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
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	$0	$6.53 Million 0.47% of portfolio	139,492	Q3 2025 Added 4.82%
ISMD Northern Lts Fd Tr Iv ETFs	$0	$6.28 Million 0.46% of portfolio	161,712	Q3 2025 Added 6.15%
EDIV Spdr S&P Emerging Dividends Et ETFs	$0	$6.29 Million 0.46% of portfolio	161,985	Q3 2025 Added 9.07%
IYW Ishares Dj Us Tech ETF ETFs	$0	$6.25 Million 0.45% of portfolio	31,905	Q3 2025 Reduced 0.96%
CGUS Capital Group Core Equity ETF	$0	$6.07 Million 0.44% of portfolio	153,389	Q3 2025 Added 5.63%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$5.72 Million 0.42% of portfolio	55,337	Q3 2025 Added 5.29%
MSFT Microsoft Corp Technology	$3.78T	$5.69 Million 0.41% of portfolio	10,983	Q3 2025 Reduced 3.01%
JMEE J P Morgan Exchange Traded Fd ETFs	$0	$5.69 Million 0.41% of portfolio	89,633	Q3 2025 Added 10.37%
IEFA Ishares Tr ETFs	$0	$5.43 Million 0.39% of portfolio	62,135	Q3 2025 Reduced 1.11%

XLC Select Sector Spdr Tr Communic ETFs	$0	$5.25 Million 0.38% of portfolio	44,366	Q3 2025 Added 124.73%
PTBD Pacer Fds Tr Trendpilot U S Bo ETFs	$0	$5.25 Million 0.38% of portfolio	264,787	Q3 2025 Added 3.83%
CAT Caterpillar Inc Industrials	$291B	$5.03 Million 0.37% of portfolio	10,539	Q3 2025 Reduced 3.68%
DYNF Blackrock ETF Tr U S Equity Fa ETFs	$0	$4.97 Million 0.36% of portfolio	84,036	Q3 2025 Added 3.67%
VBK Vanguard Small Cap Growth ETF ETFs	$0	$4.9 Million 0.36% of portfolio	16,457	Q3 2025 Reduced 7.86%
MGV Vanguard Mega Cap Value ETFs	$0	$4.95 Million 0.36% of portfolio	35,927	Q3 2025 Added 2.58%
PPA Invesco Exchange Traded Fd Tr ETFs	$0	$4.79 Million 0.35% of portfolio	30,830	Q3 2025 Added 2.2%
IQLT Ishares Msci Intl Quality Fact ETFs	$0	$4.77 Million 0.35% of portfolio	107,961	Q3 2025 Added 4.35%
GOOGL Alphabet Inc. Communication Services	$1.65T	$4.69 Million 0.34% of portfolio	19,289	Q3 2025 Reduced 4.19%

TSLA Tesla, Inc. Consumer Cyclical	$1.29T	$4.66 Million 0.34% of portfolio	10,483	Q3 2025 Reduced 5.11%
XLE Energy Sector Spdr ETFs	$0	$4.71 Million 0.34% of portfolio	52,718	Q3 2025 Added 0.44%
FLRT Pacer Fds Tr Pacific Asset Flt ETFs	$0	$4.34 Million 0.32% of portfolio	91,566	Q3 2025 Added 7.63%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$4.37 Million 0.32% of portfolio	130,858	Q3 2025 Added 0.71%
CVX Chevron Corp Energy	$303B	$4.22 Million 0.31% of portfolio	27,166	Q3 2025 Added 19.0%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$4.05 Million 0.29% of portfolio	106,433	Q3 2025 Added 1.53%
IWL Ishares Tr Russell 200 ETF ETFs	$0	$3.99 Million 0.29% of portfolio	24,013	Q3 2025 Reduced 1.81%
FLV American Centy ETF Tr Focused ETFs	$0	$3.98 Million 0.29% of portfolio	53,961	Q3 2025 Reduced 0.77%
SPAB Spdr Portfolio Aggregate Bond ETFs	$0	$3.8 Million 0.28% of portfolio	147,058	Q3 2025 Added 42.47%
VSS Vanguard Intl Eqty Ftse All Wo ETFs	$0	$3.82 Million 0.28% of portfolio	26,824	Q3 2025 Added 2.49%
RISN Northern Lts Fd Tr Iv Inspire Technology	$0	$3.85 Million 0.28% of portfolio	129,203	Q3 2025 Added 1.24%
ILTB Ishares Core 10+ Year Usd Bond ETFs	$0	$3.84 Million 0.28% of portfolio	76,086	Q3 2025 Added 0.12%
IHI Ishares Tr Dow Jones Us Medica ETFs	$0	$3.92 Million 0.28% of portfolio	65,206	Q3 2025 Added 5.07%
VO Vanguard Mid Cap ETF ETFs	$0	$3.74 Million 0.27% of portfolio	12,735	Q3 2025 Added 4.22%
TPHD Timothy Plan High Divid Stk Et ETFs	$0	$3.58 Million 0.26% of portfolio	90,919	Q3 2025 Added 2.43%
BTAL Agf Invts Tr Agfiq Us Mkt Neut ETFs	$0	$3.57 Million 0.26% of portfolio	224,292	Q3 2025 Added 2.51%
RDVY First Trust Rising Dividend Ac ETFs	$0	$3.62 Million 0.26% of portfolio	53,780	Q3 2025 Added 1.17%
DGRO Ishares Core Dividend Growth E ETFs	$0	$3.59 Million 0.26% of portfolio	52,670	Q3 2025 Added 9.0%
XMMO Invesco Exchange Traded Fd Tr ETFs	$0	$3.45 Million 0.25% of portfolio	25,525	Q3 2025 Added 30.86%
HPK High Peak Energy, Inc. Energy	$678M	$3.38 Million 0.25% of portfolio	478,462	Q3 2025 Added 3.62%
VBR Vanguard Small Cap Value ETF ETFs	$0	$3.38 Million 0.25% of portfolio	16,209	Q3 2025 Added 2.58%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$3.44 Million 0.25% of portfolio	10,535	Q3 2025 Reduced 1.47%
HYEM Vaneck ETF Tr Emerging Markets ETFs	$0	$3.41 Million 0.25% of portfolio	169,972	Q3 2025 Added 10.62%
MUB Ishares National Muni Bond ETF ETFs	$0	$3.38 Million 0.25% of portfolio	31,705	Q3 2025 Reduced 16.38%
XLRE Select Sector Spdr Tr Real Est ETFs	$0	$3.3 Million 0.24% of portfolio	78,211	Q3 2025 Added 2.85%
VFMV Vanguard Wellington Fd ETFs	$0	$3.35 Million 0.24% of portfolio	25,497	Q3 2025 Added 10.9%
IOO Ishares Tr Global 100 ETF ETFs	$0	$3.34 Million 0.24% of portfolio	27,871	Q3 2025 Reduced 7.0%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$3.24 Million 0.24% of portfolio	41,320	Q3 2025 Reduced 24.39%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$3.3 Million 0.24% of portfolio	66,002	Q3 2025 Reduced 1.13%
VHT Vanguard Health Care ETF ETFs	$0	$3.22 Million 0.23% of portfolio	12,414	Q3 2025 Added 9.76%
C Citigroup Inc Financial Services	$190B	$3.17 Million 0.23% of portfolio	31,235	Q3 2025 Reduced 20.15%
XME Spdr Ser Tr Spdr S&P Metals & ETFs	$0	$3.08 Million 0.22% of portfolio	33,031	Q3 2025 Added 992.29%

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

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.

Account

Creative Financial Designs Inc Portfolio Holdings