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Creative Financial Designs

Latest statistics and disclosures from Creative Financial Designs's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYV, VTV, VGIT, BKIE, VONG, and represent 13.17% of Creative Financial Designs's stock portfolio.
Added to shares of these 10 stocks: BKIE (+$17M), VGIT (+$14M), XLC, TPSC, XME, VGSH, PSC, SPYV, JPST, PEP.
Started 137 new stock positions in TD, IHG, ESLT, CRDO, OPEN, STN, GLIBA, MFG, DVLT, FPI.
Reduced shares in these 10 stocks: IUSV (-$14M), VCSH (-$11M), OXY, XLK, IGV, SPY, INTC, TLT, RSP, GD.
Sold out of its positions in ATEN, PRNT, ATNM, AEIS, AVDE, ANDE, ANSS, TEAM, AZEK, INMU.
Creative Financial Designs was a net buyer of stock by $27M.
Creative Financial Designs has $1.5B in assets under management (AUM), dropping by 7.18%.
Central Index Key (CIK): 0000819864

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Portfolio Holdings for Creative Financial Designs

Creative Financial Designs holds 2047 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Creative Financial Designs has 2047 total positions. Only the first 250 positions are shown.

Sign up to view all of the Creative Financial Designs Sept. 30, 2025 positions
Download the Creative Financial Designs September 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	3.1	$46M	+4%	826k	55.33	View chart
Vanguard Value Etf Etf (VTV)	2.9	$43M	+2%	233k	186.49	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	2.5	$38M	+57%	625k	60.03	View chart
Bny Mellon International Equity Etf Etf (BKIE)	2.4	$35M	+95%	391k	89.55	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	2.3	$34M		286k	120.50	View chart
Apple Stock (AAPL)	2.2	$32M		127k	254.63	View chart
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	1.9	$28M	+5%	944k	29.32	View chart
Vanguard Growth Etf Etf (VUG)	1.8	$27M	+2%	56k	479.61	View chart
Capital Group Dividend Value Etf Etf (CGDV)	1.8	$27M		636k	42.03	View chart
Amazon Stock (AMZN)	1.7	$26M		116k	219.57	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	1.7	$25M	+10%	428k	58.85	View chart
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)	1.6	$24M	+4%	464k	50.83	View chart
Inspire Corporate Bond Etf Etf (IBD)	1.5	$23M	+4%	938k	24.15	View chart
Fidelity Total Bond Etf Etf (FBND)	1.4	$22M	+2%	466k	46.24	View chart
Eli Lilly & Co Stock (LLY)	1.4	$21M		27k	763.01	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	1.4	$21M	+3%	52k	402.42	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	1.3	$20M	-35%	250k	79.93	View chart
Vanguard Utilities Etf Etf (VPU)	1.3	$19M	+5%	100k	189.41	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	1.2	$18M	+4%	241k	73.29	View chart
Inspire International Etf Etf (WWJD)	1.1	$16M	+5%	465k	35.27	View chart
Victoryshares Core Intermediate Bond Etf Etf (UITB)	1.1	$16M	+6%	336k	47.52	View chart
Invesco Dorsey Wright Developed Markets Momentum Etf Etf (PIZ)	1.0	$15M	+6%	313k	47.68	View chart
Eventide High Dividend Etf Etf (ELCV)	1.0	$14M	+5%	539k	26.74	View chart
Pacer Trendpilot 100 Etf Etf (PTNQ)	1.0	$14M		184k	77.53	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	1.0	$14M	+6%	527k	26.84	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.9	$14M	+9%	168k	83.05	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.9	$14M		240k	57.47	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.8	$12M		149k	82.73	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.8	$12M	+3%	227k	54.18	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.8	$12M	+2%	20k	600.37	View chart
