Creative Capital Management Investments LLC Purchases in Q4 2025

Creative Capital Management Investments LLC

  • $280 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
118K
+ 10.57%
$42.71 - $43.27 $5.06M - $5.13M
1.24M $52.9M
DFAX
Dimensional ETF Tr
34.1K
+ 1.62%
$30.71 - $32.34 $1.05M - $1.1M
2.14M $68.5M
DFAE
Dimensional ETF Tr

ETFs
16.2K
+ 2.77%
$30.74 - $33.05 $499K - $536K
603K $19.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
19.3K
+ 1.23%
$37.61 - $39.41 $727K - $761K
1.58M $61.2M
AVUV
American Centy ETF Tr Avantis

ETFs
9.08K
+ 3.11%
$95.19 - $100.66 $865K - $914K
301K $29.3M
XLK
Technology Sector Spdr

ETFs
759
+ 97.06%
$278.39 - $304.13 $211K - $231K
1.54K $444K
GOOGL
Alphabet Inc.

Communication Services
77
+ 3.13%
$236.57 - $291.31 $18.2K - $22.4K
2.54K $701K
GOOG
Alphabet Inc.

Communication Services
187
+ 1438.46%
$237.49 - $291.74 $44.4K - $54.6K
200 $57K
GILD
Gilead Sciences, Inc.

Healthcare
12
+ 0.31%
$110.56 - $125.2 $1.33K - $1.5K
3.92K $485K
CMF
Ishares California Muni Bond E

ETFs
607
+ 2.5%
$56.96 - $57.62 $34.6K - $35K
24.9K $1.43M
BMY
Bristol Myers Squibb CO

Healthcare
514
+ 19.86%
$42.6 - $49.08 $21.9K - $25.2K
3.1K $145K
MO
Altria Group, Inc.

Consumer Defensive
500
New
$56.38 - $66.65 $28.2K - $33.3K
500 $29K
DVY
Ishares Tr

ETFs
200
+ 79.37%
$138.1 - $143.11 $27.6K - $28.6K
452 $63K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
45
+ 900.0%
$600.51 - $631.95 $27K - $28.4K
50 $30K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
519
+ 9.05%
$47.98 - $48.33 $24.9K - $25.1K
6.25K $301K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
479
New
$50.57 - $50.77 $24.2K - $24.3K
479 $24K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
20
+ 1.01%
$475.68 - $513.11 $9.51K - $10.3K
2K $1.02M
QQQ
Invesco Qqq Trust, Series 1

ETFs
32
+ 8.08%
$589.5 - $635.77 $18.9K - $20.3K
428 $258K
XOM
Exxon Mobil Corp

Energy
18
+ 0.49%
$110.64 - $119.78 $1.99K - $2.16K
3.72K $437K
PFG
Principal Financial Group Inc

Financial Services
234
New
$78.39 - $85.26 $18.3K - $20K
234 $19K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
346
+ 7.23%
$49.98 - $50.59 $17.3K - $17.5K
5.13K $258K
HGER
Harbor ETF Tr All Weather Infl
677
New
$25.61 - $27.12 $17.3K - $18.4K
677 $18K
ILMN
Illumina, Inc.

Healthcare
120
+ 160.0%
$91.0 - $123.54 $10.9K - $14.8K
195 $23K
AMD
Advanced Micro Devices Inc

Technology
5
+ 2.79%
$164.01 - $264.33 $820 - $1.32K
184 $44K
CAPE
Barclays Bank PLC

ETFs
519
New
$31.18 - $32.51 $16.2K - $16.9K
519 $16K
LLY
Eli Lilly & CO

Healthcare
1
+ 1.92%
$799.57 - $1025.28 $800 - $1.03K
53 $54K
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
625
+ 3906.25%
$22.89 - $23.27 $14.3K - $14.5K
641 $14K
UTHR
United Therapeutics Corp

Healthcare
31
New
$415.34 - $466.4 $12.9K - $14.5K
31 $14K
CVX
Chevron Corp

Energy
87
+ 13.85%
$148.9 - $157.72 $13K - $13.7K
715 $110K
IWV
Ishares Russell 3000 ETF

ETFs
31
New
$371.33 - $389.89 $11.5K - $12.1K
31 $11K
INTU
Intuit Inc

Technology
16
New
$641.79 - $683.39 $10.3K - $10.9K
16 $10K
HLI
Houlihan Lokey, Inc.

Financial Services
57
New
$178.07 - $202.25 $10.1K - $11.5K
57 $10K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
461
New
$23.04 - $23.36 $10.6K - $10.8K
461 $10K
MKL
Markel Corp

Financial Services
5
New
$1826.32 - $2091.91 $9.13K - $10.5K
5 $10K
VO
Vanguard Mid Cap ETF

ETFs
34
New
$286.27 - $296.23 $9.73K - $10.1K
34 $9K
VZ
Verizon Communications Inc

Communication Services
233
New
$38.4 - $43.83 $8.95K - $10.2K
233 $9K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
130
+ 12.5%
$72.21 - $75.0 $9.39K - $9.75K
1.17K $85K
FNDE
Schwab Fundamental Emerging Mk

ETFs
232
New
$34.78 - $37.69 $8.07K - $8.74K
232 $8K
XLB
Select Sector Spdr Fd Material

ETFs
94
+ 100.0%
$84.72 - $89.9 $7.96K - $8.45K
188 $16K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
103
New
N/A
103 $8K
PXF
Invesco Iftse Rafi Dev Mkts Ex

ETFs
116
New
$60.25 - $64.15 $6.99K - $7.44K
116 $7K
XLE
Energy Sector Spdr

ETFs
74
+ 100.0%
$85.22 - $92.02 $6.31K - $6.81K
148 $13K
VRSK
Verisk Analytics, Inc.

Industrials
34
New
$208.0 - $249.55 $7.07K - $8.48K
34 $7K
AVGO
Broadcom Inc.

Technology
2
+ 0.38%
$324.63 - $385.98 $649 - $772
528 $180K
GE
General Electric CO

Industrials
17
+ 3.77%
$291.49 - $314.28 $4.96K - $5.34K
468 $140K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
113
New
$45.45 - $48.31 $5.14K - $5.46K
113 $5K
XLG
Invesco Exchange Traded Fd Tr

ETFs
93
New
$56.5 - $60.52 $5.25K - $5.63K
93 $5K
SCHA
Schwab Strategic Tr Us Small C

ETFs
214
New
$27.17 - $28.65 $5.81K - $6.13K
214 $5K
AXP
American Express CO

Financial Services
2
+ 0.4%
$316.26 - $372.77 $633 - $746
502 $171K
Activity Summary
Buys All Purchases 109 New Holdings 55 Increased Positions 54 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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