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
$17,000 0.0% of portfolio
1,200
Q1 2025 Added 84.62%
$0
$13,000 0.0% of portfolio
43
Q1 2025 Reduced 35.82%
$2.3B
$0 0.0% of portfolio
9
Q1 2025 Reduced 47.06%
$0
$4,000 0.0% of portfolio
98
Q3 2025 Reduced 87.98%
$98.1B
$22,000 0.0% of portfolio
132
Q3 2025 Added 0.76%
$7.75B
$3,000 0.0% of portfolio
28
Q3 2025 Reduced 52.54%
$20.4B
$26,000 0.0% of portfolio
306
Q3 2025 Added 1.66%
$0
$11,000 0.0% of portfolio
178
Q4 2020 New
$10.4B
$4,000 0.0% of portfolio
14
Q2 2025 Reduced 39.13%
$13.5B
$7,000 0.0% of portfolio
85
Q2 2025 Added 8.97%
Jacobs Solutions Inc Com
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 32.0%
$773M
$16,000 0.0% of portfolio
695
Q3 2025 Reduced 20.21%
$3.73B
$3,000 0.0% of portfolio
63
Q2 2025 Reduced 7.35%
$2.87B
$7,000 0.0% of portfolio
116
Q3 2025 Reduced 58.12%
Flutter Entmt PLC Shs
-
$0 0.0% of portfolio
-
Q3 2024 New
Pimco Multisector Bond Active Exchange Traded Fund
-
$0 0.0% of portfolio
-
Q3 2025 Added 6.14%
$6.8B
$0 0.0% of portfolio
5
Q2 2025 New
Schwab High Yield Bond ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 215.15%
Sharkninja Inc Com Shs
-
$0 0.0% of portfolio
-
Q1 2025 New
Redfin Corp 0.5 04/01/2027
-
$0 0.0% of portfolio
-
Q2 2024 New
Ft Vest U.S. Equity Moderate Buffer ETF July
-
$0 0.0% of portfolio
-
Q3 2025 Added 208.89%
$43.5B
$7,000 0.0% of portfolio
21
Q2 2025 Added 10.53%
$0
$18,000 0.0% of portfolio
1,611
Q3 2024 New
Jpmorgan Limited Duration Bond ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 1.06%
Allianzim U.S. Large Cap Buffer20 Aug ETF
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 13.94%
$34.1M
$2,000 0.0% of portfolio
1,500
Q3 2023 New
Ft Vest U.S. Small Cap Moderate Buffer ETF August
-
$0 0.0% of portfolio
-
Q3 2025 Added 0.93%
Ft Vest U.S. Equity Enhance & Moderate Buffer ETF August
-
$0 0.0% of portfolio
-
Q3 2024 New
Allianzim U.S. Large Cap Buffer20 Sep ETF
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.8%
$0
$40,000 0.0% of portfolio
3,949
Q1 2025 New
Arm Holdings PLC Sponsored Ads
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 4.44%
$23.2B
$10,000 0.0% of portfolio
207
Q3 2025 Reduced 29.11%
$35.8B
$19,000 0.0% of portfolio
72
Q2 2025 Reduced 25.0%
Ft Vest U.S. Equity Moderate Buffer ETF September
-
$0 0.0% of portfolio
-
Q4 2024 New
Maplebear Inc Com
-
$0 0.0% of portfolio
-
Q3 2023 New
$0
$3,000 0.0% of portfolio
26
Q2 2025 Added 4.0%
Veralto Corp Com Shs
-
$0 0.0% of portfolio
-
Q1 2025 Added 16.33%
$12.8B
$0 0.0% of portfolio
10
Q2 2025 New
$7.87B
$2,000 0.0% of portfolio
17
Q2 2025 Added 30.77%
Capital Group Dividend Growers ETF
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 10.75%
Direxion Daily Nvda Bull 2 X Shares
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 45.41%
Capital Group Core Balanced ETF
-
$0 0.0% of portfolio
-
Q4 2024 New
$22B
$7,000 0.0% of portfolio
131
Q3 2025 Added 0.77%
Innovator Premium Income 30 Barrier ETF October
-
$0 0.0% of portfolio
-
Q1 2024 New
Innovator Premium Income 20 Barrier ETF October
-
$0 0.0% of portfolio
-
Q1 2024 New
Lithium Amers Corp New Com Shs
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 53.95%
$8.03B
$20,000 0.0% of portfolio
107
Q3 2025 Reduced 15.08%
Innovator Premium Income 40 Barrier ETF October
-
$0 0.0% of portfolio
-
Q1 2024 New
Capital Group Core Bond ETF
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 26.02%

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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