Inspire Faithward Mid Cap Momentum Etf Etf (GLRY)	0.8	$12M		315k	37.20	View chart
Timothy Plan Us Small Cap Core Etf Etf (TPSC)	0.8	$11M	+33%	274k	41.57	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.8	$11M	-55%	113k	99.95	View chart
Nvidia Corporation Stock (NVDA)	0.7	$11M		56k	186.58	View chart
Inspire 100 Etf Etf (BIBL)	0.7	$10M	+3%	234k	44.43	View chart
Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.7	$9.8M		323k	30.29	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.6	$9.5M		15k	612.39	View chart
Vanguard Information Technology Etf Etf (VGT)	0.6	$8.9M	+6%	12k	746.62	View chart
Victoryshares Short-term Bond Etf Etf (USTB)	0.6	$8.9M	+6%	175k	50.99	View chart
Pimco 25 Year Zero Coupon Us Treasury Index Exchange-traded Fund Etf (ZROZ)	0.6	$8.4M	+2%	123k	67.96	View chart
Ishares Msci Eafe Value Index Etf Etf (EFV)	0.6	$8.3M	+5%	122k	67.83	View chart
Vanguard High Dividend Yield Etf (VYM)	0.5	$7.6M	+10%	54k	140.95	View chart
Technology Select Sector Spdr Fund Etf (XLK)	0.5	$7.5M	-32%	27k	281.86	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.5	$7.4M	+4%	124k	59.92	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.5	$7.0M	+12%	298k	23.47	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.5	$7.0M	+4%	251k	27.75	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.5	$6.8M		105k	65.26	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.5	$6.8M	-27%	10k	666.19	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.5	$6.8M		212k	31.91	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.4	$6.6M	+34%	130k	50.73	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.4	$6.5M	+4%	140k	46.81	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.4	$6.5M	-4%	121k	53.87	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.4	$6.4M	+4%	65k	99.53	View chart
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB)	0.4	$6.4M	+7%	131k	49.03	View chart
American Century Focused Dynamic Growth Etf Etf (FDG)	0.4	$6.4M	-2%	53k	120.44	View chart
Spdr S&p Emerging Markets Dividend Etf Etf (EDIV)	0.4	$6.3M	+9%	162k	38.85	View chart
Inspire Small/mid Cap Etf Etf (ISMD)	0.4	$6.3M	+6%	162k	38.86	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.4	$6.2M		32k	195.86	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.4	$6.1M	+5%	153k	39.54	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.4	$5.7M	+5%	55k	103.36	View chart
Microsoft Corp Stock (MSFT)	0.4	$5.7M	-3%	11k	517.96	View chart
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)	0.4	$5.7M	+10%	90k	63.43	View chart
Inspire Fidelis Multi Factor Etf Etf (FDLS)	0.4	$5.5M	+4%	158k	34.92	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.4	$5.4M		62k	87.31	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.4	$5.3M	+124%	44k	118.37	View chart
Pacer Trendpilot Us Bond Etf Etf (PTBD)	0.4	$5.3M	+3%	265k	19.83	View chart
Caterpillar Stock (CAT)	0.3	$5.0M	-3%	11k	477.14	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.3	$5.0M	+3%	84k	59.20	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.3	$4.9M	+2%	36k	137.74	View chart
Vanguard Small Cap Growth Etf Etf (VBK)	0.3	$4.9M	-7%	17k	297.62	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.3	$4.8M	+2%	31k	155.45	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.3	$4.8M	+4%	108k	44.19	View chart
Virtus Newfleet Abs/mbs Etf Etf (VABS)	0.3	$4.8M		196k	24.33	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.3	$4.7M		53k	89.34	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.3	$4.7M	-4%	19k	243.10	View chart
