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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 71.39% of Creative Capital Management Investments's stock portfolio.
Added to shares of these 10 stocks: DFCF, DFAX, DFAC, PYLD, DFGR, DFAE, AVUV, IWB, VTI, AVGE.
Started 26 new stock positions in WELL, IBIT, VUG, DGRO, IWB, GBTC, XLE, ETHA, VDE, DFAT.
Reduced shares in these 10 stocks: CMF, TSLA, AMD, INTU, FV, MAR, ADP, ETN, LULU, NVDA.
Sold out of its positions in ANGI, ADBE, AADR, ALB, AMED, AAL, AMT, AMWL, AOMR, AZO.
Creative Capital Management Investments was a net buyer of stock by $16M.
Creative Capital Management Investments has $313M in assets under management (AUM), dropping by 11.85%.
Central Index Key (CIK): 0001957363

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Portfolio Holdings for Creative Capital Management Investments

Creative Capital Management Investments holds 264 positions in its portfolio as reported in the September 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	$66M	+7%	2.1M	31.38	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	19.3	$60M	+5%	1.6M	38.57	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	15.3	$48M	+11%	1.1M	42.76	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	9.3	$29M		292k	99.53	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	6.4	$20M	+8%	732k	27.31	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	6.2	$19M	+10%	718k	26.84	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	5.9	$19M	+3%	587k	31.53	View chart
Powershares Ftse Rafi Us 1000 Etf (PRF)	2.0	$6.2M		137k	45.21	View chart
Apple Stock (AAPL)	1.9	$6.1M		24k	254.63	View chart
Nvidia Corp Stock (NVDA)	1.0	$3.1M		16k	186.58	View chart
Microsoft Stock (MSFT)	0.6	$2.0M		3.9k	517.98	View chart
Amazon.com Stock (AMZN)	0.6	$2.0M		9.1k	219.57	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.5	$1.6M	+10%	5.0k	328.17	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.5	$1.5M		2.00	754200.00	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.4	$1.4M	-25%	24k	57.04	View chart
Dimensional Global Sustainability Fixed Income Etf Etf (DFSB)	0.4	$1.3M		25k	53.27	View chart
Pimco Enhanced Short Maturity Etf Etf (MINT)	0.4	$1.3M	-3%	13k	100.69	View chart
Dimensional International Sustainability Core 1 Etf Etf (DFSI)	0.4	$1.2M	+13%	29k	40.95	View chart
Rtx Corporation Stock (RTX)	0.4	$1.1M		6.7k	167.33	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$997k		2.0k	502.74	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.3	$850k	-4%	11k	75.11	View chart
Qualcomm Stock (QCOM)	0.3	$794k		4.8k	166.36	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.2	$735k		17k	42.47	View chart
Tesla Stock (TSLA)	0.2	$645k	-24%	1.5k	444.72	View chart
Google Stock (GOOGL)	0.2	$599k	+4%	2.5k	243.10	View chart
Spdr S&p 500 Etf Etf (SPY)	0.2	$564k	-2%	847.00	666.18	View chart
Costco Wholesale Corp Stock (COST)	0.2	$538k		581.00	925.63	View chart
Avantis All Equity Markets Etf Etf (AVGE)	0.2	$518k	+36%	6.2k	83.41	View chart
Home Depot Stock (HD)	0.2	$501k		1.2k	405.19	View chart
Gilead Sciences Stock (GILD)	0.1	$433k		3.9k	111.00	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$417k	+2%	3.7k	112.75	View chart
Dimensional Emerging Markets Sustainability Core 1 Etf Etf (DFSE)	0.1	$397k		9.7k	41.09	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$383k		818.00	468.41	View chart
Ishares Aggregate Bond Etf Etf (AGG)	0.1	$373k		3.7k	100.25	View chart
L3harris Technologies Stock (LHX)	0.1	$370k		1.2k	305.41	View chart
Intuitive Surgical Stock (ISRG)	0.1	$349k	-10%	780.00	447.23	View chart
Abbvie Stock (ABBV)	0.1	$338k	-2%	1.5k	231.55	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$336k	+10%	13k	25.71	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$310k		4.8k	65.26	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$289k		3.1k	93.37	View chart
Dimensional National Municipal Bond Etf Etf (DFNM)	0.1	$275k	+29%	5.7k	47.98	View chart
