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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 68.98% of Creative Capital Management Investments's stock portfolio.
Added to shares of these 10 stocks: DFAX (+$11M), DFAC (+$6.0M), DFCF (+$5.1M), DFGR, IGM, GSLC, PYLD, GOOGL, DFAE, AAPL.
Started 1142 new stock positions in BKR, NOVT, BOOT, NMRK, CRC, MTZ, ESE, SCCO, MSI, UTHR.
Reduced shares in these 10 stocks: , DFNM, Honeywell International, ADP, QCOM, AVEM, VTI, AVDV, COST, BRK.B.
Sold out of its positions in ASGI, ABEV, ABTC, MHD, MQY, HYLB, HAUZ, KTF, EEA, XOM.
Creative Capital Management Investments was a net buyer of stock by $54M.
Creative Capital Management Investments has $434M in assets under management (AUM), dropping by 24.39%.
Central Index Key (CIK): 0001957363

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Portfolio Holdings for Creative Capital Management Investments

Creative Capital Management Investments holds 1438 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Creative Capital Management Investments has 1438 total positions. Only the first 250 positions are shown.

Sign up to view all of the Creative Capital Management Investments June 30, 2026 positions
Download the Creative Capital Management Investments June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	20.7	$90M	+13%	2.4M	36.84	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	18.0	$78M	+8%	1.8M	44.36	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	14.6	$63M	+8%	1.5M	42.21	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	8.7	$38M		303k	124.76	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	7.0	$30M	+16%	1.0M	28.97	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	5.8	$25M	+7%	953k	26.52	View chart
Dimensional Emerging Core Equity Market Etf Etf (DFAE)	5.8	$25M	+5%	623k	40.21	View chart
Apple Stock (AAPL)	1.7	$7.5M	+13%	26k	289.36	View chart
Powershares Ftse Rafi Us 1000 Etf (PRF)	1.7	$7.2M		134k	54.03	View chart
Nvidia Corp Stock (NVDA)	0.8	$3.3M	+4%	17k	200.09	View chart
Amazon.com Stock (AMZN)	0.7	$3.0M	+41%	13k	238.34	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.5	$2.3M	+5422%	14k	163.58	View chart
Dimensional International Sustainability Core 1 Etf Etf (DFSI)	0.5	$2.2M	+3%	48k	45.10	View chart
Google Stock (GOOGL)	0.5	$2.1M	+152%	5.9k	357.37	View chart
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)	0.5	$2.1M	NEW	15k	141.89	View chart
Microsoft Stock (MSFT)	0.5	$2.0M	+31%	5.5k	373.00	View chart
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)	0.5	$2.0M		43k	46.63	View chart
Dimensional Global Sustainability Fixed Income Etf Etf (DFSB)	0.4	$1.8M	+28%	34k	52.11	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.4	$1.8M		4.8k	370.04	View chart
Berkshire Hathaway Inc Del Cl A Stock (BRK.A)	0.3	$1.5M		2.00	748850.00	View chart
Ishares California Muni Bond Etf Etf (CMF)	0.3	$1.5M		26k	57.64	View chart
Pimco Enhanced Short Maturity Etf Etf (MINT)	0.3	$1.2M		12k	100.81	View chart
Rtx Corporation Stock (RTX)	0.3	$1.2M		6.3k	189.73	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.3	$1.1M		12k	96.49	View chart
Qualcomm Stock (QCOM)	0.2	$866k	-3%	4.7k	184.79	View chart
Applied Matls Stock (AMAT)	0.2	$832k	NEW	1.2k	723.00	View chart