Tesla Stock (TSLA)	0.3	$4.7M	-5%	11k	444.72	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.3	$4.4M		131k	33.42	View chart
Pacer Pacific Asset Fltng Rt Hi Inc Etf Etf (FLRT)	0.3	$4.3M	+7%	92k	47.39	View chart
Chevron Corp Stock (CVX)	0.3	$4.2M	+19%	27k	155.29	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.3	$4.0M		106k	38.02	View chart
Ishares Russell Top 200 Etf Etf (IWL)	0.3	$4.0M		24k	166.10	View chart
American Century Focused Large Cap Value Etf Etf (FLV)	0.3	$4.0M		54k	73.75	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.3	$3.9M	+5%	65k	60.08	View chart
Inspire Tactical Balanced Etf Etf (RISN)	0.3	$3.9M		129k	29.82	View chart
Ishares Core 10 Year Usd Bond Etf Etf (ILTB)	0.3	$3.8M		76k	50.49	View chart
Vanguard Short-term Tax Exempt Bond Etf Etf (VTES)	0.3	$3.8M	-2%	38k	101.92	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.3	$3.8M	+2%	27k	142.55	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.3	$3.8M	+42%	147k	25.85	View chart
Vanguard Mid-cap Etf Etf (VO)	0.3	$3.7M	+4%	13k	293.74	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.2	$3.6M		54k	67.26	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.2	$3.6M	+8%	53k	68.08	View chart
Timothy Plan High Dividend Stock Etf Etf (TPHD)	0.2	$3.6M	+2%	91k	39.34	View chart
Agf U.s. Market Neutral Anti-beta Fund Etf (BTAL)	0.2	$3.6M	+2%	224k	15.92	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.2	$3.5M	+30%	26k	135.23	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.2	$3.4M		11k	326.37	View chart
Vaneck Emerging Markets High Yield Bond Etf Etf (HYEM)	0.2	$3.4M	+10%	170k	20.05	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$3.4M	+2%	16k	208.71	View chart
Highpeak Energy Stock (HPK)	0.2	$3.4M	+3%	479k	7.07	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.2	$3.4M	-16%	32k	106.49	View chart
Vanguard U.s. Minimum Volatility Etf Etf (VFMV)	0.2	$3.3M	+10%	26k	131.31	View chart
Ishares Global 100 Etf Etf (IOO)	0.2	$3.3M	-7%	28k	120.01	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$3.3M		66k	50.07	View chart
Real Estate Select Sector Spdr Fund Etf (XLRE)	0.2	$3.3M	+2%	78k	42.13	View chart
Spdr Portfolio S&p 500 Etf Etf (SPLG)	0.2	$3.2M	-24%	41k	78.34	View chart
Vanguard Health Care Etf Etf (VHT)	0.2	$3.2M	+9%	12k	259.60	View chart
Citigroup Stock (C)	0.2	$3.2M	-20%	31k	101.50	View chart
Spdr S&p Metals & Mining Etf Etf (XME)	0.2	$3.1M	+992%	33k	93.19	View chart
Us Bancorp Del Stock (USB)	0.2	$2.9M	-15%	59k	48.33	View chart
Duke Energy Corp Stock (DUK)	0.2	$2.8M	+4%	23k	123.75	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$2.8M	-3%	11k	254.28	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$2.8M	-11%	23k	120.72	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	0.2	$2.8M	-5%	38k	73.54	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$2.8M	-7%	120k	23.28	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.2	$2.8M	+5%	47k	58.72	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	0.2	$2.7M	+16%	108k	25.13	View chart
Franklin Ftse India Etf Etf (FLIN)	0.2	$2.7M	+2%	73k	37.29	View chart
Capital Group Municipal Income Etf Etf (CGMU)	0.2	$2.7M	+7%	98k	27.29	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.2	$2.6M	+7%	15k	182.42	View chart
Medtronic Stock (MDT)	0.2	$2.6M		27k	95.24	View chart
Pacer Trendpilot Us Large Cap Etf Etf (PTLC)	0.2	$2.5M	-2%	46k	54.76	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$2.5M	+3%	10k	243.55	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.2	$2.5M	-24%	13k	194.50	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$2.4M	-13%	3.6k	669.23	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.2	$2.4M	-43%	27k	89.37	View chart