Walmart Stock (WMT)	0.1	$272k		2.6k	103.06	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$240k		4.8k	50.07	View chart
Powershares Qqq Tr Etf (QQQ)	0.1	$238k	-18%	396.00	600.37	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.1	$238k		2.2k	108.70	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.1	$229k		1.8k	125.95	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$229k		2.4k	96.55	View chart
Oracle Corporation Stock (ORCL)	0.1	$227k		806.00	281.24	View chart
Technology Select Sector Spdr Etf (XLK)	0.1	$220k	+5%	782.00	281.86	View chart
Ameren Corp Stock (AEE)	0.1	$212k		2.0k	104.38	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.1	$208k		2.9k	72.26	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$207k	+7%	656.00	315.43	View chart
Us Bancorp Del Stock (USB)	0.1	$197k		4.1k	48.32	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$195k		806.00	241.96	View chart
Powershares Ftse Rafi Us 1500 S/m Pt Etf (PRFZ)	0.1	$193k		4.2k	45.42	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$191k		2.3k	84.68	View chart
Take-two Interactive Software Stock (TTWO)	0.1	$189k		730.00	258.36	View chart
Amgen Stock (AMGN)	0.1	$178k		629.00	282.20	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.1	$176k	NEW	482.00	365.48	View chart
Avago Technologies Stock (AVGO)	0.1	$173k	+54%	526.00	329.63	View chart
Xcel Energy Stock (XEL)	0.1	$173k	+2%	2.1k	80.65	View chart
Lowes Cos Stock (LOW)	0.1	$169k		671.00	251.31	View chart
Wells Fargo Stock (WFC)	0.1	$168k		2.0k	83.82	View chart
American Express Stock (AXP)	0.1	$166k		500.00	332.16	View chart
Carrier Global Corporation Stock (CARR)	0.1	$162k		2.7k	59.70	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$161k	+29%	219.00	734.74	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.1	$160k	+31%	2.7k	59.92	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$158k	+24%	2.1k	73.46	View chart
Automatic Data Processing Stock (ADP)	0.1	$157k	-29%	535.00	293.43	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$152k		1.3k	118.83	View chart
Disney Walt Stock (DIS)	0.0	$147k		1.3k	114.50	View chart
Avantis International Equity Etf Etf (AVDE)	0.0	$140k		1.8k	78.90	View chart
Ge Aerospace Stock (GE)	0.0	$136k		451.00	300.82	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$135k	NEW	281.00	479.61	View chart
Procter And Gamble Stock (PG)	0.0	$131k		850.00	153.65	View chart
Vanguard Value Etf Etf (VTV)	0.0	$122k	NEW	652.00	186.49	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$121k		640.00	189.70	View chart
Invesco Senior Loan Etf Etf (BKLN)	0.0	$117k		5.6k	20.93	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$117k		2.6k	45.10	View chart
Evergy Stock (EVRG)	0.0	$114k		1.5k	76.02	View chart
Visa Stock (V)	0.0	$111k	+8%	324.00	341.40	View chart
Abbott Labs Stock (ABT)	0.0	$110k		824.00	133.94	View chart
Caterpillar Stock (CAT)	0.0	$109k		228.00	477.15	View chart
Wisdomtree Japan Hedged Equity Fund Etf (DXJ)	0.0	$106k		825.00	128.03	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.0	$105k		1.0k	104.30	View chart
Garmin Stock (GRMN)	0.0	$99k		400.00	246.22	View chart
Chevron Corp Stock (CVX)	0.0	$98k		628.00	155.29	View chart
Spdr Gold Etf Etf (GLD)	0.0	$97k		272.00	355.47	View chart
Merck & Co Stock (MRK)	0.0	$93k	-25%	1.1k	83.93	View chart
First Trust Dorsey Wright Focus 5 Etf Etf (FV)	0.0	$89k	-49%	1.4k	61.92	View chart
Tjx Cos Stock (TJX)	0.0	$89k	-9%	617.00	144.54	View chart
Ishares S&p 500 Index Etf (IVV)	0.0	$86k		129.00	669.30	View chart
Johnson & Johnson Stock (JNJ)	0.0	$85k		458.00	185.42	View chart
Sempra Energy Stock (SRE)	0.0	$84k		928.00	89.98	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.0	$79k	+27%	859.00	91.42	View chart
D R Horton Stock (DHI)	0.0	$76k		450.00	169.47	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$76k		1.0k	73.29	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.0	$76k		3.0k	25.31	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$75k	+5%	347.00	215.79	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.0	$74k		800.00	92.42	View chart
