Cherry Creek Investment Advisors, Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), Cherry Creek Investment Advisors, Inc. reported 117 stock positions worth $233.8 million. Its top holding was Invesco Variable Rate Invest (VRIG) at 7.5% of the portfolio, followed by Nvidia (NVDA, 6.3%) and Amazon.com (AMZN, 5.9%). Compared with Q3 2025, it opened 10 new positions, sold out of 11, added to 49 and reduced 46. The biggest buy was Mongodb (MDB, shares +5%) and the biggest sale Microsoft (MSFT, shares −0%).

Most Recent 13F
Q2 2026
Location
ENGLEWOOD, CO
CIK
0001877829
Portfolio Value
$233.8M (Q4 2025)
SEC Filing
0001877829-26-000001 ↗ filed Jan 15, 2026

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $184.7M Q1 2024 Q2 2024: $191.6M Q2 2024 Q3 2024: $193.5M Q3 2024 Q4 2024: $203.5M Q4 2024 Q1 2025: $192.2M Q1 2025 Q2 2025: $213.3M Q2 2025 Q3 2025: $231.3M Q3 2025 Q4 2025: $233.8M $233.8M Q4 2025 Q1 2026: $230.1M Q1 2026 Q2 2026: $254.1M Q2 2026

Holdings 117 stocks · $233.8M
VRIG Invesco Variable Rate Invest 7.48% 696,853 $17.5M Add +3.1%
NVDA Nvidia Corp. 6.34% 79,539 $14.8M Reduce -1.8%
AMZN Amazon.com Inc. 5.86% 59,322 $13.7M Reduce -0.6%
MSFT Microsoft Corp. 5.84% 28,251 $13.7M Reduce -0.4%
TDIV FT Nasdaq Tech DVD Index FD 5.70% 137,729 $13.3M Reduce -0.2%
AAPL Apple Inc. 5.42% 46,658 $12.7M Reduce -0.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 4.69% 37,061 $11.0M Add +0.3%
WMT Walmart Inc. 3.31% 69,395 $7.7M Reduce -0.9%
PLTR Palantir Technologies Inc. Class A 3.31% 43,486 $7.7M Reduce -3.7%
FVD First Trust Value Line DVD 3.27% 166,187 $7.7M Add +0.9%
ABBV Abbvie Inc. 2.76% 28,237 $6.5M Reduce -0.1%
V Visa Inc. Class A 2.34% 15,592 $5.5M Reduce -1.4%
MDB Mongodb Inc. 2.06% 11,468 $4.8M Add +4.6%
VRT Vertiv Holdings Co. Class A 1.70% 24,518 $4.0M Reduce -6.7%
P Everpure Inc. Class A filed as PURE STORAGE INC 1.64% 57,282 $3.8M Reduce -2.3%
COST Costco Wholesale Corp. 1.58% 4,295 $3.7M Reduce -1.8%
EQT Eqt Corp. 1.57% 68,620 $3.7M Add +39.5%
T AT&T Inc. 1.56% 146,606 $3.6M Add +1.7%
BAR Graniteshares Gold Trust 1.41% 77,575 $3.3M Reduce -0.5%
KO The Coca-Cola Co. 1.33% 44,479 $3.1M Add +1.9%
VOO Vanguard S&P 500 ETF 1.31% 4,885 $3.1M Reduce -1.3%
DLR Digital Realty Trust Inc. 1.24% 18,694 $2.9M No change
GOOG Alphabet Inc. Class C 1.23% 9,153 $2.9M Add +10.5%
VDE Vanguard Energy ETF 1.22% 22,730 $2.9M Add +0.2%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 1.11% 6,281 $2.6M Reduce -1.9%
UPS United Parcel Service Class B 1.05% 24,828 $2.5M Add +72.5%
SDVY First Trust Smid Cap Rising 1.02% 62,324 $2.4M Reduce -1.0%
LVHI Franklin International Low V 0.91% 57,891 $2.1M Add +0.9%
