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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
PSC Principal ETF U.S. Small Cap M ETFs	$0	$2.3 Million 0.17% of portfolio	40,405	Q3 2025 New
MBB Ishares Tr ETFs	$0	$2.34 Million 0.17% of portfolio	24,566	Q3 2025 Added 8.92%
TPLC Timothy Plan U S Large/Mid Cap ETFs	$0	$2.14 Million 0.16% of portfolio	46,150	Q3 2025 Added 14.16%
VOT Vanguard Mid Cap Growth Index ETFs	$0	$2.24 Million 0.16% of portfolio	7,622	Q3 2025 Added 6.22%
ILDR First Tr Exchange Traded Fd Vi	$0	$2.25 Million 0.16% of portfolio	69,610	Q3 2025 Added 36.12%
XLY Select Sector Spdr Consumer Di ETFs	$0	$2.24 Million 0.16% of portfolio	9,350	Q3 2025 Reduced 13.56%
SPMO Invesco ETF Tr Ii S&P 500 Mome ETFs	$0	$2.05 Million 0.15% of portfolio	16,928	Q3 2025 Added 0.69%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$2.04 Million 0.15% of portfolio	77,417	Q3 2025 Added 14.5%
JHMM John Hancock Multifactor Mid C ETFs	$0	$2.09 Million 0.15% of portfolio	32,308	Q3 2025 Reduced 0.84%

KNG Ft Cboe Vest S&P 500 Dividend ETFs	$0	$1.86 Million 0.14% of portfolio	37,749	Q3 2025 Added 2.9%
SCHO Schwab Short Term Us Treasury ETFs	$0	$1.99 Million 0.14% of portfolio	81,735	Q3 2025 Added 40.05%
XMHQ Invesco Exchange Traded Fd Tr ETFs	$0	$1.9 Million 0.14% of portfolio	18,061	Q3 2025 Reduced 0.88%
EQWL Invesco Exchange Traded Fd Tr ETFs	$0	$1.95 Million 0.14% of portfolio	17,019	Q3 2025 Added 7.97%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$1.89 Million 0.14% of portfolio	40,531	Q3 2025 Reduced 26.85%
RSP Invesco S&P 500 Equal Weight E ETFs	$0	$1.81 Million 0.13% of portfolio	9,547	Q3 2025 Reduced 46.81%
FLOT Ishares Tr Fltg Rate Nt ETF ETFs	$0	$1.74 Million 0.13% of portfolio	34,115	Q3 2025 Added 56.81%
CGW Invesco ETF Tr Ii S&P Global W ETFs	$0	$1.81 Million 0.13% of portfolio	28,130	Q3 2025 Added 3.48%
PRAY Shp ETF Tr Fis Biblically Resp	$0	$1.8 Million 0.13% of portfolio	57,413	Q3 2025 Added 10.05%

