Institutional Manager · CIK 0001957363
Creative Capital Management Investments LLC
SAN DIEGO, CA · File #028-22724
Latest AUM
$331.4M
Positions
310
Top-10 Concentration
91.6%
Filings
15
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025310 pos · $331.4M
- 13F HOLDINGS REPORTQ/E Sep 2025264 pos · $312.9M
- 13F HOLDINGS REPORTQ/E Jun 2025310 pos · $279.8M
- 13F HOLDINGS REPORTQ/E Mar 2025240 pos · $259.0M
- 13F HOLDINGS REPORTQ/E Dec 2024269 pos · $239.2M
- 13F HOLDINGS REPORTQ/E Sep 2024240 pos · $239.2M
- 13F HOLDINGS REPORTQ/E Jun 2024259 pos · $205.8M
- 13F HOLDINGS REPORTQ/E Mar 2024214 pos · $193.5M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2024241 pos · $136.8M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2024216 pos · $138.8M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 2024242 pos · $145.9M
- 13F HOLDINGS REPORTQ/E Dec 2023242 pos · $145.9M
- 13F HOLDINGS REPORTQ/E Sep 2023216 pos · $138.8M
- 13F HOLDINGS REPORTQ/E Jun 2023241 pos · $136.8M
- 13F HOLDINGS REPORTQ/E Mar 2023234 pos · $114,559
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 25434V880 | 2,139,482 | $70.0M | 21.81% |
| 2 | DIMENSIONAL U.S. CORE EQUITY 2 ETF | 25434V708 | 1,584,561 | $62.7M | 19.54% |
| 3 | DIMENSIONAL CORE FIXED INCOME ETF | 25434V872 | 1,238,970 | $52.7M | 16.42% |
| 4 | AVANTIS U.S. SMALL CAP VALUE ETF | 025072877 | 300,713 | $30.7M | 9.55% |
| 5 | DIMENSIONAL GLOBAL REAL ESTATE ETF | 25434V658 | 805,595 | $21.3M | 6.63% |
| 6 | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | 795,496 | $21.2M | 6.61% |
| 7 | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 25434V302 | 602,736 | $19.6M | 6.11% |
| 8 | APPLE INC | AAPL | 23,792 | $6.5M | 2.01% |
| 9 | POWERSHARES FTSE RAFI US 1000 | IVZ | 135,677 | $6.4M | 1.98% |
| 10 | NVIDIA CORP | NVDA | 15,956 | $3.0M | 0.93% |
| 11 | AMAZON.COM INC | AMZN | 9,077 | $2.1M | 0.65% |
| 12 | MICROSOFT | MSFT | 3,839 | $1.9M | 0.58% |
| 13 | VANGUARD TOTAL STOCK MARKET ETF | 922908769 | 4,839 | $1.6M | 0.51% |
| 14 | BERKSHIRE HATHAWAY INC DEL CL A | BRK-A | 2 | $1.5M | 0.47% |
| 15 | ISHARES CALIFORNIA MUNI BOND ETF | 464288356 | 24,873 | $1.4M | 0.45% |
| 16 | DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF | 25434V674 | 26,092 | $1.4M | 0.42% |
| 17 | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | 25434V690 | 28,780 | $1.2M | 0.38% |
| 18 | PIMCO ENHANCED SHORT MATURITY ETF | 72201R833 | 11,935 | $1.2M | 0.37% |
| 19 | RTX CORPORATION COM | RTX | 6,240 | $1.1M | 0.36% |
| 20 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | 2,003 | $1.0M | 0.31% |