Micron Technology Stock (MU)	0.0	$65k		390.00	167.32	View chart
Pfizer Stock (PFE)	0.0	$64k		2.5k	25.48	View chart
Goldman Sachs Group Stock (GS)	0.0	$64k	-21%	80.00	796.35	View chart
Honeywell Intl Stock (HON)	0.0	$63k		301.00	210.50	View chart
Valero Energy Corp Stock (VLO)	0.0	$62k	+9%	364.00	170.26	View chart
Mckesson Corp Stock (MCK)	0.0	$60k		78.00	772.54	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$58k		1.8k	31.92	View chart
Vanguard High Dividend Yield Etf (VYM)	0.0	$58k		413.00	140.95	View chart
Vanguard Short Term Bond Etf (BSV)	0.0	$58k	+12%	737.00	78.91	View chart
Fidelity Total Bond Etf Etf (FBND)	0.0	$57k		1.2k	46.24	View chart
Starbucks Corp Stock (SBUX)	0.0	$54k	-3%	641.00	84.60	View chart
Ishares S&p Smallcap 600 Growth Etf Etf (IJT)	0.0	$53k		377.00	141.50	View chart
3M Stock (MMM)	0.0	$51k		328.00	154.98	View chart
Unitedhealth Group Stock (UNH)	0.0	$50k	-6%	146.00	345.30	View chart
Regions Financial Corp Stock (RF)	0.0	$50k		1.9k	26.37	View chart
T-mobile Us Stock (TMUS)	0.0	$49k		205.00	239.38	View chart
Ishares Global Reit Etf Etf (REET)	0.0	$47k		1.8k	25.56	View chart
Mastercard Stock (MA)	0.0	$47k	-9%	82.00	568.80	View chart
Pinnacle West Cap Corp Stock (PNW)	0.0	$45k		500.00	89.66	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$43k		88.00	485.02	View chart
Eaton Vance Risk-managed Diver Cef (ETJ)	0.0	$42k		4.7k	8.99	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$41k		200.00	203.59	View chart
Eli Lilly & Co Stock (LLY)	0.0	$40k		52.00	763.00	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$40k		1.3k	29.64	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$40k		320.00	123.75	View chart
Eaton Corp Stock (ETN)	0.0	$39k	-62%	103.00	374.25	View chart
First Trust Health Care Alphadex Fund Etf (FXH)	0.0	$38k		349.00	109.67	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.0	$38k		288.00	132.48	View chart
Vanguard Small Cap Etf Etf (VB)	0.0	$38k		150.00	254.28	View chart
Stryker Corp Stock (SYK)	0.0	$37k	+17%	99.00	369.67	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.0	$36k		251.00	143.18	View chart
Ishares Dj Select Dividend Etf (DVY)	0.0	$36k	-45%	252.00	142.10	View chart
Wisdomtree International Equity Fund Etf (DWM)	0.0	$36k		539.00	66.22	View chart
Union Pac Corp Stock (UNP)	0.0	$33k	-9%	141.00	236.37	View chart
Citigroup Stock (C)	0.0	$33k	-18%	328.00	101.50	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$33k	-21%	44.00	746.64	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$33k	+85%	603.00	54.18	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$32k		600.00	53.40	View chart
Realty Income Corp Reit (O)	0.0	$32k		525.00	60.79	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.0	$32k		252.00	125.95	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$30k		321.00	92.98	View chart
Advanced Micro Devices Stock (AMD)	0.0	$29k	-87%	179.00	161.79	View chart
Kla-tencor Corp Stock (KLAC)	0.0	$28k		26.00	1078.62	View chart
Pepsico Stock (PEP)	0.0	$28k		199.00	140.44	View chart
Synchrony Financial Stock (SYF)	0.0	$28k		390.00	71.05	View chart
Ameriprise Financial Stock (AMP)	0.0	$28k		56.00	491.25	View chart
S&p Global Stock (SPGI)	0.0	$27k	+30%	56.00	486.71	View chart
Illinois Tool Wks Stock (ITW)	0.0	$27k	-10%	103.00	260.76	View chart
Cisco Sys Stock (CSCO)	0.0	$27k	-59%	389.00	68.42	View chart
Intl Business Machines Stock (IBM)	0.0	$26k	+6%	93.00	282.16	View chart
Intel Corp Stock (INTC)	0.0	$26k		769.00	33.55	View chart
Fidelity Enhanced Mid Cap Etf Etf (FMDE)	0.0	$26k		711.00	36.15	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$25k		245.00	103.07	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.0	$25k	-10%	102.00	246.60	View chart
Avantis Real Estate Etf Etf (AVRE)	0.0	$25k		565.00	44.48	View chart