SYM Symbotic Inc. 0.78% 30,622 $1.8M Reduce -7.2%
MMM 3M Co. 0.72% 10,514 $1.7M Reduce -2.0%
QQQ Invesco QQQ Trust Series 1 0.70% 2,669 $1.6M Reduce -4.4%
QXO Qxo Inc. 0.70% 84,636 $1.6M Add +0.6%
SHOP Shopify Inc. Class A 0.64% 9,359 $1.5M Reduce -5.9%
GEHC GE Healthcare Technology 0.61% 17,358 $1.4M Reduce -31.7%
MYFW First Western Financial Inc. 0.60% 51,939 $1.4M No change
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.59% 36,125 $1.4M Reduce -18.4%
PPH Vaneck Pharmaceutical ETF 0.58% 13,129 $1.4M New
BROS Dutch Bros Inc. Class A 0.53% 20,205 $1.2M Add +0.2%
FTCS First Trust Capital Strength 0.51% 12,943 $1.2M Reduce -1.5%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.48% 20,595 $1.1M Reduce -0.5%
GILD Gilead Sciences Inc. 0.46% 8,704 $1.1M Add +3.4%
EMLP First Trust North American E 0.44% 27,418 $1.0M Add +0.7%
META Meta Platforms Inc. Class A 0.43% 1,521 $1.0M Add +0.1%
MPLX MPLX LP 0.36% 15,604 $833K Add +2.0%
RKLB Rocket Lab Corp. 0.34% 11,318 $790K Add +50.9%
CVX Chevron Corp. 0.33% 5,132 $782K Add +13.3%
CSHI Neos Enhanced Income 1-3 Mon 0.33% 15,467 $769K Add +102.8%
BRK.A Berkshire Hathaway Inc. Class A 0.32% 1 $755K No change
SYY Sysco Corp. 0.31% 9,807 $723K Add +0.7%
ETN Eaton Corp. PLC 0.31% 2,266 $722K New
DFAC Dimensional US Core Equity 2 0.31% 18,157 $719K No change
IWB iShares Russell 1000 ETF 0.30% 1,848 $690K Add +0.2%
JPM JPMorgan Chase & Co. 0.29% 2,125 $685K Add +3.1%
ORLY O'reilly Automotive Inc. 0.29% 7,420 $677K No change
CRWD CrowdStrike Holdings Inc. Class A 0.28% 1,399 $656K Reduce -5.2%
ALAB Astera Labs Inc. 0.27% 3,854 $641K Add +5.5%
VRTX Vertex Pharmaceuticals Inc. 0.27% 1,400 $635K Reduce -34.0%
IGLD FT Vest Gold Strategy Target 0.27% 25,177 $630K Add +5.5%
VEA Vanguard Ftse Developed ETF 0.26% 9,685 $605K Reduce -13.5%
BA The Boeing Co. 0.26% 2,773 $602K Reduce -0.4%
PG The Procter & Gamble Co. 0.26% 4,196 $601K Reduce -2.4%
JEPI JPMorgan Equity Premium Inco 0.24% 9,941 $569K Reduce -23.9%
BRK.B Berkshire Hathaway Inc. Class B 0.23% 1,064 $535K Reduce -16.1%
MU Micron Technology Inc. 0.23% 1,872 $534K New
NTNX Nutanix Inc. Class A 0.22% 10,171 $526K No change
BMY Bristol-Myers Squibb Co. 0.22% 9,603 $518K Add +0.8%
PFE Pfizer Inc. 0.22% 20,482 $510K New
NFLX Netflix Inc. 0.22% 5,368 $503K Add +9.3%
EVSD Eaton Vance SHRT Dur Inc. 0.21% 9,619 $495K Add +6.1%
BEN Franklin Templeton Inc. 0.21% 20,475 $489K Add +11.5%
NOBL Proshares S&P 500 Dividend A 0.20% 4,569 $476K Reduce -0.5%
ARM Arm Holdings PLC-ADR 0.20% 4,347 $475K Add +1.8%
CVCO Cavco Industries Inc. 0.20% 794 $469K Reduce -2.0%
VEEV Veeva Systems Inc. Class A 0.18% 1,861 $415K Reduce -1.8%