Avago Technologies Stock (AVGO)	0.2	$782k	+292%	2.1k	377.69	View chart
General Dynamics Corp Stock (GD)	0.2	$743k	+52325%	2.1k	354.24	View chart
Dimensional Emerging Markets Sustainability Core 1 Etf Etf (DFSE)	0.2	$740k		15k	48.88	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$719k		1.4k	500.39	View chart
Avantis All Equity Markets Etf Etf (AVGE)	0.2	$702k	+3%	7.1k	99.10	View chart
Exxonmobil Holdings Corp Stock	0.2	$674k	NEW	4.9k	136.72	View chart
Tesla Stock (TSLA)	0.1	$637k	+22%	1.5k	420.60	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.1	$627k	+31489%	12k	53.61	View chart
Eli Lilly & Co Stock (LLY)	0.1	$624k	+900%	520.00	1199.43	View chart
Spdr S&p 500 Etf Etf (SPY)	0.1	$622k		833.00	746.77	View chart
Walmart Stock (WMT)	0.1	$619k	+103%	5.5k	113.26	View chart
Avantis Emerging Markets Value Etf Etf (AVES)	0.1	$590k	NEW	9.0k	65.60	View chart
Ishares Msci Eafe Value Index Etf Etf (EFV)	0.1	$581k	NEW	7.6k	76.55	View chart
Ishares Russell 1000 Growth Etf Etf (IWF)	0.1	$557k	+315%	4.5k	124.17	View chart
Citigroup Stock (C)	0.1	$548k	+1003%	3.9k	139.96	View chart
Micron Technology Stock (MU)	0.1	$526k	+16%	456.00	1154.29	View chart
Costco Wholesale Corp Stock (COST)	0.1	$523k	-2%	559.00	935.47	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$514k	+296%	913.00	563.37	View chart
Gilead Sciences Stock (GILD)	0.1	$506k	+2%	4.0k	126.34	View chart
Caterpillar Stock (CAT)	0.1	$441k	+48%	414.00	1064.90	View chart
Quanta Services Stock (PWR)	0.1	$433k	NEW	601.00	720.04	View chart
Home Depot Stock (HD)	0.1	$425k	+4%	1.2k	352.68	View chart
Mastercard Stock (MA)	0.1	$396k	+970%	771.00	513.60	View chart
Powershares Qqq Tr Etf (QQQ)	0.1	$389k	+23%	528.00	736.40	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.1	$378k		13k	28.96	View chart
Abbvie Stock (ABBV)	0.1	$376k	+2%	1.5k	251.66	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$368k	+2%	4.8k	77.11	View chart
Ishares Aggregate Bond Etf Etf (AGG)	0.1	$368k		3.7k	98.98	View chart
Allegheny Tech Stock (ATI)	0.1	$363k	NEW	1.8k	197.10	View chart
L3harris Technologies Stock (LHX)	0.1	$357k		1.2k	290.59	View chart
Old Dominion Freight Line Stock (ODFL)	0.1	$346k	NEW	1.6k	216.60	View chart
Rocket Lab Corp Stock (RKLB)	0.1	$343k	NEW	3.4k	101.65	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$331k	+52%	1.0k	327.33	View chart
Ishares Msci Eafe Etf Etf (EFA)	0.1	$322k		3.1k	103.88	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.1	$313k	NEW	934.00	334.82	View chart
Intuitive Surgical Stock (ISRG)	0.1	$312k		784.00	397.68	View chart
Technology Select Sector Spdr Etf (XLK)	0.1	$278k	-3%	1.5k	190.52	View chart
Dimensional National Municipal Bond Etf Etf (DFNM)	0.1	$277k	-20%	5.7k	48.34	View chart
Avantis U.s. Equity Etf Etf (AVUS)	0.1	$273k	-2%	2.1k	128.08	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.1	$272k	+12%	906.00	300.45	View chart
Avantis U.s. Large Cap Value Etf Etf (AVLV)	0.1	$262k		2.9k	91.21	View chart
Health Care Reit Reit (WELL)	0.1	$262k	+4508%	1.2k	226.97	View chart
Ishares Russell Midcap Etf Etf (IWR)	0.1	$261k		2.4k	110.32	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.1	$260k		5.1k	50.58	View chart
Chevron Corporation Stock (CVX)	0.1	$260k	+19%	1.6k	165.76	View chart
Ishares Esg Msci Kld 400 Etf Etf (DSI)	0.1	$259k		1.8k	142.39	View chart
