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
T Rex 2 X Long Bitcoin Daily Target ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 200.0%
$0
$1,000 0.0% of portfolio
22
Q3 2025 Added 46.67%
Ft Vest Nasdaq 100 Conservative Buffer ETF July
-
$0 0.0% of portfolio
-
Q3 2025 New
Grayscale Bitcoin Mini Trust ETF
-
$0 0.0% of portfolio
-
Q4 2024 New
Kindly Md Inc Com
-
$0 0.0% of portfolio
-
Q3 2025 New
$0
$39,000 0.0% of portfolio
3,339
Q3 2025 Added 1.58%
Innovator International Developed Power Buffer ETF August
-
$0 0.0% of portfolio
-
Q4 2024 New
Innovator Growth 100 Power Buffer ETF August
-
$0 0.0% of portfolio
-
Q3 2025 New
Invesco Qqq Income Advantage ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
$41.2B
$0 0.0% of portfolio
3
Q3 2025 Reduced 85.71%
$0
$0 0.0% of portfolio
5
Q2 2022 Reduced 93.75%
$0
$36,000 0.0% of portfolio
357
Q3 2025 Added 0.28%
$10.7B
$1,000 0.0% of portfolio
25
Q2 2025 Reduced 3.85%
Ft Vest Nasdaq 100 Moderate Buffer ETF August
-
$0 0.0% of portfolio
-
Q3 2025 New
Ft Vest U.S. Equity Max Buffer ETF August
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 8.09%
$0
$40,000 0.0% of portfolio
600
Q4 2024 Reduced 28.06%
$0
$32,000 0.0% of portfolio
626
Q2 2023 Added 13.82%
$0
$35,000 0.0% of portfolio
460
Q2 2023 New
Innovator Growth 100 Power Buffer ETF September
-
$0 0.0% of portfolio
-
Q3 2025 New
Calamos Nasdaq 100 Structured Alt Protection ETF September
-
$0 0.0% of portfolio
-
Q4 2024 New
Calamos S&P 500 Structured Alt Protection ETF September
-
$0 0.0% of portfolio
-
Q4 2024 New
$1.26B
$0 0.0% of portfolio
19
Q1 2025 Reduced 47.22%
Siriusxm Holdings Inc Common Stock
-
$0 0.0% of portfolio
-
Q1 2025 Added 16.0%
Spdr Portfolio Treasury ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 1.13%
$13.1B
$0 0.0% of portfolio
7
Q3 2025 New
Amentum Holdings Inc Com
-
$0 0.0% of portfolio
-
Q2 2025 Added 3.13%
Eventide High Dividend ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 5.53%
Calamos S&P 500 Structured Alt Protection ETF October
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 6.68%
Calamos Russell 2000 Structured Alt Protection ETF October
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 1.92%
Ceribell Inc Com
-
$0 0.0% of portfolio
-
Q4 2024 New
Ft Vest Nasdaq 100 Conservative Buffer ETF October
-
$0 0.0% of portfolio
-
Q4 2024 New
Ishares A.I. Innovation And Tech Active ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 27.98%
$14.2B
$1,000 0.0% of portfolio
10
Q3 2025 New
$67.3B
$1,000 0.0% of portfolio
46
Q2 2025 Added 91.67%
Innovator Growth 100 Power Buffer ETF November
-
$0 0.0% of portfolio
-
Q4 2024 New
Calamos S&P 500 Structured Alt Protection ETF November
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.1%
$7.89B
$0 0.0% of portfolio
1
Q4 2024 Reduced 99.7%
$82.8B
$15,000 0.0% of portfolio
55
Q3 2025 Reduced 1.79%
Fundstrat Granny Shots Us Large Cap ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 37.21%
Andretti Acquisition Corp Ii Ord Shs Cl A
-
$0 0.0% of portfolio
-
Q2 2025 New
-
$0 0.0% of portfolio
-
Q3 2023 New
Ft Vest Nasdaq 100 Moderate Buffer ETF November
-
$0 0.0% of portfolio
-
Q4 2024 New
Tcw Senior Loan ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 1.75%
$31.6B
$2,000 0.0% of portfolio
2
Q2 2025 Reduced 60.0%
$55.7B
$3,000 0.0% of portfolio
22
Q2 2025 Reduced 38.89%
Spdr Bloomberg Enhanced Roll Yield Commodity Strategy No K 1 ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 139.68%
$13B
$2,000 0.0% of portfolio
14
Q2 2025 Added 7.69%
Bunge Global Sa Com Shs
-
$0 0.0% of portfolio
-
Q2 2025 New
$0
$12,000 0.0% of portfolio
356
Q3 2025 Added 0.28%

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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