Creative Capital Management Investments LLC 13F Holdings
CIK 0001957363 · SAN DIEGO, CA
As of Sep 30, 2025, Creative Capital Management Investments LLC reported 264 positions worth $312.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 2,105,402 | $66.1M | 21.13% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 1,565,240 | $60.4M | 19.31% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 1,120,518 | $47.9M | 15.32% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 291,631 | $29.0M | 9.28% |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | DFGR | — | 731,929 | $20.0M | 6.39% |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | PYLD | — | 717,961 |