WFC Wells Fargo & Co. 0.17% 4,288 $400K Add +0.3%
YUM Yum! Brands Inc. 0.17% 2,636 $399K Add +0.2%
PEP Pepsico Inc. 0.17% 2,777 $399K Reduce -17.0%
COP Conocophillips 0.17% 4,213 $394K Add +0.5%
HON Honeywell International Inc. 0.17% 2,012 $393K Add +0.6%
HPE Hewlett Packard Enterprise 0.16% 15,670 $376K Reduce -24.6%
O Realty Income Corp. 0.16% 6,597 $372K Reduce -0.1%
SBRA Sabra Health Care REIT Inc. 0.16% 19,300 $366K Add +0.6%
GDLC Grayscale Coindesk 5 ETF 0.15% 8,637 $357K Reduce -56.2%
GEV GE Vernova Inc. 0.15% 525 $343K Reduce -21.3%
FTSM First Trust Enh Short Mat FD 0.15% 5,682 $341K Add +18.7%
MPC Marathon Petroleum Corp. 0.14% 2,057 $335K Reduce -8.5%
TSLA Tesla Inc. 0.14% 743 $334K No change
PKG Packaging Corp. of America 0.12% 1,415 $292K Add +0.3%
LMT Lockheed Martin Corp. 0.12% 603 $292K Add +0.7%
RXRX Recursion Pharmaceuticals-A 0.12% 66,677 $273K Reduce -0.2%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.12% 1,050 $272K No change
SOLS Solstice Adv Materials Inc. 0.12% 5,583 $271K Add +1016.6%
ROK Rockwell Automation Inc. 0.12% 697 $271K Add +0.3%
PAYX Paychex Inc. 0.12% 2,404 $270K Reduce -1.3%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.11% 1,259 $267K Reduce -0.4%
TOST Toast Inc. Class A 0.11% 7,470 $265K New
JPST JPMorgan Ultra-Short Income 0.11% 5,150 $261K Add +6.5%
BINC iShares Flex I A ETF-Usd Inc. 0.11% 4,825 $255K Add +2.3%
EFX Equifax Inc. 0.11% 1,173 $254K Add +0.3%
DKNG Draftkings Inc. Class A 0.11% 7,317 $252K No change
AMGN Amgen Inc. 0.10% 749 $245K Add +0.4%
CSCO Cisco Systems Inc. 0.10% 3,088 $238K Add +0.2%
SCHW Schwab (charles) Corp. 0.10% 2,343 $234K New
PANW Palo Alto Networks Inc. 0.10% 1,237 $228K Reduce -16.9%
ESGU iShares ESG Aware MSCI USA 0.09% 1,488 $222K Reduce -6.3%
GLD SPDR Gold Shares 0.09% 554 $220K New
LIN Linde PLC 0.09% 498 $212K Add +0.2%
PCT Purecycle Technologies Inc. 0.09% 24,592 $211K Reduce -0.8%
JNJ Johnson & Johnson 0.09% 1,005 $208K New
MCD McDonald's Corp. 0.09% 678 $207K Add +0.6%
AG First Majestic Silver Corp. 0.08% 11,578 $193K No change
HPS John Hancock Prefer Inc. III 0.06% 10,000 $144K New
STXS Stereotaxis Inc. 0.06% 57,567 $132K Add +5.3%
INN Summit Hotel Properties Inc. 0.04% 20,097 $98K No change
PSEC Prospect Capital Corp. 0.03% 31,316 $81K No change
ABSI Absci Corp. 0.03% 18,625 $65K Add +0.1%
IBRX Immunitybio Inc. 0.01% 13,928 $28K New

Portfolio Sells Q3 2025 → Q4 2025
MSFT Microsoft Corp. Reduce -0.4% 5.84% −0.51
P Everpure Inc. Class A Reduce -2.3% 1.64% −0.48
TTD Trade Desk Inc./the Class A Reduce -18.4% 0.59% −0.35
GDLC Grayscale Coindesk 5 ETF Reduce -56.2% 0.15% −0.32