Us Bancorp Stock (USB)	0.1	$255k	+3%	4.2k	60.39	View chart
Mckesson Corp Stock (MCK)	0.1	$255k	+332%	337.00	755.60	View chart
Ge Aerospace Stock (GE)	0.1	$245k	+3%	656.00	373.73	View chart
Powershares Ftse Rafi Us 1500 S/m Pt Etf (PRFZ)	0.1	$240k	-2%	4.3k	55.77	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.1	$236k	NEW	2.2k	107.13	View chart
Amgen Stock (AMGN)	0.1	$234k	+2%	645.00	362.12	View chart
Ameren Corp Stock (AEE)	0.1	$232k		2.1k	113.04	View chart
Curtiss Wright Corp Stock (CW)	0.1	$232k	+2%	306.00	757.76	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.1	$224k	+790%	2.2k	100.28	View chart
Vanguard International High Dividend Yield Etf Etf (VYMI)	0.1	$221k		2.3k	98.20	View chart
Royal Gold Stock (RGLD)	0.0	$214k	NEW	1.1k	199.61	View chart
Ishares Esg Aware 1-5 Year Usd Corporate Bond Etf Etf (SUSB)	0.0	$210k	+181%	8.4k	24.99	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.0	$203k	+7%	1.4k	148.31	View chart
Ishares S&p 500 Index Etf (IVV)	0.0	$202k	+108%	269.00	748.89	View chart
Ishares Tr Russell 1000 Index Etf Etf (IWB)	0.0	$197k		482.00	409.50	View chart
Wells Fargo & Co Stock (WFC)	0.0	$193k	+15%	2.3k	82.64	View chart
Ishares Russell 1000 Value Etf Etf (IWD)	0.0	$193k		794.00	242.43	View chart
Spdr Gold Etf Etf (GLD)	0.0	$192k	+36%	521.00	368.38	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.0	$189k		2.2k	85.49	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$188k	+4%	3.3k	57.62	View chart
American Express Stock (AXP)	0.0	$182k	+7%	538.00	338.25	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	0.0	$177k	+140%	2.1k	82.84	View chart
Xcel Energy Stock (XEL)	0.0	$177k		2.2k	80.30	View chart
Vanguard Growth Etf Etf (VUG)	0.0	$174k	+617%	2.0k	86.14	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$171k	+176%	249.00	686.81	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$171k	NEW	2.8k	60.79	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.0	$170k		2.4k	71.25	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.0	$166k		1.3k	127.81	View chart
Merck & Co Stock (MRK)	0.0	$165k	+15%	1.3k	128.50	View chart
Take-two Interactive Software Stock (TTWO)	0.0	$163k		653.00	249.98	View chart
Coca Cola Stock (KO)	0.0	$159k	NEW	2.0k	81.27	View chart
Procter & Gamble Stock (PG)	0.0	$154k	+15%	1.0k	146.64	View chart
Lowes Cos Stock (LOW)	0.0	$151k		684.00	220.49	View chart
Visa Stock (V)	0.0	$150k	+34%	436.00	343.16	View chart
Avantis International Equity Etf Etf (AVDE)	0.0	$147k		1.6k	89.20	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.0	$147k	+1767%	2.8k	53.11	View chart
Blackrock Stock (BLK)	0.0	$145k	+1577%	151.00	961.56	View chart
Wisdomtree Japan Hedged Equity Fund Etf (DXJ)	0.0	$143k		825.00	173.52	View chart
Pfizer Stock (PFE)	0.0	$142k	+5%	5.9k	24.08	View chart
Vanguard Value Etf Etf (VTV)	0.0	$142k		652.00	217.93	View chart
Carrier Global Corporation Stock (CARR)	0.0	$141k	+4%	1.9k	73.35	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.0	$136k		640.00	212.77	View chart
Evergy Stock (EVRG)	0.0	$133k	+2%	1.5k	86.43	View chart
Oracle Corporation Stock (ORCL)	0.0	$130k	+9%	886.00	146.55	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$126k	+78%	357.00	352.85	View chart
