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
$1.83 Million 0.13% of portfolio
18,905
Q3 2025 Added 11.59%
$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%
$0
$1.69 Million 0.12% of portfolio
61,864
Q3 2025 Reduced 26.03%
$0
$1.63 Million 0.12% of portfolio
72,778
Q3 2025 Reduced 2.11%
$205B
$1.59 Million 0.12% of portfolio
10,777
Q3 2025 Added 5.05%
$0
$1.6 Million 0.12% of portfolio
47,436
Q3 2025 Added 7.12%
$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%
$0
$1.5 Million 0.11% of portfolio
20,403
Q3 2025 Added 18.01%
$0
$1.51 Million 0.11% of portfolio
21,280
Q3 2025 Added 4.42%
$0
$1.47 Million 0.11% of portfolio
29,045
Q3 2025 Added 8.67%
$0
$1.52 Million 0.11% of portfolio
16,211
Q3 2025 Reduced 8.56%
$0
$1.48 Million 0.11% of portfolio
29,243
Q3 2025 Added 0.02%
$0
$1.48 Million 0.11% of portfolio
9,589
Q3 2025 Reduced 3.96%
$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%
$0
$1.34 Million 0.1% of portfolio
10,065
Q3 2025 Added 11.81%
$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%
$0
$1.39 Million 0.1% of portfolio
23,765
Q3 2025 Added 227.57%
$0
$1.34 Million 0.1% of portfolio
30,266
Q3 2025 Reduced 20.14%
$130B
$1.38 Million 0.1% of portfolio
3,878
Q3 2025 Reduced 37.81%
$0
$1.34 Million 0.1% of portfolio
40,149
Q3 2025 Reduced 1.98%
$0
$1.37 Million 0.1% of portfolio
11,288
Q3 2025 Reduced 49.62%
$0
$1.37 Million 0.1% of portfolio
21,976
Q3 2025 Added 1.16%
$0
$1.31 Million 0.1% of portfolio
6,340
Q3 2025 Reduced 2.63%
$881B
$1.42 Million 0.1% of portfolio
4,515
Q3 2025 Reduced 7.78%
$0
$1.44 Million 0.1% of portfolio
23,254
Q3 2025 Reduced 6.31%
$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%
$0
$1.3 Million 0.09% of portfolio
9,344
Q3 2025 Reduced 12.15%
$0
$1.19 Million 0.09% of portfolio
44,164
Q3 2025 Added 23.09%
$0
$1.2 Million 0.09% of portfolio
45,813
Q3 2025 Reduced 4.04%
$0
$1.24 Million 0.09% of portfolio
51,653
Q3 2025 Added 4.31%
$0
$1.19 Million 0.09% of portfolio
41,817
Q3 2025 Added 77.24%
$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%
$0
$1.11 Million 0.08% of portfolio
3,396
Q3 2025 Reduced 7.79%
$39.8B
$1.17 Million 0.08% of portfolio
24,772
Q3 2025 Reduced 80.43%
$0
$1.06 Million 0.08% of portfolio
9,902
Q3 2025 Added 14.12%
$0
$1.16 Million 0.08% of portfolio
13,706
Q3 2025 Added 10.05%
$0
$1.09 Million 0.08% of portfolio
25,563
Q3 2025 Reduced 1.85%
$0
$1.12 Million 0.08% of portfolio
14,722
Q3 2025 Reduced 4.16%
$16.4B
$1.15 Million 0.08% of portfolio
46,555
Q3 2025 New
$73.4B
$1.05 Million 0.08% of portfolio
29,480
Q3 2025 Added 0.05%
$37.9B
$1.06 Million 0.08% of portfolio
12,861
Q3 2025 Added 5.19%

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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