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
$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%
$0
$2.75 Million 0.2% of portfolio
46,871
Q3 2025 Added 5.59%
$0
$2.78 Million 0.2% of portfolio
119,544
Q3 2025 Reduced 7.91%
$0
$2.71 Million 0.2% of portfolio
72,705
Q3 2025 Added 2.24%
$0
$2.82 Million 0.2% of portfolio
11,092
Q3 2025 Reduced 3.73%
$0
$2.72 Million 0.2% of portfolio
108,310
Q3 2025 Added 16.77%
$0
$2.79 Million 0.2% of portfolio
37,919
Q3 2025 Reduced 5.24%
$0
$2.79 Million 0.2% of portfolio
23,113
Q3 2025 Reduced 11.33%
$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%
$0
$2.46 Million 0.18% of portfolio
12,632
Q3 2025 Reduced 24.2%
$0
$2.44 Million 0.18% of portfolio
3,647
Q3 2025 Reduced 13.52%
$1.74T
$2.48 Million 0.18% of portfolio
10,203
Q3 2025 Added 3.23%
$0
$2.42 Million 0.18% of portfolio
27,048
Q3 2025 Reduced 43.85%
$0
$2.54 Million 0.18% of portfolio
46,360
Q3 2025 Reduced 2.5%
$181B
$2.4 Million 0.17% of portfolio
24,536
Q3 2025 Reduced 0.14%
$0
$2.34 Million 0.17% of portfolio
24,566
Q3 2025 Added 8.92%
$0
$2.14 Million 0.16% of portfolio
46,150
Q3 2025 Added 14.16%
$0
$2.24 Million 0.16% of portfolio
7,622
Q3 2025 Added 6.22%
$0
$2.25 Million 0.16% of portfolio
69,610
Q3 2025 Added 36.12%
$0
$2.24 Million 0.16% of portfolio
9,350
Q3 2025 Reduced 13.56%
$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%
$0
$2.05 Million 0.15% of portfolio
16,928
Q3 2025 Added 0.69%
$0
$2.04 Million 0.15% of portfolio
77,417
Q3 2025 Added 14.5%
$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%
$0
$2.09 Million 0.15% of portfolio
32,308
Q3 2025 Reduced 0.84%
$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%
$0
$1.86 Million 0.14% of portfolio
37,749
Q3 2025 Added 2.9%
$0
$1.99 Million 0.14% of portfolio
81,735
Q3 2025 Added 40.05%
$12.6B
$1.93 Million 0.14% of portfolio
235,617
Q3 2025 Added 70.35%
$0
$1.9 Million 0.14% of portfolio
18,061
Q3 2025 Reduced 0.88%
$0
$1.95 Million 0.14% of portfolio
17,019
Q3 2025 Added 7.97%
$0
$1.89 Million 0.14% of portfolio
40,531
Q3 2025 Reduced 26.85%
$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%
$0
$1.81 Million 0.13% of portfolio
9,547
Q3 2025 Reduced 46.81%
$0
$1.74 Million 0.13% of portfolio
34,115
Q3 2025 Added 56.81%
$139B
$1.79 Million 0.13% of portfolio
5,433
Q3 2025 Added 5.47%
$0
$1.81 Million 0.13% of portfolio
28,130
Q3 2025 Added 3.48%
$0
$1.8 Million 0.13% of portfolio
57,413
Q3 2025 Added 10.05%
$266B
$1.85 Million 0.13% of portfolio
6,539
Q3 2025 Added 54.66%

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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