Creative Financial Designs Inc Portfolio Holdings

Creative Financial Designs Inc

  • $1.38 Billion
  • Q3 2025

Creative Financial Designs Inc has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.38 Billion distributed in 2047 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $45.7M, Vanguard Value ETF with a value of $43.4M, Vanguard Intermediate Term Tre with a value of $37.5M, Bny Mellon ETF Tr Internationa with a value of $35M, and Vanguard Russell 1000 Growth E with a value of $34.4M.

Examining the 13F form we can see an increase of $83.4M in the current position value, from $1.29B to 1.38B.

Below you can find more details about Creative Financial Designs Inc portfolio as well as his latest detailed transactions.

Portfolio value $1.38 Billion
ETFs: $1.09 Billion
Technology: $71 Million
Consumer Cyclical: $38.6 Million
Healthcare: $31 Million
Financial Services: $27.2 Million
Industrials: $25.4 Million
Energy: $18.1 Million
Consumer Defensive: $16.1 Million
Other: $39.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$45.7 Million 3.32% of portfolio
825,846
Q3 2025 Added 4.65%
$0
$43.4 Million 3.15% of portfolio
232,863
Q3 2025 Added 2.91%
$0
$37.5 Million 2.73% of portfolio
625,419
Q3 2025 Added 57.6%
$0
$35 Million 2.54% of portfolio
390,947
Q3 2025 Added 95.54%
$0
$34.4 Million 2.5% of portfolio
285,797
Q3 2025 Added 1.91%
$4.3T
$32.3 Million 2.35% of portfolio
126,907
Q3 2025 Reduced 0.07%
$0
$27.7 Million 2.01% of portfolio
944,178
Q3 2025 Added 5.25%
$0
$26.7 Million 1.94% of portfolio
55,770
Q3 2025 Added 2.26%
$0
$26.7 Million 1.94% of portfolio
635,453
Q3 2025 Added 0.86%
$2.39T
$25.5 Million 1.85% of portfolio
116,163
Q3 2025 Reduced 0.29%
$0
$25.2 Million 1.83% of portfolio
428,041
Q3 2025 Added 10.19%
$0
$23.6 Million 1.71% of portfolio
463,558
Q3 2025 Added 4.7%
$0
$22.7 Million 1.65% of portfolio
937,889
Q3 2025 Added 4.3%
$0
$21.5 Million 1.56% of portfolio
465,743
Q3 2025 Added 2.79%
$971B
$20.7 Million 1.51% of portfolio
27,175
Q3 2025 Added 0.37%
$0
$20.7 Million 1.51% of portfolio
51,491
Q3 2025 Added 3.33%
$0
$18.9 Million 1.37% of portfolio
99,625
Q3 2025 Added 5.49%
$0
$17.6 Million 1.28% of portfolio
240,514
Q3 2025 Added 4.25%
$0
$16.4 Million 1.19% of portfolio
464,667
Q3 2025 Added 5.59%
$0
$16 Million 1.16% of portfolio
335,873
Q3 2025 Added 6.41%
$0
$14.3 Million 1.04% of portfolio
183,837
Q3 2025 Added 1.59%
$0
$14 Million 1.02% of portfolio
168,275
Q3 2025 Added 9.87%
$0
$13.8 Million 1.0% of portfolio
239,551
Q3 2025 Added 1.66%
$0
$12.3 Million 0.89% of portfolio
148,784
Q3 2025 Added 1.34%
$0
$12.3 Million 0.89% of portfolio
226,451
Q3 2025 Added 3.83%
$0
$12.1 Million 0.88% of portfolio
20,164
Q3 2025 Added 2.37%
$0
$11.7 Million 0.85% of portfolio
314,874
Q3 2025 Added 1.96%
$0
$11.4 Million 0.83% of portfolio
274,094
Q3 2025 Added 33.02%
$0
$11.3 Million 0.82% of portfolio
112,580
Q3 2025 Reduced 55.18%
$465B
$10.5 Million 0.76% of portfolio
56,195
Q3 2025 Reduced 1.57%
$0
$10.4 Million 0.75% of portfolio
233,510
Q3 2025 Added 3.23%
$0
$9.79 Million 0.71% of portfolio
323,206
Q3 2025 Added 0.19%
$0
$9.45 Million 0.69% of portfolio
15,436
Q3 2025 Added 1.51%
$0
$8.94 Million 0.65% of portfolio
11,974
Q3 2025 Added 6.13%
$0
$8.94 Million 0.65% of portfolio
175,282
Q3 2025 Added 6.45%
$0
$8.38 Million 0.61% of portfolio
123,342
Q3 2025 Added 2.31%
$0
$8.28 Million 0.6% of portfolio
122,126
Q3 2025 Added 5.38%
$0
$7.6 Million 0.55% of portfolio
53,933
Q3 2025 Added 10.81%
$0
$7.49 Million 0.54% of portfolio
26,588
Q3 2025 Reduced 32.97%
$0
$7.44 Million 0.54% of portfolio
124,103
Q3 2025 Added 4.12%
$0
$7 Million 0.51% of portfolio
298,407
Q3 2025 Added 12.37%
$0
$6.84 Million 0.5% of portfolio
104,860
Q3 2025 Added 1.83%
$0
$6.79 Million 0.49% of portfolio
10,188
Q3 2025 Reduced 27.58%
$0
$6.75 Million 0.49% of portfolio
211,635
Q3 2025 Reduced 1.49%
$0
$6.59 Million 0.48% of portfolio
129,864
Q3 2025 Added 34.43%
$0
$6.42 Million 0.47% of portfolio
130,924
Q3 2025 Added 7.71%
$0
$6.52 Million 0.47% of portfolio
121,007
Q3 2025 Reduced 4.35%
$0
$6.44 Million 0.47% of portfolio
64,689
Q3 2025 Added 4.32%
$0
$6.42 Million 0.47% of portfolio
53,289
Q3 2025 Reduced 2.92%

Summary

  • Portfolio
  • No. of Stocks 2,047
  • Current Value $1.38 Billion
  • Prior Value $1.29 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 139 stocks
  • Additional Purchases 593 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 505 stocks
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