Creative Capital Management Investments LLC

All 13F Filings

Location
San Diego, CA
Most recent 13F
Q2 2026
Holdings value ($000)
433,460
Description
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Website
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Founded
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Chairman
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CEO
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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
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
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 46.02 K 10.6% 18.77 K 0 18.77 K
ETFs 387.4 K 89.4% 66.22 K 0 66.22 K
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Fund Snapshot

Q2 2026
Latest filed
7/24/2026
Total value ($000)
433,460
Holdings
1438
QoQ value change ($000)
84,983 (24.4%)
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.