Allstate Corp Stock (ALL)	0.0	$25k	+30%	117.00	214.65	View chart
Zimmer Hldgs Stock (ZBH)	0.0	$25k		253.00	98.50	View chart
Johnson Ctls Stock (JCI)	0.0	$25k		226.00	109.95	View chart
Veralto Corp Stock (VLTO)	0.0	$25k		233.00	106.61	View chart
Vanguard Energy Etf (VDE)	0.0	$25k	NEW	196.00	125.86	View chart
Corning Stock (GLW)	0.0	$25k		300.00	82.03	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$24k		200.00	120.72	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.0	$24k		343.00	68.46	View chart
Dimensional Us Core Equity Market Etf Etf (DFAU)	0.0	$23k		509.00	45.76	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.0	$22k		154.00	145.60	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.0	$22k		283.00	78.37	View chart
Ge Vernova Stock (GEV)	0.0	$22k		35.00	614.91	View chart
Trane Technologies Stock (TT)	0.0	$22k		51.00	421.96	View chart
Boston Scientific Corp Stock (BSX)	0.0	$22k		220.00	97.63	View chart
Invesco S&p Midcap Low Volatility Etf Etf (XMLV)	0.0	$21k	-43%	332.00	63.56	View chart
Constellation Energy Corp Stock (CEG)	0.0	$21k		63.00	329.06	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.0	$21k	NEW	356.00	58.21	View chart
Deere & Co Stock (DE)	0.0	$21k		45.00	457.27	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$20k		204.00	95.89	View chart
Ishares Msci India Etf Etf (INDA)	0.0	$20k		375.00	52.06	View chart
Conocophillips Stock (COP)	0.0	$19k		200.00	94.59	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.0	$19k	-9%	300.00	62.47	View chart
Avantis International Small Cap Value Etf Etf (AVDV)	0.0	$19k		210.00	89.03	View chart
Ishares Iboxx Corporate Bond Etf Etf (LQD)	0.0	$16k	NEW	139.00	111.47	View chart
Autodesk Stock (ADSK)	0.0	$15k		48.00	317.67	View chart
Ishares Inc Msci Germany Index Etf (EWG)	0.0	$15k		350.00	41.61	View chart
Analog Devices Stock (ADI)	0.0	$14k	-29%	58.00	245.71	View chart
Voya Financial Stock (VOYA)	0.0	$14k		190.00	74.80	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.0	$14k		109.00	126.64	View chart
Phillips 66 Stock (PSX)	0.0	$14k		100.00	136.02	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$13k	NEW	200.00	65.92	View chart
At&t Stock (T)	0.0	$13k		465.00	28.24	View chart
Raymond James Finl Stock (RJF)	0.0	$13k		74.00	172.59	View chart
Csx Corp Stock (CSX)	0.0	$12k		340.00	35.51	View chart
Occidental Pete Corp Stock (OXY)	0.0	$12k		253.00	47.25	View chart
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)	0.0	$12k	NEW	82.00	145.65	View chart
Morgan Stanley Stock (MS)	0.0	$11k		72.00	158.96	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$11k	NEW	471.00	23.28	View chart
Nextera Energy Stock (NEE)	0.0	$11k	-42%	144.00	75.49	View chart
Suncor Energy Stock (SU)	0.0	$11k		257.00	41.81	View chart
Spdr Dow Jones Industrial Etf Etf (DIA)	0.0	$10k	-42%	22.00	463.73	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.0	$10k	NEW	148.00	68.08	View chart
Pnc Finl Svcs Group Stock (PNC)	0.0	$10k	-32%	50.00	200.94	View chart
Ishares Biotechnology Etf Etf (IBB)	0.0	$9.8k		68.00	144.37	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$9.4k		24.00	391.62	View chart
Huntington Bancshares Stock (HBAN)	0.0	$9.1k	-50%	529.00	17.27	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.0	$9.1k		249.00	36.35	View chart
Paychex Stock (PAYX)	0.0	$8.9k		70.00	126.76	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.0	$8.7k	NEW	82.00	106.49	View chart
Materials Select Sector Spdr Fund Etf (XLB)	0.0	$8.4k	NEW	94.00	89.62	View chart
Blackrock Stock (BLK)	0.0	$8.2k	+40%	7.00	1165.86	View chart
Ishares Global Infrastructure Etf Etf (IGF)	0.0	$8.1k		133.00	61.12	View chart
Progressive Corp Stock (PGR)	0.0	$7.9k	-38%	32.00	246.94	View chart
Novartis Adr (NVS)	0.0	$7.6k		59.00	128.24	View chart
Toyota Motor Corp Ads Adr (TM)	0.0	$7.5k		39.00	191.10	View chart
Illumina Stock (ILMN)	0.0	$7.1k		75.00	94.97	View chart