AIRR First Tr Vi Rba Amern Indl Ren ETFs	$0	$1.83 Million 0.13% of portfolio	18,905	Q3 2025 Added 11.59%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$1.69 Million 0.12% of portfolio	61,864	Q3 2025 Reduced 26.03%
FRTY Alger ETF Tr Mid Cap 40 ETF ETFs	$0	$1.63 Million 0.12% of portfolio	72,778	Q3 2025 Reduced 2.11%
IDHQ Invesco ETF Tf Ii S&P Intl Dev ETFs	$0	$1.6 Million 0.12% of portfolio	47,436	Q3 2025 Added 7.12%
SPLV Invesco ETF Tr Ii S&P 500 Low ETFs	$0	$1.5 Million 0.11% of portfolio	20,403	Q3 2025 Added 18.01%
NJUL Innovator Growth 100 Power Buf Technology	$0	$1.51 Million 0.11% of portfolio	21,280	Q3 2025 Added 4.42%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$1.47 Million 0.11% of portfolio	29,045	Q3 2025 Added 8.67%
FTCS First Trust Capital Strength E ETFs	$0	$1.52 Million 0.11% of portfolio	16,211	Q3 2025 Reduced 8.56%
VTIP Vanguard Sht Trm Inflt Prot Fd ETFs	$0	$1.48 Million 0.11% of portfolio	29,243	Q3 2025 Added 0.02%
XLI Industrial Sector Spdr ETFs	$0	$1.48 Million 0.11% of portfolio	9,589	Q3 2025 Reduced 3.96%
ONEV Spdr Russell 1000 Low Volatili ETFs	$0	$1.34 Million 0.1% of portfolio	10,065	Q3 2025 Added 11.81%
FDRR Fidelity Covington Tr Divid Et ETFs	$0	$1.39 Million 0.1% of portfolio	23,765	Q3 2025 Added 227.57%
FIXD First Tr ETF Viii Tcw Opportun ETFs	$0	$1.34 Million 0.1% of portfolio	30,266	Q3 2025 Reduced 20.14%
GLD Spdr Gold Trust ETFs	$130B	$1.38 Million 0.1% of portfolio	3,878	Q3 2025 Reduced 37.81%
SCHE Schwab Strategic Tr Us Emergin ETFs	$0	$1.34 Million 0.1% of portfolio	40,149	Q3 2025 Reduced 1.98%
VIOG Vanguard S&P Small Cap 600 Gro ETFs	$0	$1.37 Million 0.1% of portfolio	11,288	Q3 2025 Reduced 49.62%
VWOB Vanguard Emerging Mkts Govt Bd ETFs	$0	$1.37 Million 0.1% of portfolio	21,976	Q3 2025 Added 1.16%
IVE Ishares S&P 500 Value ETF ETFs	$0	$1.31 Million 0.1% of portfolio	6,340	Q3 2025 Reduced 2.63%
FV First Trust Dorsey Wright Focu ETFs	$0	$1.44 Million 0.1% of portfolio	23,254	Q3 2025 Reduced 6.31%
XLV Select Sector Spdr Fund Health ETFs	$0	$1.3 Million 0.09% of portfolio	9,344	Q3 2025 Reduced 12.15%
SCHP Schwab Strategic Us Tips ETF ETFs	$0	$1.19 Million 0.09% of portfolio	44,164	Q3 2025 Added 23.09%
PBTP Invesco ETF Tr Ii Purebeta 0 5 ETFs	$0	$1.2 Million 0.09% of portfolio	45,813	Q3 2025 Reduced 4.04%
SPHY Spdr Ser Tr Spdr Portfolio Hig ETFs	$0	$1.24 Million 0.09% of portfolio	51,653	Q3 2025 Added 4.31%
WTAI Wisdomtree Tr Artificial Intel ETFs	$0	$1.19 Million 0.09% of portfolio	41,817	Q3 2025 Added 77.24%
VTI Vanguard Total Stock Market Et ETFs	$0	$1.11 Million 0.08% of portfolio	3,396	Q3 2025 Reduced 7.79%
SUB Ishares Short Term National Mu ETFs	$0	$1.06 Million 0.08% of portfolio	9,902	Q3 2025 Added 14.12%
REZ Ishares Tr Residential And Mul ETFs	$0	$1.16 Million 0.08% of portfolio	13,706	Q3 2025 Added 10.05%
BLES Northern Lts Fd Tr Iv Inspire ETFs	$0	$1.09 Million 0.08% of portfolio	25,563	Q3 2025 Reduced 1.85%
XLP Consumer Staples Sector Spdr ETFs	$0	$1.12 Million 0.08% of portfolio	14,722	Q3 2025 Reduced 4.16%
IEMG Ishares Inc ETFs	$0	$1.06 Million 0.08% of portfolio	19,802	Q3 2025 Added 8.79%
VIG Vanguard Dividend Appreciation ETFs	$0	$1.06 Million 0.08% of portfolio	5,817	Q3 2025 Reduced 31.13%
ICVT Ishares Tr Convertible Bond Et ETFs	$0	$1.09 Million 0.08% of portfolio	10,943	Q3 2025 Reduced 6.4%

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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Creative Financial Designs Inc Portfolio Holdings