Intel Corp Stock (INTC)	0.0	$123k	+14%	881.00	139.63	View chart
Advanced Micro Devices Stock (AMD)	0.0	$120k	+11%	206.00	580.91	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.0	$120k	NEW	646.00	185.23	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.0	$118k		1.0k	117.02	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$118k	NEW	2.5k	46.49	View chart
Teledyne Technologies Stock (TDY)	0.0	$117k	NEW	176.00	666.90	View chart
Sempra Energy Stock (SRE)	0.0	$117k	+21%	1.3k	92.71	View chart
Vanguard Mid Cap Etf (VO)	0.0	$117k	+4170%	1.5k	80.57	View chart
Sysco Corp Stock (SYY)	0.0	$116k	NEW	1.4k	83.58	View chart
First Trust Dorsey Wright Focus 5 Etf Etf (FV)	0.0	$109k		1.4k	75.88	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.0	$105k		1.2k	90.10	View chart
First Trust Managed Municipal Etf Etf (FMB)	0.0	$105k	NEW	2.0k	51.37	View chart
Valero Energy Corp Stock (VLO)	0.0	$103k	+8%	395.00	260.44	View chart
Kla-tencor Corp Stock (KLAC)	0.0	$101k	+1192%	336.00	301.71	View chart
State Street Spdr S&p 600 Small Cap Value Etf Etf (SLYV)	0.0	$100k	NEW	916.00	109.11	View chart
Garmin Stock (GRMN)	0.0	$100k	+4%	419.00	237.54	View chart
Corning Stock (GLW)	0.0	$96k	+25%	377.00	255.43	View chart
Goldman Sachs Group Stock (GS)	0.0	$96k	+18%	95.00	1011.37	View chart
Arista Networks Stock (ANET)	0.0	$95k	NEW	558.00	169.88	View chart
Tjx Cos Stock (TJX)	0.0	$93k	+9%	615.00	151.50	View chart
Labcorp Holdings Stock (LH)	0.0	$92k	NEW	330.00	280.00	View chart
Disney Walt Stock (DIS)	0.0	$90k	+7%	934.00	96.25	View chart
Unitedhealth Group Stock (UNH)	0.0	$88k	+45%	212.00	415.63	View chart
Goldman Sachs Activebeta International Equity Etf Etf (GSIE)	0.0	$86k	NEW	1.9k	45.70	View chart
State Street Consumer Staples Select Sector Spdr Etf Etf (XLP)	0.0	$84k	+258%	1.0k	83.07	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.0	$84k	+1335%	1.6k	51.78	View chart
Ishares Morningstar U.s. Equity Etf Etf (ILCB)	0.0	$83k		800.00	103.65	View chart
Abbott Laboratories Stock (ABT)	0.0	$81k	+7%	888.00	90.74	View chart
D R Horton Stock (DHI)	0.0	$79k	+7%	485.00	162.88	View chart
Johnson & Johnson Stock (JNJ)	0.0	$79k	+20%	311.00	253.97	View chart
Vanguard Reit Index Etf Etf (VNQ)	0.0	$74k	+13%	769.00	96.43	View chart
Ge Vernova Stock (GEV)	0.0	$73k	+8%	62.00	1174.85	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.0	$73k		307.00	236.62	View chart
Amplify Cybersecurity Etf Etf (HACK)	0.0	$71k	NEW	672.00	104.93	View chart
Automatic Data Processing Stock (ADP)	0.0	$69k	-42%	309.00	223.86	View chart
Amphenol Corp Cl A Stock (APH)	0.0	$69k	+22%	391.00	176.32	View chart
Cisco Sys Stock (CSCO)	0.0	$68k	+38%	582.00	117.46	View chart
Hasbro Stock (HAS)	0.0	$64k	NEW	775.00	82.59	View chart
Regions Financial Corp Stock (RF)	0.0	$62k	+9%	2.1k	30.20	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.0	$62k		1.8k	33.85	View chart
3M Stock (MMM)	0.0	$60k	+12%	369.00	161.72	View chart
Fidelity Total Bond Etf Etf (FBND)	0.0	$57k		1.2k	45.49	View chart
Pinnacle West Cap Corp Stock (PNW)	0.0	$56k	+4%	520.00	107.00	View chart
Eaton Vance Tax Mnged Buy Writ Cef (ETB)	0.0	$55k	NEW	3.6k	15.54	View chart
Eaton Corp Stock (ETN)	0.0	$54k	+22%	126.00	426.12	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$52k	+18%	104.00	501.36	View chart
