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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 13.16% of Creative Financial Designs's stock portfolio.
Added to shares of these 10 stocks: TPIF (+$20M), LQTI (+$9.0M), SDVD (+$5.0M), RDVI (+$5.0M), BUFQ, VCSH, KNG, VGIT, GPIQ, PRAY.
Started 125 new stock positions in CRCL, PSP, CGIE, GPK, RBA, BPRE, GFL, AEVA, SANA, UL.
Reduced shares in these 10 stocks: ZROZ (-$7.6M), XLC, VTES, WWJD, XME, BTAL, USB, HPK, SDVY, Shp Etf Trust.
Sold out of its positions in AES, APO, ACA, ABG, ATKR, AVY, BGS, OZK, BSY, BKT.
Creative Financial Designs was a net buyer of stock by $80M.
Creative Financial Designs has $1.6B in assets under management (AUM), dropping by 6.60%.
Central Index Key (CIK): 0000819864

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Portfolio Holdings for Creative Financial Designs

Creative Financial Designs holds 2064 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Creative Financial Designs has 2064 total positions. Only the first 250 positions are shown.

Sign up to view all of the Creative Financial Designs Dec. 31, 2025 positions
Download the Creative Financial Designs December 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	3.1	$49M	+3%	855k	56.81	View chart
Vanguard Value Etf Etf (VTV)	2.9	$47M	+4%	244k	190.99	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	2.5	$40M	+7%	673k	59.93	View chart
Bny Mellon International Equity Etf Etf (BKIE)	2.4	$38M	+5%	411k	92.56	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	2.2	$35M		290k	121.75	View chart
Apple Stock (AAPL)	2.1	$34M		125k	271.86	View chart
Eli Lilly & Co Stock (LLY)	1.9	$31M	+5%	29k	1074.69	View chart
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	1.8	$29M	+5%	999k	29.28	View chart
Amazon Stock (AMZN)	1.7	$28M	+3%	120k	230.82	View chart
Vanguard Growth Etf Etf (VUG)	1.7	$28M		56k	487.86	View chart
Capital Group Dividend Value Etf Etf (CGDV)	1.7	$27M	-2%	620k	43.64	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	1.7	$27M	+6%	456k	58.73	View chart
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)	1.6	$25M	+5%	489k	50.70	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	1.5	$25M	+23%	308k	79.73	View chart
Inspire Corporate Bond Etf Etf (IBD)	1.5	$24M	+5%	987k	24.20	View chart
Fidelity Total Bond Etf Etf (FBND)	1.4	$22M	+2%	478k	46.04	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	1.4	$22M		52k	412.77	View chart
Timothy Plan International Etf Etf (TPIF)	1.3	$21M	+2375%	599k	34.68	View chart
Vanguard Utilities Etf Etf (VPU)	1.2	$19M	+4%	104k	185.04	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	1.2	$19M	+4%	252k	75.05	View chart
Victoryshares Core Intermediate Bond Etf Etf (UITB)	1.1	$17M	+5%	356k	47.35	View chart
Invesco Dorsey Wright Developed Markets Momentum Etf Etf (PIZ)	1.1	$17M	+8%	341k	48.98	View chart
Eventide High Dividend Etf Etf (ELCV)	0.9	$15M	+4%	563k	26.54	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.9	$15M	+6%	179k	82.73	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.9	$15M	+4%	548k	26.68	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.9	$15M		242k	60.17	View chart
Pacer Trendpilot 100 Etf Etf (PTNQ)	0.9	$14M		184k	78.65	View chart
Inspire International Etf Etf (WWJD)	0.9	$14M	-18%	379k	36.48	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.8	$13M	+3%	21k	614.31	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.8	$12M	+2%	231k	53.76	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.8	$12M	+3%	154k	79.84	View chart
Timothy Plan Us Small Cap Core Etf Etf (TPSC)	0.8	$12M	+6%	292k	41.45	View chart
Inspire 100 Etf Etf (BIBL)	0.8	$12M	+14%	267k	45.13	View chart
Inspire Growth Etf Etf (GLRY)	0.8	$12M	+6%	335k	35.82	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.8	$12M	+3%	117k	102.54	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.7	$11M	+17%	18k	627.13	View chart
Nvidia Corporation Stock (NVDA)	0.7	$11M	+6%	60k	186.50	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.6	$10M	+5%	341k	30.20	View chart
Ishares Msci Eafe Value Index Etf Etf (EFV)	0.6	$9.6M	+9%	134k	71.41	View chart
Victoryshares Short-term Bond Etf Etf (USTB)	0.6	$9.4M	+5%	185k	50.84	View chart
Vanguard Information Technology Etf Etf (VGT)	0.6	$9.1M		12k	753.78	View chart
Ft Vest Investment Grade & Target Income Etf Etf (LQTI)	0.6	$9.0M	NEW	446k	20.12	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.5	$8.6M	+11%	138k	62.47	View chart
Vanguard High Dividend Yield Etf (VYM)	0.5	$8.6M	+11%	60k	143.52	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.5	$7.4M	+5%	315k	23.37	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.5	$7.3M	+5%	266k	27.62	View chart
Spdr S&p Emerging Markets Dividend Etf Etf (EDIV)	0.5	$7.3M	+14%	186k	39.15	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.4	$7.1M	+7%	70k	101.98	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.4	$7.1M	+7%	140k	50.59	View chart