SPOT Spotify Technology SA Sold out 0.00% −0.30
MP MP Materials Corp. Sold out 0.00% −0.27
PLTR Palantir Technologies Inc. Class A Reduce -3.7% 3.31% −0.26
GEHC GE Healthcare Technology Reduce -31.7% 0.61% −0.22
NVDA Nvidia Corp. Reduce -1.8% 6.34% −0.19
TDIV FT Nasdaq Tech DVD Index FD Reduce -0.2% 5.70% −0.18
ORCL Oracle Corp. Sold out 0.00% −0.17
COST Costco Wholesale Corp. Reduce -1.8% 1.58% −0.17
NOC Northrop Grumman Corp. Sold out 0.00% −0.11
ZTS Zoetis Inc. Sold out 0.00% −0.11
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.10
UBER Uber Technologies Inc. Sold out 0.00% −0.10
INOD Innodata Inc. Sold out 0.00% −0.09
VRTX Vertex Pharmaceuticals Inc. Reduce -34.0% 0.27% −0.09
MRK Merck & Co. Inc. Sold out 0.00% −0.09
JEPI JPMorgan Equity Premium Inco Reduce -23.9% 0.24% −0.08
DBRG Digitalbridge Group Inc. Sold out 0.00% −0.07
ABBV Abbvie Inc. Reduce -0.1% 2.76% −0.07
VEEV Veeva Systems Inc. Class A Reduce -1.8% 0.18% −0.07
HPE Hewlett Packard Enterprise Reduce -24.6% 0.16% −0.06
PCT Purecycle Technologies Inc. Reduce -0.8% 0.09% −0.05
GRAB Grab Holdings Ltd. Class A Sold out 0.00% −0.05
BRK.B Berkshire Hathaway Inc. Class B Reduce -16.1% 0.23% −0.05
MPC Marathon Petroleum Corp. Reduce -8.5% 0.14% −0.04
PANW Palo Alto Networks Inc. Reduce -16.9% 0.10% −0.03
PEP Pepsico Inc. Reduce -17.0% 0.17% −0.03
CRWD CrowdStrike Holdings Inc. Class A Reduce -5.2% 0.28% −0.03
VEA Vanguard Ftse Developed ETF Reduce -13.5% 0.26% −0.03
GEV GE Vernova Inc. Reduce -21.3% 0.15% −0.03
PG The Procter & Gamble Co. Reduce -2.4% 0.26% −0.03
RXRX Recursion Pharmaceuticals-A Reduce -0.2% 0.12% −0.02
QQQ Invesco QQQ Trust Series 1 Reduce -4.4% 0.70% −0.02
FTCS First Trust Capital Strength Reduce -1.5% 0.51% −0.02
PAYX Paychex Inc. Reduce -1.3% 0.12% −0.02
VRT Vertiv Holdings Co. Class A Reduce -6.7% 1.70% −0.01
O Realty Income Corp. Reduce -0.1% 0.16% −0.01
SDVY First Trust Smid Cap Rising Reduce -1.0% 1.02% −0.01
ESGU iShares ESG Aware MSCI USA Reduce -6.3% 0.09% −0.01
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -1.9% 1.11% −0.00
CVCO Cavco Industries Inc. Reduce -2.0% 0.20% −0.00
BA The Boeing Co. Reduce -0.4% 0.26% −0.00
NOBL Proshares S&P 500 Dividend A Reduce -0.5% 0.20% −0.00
VOO Vanguard S&P 500 ETF Reduce -1.3% 1.31% −0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -0.4% 0.11% −0.00
MMM 3M Co. Reduce -2.0% 0.72% +0.00
V Visa Inc. Class A Reduce -1.4% 2.34% +0.00

Portfolio Buys Q3 2025 → Q4 2025
MDB Mongodb Inc. Add +4.6% 2.06% +0.59
PPH Vaneck Pharmaceutical ETF New 0.58% +0.58
UPS United Parcel Service Class B Add +72.5% 1.05% +0.53
EQT Eqt Corp. Add +39.5% 1.57% +0.42
GOOG Alphabet Inc. Class C Add +10.5% 1.23% +0.36