Uber Technologies Stock (UBER)	0.2	$2.4M		25k	97.97	View chart
Ishares Mbs Etf Etf (MBB)	0.2	$2.3M	+8%	25k	95.15	View chart
Inspire 500 Etf Etf (PTL)	0.2	$2.3M	+22%	9.3k	249.25	View chart
Principal U.s. Small-cap Etf Etf (PSC)	0.2	$2.3M	NEW	40k	56.97	View chart
First Trust Innovation Leaders Etf Etf (ILDR)	0.2	$2.3M	+36%	70k	32.39	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.2	$2.2M	-13%	9.4k	239.64	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.2	$2.2M	+6%	7.6k	293.78	View chart
Paypal Hldgs Stock (PYPL)	0.1	$2.2M	+6%	33k	67.06	View chart
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)	0.1	$2.1M	+14%	46k	46.30	View chart
Procter And Gamble Stock (PG)	0.1	$2.1M	-6%	14k	153.65	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.1	$2.1M		32k	64.69	View chart
At&t Stock (T)	0.1	$2.1M	-10%	74k	28.24	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.1	$2.0M		17k	121.06	View chart
Pinterest Inc Cl A Stock (PINS)	0.1	$2.0M		63k	32.17	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$2.0M	+14%	77k	26.34	View chart
Amgen Stock (AMGN)	0.1	$2.0M	+7%	7.1k	282.19	View chart
Air Prods & Chems Stock (APD)	0.1	$2.0M	+60%	7.3k	272.73	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.1	$2.0M	+40%	82k	24.40	View chart
Costco Whsl Corp Stock (COST)	0.1	$2.0M	-11%	2.1k	925.79	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.1	$2.0M		3.9k	502.74	View chart
Invesco S&p 100 Equal Weight Etf Etf (EQWL)	0.1	$2.0M	+7%	17k	114.68	View chart
Amcor Plc Ord Stock (AMCR)	0.1	$1.9M	+70%	236k	8.18	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.1	$1.9M		18k	104.96	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$1.9M	-26%	41k	46.71	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$1.9M	+50%	17k	112.75	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	0.1	$1.9M	+2%	38k	49.31	View chart
International Business Machs Stock (IBM)	0.1	$1.8M	+54%	6.5k	282.18	View chart
Hormel Foods Corp Stock (HRL)	0.1	$1.8M	+33%	74k	24.74	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	0.1	$1.8M	+11%	19k	96.68	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$1.8M	+90%	15k	124.34	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$1.8M	-46%	9.5k	189.70	View chart
Invesco S&p Global Water Index Etf Etf (CGW)	0.1	$1.8M	+3%	28k	64.24	View chart
Fis Christian Stock Fund Etf (PRAY)	0.1	$1.8M	+10%	57k	31.36	View chart
Broadcom Stock (AVGO)	0.1	$1.8M	+5%	5.4k	329.92	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.1	$1.7M	+56%	34k	51.08	View chart
Pepsico Stock (PEP)	0.1	$1.7M	+450%	12k	140.44	View chart
Coca Cola Stock (KO)	0.1	$1.7M	+5%	26k	66.32	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.1	$1.7M	-26%	62k	27.30	View chart
Truist Finl Corp Stock (TFC)	0.1	$1.7M	+7%	36k	45.72	View chart
Alger Mid Cap 40 Etf Etf (FRTY)	0.1	$1.6M	-2%	73k	22.39	View chart
Oracle Corp Stock (ORCL)	0.1	$1.6M		5.7k	281.24	View chart
Invesco S&p International Developed High Quality Etf Etf (IDHQ)	0.1	$1.6M	+7%	47k	33.65	View chart
Royal Bk Cda Stock (RY)	0.1	$1.6M	+5%	11k	147.33	View chart
Schwab Municipal Bond Etf Etf (SCMB)	0.1	$1.6M	+13%	61k	25.61	View chart
Oneok Stock (OKE)	0.1	$1.6M	+350%	21k	72.97	View chart
Public Storage Oper Reit (PSA)	0.1	$1.6M	+20%	5.4k	288.84	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.1	$1.5M	-2%	15k	104.30	View chart
