Creative Capital Management Investments LLC
All 13F Filings
- Location
- San Diego, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 348,477
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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 | 27.25 K | 7.8% | 0 | 1.669 K | -1.669 K |
| ETFs | 321.2 K | 92.2% | 18.73 K | 0 | 18.73 K |
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Fund Snapshot
Q1 2026
Latest filed
4/21/2026
Total value ($000)
348,477
Holdings
324
QoQ value change ($000)
17,059
(5.1%)
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.