ETN Eaton Corp. PLC New 0.31% +0.31
MU Micron Technology Inc. New 0.23% +0.23
PFE Pfizer Inc. New 0.22% +0.22
IBM Intl Business Machines Corp. Add +0.3% 4.69% +0.19
RKLB Rocket Lab Corp. Add +50.9% 0.34% +0.18
CSHI Neos Enhanced Income 1-3 Mon Add +102.8% 0.33% +0.17
VRIG Invesco Variable Rate Invest Add +3.1% 7.48% +0.14
TOST Toast Inc. Class A New 0.11% +0.11
SOLS Solstice Adv Materials Inc. Add +1016.6% 0.12% +0.11
SCHW Schwab (charles) Corp. New 0.10% +0.10
GLD SPDR Gold Shares New 0.09% +0.09
JNJ Johnson & Johnson New 0.09% +0.09
KO The Coca-Cola Co. Add +1.9% 1.33% +0.08
BROS Dutch Bros Inc. Class A Add +0.2% 0.53% +0.07
HPS John Hancock Prefer Inc. III New 0.06% +0.06
GILD Gilead Sciences Inc. Add +3.4% 0.46% +0.05
LVHI Franklin International Low V Add +0.9% 0.91% +0.05
BMY Bristol-Myers Squibb Co. Add +0.8% 0.22% +0.04
CVX Chevron Corp. Add +13.3% 0.33% +0.03
MPLX MPLX LP Add +2.0% 0.36% +0.03
BEN Franklin Templeton Inc. Add +11.5% 0.21% +0.03
IGLD FT Vest Gold Strategy Target Add +5.5% 0.27% +0.02
FTSM First Trust Enh Short Mat FD Add +18.7% 0.15% +0.02
WFC Wells Fargo & Co. Add +0.3% 0.17% +0.02
AMGN Amgen Inc. Add +0.4% 0.10% +0.01
IBRX Immunitybio Inc. New 0.01% +0.01
JPM JPMorgan Chase & Co. Add +3.1% 0.29% +0.01
ROK Rockwell Automation Inc. Add +0.3% 0.12% +0.01
CSCO Cisco Systems Inc. Add +0.2% 0.10% +0.01
EVSD Eaton Vance SHRT Dur Inc. Add +6.1% 0.21% +0.01
JPST JPMorgan Ultra-Short Income Add +6.5% 0.11% +0.01
QXO Qxo Inc. Add +0.6% 0.70% +0.00
IWB iShares Russell 1000 ETF Add +0.2% 0.30% +0.00
ABSI Absci Corp. Add +0.1% 0.03% +0.00
SBRA Sabra Health Care REIT Inc. Add +0.6% 0.16% +0.00
BINC iShares Flex I A ETF-Usd Inc. Add +2.3% 0.11% +0.00
MCD McDonald's Corp. Add +0.6% 0.09% 0.00
YUM Yum! Brands Inc. Add +0.2% 0.17% −0.00
COP Conocophillips Add +0.5% 0.17% −0.00
LMT Lockheed Martin Corp. Add +0.7% 0.12% −0.00
EMLP First Trust North American E Add +0.7% 0.44% −0.01
PKG Packaging Corp. of America Add +0.3% 0.12% −0.01
VDE Vanguard Energy ETF Add +0.2% 1.22% −0.01
LIN Linde PLC Add +0.2% 0.09% −0.01
HON Honeywell International Inc. Add +0.6% 0.17% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 128$254.1MVRIG, TDIV, NVDA, AMZN, AAPL
Q1 2026 124$230.1MVRIG, NVDA, TDIV, AMZN, AAPL
Q4 2025 117$233.8MVRIG, NVDA, AMZN, MSFT, TDIV
Q3 2025 117$231.3MVRIG, NVDA, MSFT, TDIV, AMZN
Q2 2025 114$213.3MVRIG, MSFT, AMZN, NVDA, TDIV
Q1 2025 111$192.2MVRIG, AMZN, AAPL, TDIV, MSFT
Q4 2024 110$203.5MVRIG, AMZN, AAPL, MSFT, NVDA
Q3 2024 108$193.5MVRIG, MSFT, AAPL, TDIV, AMZN
Q2 2024 106$191.6MVRIG, MSFT, AMZN, NVDA, TDIV
Q1 2024 104$184.7MMSFT, VRIG, AMZN, TDIV, AAPL