Vanguard Ftse All-world Ex-us Etf (VEU)	0.0	$6.6k		93.00	71.37	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.0	$6.6k	NEW	74.00	89.34	View chart
Air Prods & Chems Stock (APD)	0.0	$6.5k		24.00	272.71	View chart
Simon Property Group Reit (SPG)	0.0	$6.2k		33.00	187.67	View chart
Snap Inc Cl A Stock (SNAP)	0.0	$5.8k	-23%	755.00	7.71	View chart
Target Corp Stock (TGT)	0.0	$5.7k	-22%	64.00	89.38	View chart
Net Lease Office Properties Reit (NLOP)	0.0	$5.6k		189.00	29.61	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$5.5k	NEW	201.00	27.30	View chart
Hca Healthcare Stock (HCA)	0.0	$5.1k	NEW	12.00	426.17	View chart
Ralliant Corp Stock (RAL)	0.0	$5.1k		116.00	43.73	View chart
Vanguard Large Cap Etf (VV)	0.0	$4.9k		16.00	307.88	View chart
Vanguard Consumer Staples Etf Etf (VDC)	0.0	$4.9k		23.00	213.74	View chart
Fedex Corp Stock (FDX)	0.0	$4.7k	-51%	20.00	235.80	View chart
Generac Hldgs Stock (GNRC)	0.0	$4.5k	-88%	27.00	167.41	View chart
Health Care Reit Reit (WELL)	0.0	$4.5k	NEW	25.00	178.16	View chart
Cummins Stock (CMI)	0.0	$4.2k	-47%	10.00	422.40	View chart
Health Care Ppty Invs Reit (DOC)	0.0	$4.0k		210.00	19.15	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$3.9k	NEW	73.00	53.88	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$3.9k		36.00	108.97	View chart
Waste Management Stock (WM)	0.0	$3.3k	NEW	15.00	220.80	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$3.2k		13.00	243.54	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$3.1k	NEW	5.00	612.40	View chart
Ishares Gold Trust Etf Etf (IAU)	0.0	$2.9k	-94%	40.00	72.78	View chart
Ishares Ethereum Trust Etf Etf (ETHA)	0.0	$2.9k	NEW	92.00	31.51	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$2.7k		22.00	120.50	View chart
Hewlett Packard Enterprise Stock (HPE)	0.0	$2.6k		106.00	24.56	View chart
Grayscale Bitcoin Trust Etf Etf (GBTC)	0.0	$2.5k	NEW	28.00	89.79	View chart
Netflix Stock (NFLX)	0.0	$2.4k		2.00	1199.00	View chart
Vanguard Consumer Discretionary Etf Etf (VCR)	0.0	$2.4k		6.00	396.17	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$2.3k		31.00	75.10	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$2.2k		24.00	91.42	View chart
Banc Of California Stock (BANC)	0.0	$2.1k		125.00	16.55	View chart
Palo Alto Networks Stock (PANW)	0.0	$2.0k	NEW	10.00	203.60	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$2.0k	-96%	4.00	499.25	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.0	$1.8k		20.00	89.35	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.0	$1.3k		18.00	74.39	View chart
Digitalocean Hldgs Stock (DOCN)	0.0	$1.2k	NEW	35.00	34.17	View chart
Snowflake Stock (SNOW)	0.0	$1.1k	NEW	5.00	225.60	View chart
GSK Adr (GSK)	0.0	$863.000000		20.00	43.15	View chart
Brighthouse Finl Stock (BHF)	0.0	$849.000000	NEW	16.00	53.06	View chart
Grail Stock (GRAL)	0.0	$710.000400	-57%	12.00	59.17	View chart
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)	0.0	$571.000200		6.00	95.17	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.0	$406.000000		8.00	50.75	View chart
Vanguard Mortgage-backed Securities Etf Etf (VMBS)	0.0	$376.000000		8.00	47.00	View chart
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)	0.0	$369.000000		16.00	23.06	View chart
Ishares Bitcoin Trust Etf Etf (IBIT)	0.0	$325.000000	NEW	5.00	65.00	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.0	$306.000000		4.00	76.50	View chart
Haleon Plc Spon Ads Adr (HLN)	0.0	$224.000000		25.00	8.96	View chart
Ishares Bb Rated Corporate Bond Etf Etf (HYBB)	0.0	$189.000000		4.00	47.25	View chart
Invesco S&p 500 Downside Hedged Etf Etf (PHDG)	0.0	$149.000000		4.00	37.25	View chart
Amarin Corp Adr (AMRN)	0.0	$146.999700		9.00	16.33	View chart
Kraneshares Mount Lucas Managed Futures Index Strategy Etf Etf (KMLM)	0.0	$108.000000		4.00	27.00	View chart
Orion Properties Reit (ONL)	0.0	$58.999600		22.00	2.68	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 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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