Fidelity Enhanced Mid Cap Etf Etf (FMDE)	0.1	$1.5M	+68%	42k	36.15	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.1	$1.5M	-8%	16k	93.64	View chart
Innovator Growth-100 Power Buffer Etf - July Etf (NJUL)	0.1	$1.5M	+4%	21k	71.11	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.1	$1.5M	+18%	20k	73.48	View chart
Keysight Technologies Stock (KEYS)	0.1	$1.5M		8.5k	174.92	View chart
Vanguard Short Term Infl-protected Etf (VTIP)	0.1	$1.5M		29k	50.63	View chart
Industrial Select Sector Spdr Fund Etf (XLI)	0.1	$1.5M	-3%	9.6k	154.23	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.1	$1.5M	+8%	29k	50.78	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.1	$1.5M		22k	66.90	View chart
Home Depot Stock (HD)	0.1	$1.5M	+2%	3.6k	405.24	View chart
First Trust Dorsey Wright Focus 5 Etf Etf (FV)	0.1	$1.4M	-6%	23k	61.92	View chart
Merck & Co Stock (MRK)	0.1	$1.4M	-3%	17k	83.93	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$1.4M	-7%	4.5k	315.43	View chart
Fidelity Dividend Etf For Rising Rates Etf (FDRR)	0.1	$1.4M	+227%	24k	58.62	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$1.4M	+4%	44k	31.27	View chart
Ge Vernova Stock (GEV)	0.1	$1.4M	+264%	2.2k	614.93	View chart
Spdr Gold Etf Etf (GLD)	0.1	$1.4M	-37%	3.9k	355.47	View chart
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)	0.1	$1.4M	-49%	11k	121.77	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.1	$1.4M	+31%	26k	53.24	View chart
Bondbloxx Bloomberg Ten Year Target Duration Us Treasury Etf Etf (XTEN)	0.1	$1.4M	+56%	29k	46.63	View chart
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)	0.1	$1.3M	-20%	30k	44.42	View chart
Spdr Russell 1000 Low Volatility Focus Etf Etf (ONEV)	0.1	$1.3M	+11%	10k	133.11	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$1.3M		40k	33.37	View chart
Price T Rowe Group Stock (TROW)	0.1	$1.3M	+14%	13k	102.64	View chart
Prologis Reit (PLD)	0.1	$1.3M	+51%	12k	114.52	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$1.3M	-2%	6.3k	206.50	View chart
Ishares Core Msci Emerging Mkts Etf (IEMG)	0.1	$1.3M	+8%	20k	65.92	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.1	$1.3M	-12%	9.3k	139.17	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$1.3M	+52%	16k	83.53	View chart
Allianzim U.s. Equity Buffer15 Uncapped Jan Etf Etf (JANU)	0.1	$1.3M	+26%	47k	27.63	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$1.3M	-31%	5.8k	215.80	View chart
Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$1.2M	+4%	52k	23.94	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$1.2M	+8%	2.5k	499.18	View chart
Sila Realty Trust Reit (SILA)	0.1	$1.2M	+17%	48k	25.10	View chart
Invesco 0-5 Yr Us Tips Etf Etf (PBTP)	0.1	$1.2M	-4%	46k	26.14	View chart
Verizon Communications Stock (VZ)	0.1	$1.2M	-23%	27k	43.95	View chart
Wisdomtree Artificial Intelligence And Innovation Fund Etf (WTAI)	0.1	$1.2M	+77%	42k	28.56	View chart
Schwab Us Tips Etf Etf (SCHP)	0.1	$1.2M	+23%	44k	26.95	View chart
Eventide Us Market Etf Etf (ESUM)	0.1	$1.2M	+39%	43k	27.18	View chart
Occidental Pete Corp Stock (OXY)	0.1	$1.2M	-80%	25k	47.25	View chart
Ishares Residential And Multisector Real Estate Etf Etf (REZ)	0.1	$1.2M	+10%	14k	84.97	View chart
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$1.2M	+2%	13k	91.75	View chart
Weyerhaeuser Co Mtn Be Reit (WY)	0.1	$1.2M	NEW	47k	24.79	View chart
Consumer Staples Select Sector Spdr Fund Etf (XLP)	0.1	$1.2M	-4%	15k	78.37	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$1.1M	-7%	3.4k	328.14	View chart
Ishares Convertible Bond Etf Etf (ICVT)	0.1	$1.1M	-6%	11k	100.05	View chart
