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
$2.4B
$0 0.0% of portfolio
29
Q1 2025 Reduced 47.27%
$8.24B
$0 0.0% of portfolio
5
Q1 2025 New
$9.92B
$5,000 0.0% of portfolio
102
Q3 2025 Added 0.99%
Global X 1 3 Month T Bill ETF
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 9.89%
Eaton Vance Intermediate Municipal Income ETF
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 2.91%
$44.4B
$44,000 0.0% of portfolio
239
Q2 2025 Added 1.27%
$0
$1,000 0.0% of portfolio
17
Q3 2025 New
$84.9B
$45,000 0.0% of portfolio
268
Q2 2025 Added 0.37%
$0
$10,000 0.0% of portfolio
160
Q2 2025 Reduced 93.15%
Franklin Focused Growth ETF Focused Growth ETF
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.59%
Simplify Mbs ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 5.42%
Sb Finl Group Inc Com
-
$0 0.0% of portfolio
-
Q4 2023 New
$0
$0 0.0% of portfolio
2
Q1 2024 Reduced 99.2%
Fidelity Enhanced Large Cap Growth ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 2,742.57%
Fidelity Enhanced International ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
Fidelity Enhanced Mid Cap ETF
-
$0 0.0% of portfolio
-
Q3 2025 Added 68.91%
Ft Vest U.S. Small Cap Moderate Buffer ETF November
-
$0 0.0% of portfolio
-
Q2 2025 Added 0.7%
Avantis U.S. Mid Cap Value ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
T Rex 2 X Long Nvidia Daily Target ETF
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 48.1%
Capital Group Short Duration Municipal Income ETF
-
$0 0.0% of portfolio
-
Q2 2024 New
$24.5B
$26,000 0.0% of portfolio
232
Q3 2025 Added 0.43%
Liberty Global LTD Com Cl C
-
$0 0.0% of portfolio
-
Q4 2023 New
Ft Vest U.S. Equity Moderate Buffer ETF December
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 13.79%
$0
$54,000 0.0% of portfolio
569
Q3 2025 Added 42.96%
Ab Us Low Volatility Equity ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
Global X Defense Tech ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
$8.09B
$26,000 0.0% of portfolio
1,098
Q2 2025 Added 88.34%
Tss Inc Del Com
-
$0 0.0% of portfolio
-
Q3 2025 Added 5.07%
$33.4B
$4,000 0.0% of portfolio
123
Q3 2025 Added 232.43%
Ishares Bitcoin Trust ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
$0
$62,000 0.0% of portfolio
723
Q2 2025 Added 5.09%
First Trust Core Investment Grade ETF
-
$0 0.0% of portfolio
-
Q3 2025 New
$53.1B
$8,000 0.0% of portfolio
33
Q3 2025 Added 1,000.0%
Core Scientific Inc New Com
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 79.05%
Core Scientific Inc New Wt Exp 012327
-
$0 0.0% of portfolio
-
Q1 2024 New
Core Scientific Inc New Wt Exp 012329
-
$0 0.0% of portfolio
-
Q1 2024 New
Morgan Stanley Direct Lending Com Shs
-
$0 0.0% of portfolio
-
Q1 2025 New
$0
$3,000 0.0% of portfolio
75
Q3 2023 Added 200.0%
$19.6B
$2,000 0.0% of portfolio
14
Q2 2025 Added 1,300.0%
T Rex 2 X Long Microsoft Daily Target ETF
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 33.33%
$0
$3,000 0.0% of portfolio
34
Q3 2025 Added 54.55%
$0
$6,000 0.0% of portfolio
99
Q4 2024 Added 3.13%
$0
$3,000 0.0% of portfolio
34
Q2 2025 Reduced 51.43%
$0
$10,000 0.0% of portfolio
80
Q3 2025 Added 60.0%
$0
$1,000 0.0% of portfolio
12
Q3 2023 New
$10B
$0 0.0% of portfolio
10
Q2 2025 New
Innovator International Developed Power Buffer ETF February
-
$0 0.0% of portfolio
-
Q1 2024 New
-
$0 0.0% of portfolio
-
Q3 2025 Added 2.5%
American Healthcare Reit Inc Com Shs
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 75.56%

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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