Creative Capital Management Investments LLC
CIK: 0001957363SEC EDGAR →
Portfolio Value
$331.4M
Holdings
310
As of
Q4 2025
New Positions
310
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 2,139,482 | $70.0M | 21.13% |
| 2 | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 1,584,561 | $62.7M | 18.93% |
| 3 | DIMENSIONAL CORE FIXED INCOME ETF | 1,238,970 | $52.7M | 15.91% |
| 4 | AVANTIS U.S. SMALL CAP VALUE ETF | 300,713 | $30.7M | 9.25% |
| 5 | DIMENSIONAL GLOBAL REAL ESTATE ETF | 805,595 | $21.3M | 6.42% |
| 6 | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 795,496 | $21.2M | 6.40% |
| 7 | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 602,736 | $19.6M | 5.92% |
| 8 | APPLE INC | 23,792 | $6.5M | 1.95% |
| 9 | POWERSHARES FTSE RAFI US 1000 | 135,677 | $6.4M | 1.92% |
| 10 | NVIDIA CORP | 15,956 | $3.0M | 0.90% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (310)
$70.0M · 2.1M shares
$62.7M · 1.6M shares
$52.7M · 1.2M shares
$30.7M · 301K shares
$21.3M · 806K shares
$21.2M · 795K shares
$19.6M · 603K shares
$6.5M · 24K shares
$6.4M · 136K shares
$3.0M · 16K shares
$2.1M · 9K shares
$1.9M · 4K shares
$1.6M · 5K shares
$1.5M · 2 shares
$1.4M · 25K shares
$1.4M · 26K shares
$1.2M · 29K shares
$1.2M · 12K shares
$1.1M · 6K shares
$1.0M · 2K shares
$869K · 11K shares
$850K · 5K shares
$794K · 3K shares
$732K · 17K shares
$649K · 1K shares
$570K · 837 shares
$555K · 6K shares
$501K · 581 shares
$480K · 4K shares
$447K · 4K shares
$441K · 780 shares
$407K · 1K shares
$387K · 818 shares
$371K · 4K shares
$355K · 1K shares
$342K · 13K shares
$335K · 8K shares
$333K · 1K shares
$307K · 5K shares
$301K · 6K shares
$297K · 3K shares
$295K · 3K shares
$262K · 428 shares
$258K · 5K shares
$244K · 2K shares
$234K · 2K shares
$227K · 2K shares
$225K · 699 shares
$221K · 2K shares
$217K · 4K shares
$217K · 3K shares
$205K · 629 shares
$203K · 2K shares
$202K · 2K shares
$202K · 4K shares
$198K · 806 shares
$188K · 2K shares
$185K · 502 shares
$182K · 528 shares
$179K · 482 shares
$167K · 3K shares
$165K · 646 shares
$161K · 2K shares
$161K · 671 shares
$159K · 2K shares
$157K · 806 shares
$155K · 236 shares
$155K · 1K shares
$153K · 2K shares
$144K · 468 shares
$137K · 535 shares
$137K · 281 shares
$136K · 1K shares
$135K · 2K shares
$130K · 228 shares
$124K · 652 shares
$122K · 640 shares
$121K · 850 shares
$118K · 825 shares
$117K · 1K shares
$117K · 6K shares
$113K · 324 shares
$111K · 390 shares
$108K · 715 shares
$108K · 2K shares
$107K · 272 shares
$104K · 1K shares
$103K · 824 shares
$97K · 2K shares
$96K · 627 shares
$90K · 1K shares
$88K · 129 shares
$87K · 1K shares
$81K · 928 shares
$81K · 400 shares
$75K · 3K shares
$75K · 800 shares
$70K · 80 shares
$67K · 307 shares
$64K · 450 shares
$63K · 452 shares
$63K · 78 shares
$62K · 3K shares
$62K · 200 shares
$59K · 676 shares
$59K · 2K shares
$59K · 413 shares
$59K · 364 shares
$58K · 301 shares
$58K · 737 shares
$57K · 1K shares
$56K · 53 shares
$53K · 377 shares
$53K · 258 shares
$52K · 328 shares
$51K · 2K shares
$50K · 88 shares
$48K · 146 shares
$46K · 82 shares
$45K · 2K shares
$44K · 500 shares
$43K · 320 shares
$42K · 200 shares
$41K · 5K shares
$41K · 205 shares
$40K · 1K shares
$39K · 349 shares
$39K · 184 shares
$38K · 328 shares
$38K · 150 shares
$38K · 288 shares
$37K · 539 shares
$34K · 99 shares
$33K · 407 shares
$33K · 340 shares
