Creative Capital Management Investments LLC

Est. AUM

$348.1M

13F long equity, this entity only

Positions

322

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF	ETF	$73.1M	2150975	20.99%	SOLE
2	DIMENSIONAL U.S. CORE EQUITY 2 ETF	ETF	$63.1M	1623989	18.13%	SOLE
3	DIMENSIONAL CORE FIXED INCOME ETF	ETF	$58.0M	1374891	16.68%	SOLE
4	AVANTIS U.S. SMALL CAP VALUE ETF	ETF	$33.1M	299879	9.52%	SOLE
5	DIMENSIONAL GLOBAL REAL ESTATE ETF	ETF	$23.9M	898626	6.86%	SOLE
6	PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	ETF	$23.2M	886614	6.67%	SOLE
7	DIMENSIONAL EMERGING CORE EQUITY MARKET ETF	ETF	$20.1M	592892	5.77%	SOLE
8	POWERSHARES FTSE RAFI US 1000	ETF	$6.4M	134380	1.83%	SOLE
9	APPLE INC	Stock	$5.8M	22760	1.66%	SOLE
10	NVIDIA CORP	Stock	$2.8M	15829	0.79%	SOLE
11	DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF	ETF	$2.0M	46433	0.57%	SOLE
12	AMAZON.COM INC	Stock	$1.9M	8890	0.53%	SOLE
13	DIMENSIONAL US SUSTAINABILITY CORE 1 ETF	ETF	$1.7M	42571	0.50%	SOLE
14	VANGUARD TOTAL STOCK MARKET ETF	ETF	$1.6M	4830	0.45%	SOLE
15	MICROSOFT	Stock	$1.5M	4178	0.44%	SOLE
16	ISHARES CALIFORNIA MUNI BOND ETF	ETF	$1.5M	25547	0.42%	SOLE
17	BERKSHIRE HATHAWAY INC DEL CL A	Stock	$1.4M	2	0.41%	SOLE
18	DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF	ETF	$1.4M	26629	0.40%	SOLE
19	RTX CORPORATION COM	Stock	$1.2M	6240	0.35%	SOLE
20	PIMCO ENHANCED SHORT MATURITY ETF	ETF	$1.2M	11935	0.34%	SOLE
21	AVANTIS EMERGING MARKETS EQUITY ETF	ETF	$948K	11763	0.27%	SOLE
22	BERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	$700K	1461	0.20%	SOLE
23	GOOGLE INC	Stock	$672K	2336	0.19%	SOLE
24	DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF	ETF	$642K	15143	0.18%	SOLE
25	EXXON MOBIL CORP COM	Stock	$631K	3719	0.18%	SOLE
26	QUALCOMM INC	Stock	$627K	4871	0.18%	SOLE
27	AVANTIS ALL EQUITY MARKETS ETF	ETF	$601K	6825	0.17%	SOLE
28	COSTCO WHOLESALE CORP	Stock	$570K	572	0.16%	SOLE
29	GILEAD SCIENCES INC	Stock	$546K	3916	0.16%	SOLE
30	SPDR S&P 500 ETF	ETF	$544K	837	0.16%	SOLE
31	TESLA INC COM	Stock	$460K	1238	0.13%	SOLE
32	ISHARES RUSSELL 1000 GROWTH ETF	ETF	$460K	1078	0.13%	SOLE
33	L3HARRIS TECHNOLOGIES INC COM	Stock	$418K	1210	0.12%	SOLE
34	HOME DEPOT	Stock	$380K	1154	0.11%	SOLE
35	ISHARES AGGREGATE BOND ETF	ETF	$369K	3716	0.11%	SOLE
36	DIMENSIONAL NATIONAL MUNICIPAL BOND ETF	ETF	$345K	7207	0.10%	SOLE
37	WALMART INC COM	Stock	$333K	2677	0.10%	SOLE
38	SCHWAB U.S. BROAD MARKET ETF	ETF	$328K	13053	0.09%	SOLE
39	ABBVIE INC COM	Stock	$318K	1461	0.09%	SOLE
40	ISHARES CORE S&P MID-CAP ETF	ETF	$315K	4663	0.09%	SOLE
41	ISHARES MSCI EAFE ETF	ETF	$301K	3095	0.09%	SOLE
42	CHEVRON CORPORATION COM	Stock	$272K	1314	0.08%	SOLE
43	VANGUARD TAX-EXEMPT BOND ETF	ETF	$256K	5133	0.07%	SOLE
44	POWERSHARES QQQ TR	ETF	$247K	428	0.07%	SOLE
45	AVANTIS U.S. EQUITY ETF	ETF	$243K	2185	0.07%	SOLE
46	AVANTIS U.S. LARGE CAP VALUE ETF	ETF	$232K	2875	0.07%	SOLE
47	ISHARES RUSSELL MIDCAP ETF	ETF	$230K	2368	0.07%	SOLE
48	AMEREN CORP	Stock	$223K	2033	0.06%	SOLE
49	AMGEN INC	Stock	$221K	629	0.06%	SOLE
50	ISHARES ESG MSCI KLD 400 ETF	ETF	$220K	1819	0.06%	SOLE

1–50 of 322

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.