Ishares Global Reit Etf Etf (REET)	0.0	$51k		1.8k	27.62	View chart
Schwab U.s. Mid-cap Etf Etf (SCHM)	0.0	$49k		1.3k	36.87	View chart
Ishares S&p Smallcap 600 Growth Etf Etf (IJT)	0.0	$49k		273.00	178.60	View chart
Vanguard High Dividend Yield Etf (VYM)	0.0	$48k		303.00	158.03	View chart
Vanguard Small Cap Etf Etf (VB)	0.0	$46k		150.00	303.12	View chart
T-mobile Us Stock (TMUS)	0.0	$46k	+222%	271.00	167.73	View chart
Vanguard Short Term Bond Etf (BSV)	0.0	$45k	-20%	583.00	77.91	View chart
Starbucks Corp Stock (SBUX)	0.0	$44k	+5%	430.00	102.19	View chart
First Trust Health Care Alphadex Fund Etf (FXH)	0.0	$43k		349.00	122.40	View chart
Vanguard Information Technology Etf Etf (VGT)	0.0	$42k	+700%	352.00	119.52	View chart
Ishares Msci Emerging Markets Etf Etf (EEM)	0.0	$41k		600.00	68.41	View chart
Invesco Buyback Achievers Etf Etf (PKW)	0.0	$41k		288.00	141.66	View chart
Johnson Ctls Stock (JCI)	0.0	$40k	+21%	275.00	146.11	View chart
Deere & Co Stock (DE)	0.0	$40k	+40%	63.00	634.33	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.0	$40k	NEW	413.00	96.58	View chart
Wisdomtree International Equity Fund Etf (DWM)	0.0	$40k		539.00	73.22	View chart
Rithm Capital Corp Reit (RITM)	0.0	$39k	NEW	4.2k	9.39	View chart
Altria Group Stock (MO)	0.0	$39k	+7%	539.00	71.95	View chart
State Street Spdr Portfolio Corporate Bond Etf Etf (SPBO)	0.0	$39k		1.3k	29.04	View chart
Aptiv Stock (APTV)	0.0	$38k	NEW	618.00	61.38	View chart
Delta Air Lines Stock (DAL)	0.0	$37k	+40%	397.00	93.66	View chart
Union Pac Corp Stock (UNP)	0.0	$37k	+5%	136.00	272.00	View chart
Honeywell Intl Stock (HON)	0.0	$37k	NEW	165.00	223.90	View chart
Synchrony Financial Stock (SYF)	0.0	$37k	+19%	485.00	76.05	View chart
Intl Business Machines Stock (IBM)	0.0	$37k	+32%	131.00	281.21	View chart
Honeywell Aerospace Stock (HONA)	0.0	$37k	NEW	165.00	221.08	View chart
Analog Devices Stock (ADI)	0.0	$35k	+51%	88.00	397.17	View chart
Stryker Corp Stock (SYK)	0.0	$35k	+11%	110.00	314.84	View chart
Illinois Tool Wks Stock (ITW)	0.0	$35k	+24%	128.00	270.47	View chart
Ishares Broad Usd Investment Grade Corporate Bond Etf Etf (USIG)	0.0	$34k		666.00	51.29	View chart
Ishares Core Msci International Developed Markets Etf Etf (IDEV)	0.0	$34k		381.00	89.01	View chart
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)	0.0	$33k		321.00	102.81	View chart
Ameriprise Financial Stock (AMP)	0.0	$33k	+26%	71.00	458.76	View chart
Realty Income Corp Reit (O)	0.0	$33k		525.00	61.96	View chart
Trane Technologies Stock (TT)	0.0	$32k	+29%	66.00	491.17	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$32k	NEW	42.00	763.14	View chart
Lam Research Corp Stock (LRCX)	0.0	$32k	NEW	73.00	433.33	View chart
Ishares Dj Select Dividend Etf (DVY)	0.0	$31k		200.00	156.30	View chart
Conocophillips Stock (COP)	0.0	$31k	+50%	300.00	103.96	View chart
Principal Financial Group Stock (PFG)	0.0	$31k	+20%	283.00	107.78	View chart
Allstate Corp Stock (ALL)	0.0	$30k	+37%	124.00	237.94	View chart
Eaton Vance Risk-managed Diver Cef (ETJ)	0.0	$29k		3.6k	8.27	View chart
Fidelity Enhanced Mid Cap Core Etf Etf (FMDE)	0.0	$29k		711.00	40.58	View chart
Morgan Stanley Stock (MS)	0.0	$28k	+88%	136.00	209.04	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.0	$28k		343.00	82.34	View chart
