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 $433.5M across 1,436 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAX ($89.7M, 20.69%), DFAC ($78.1M, 18.01%), DFCF ($63.1M, 14.56%), AVUV ($37.8M, 8.71%), DFGR ($30.3M, 7.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $89.7M | 20.69% | 2.4M | Added |
| 2 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $78.1M | 18.01% | 1.8M | Added |
| 3 | DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $63.1M | 14.56% | 1.5M | Added |
| 4 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $37.8M | 8.71% | 302,746 | Added |
| 5 | DFGR | DIMENSIONAL GLOBAL REAL ESTATE ETF | $30.3M | 7.00% | 1.0M | Added |
| 6 | PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | $25.3M | 5.83% | 952,568 | Added |
| 7 | DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | $25.1M | 5.78% | 623,432 | Added |
| 8 | AAPL | APPLE INC | $7.5M | 1.73% | 25,874 | Added |
| 9 | PRF | POWERSHARES FTSE RAFI US 1000 | $7.2M | 1.67% | 134,165 | Trimmed |
| 10 | NVDA | NVIDIA CORP | $3.3M | 0.77% | 16,610 | Added |
| 11 | AMZN | AMAZON.COM INC | $3.0M | 0.69% | 12,606 | Added |
| 12 | IGM | ISHARES EXPANDED TECH SECTOR ETF | $2.3M | 0.53% | 13,917 | Added |
| 13 | DFSI | DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | $2.2M | 0.50% | 48,039 | Added |
| 14 | GOOGL | GOOGLE INC | $2.1M | 0.49% | 5,896 | Added |
| 15 | GSLC | TR ACTIVEBETA US LARGE CAP EQUITY ETF | $2.1M | 0.48% | 14,579 | New |
| 16 | MSFT | MICROSOFT | $2.0M | 0.47% | 5,490 | Added |
| 17 | DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $2.0M | 0.46% | 42,787 | Added |
| 18 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $1.8M | 0.41% | 4,783 | Trimmed |
| 19 | DFSB | DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF | $1.8M | 0.41% | 34,240 | Added |
| 20 | BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $1.5M | 0.35% | 2 | Hold |
| 21 | CMF | ISHARES CALIFORNIA MUNI BOND ETF | $1.5M | 0.34% | 25,547 | Hold |
| 22 | MINT | PIMCO ENHANCED SHORT MATURITY ETF | $1.2M | 0.28% | 11,876 | Trimmed |
| 23 | RTX | RTX CORPORATION COM | $1.2M | 0.27% | 6,271 | Added |
| 24 | AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $1.1M | 0.26% | 11,576 | Trimmed |
| 25 | QCOM | QUALCOMM INC | $865,556 | 0.20% | 4,684 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30