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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$32.3 Million 2.35% of portfolio
126,907
Q3 2025 Reduced 0.07%
$2.39T
$25.5 Million 1.85% of portfolio
116,163
Q3 2025 Reduced 0.29%
$971B
$20.7 Million 1.51% of portfolio
27,175
Q3 2025 Added 0.37%
$465B
$10.5 Million 0.76% of portfolio
56,195
Q3 2025 Reduced 1.57%
$3.78T
$5.69 Million 0.41% of portfolio
10,983
Q3 2025 Reduced 3.01%
$291B
$5.03 Million 0.37% of portfolio
10,539
Q3 2025 Reduced 3.68%
$1.65T
$4.69 Million 0.34% of portfolio
19,289
Q3 2025 Reduced 4.19%
$1.29T
$4.66 Million 0.34% of portfolio
10,483
Q3 2025 Reduced 5.11%
$303B
$4.22 Million 0.31% of portfolio
27,166
Q3 2025 Added 19.0%
$678M
$3.38 Million 0.25% of portfolio
478,462
Q3 2025 Added 3.62%
$190B
$3.17 Million 0.23% of portfolio
31,235
Q3 2025 Reduced 20.15%
$67.6B
$2.85 Million 0.21% of portfolio
59,059
Q3 2025 Reduced 15.52%
$96.4B
$2.84 Million 0.21% of portfolio
22,978
Q3 2025 Added 4.77%
$128B
$2.61 Million 0.19% of portfolio
27,389
Q3 2025 Added 1.81%
$342B
$2.64 Million 0.19% of portfolio
14,462
Q3 2025 Added 7.22%
$1.74T
$2.48 Million 0.18% of portfolio
10,203
Q3 2025 Added 3.23%
$71.6B
$2.21 Million 0.16% of portfolio
32,965
Q3 2025 Added 6.27%
$346B
$2.13 Million 0.15% of portfolio
13,834
Q3 2025 Reduced 6.28%
$15.6B
$2.04 Million 0.15% of portfolio
63,437
Q3 2025 Reduced 1.21%
$57.5B
$2 Million 0.15% of portfolio
7,339
Q3 2025 Added 60.7%
$181B
$2.09 Million 0.15% of portfolio
73,961
Q3 2025 Reduced 10.86%
$183B
$2 Million 0.15% of portfolio
7,097
Q3 2025 Added 7.82%
$404B
$1.98 Million 0.14% of portfolio
2,144
Q3 2025 Reduced 11.0%
$662B
$1.96 Million 0.14% of portfolio
3,908
Q3 2025 Reduced 1.76%
$12.6B
$1.93 Million 0.14% of portfolio
235,617
Q3 2025 Added 70.35%
$490B
$1.88 Million 0.14% of portfolio
16,664
Q3 2025 Added 50.17%
$12.4B
$1.83 Million 0.13% of portfolio
73,936
Q3 2025 Added 33.24%
$204B
$1.74 Million 0.13% of portfolio
12,369
Q3 2025 Added 450.96%
$35.1B
$1.81 Million 0.13% of portfolio
14,591
Q3 2025 Added 90.96%
$139B
$1.79 Million 0.13% of portfolio
5,433
Q3 2025 Added 5.47%
$266B
$1.85 Million 0.13% of portfolio
6,539
Q3 2025 Added 54.66%
$306B
$1.69 Million 0.12% of portfolio
25,486
Q3 2025 Added 5.02%
$59.5B
$1.65 Million 0.12% of portfolio
36,108
Q3 2025 Added 7.33%
$205B
$1.59 Million 0.12% of portfolio
10,777
Q3 2025 Added 5.05%
$593B
$1.61 Million 0.12% of portfolio
5,741
Q3 2025 Reduced 0.03%
$367B
$1.45 Million 0.11% of portfolio
3,588
Q3 2025 Added 2.46%
$48.1B
$1.56 Million 0.11% of portfolio
5,411
Q3 2025 Added 20.11%
$31.5B
$1.57 Million 0.11% of portfolio
21,448
Q3 2025 Added 350.97%
$32B
$1.49 Million 0.11% of portfolio
8,533
Q3 2025 Added 1.21%
$70.2B
$1.39 Million 0.1% of portfolio
44,364
Q3 2025 Added 4.6%
$114B
$1.33 Million 0.1% of portfolio
11,597
Q3 2025 Added 51.26%
$235B
$1.43 Million 0.1% of portfolio
16,992
Q3 2025 Reduced 3.33%
$881B
$1.42 Million 0.1% of portfolio
4,515
Q3 2025 Reduced 7.78%
$23B
$1.34 Million 0.1% of portfolio
13,037
Q3 2025 Added 14.13%
$68.7B
$1.3 Million 0.09% of portfolio
15,513
Q3 2025 Added 52.52%
$172B
$1.2 Million 0.09% of portfolio
27,223
Q3 2025 Reduced 23.29%
$123B
$1.22 Million 0.09% of portfolio
2,451
Q3 2025 Added 8.45%
$145M
$1.11 Million 0.08% of portfolio
1,000,284
Q3 2025 Reduced 1.67%
$39.8B
$1.17 Million 0.08% of portfolio
24,772
Q3 2025 Reduced 80.43%

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
Track This Portfolio

Track Creative Financial Designs Inc Portfolio

Follow Creative Financial Designs Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Financial Designs Inc , based on Form 13F filings with the SEC.

News

Stay updated on Creative Financial Designs Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email