$33K · 44 shares
$33K · 105 shares
$32K · 252 shares
$32K · 600 shares
$32K · 141 shares
$31K · 50 shares
$31K · 26 shares
$31K · 476 shares
$30K · 321 shares
$29K · 56 shares
$29K · 525 shares
$29K · 99 shares
$28K · 769 shares
$28K · 199 shares
$28K · 251 shares
$28K · 500 shares
$27K · 226 shares
$27K · 56 shares
$27K · 102 shares
$26K · 345 shares
$26K · 300 shares
$25K · 195 shares
$25K · 711 shares
$25K · 103 shares
$25K · 245 shares
$24K · 479 shares
$24K · 565 shares
$24K · 200 shares
$24K · 196 shares
$23K · 343 shares
$22K · 63 shares
$22K · 154 shares
$22K · 253 shares
$21K · 356 shares
$21K · 283 shares
$21K · 256 shares
$20K · 234 shares
$20K · 375 shares
$20K · 45 shares
$20K · 220 shares
$19K · 51 shares
$19K · 210 shares
$19K · 204 shares
$19K · 18 shares
$18K · 90 shares
$18K · 200 shares
$17K · 325 shares
$16K · 677 shares
$16K · 519 shares
$15K · 31 shares
$15K · 58 shares
$15K · 159 shares
$14K · 641 shares
$14K · 109 shares
$14K · 350 shares
$14K · 48 shares
$14K · 190 shares
$13K · 575 shares
$13K · 200 shares
$12K · 340 shares
$12K · 72 shares
$12K · 82 shares
$12K · 487 shares
$12K · 100 shares
$12K · 418 shares
$11K · 68 shares
$11K · 465 shares
$11K · 144 shares
$11K · 74 shares
$11K · 31 shares
$11K · 257 shares
$11K · 249 shares
$10K · 103 shares
$10K · 22 shares
$10K · 148 shares
$10K · 24 shares
$10K · 5 shares
$10K · 16 shares
$10K · 253 shares
$10K · 16 shares
$10K · 461 shares
$10K · 50 shares
$9K · 34 shares
$9K · 233 shares
$9K · 529 shares
$9K · 57 shares
$8K · 59 shares
$8K · 39 shares
$8K · 232 shares
$8K · 188 shares
$8K · 133 shares
$7K · 32 shares
$7K · 116 shares
$7K · 70 shares
$7K · 41 shares
$7K · 34 shares
$6K · 214 shares
$6K · 13 shares
$6K · 93 shares
$6K · 773 shares
$6K · 148 shares
$5K · 201 shares
$5K · 24 shares
$5K · 10 shares
$5K · 93 shares
$5K · 140 shares
$5K · 146 shares
$5K · 113 shares
$5K · 16 shares
$5K · 20 shares
$4K · 25 shares
$4K · 189 shares
$4K · 118 shares
$4K · 23 shares
$4K · 36 shares
$3K · 27 shares
$3K · 73 shares
$3K · 40 shares
$3K · 15 shares
$3K · 73 shares
$3K · 143 shares
$3K · 166 shares
$3K · 210 shares
$2K · 6 shares
$2K · 24 shares
$2K · 1K shares
$2K · 125 shares
$2K · 22 shares
$2K · 18 shares
$1K · 18 shares
$1K · 45 shares
$1K · 4 shares
$1K · 31 shares
$1K · 20 shares
$1K · 39 shares
$1K · 12 shares
$1K · 20 shares
$1K · 10 shares
$1K · 35 shares
$1K · 5 shares
$1K · 8 shares
$1K · 20 shares
$1K · 15 shares
$1K · 10 shares
$1K · 75 shares
$1K · 7 shares
$1K · 90 shares
$1K · 6 shares
$1K · 47 shares
$1K · 30 shares
$1K · 5 shares
$1K · 4 shares
$1K · 23 shares
$1K · 16 shares
$0 · 19 shares
$0 · 8 shares
$0 · 4 shares
$0 · 16 shares
$0 · 9 shares
$0 · 5 shares
$0 · 92 shares
$0 · 6 shares
$0 · 8 shares
$0 · 37 shares
$0 · 4 shares
$0 · 9 shares
$0 · 49 shares
$0 · 4 shares
$0 · 25 shares
$0 · 4 shares
$0 · 9 shares
$0 · 20 shares
$0 · 8 shares
$0 · 4 shares
$0 · 22 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 163 | $303.2M | 91.5% |
| Technology | 26 | $13.0M | 3.9% |
| Consumer Cyclical | 8 | $3.5M | 1.1% |
| Unknown | 22 | $3.2M | 1.0% |
| Industrials | 26 | $2.4M | 0.7% |
| Healthcare | 24 | $2.3M | 0.7% |
| Communication Services | 9 | $1.4M | 0.4% |
| Consumer Defensive | 6 | $977K | 0.3% |
| Energy | 8 | $666K | 0.2% |
| Utilities | 10 | $650K | 0.2% |
| Real Estate | 6 | $47K | 0.0% |
| Basic Materials | 2 | $8K | 0.0% |