Creative Capital Management Investments LLC

All 13F Filings

Location
San Diego, CA
Most recent 13F
Q3 2026
Holdings value ($000)
443,529
Description
—
Website
—
Founded
—
Chairman
—
CEO
—
All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q3 2026 10/27/2026 1,444 443,529 13F-HR Creative Capital Management Investments LLC
Q2 2026 7/24/2026 1,438 433,460 13F-HR Creative Capital Management Investments LLC
Q1 2026 4/21/2026 324 348,477 13F-HR Creative Capital Management Investments LLC
Q4 2025 1/23/2026 310 331,418 13F-HR Creative Capital Management Investments LLC
Q3 2025 10/23/2025 264 312,891 13F-HR Creative Capital Management Investments LLC
Q2 2025 7/21/2025 310 279,753 13F-HR Creative Capital Management Investments LLC
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 122 (0.0% of total reported value) · QoQ Δ: +122
Type Value ($000) Share % Inflow Outflow Net
Stocks 48.92 K 11.0% 2.898 K 0 2.898 K
ETFs 394.5 K 89.0% 7.031 K 0 7.031 K
Swipe for more columns

Fund Snapshot

Q3 2026
Latest filed
10/27/2026
Total value ($000)
443,529
Holdings
1444
QoQ value change ($000)
10,069 (2.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.