Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Creative Capital Management Investments LLC (CIK 1957363) reported $348.5M across 320 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAX ($73.1M, 20.97%), DFAC ($63.1M, 18.11%), DFCF ($58.0M, 16.66%), AVUV ($33.1M, 9.51%), DFGR ($23.9M, 6.85%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $73.1M | 20.97% | 2.2M | Added |
| 2 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $63.1M | 18.11% | 1.6M | Added |
| 3 | DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $58.0M | 16.66% | 1.4M | Added |
| 4 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $33.1M | 9.51% | 299,879 | Trimmed |
| 5 | DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $23.9M | 6.85% | 898,626 | Added |
| 6 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $23.2M | 6.67% | 886,614 | Added |
| 7 | DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $20.1M | 5.76% | 592,892 | Trimmed |
| 8 | PRF | POWERSHARES FTSE RAFI US 1000 | $6.4M | 1.83% | 134,380 | Trimmed |
| 9 | AAPL | APPLE INC | $5.8M | 1.66% | 22,760 | Trimmed |
| 10 | NVDA | NVIDIA CORP | $2.8M | 0.79% | 15,829 | Trimmed |
| 11 | DFSI | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | $2.0M | 0.56% | 46,433 | Added |
| 12 | AMZN | AMAZON.COM INC | $1.9M | 0.53% | 8,890 | Trimmed |
| 13 | DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $1.7M | 0.50% | 42,571 | Added |
| 14 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $1.5M | 0.44% | 4,830 | Trimmed |
| 15 | MSFT | MICROSOFT | $1.5M | 0.44% | 4,178 | Added |
| 16 | CMF | ISHARES CALIFORNIA MUNI BOND ETF | $1.5M | 0.42% | 25,547 | Added |
| 17 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $1.4M | 0.41% | 2 | Hold |
| 18 | DFSB | DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF | $1.4M | 0.40% | 26,629 | Added |
| 19 | RTX | RTX CORPORATION COM | $1.2M | 0.35% | 6,240 | Hold |
| 20 | MINT | PIMCO ENHANCED SHORT MATURITY ETF | $1.2M | 0.34% | 11,935 | Hold |
| 21 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $947,863 | 0.27% | 11,763 | Added |
| 22 | BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $700,111 | 0.20% | 1,461 | Trimmed |
| 23 | GOOGL | GOOGLE INC | $671,740 | 0.19% | 2,336 | Trimmed |
| 24 | QCOM | QUALCOMM INC | $627,287 | 0.18% | 4,871 | Trimmed |
| 25 | XOM | EXXON MOBIL CORP COM | $630,966 | 0.18% | 3,719 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31