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
Vanguard Ultra Short Treasury ETF
-
$0
0.0% of portfolio
-
Q3 2025New
Sandisk Corp Com
-
$0
0.0% of portfolio
-
Q2 2025New
Sprott Silver Miners & Physical Silver ETF
-
$0
0.0% of portfolio
-
Q3 2025New
Resolute Hldgs Mgmt Inc Com
-
$0
0.0% of portfolio
-
Q3 2025Added 428.31%
Calamos S&P 500 Structured Alt Protection ETF March
