13F filer

Creative Capital Management Investments

As of Sep 30, 2026 Filed Oct 28, 2026 CIK 1957363 SEC filings ↗
13F Value
$443.5M
Positions
1,444
Top Position
DFAX21.2%
Top 5
68.8%

Latest filing changes

vs Jun 30, 2026
Holdings1,444
# Trend (4Q)
1 DFAX 21.2% $93.9M +4.1% 2.54M 20.7% ETF
2 DFA INVT DIMENSIONS GROUP INC U.S. CORE EQTY 2 — ETF 18.3% $81.2M NEW 1.83M — ETF
3 DFCF 14.7% $65.1M +8.6% 1.62M 14.6% ETF
4 AVUV 7.9% $35.1M -1.5% 298.2K 8.7% ETF
5 DFGR 6.7% $29.9M +5.5% 1.10M 7.0% ETF
6 PYLD 5.8% $25.9M +6.9% 1.02M 5.8% ETF
7 DFAE 5.6% $24.9M +1.7% 633.9K 5.8% ETF
8 AAPL 2.0% $8.8M +2.6% 26.6K 1.7% Common Stock
9 PRF 1.6% $7.2M -0.8% 133.0K 1.7% ETF
10 NVDA 0.9% $3.9M +3.0% 17.1K 0.8% Common Stock
11 AMZN 0.7% $3.1M -2.7% 12.3K 0.7% Common Stock
12 MSFT 0.7% $2.9M +3.1% 5.7K 0.5% Common Stock
13 IGM 0.5% $2.4M — 13.9K 0.5% ETF
14 DFSI 0.5% $2.2M +3.6% 49.8K 0.5% ETF
15 GSLC 0.5% $2.1M — 14.6K 0.5% ETF
16 GOOGL
Filing details
  • 02079K305 Sep 30, 2026 5,841 reported quantity $2,009,771 reported value
0.5% $2.0M -0.9% 5.8K 0.5% Common Stock
17 DFSU 0.4% $2.0M -2.5% 41.7K 0.5% ETF
18 VTI 0.4% $1.8M — 4.8K 0.4% ETF
19 DFSB 0.4% $1.8M +4.7% 35.8K 0.4% ETF
20 BRK.A 0.3% $1.5M — 2 0.3% Common Stock
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing95
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.