Ads Adr (HLN)	0.0	$253.000000		25.00	10.12	View chart
Ishares Bb Rated Corporate Bond Etf Etf (HYBB)	0.0	$189.000000		4.00	47.25	View chart
Schwab U.s. Reit Etf Etf (SCHH)	0.0	$188.000100	NEW	9.00	20.89	View chart
Invesco S&p 500 Downside Hedged Etf Etf (PHDG)	0.0	$150.000000		4.00	37.50	View chart
Amarin Corp Adr (AMRN)	0.0	$126.000000		9.00	14.00	View chart
Kraneshares Mount Lucas Managed Futures Index Strategy Etf Etf (KMLM)	0.0	$104.000000		4.00	26.00	View chart
Orion Properties Reit (ONL)	0.0	$49.999400		22.00	2.27	View chart

Past Filings by Creative Capital Management Investments

SEC 13F filings are viewable for Creative Capital Management Investments going back to 2022

Creative Capital Management Investments 2025 Q4 filed Jan. 23, 2026
Creative Capital Management Investments 2025 Q3 filed Oct. 23, 2025
Creative Capital Management Investments 2025 Q2 filed July 21, 2025
Creative Capital Management Investments 2025 Q1 filed April 18, 2025
Creative Capital Management Investments 2024 Q4 filed Jan. 31, 2025
Creative Capital Management Investments 2024 Q3 filed Oct. 29, 2024
Creative Capital Management Investments 2024 Q2 filed July 25, 2024
Creative Capital Management Investments 2024 Q1 filed April 23, 2024
Creative Capital Management Investments 2023 Q1 restated filed April 22, 2024
Creative Capital Management Investments 2023 Q2 restated filed April 22, 2024
Creative Capital Management Investments 2023 Q3 restated filed April 22, 2024
Creative Capital Management Investments 2023 Q4 filed Feb. 6, 2024
Creative Capital Management Investments 2023 Q3 filed Oct. 25, 2023
Creative Capital Management Investments 2023 Q2 filed July 25, 2023
Creative Capital Management Investments 2023 Q1 filed April 24, 2023
Creative Capital Management Investments 2022 Q4 filed Jan. 13, 2023

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