Inspire Global Hope Etf Etf (BLES)	0.1	$1.1M		26k	42.46	View chart
Lowes Cos Stock (LOW)	0.1	$1.1M	-2%	4.3k	251.31	View chart
Alto Ingredients Stock (ALTO)	0.1	$1.1M		1.0M	1.08	View chart
Ishares Msci Intl Momentum Factor Etf Etf (IMTM)	0.1	$1.1M	-3%	22k	47.88	View chart
Sysco Corp Stock (SYY)	0.1	$1.1M	+5%	13k	82.34	View chart
Ishares Short-term National Muni Bond Etf Etf (SUB)	0.1	$1.1M	+14%	9.9k	106.78	View chart
Csx Corp Stock (CSX)	0.1	$1.0M		30k	35.51	View chart
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)	0.1	$1.0M		29k	36.30	View chart
Salesforce Stock (CRM)	0.1	$1.0M	+97%	4.3k	236.99	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$1.0M	+2%	3.6k	279.25	View chart
Fis Bright Portfolios Focused Equity Etf Stock (BRIF)	0.1	$1.0M	+56%	34k	29.76	View chart
Vanguard Industrials Etf Etf (VIS)	0.1	$1.0M	+8%	3.4k	296.30	View chart
Fs Credit Opportunities Corp Cef (FSCO)	0.1	$986k	+28%	143k	6.91	View chart
Ishares Iboxx Corporate Bond Etf Etf (LQD)	0.1	$977k	+48%	8.8k	111.47	View chart
Bank America Corp Stock (BAC)	0.1	$961k	-26%	19k	51.59	View chart
Palo Alto Networks Stock (PANW)	0.1	$954k	+21%	4.7k	203.62	View chart
Ishares Silver Trust Etf (SLV)	0.1	$946k	+7%	22k	42.37	View chart
Permian Resources Corp Class A Stock (PR)	0.1	$942k	+7%	74k	12.80	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.1	$937k	+31%	36k	26.30	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$937k	+1310%	1.5k	609.29	View chart
Ishares Agency Bond Etf Etf (AGZ)	0.1	$936k	-22%	8.5k	110.37	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$926k	+2%	1.9k	490.38	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$923k	+12%	1.3k	734.48	View chart
Emerson Elec Stock (EMR)	0.1	$912k	+24%	6.9k	131.17	View chart
Consolidated Edison Stock (ED)	0.1	$907k	+8%	9.0k	100.52	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$907k		3.5k	256.43	View chart
Eaton Corp Stock (ETN)	0.1	$903k	+2494%	2.4k	374.25	View chart
Atmos Energy Corp Stock (ATO)	0.1	$898k	+308%	5.3k	170.76	View chart
Innovator Growth-100 Power Buffer Etf- October Etf (NOCT)	0.1	$895k	+2%	16k	56.81	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$879k	-5%	7.4k	118.83	View chart
Franklin Ltd Duration Income T Cef (FTF)	0.1	$879k	+144%	138k	6.37	View chart
Eaton Vance Total Return Bond Etf Etf (EVTR)	0.1	$879k	+42%	17k	51.45	View chart
Advanced Micro Devices Stock (AMD)	0.1	$860k		5.3k	161.79	View chart

Past Filings by Creative Financial Designs

SEC 13F filings are viewable for Creative Financial Designs going back to 2016

Creative Financial Designs 2025 Q3 filed Nov. 12, 2025
Creative Financial Designs 2025 Q2 filed Aug. 4, 2025
Creative Financial Designs 2025 Q1 filed April 23, 2025
Creative Financial Designs 2024 Q4 filed Feb. 10, 2025
Creative Financial Designs 2024 Q3 filed Oct. 28, 2024
Creative Financial Designs 2024 Q2 filed Aug. 6, 2024
Creative Financial Designs 2024 Q1 filed May 1, 2024
Creative Financial Designs 2023 Q4 filed Jan. 10, 2024
Creative Financial Designs 2023 Q3 filed Nov. 14, 2023
Creative Financial Designs 2023 Q2 filed July 26, 2023
Creative Financial Designs 2023 Q1 filed April 25, 2023
Creative Financial Designs 2022 Q4 filed Feb. 1, 2023
Creative Financial Designs 2022 Q3 filed Nov. 1, 2022
Creative Financial Designs 2022 Q2 filed Aug. 1, 2022
Creative Financial Designs 2022 Q1 filed April 15, 2022
Creative Financial Designs 2021 Q4 filed Jan. 26, 2022

View all past filings

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