Vanguard Energy Etf (VDE)	0.0	$28k		186.00	150.13	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	0.0	$28k	+100%	490.00	56.16	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.0	$28k		200.00	137.53	View chart
Pepsico Stock (PEP)	0.0	$28k	+2%	203.00	135.40	View chart
Avantis Real Estate Etf Etf (AVRE)	0.0	$27k		565.00	47.38	View chart
Brookfield Infrastructure Part Lp Int Unit Stock (BIP)	0.0	$26k	NEW	712.00	36.49	View chart
Csx Corp Stock (CSX)	0.0	$26k	+60%	544.00	47.53	View chart
Schwab International Equity Etf Etf (SCHF)	0.0	$26k	+39%	932.00	27.70	View chart
Akre Focus Etf Etf (AKRE)	0.0	$25k		476.00	53.19	View chart
Bank Of Amer Corp Stock (BAC)	0.0	$25k	NEW	443.00	56.98	View chart
Ishares Esg Aware Msci Usa Etf Etf (ESGU)	0.0	$25k		154.00	163.67	View chart
Western Digital Corp Stock (WDC)	0.0	$25k	NEW	39.00	638.72	View chart
Dimensional U.s. Targeted Value Etf Etf (DFAT)	0.0	$25k		356.00	69.90	View chart
Zimmer Hldgs Stock (ZBH)	0.0	$25k	+13%	286.00	86.09	View chart
Ford Motor Company Stock (F)	0.0	$24k	+903%	1.8k	13.90	View chart
Phillips 66 Stock (PSX)	0.0	$24k	+43%	143.00	169.05	View chart
Ishares S&p Mid-cap 400 Growth Etf Etf (IJK)	0.0	$24k		204.00	117.50	View chart
Linde Stock (LIN)	0.0	$23k	NEW	45.00	518.93	View chart
State Street Spdr Msci Usa Gender Diversity Etf Etf (SHE)	0.0	$23k	NEW	150.00	154.44	View chart
Spdr Dow Jones Industrial Etf Etf (DIA)	0.0	$22k		42.00	522.38	View chart
Seagate Technology Stock (STX)	0.0	$21k	+266%	22.00	965.00	View chart
S&p Global Stock (SPGI)	0.0	$21k	+20%	52.00	407.27	View chart
Voya Financial Stock (VOYA)	0.0	$21k	+21%	230.00	90.53	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$20k	+66%	40.00	496.73	View chart
Cummins Stock (CMI)	0.0	$19k	+170%	27.00	713.22	View chart
Taiwan Semiconductor Manufacturing Adr (TSM)	0.0	$19k	NEW	40.00	477.57	View chart
At&t Stock (T)	0.0	$19k	+95%	908.00	20.70	View chart
Comfort Sys Usa Stock (FIX)	0.0	$18k	NEW	9.00	1982.00	View chart
Progressive Corp Stock (PGR)	0.0	$18k	+153%	81.00	218.44	View chart
Vanguard California Tax-exempt Bond Etf Etf (VTEC)	0.0	$17k		173.00	100.60	View chart
Constellation Energy Corp Stock (CEG)	0.0	$17k	+11%	70.00	248.37	View chart
Doubleline Shiller Cape U.s. Equities Etf Etf (CAPE)	0.0	$17k		519.00	32.44	View chart
Bank Of Ny Mellon Corp Stock (BNY)	0.0	$17k	+216%	114.00	144.61	View chart
Nextera Energy Stock (NEE)	0.0	$16k	+25%	181.00	87.77	View chart
Illumina Stock (ILMN)	0.0	$16k	+17%	88.00	175.83	View chart
Raymond James Finl Stock (RJF)	0.0	$15k	+36%	101.00	152.03	View chart
United Rentals Stock (URI)	0.0	$15k	NEW	13.00	1132.92	View chart
Target Corp Stock (TGT)	0.0	$15k	+80%	112.00	130.61	View chart
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI)	0.0	$15k	-25%	641.00	22.64	View chart
Ishares Inc Msci Germany Index Etf (EWG)	0.0	$15k		350.00	41.37	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$14k		238.00	59.69	View chart
Ishares U.s. Financials Etf Etf (IYF)	0.0	$14k		109.00	127.51	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 2026 Q2 filed July 24, 2026
Creative Capital Management Investments 2026 Q1 filed April 21, 2026
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

View all past filings

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