Inspire Small/mid Cap Etf Etf (ISMD)	0.4	$7.0M	+12%	182k	38.58	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.4	$7.0M		106k	66.00	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.4	$6.8M		209k	32.62	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.4	$6.8M	-2%	10k	681.95	View chart
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB)	0.4	$6.8M	+6%	139k	48.70	View chart
American Century Focused Dynamic Growth Etf Etf (FDG)	0.4	$6.6M		52k	126.84	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$6.4M	+6%	20k	312.99	View chart
Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.4	$6.3M	-2%	135k	46.81	View chart
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)	0.4	$6.3M	+9%	98k	64.38	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.4	$6.2M		154k	40.23	View chart
Inspire Fidelis Multi Factor Etf Etf (FDLS)	0.4	$6.1M	+8%	172k	35.74	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.4	$5.9M	-6%	30k	199.68	View chart
Caterpillar Stock (CAT)	0.4	$5.9M	-2%	10k	572.88	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.4	$5.8M		56k	102.39	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.4	$5.7M	+26%	166k	34.26	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.3	$5.5M		61k	89.46	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	0.3	$5.5M	+194%	111k	49.15	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.3	$5.4M	+6%	89k	60.81	View chart
Microsoft Corp Stock (MSFT)	0.3	$5.4M	+2%	11k	483.64	View chart
Pacer Trendpilot Us Bond Etf Etf (PTBD)	0.3	$5.4M	+4%	278k	19.40	View chart
Vanguard Small Cap Growth Etf Etf (VBK)	0.3	$5.3M	+5%	17k	302.11	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.3	$5.2M	+6%	115k	45.45	View chart
Ft Vest Smid Rising Dividend Achievers Target Income Etf Etf (SDVD)	0.3	$5.0M	NEW	235k	21.46	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.3	$5.0M	+31%	35k	143.97	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.3	$5.0M	NEW	191k	26.24	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.3	$5.0M		36k	141.16	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.3	$4.9M	-26%	90k	54.77	View chart
Ft Vest Laddered Nasdaq Buffer Etf Etf (BUFQ)	0.3	$4.8M	+80368%	134k	35.84	View chart
Tesla Stock (TSLA)	0.3	$4.8M		11k	449.72	View chart
Virtus Newfleet Abs/mbs Etf Etf (VABS)	0.3	$4.8M		197k	24.25	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.3	$4.7M	-2%	30k	156.63	View chart
Pacer Aristotle Pacific Floating Rate High Income Etf Etf (FLRT)	0.3	$4.6M	+5%	97k	47.13	View chart
Chevron Corp Stock (CVX)	0.3	$4.4M	+6%	29k	152.41	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.3	$4.2M	+77%	93k	44.71	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.3	$4.2M	+10%	162k	25.75	View chart
Ishares Core 10 Year Usd Bond Etf Etf (ILTB)	0.3	$4.2M	+10%	84k	49.70	View chart
Timothy Plan High Dividend Stock Etf Etf (TPHD)	0.3	$4.1M	+18%	108k	38.53	View chart
Vanguard Mid-cap Etf Etf (VO)	0.3	$4.1M	+10%	14k	290.21	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.3	$4.1M		66k	62.15	View chart
American Century Focused Large Cap Value Etf Etf (FLV)	0.3	$4.1M		54k	75.77	View chart
Inspire 500 Etf Etf (PTL)	0.2	$3.9M	+68%	16k	248.20	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.2	$3.9M	+9%	28k	138.46	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.2	$3.8M		27k	143.33	View chart
Inspire Capital Appreciation Etf Etf (RISN)	0.2	$3.8M	+2%	132k	29.04	View chart
Vanguard U.s. Minimum Volatility Etf Etf (VFMV)	0.2	$3.8M	+15%	29k	130.37	View chart
Vanguard Health Care Etf Etf (VHT)	0.2	$3.7M	+4%	13k	287.85	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.2	$3.7M	+2%	54k	69.42	View chart
Vaneck Emerging Markets High Yield Bond Etf Etf (HYEM)	0.2	$3.7M	+10%	187k	19.89	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.2	$3.7M	-2%	10k	360.13	View chart
Ishares Russell Top 200 Etf Etf (IWL)	0.2	$3.6M	-13%	21k	170.63	View chart
Ishares Global 100 Etf Etf (IOO)	0.2	$3.5M		28k	126.67	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$3.5M	+4%	69k	50.29	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$3.4M		16k	211.79	View chart
Citigroup Stock (C)	0.2	$3.4M	-5%	30k	116.69	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.2	$3.4M	+3%	43k	80.22	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.2	$3.4M	+133%	22k	154.80	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.2	$3.3M	-10%	48k	69.47	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$3.3M	+3%	11k	313.79	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$3.2M	+12%	13k	257.96	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.2	$3.0M	+25%	34k	87.16	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$2.9M	+48%	5.8k	502.65	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	0.2	$2.9M	-7%	72k	40.35	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$2.8M		23k	123.26	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.2	$2.8M	-16%	26k	107.11	View chart
Franklin Ftse India Etf Etf (FLIN)	0.2	$2.8M		73k	38.59	View chart
Capital Group Municipal Income Etf Etf (CGMU)	0.2	$2.8M	+3%	102k	27.38	View chart
Duke Energy Corp Stock (DUK)	0.2	$2.8M	+3%	24k	117.21	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$2.7M	-4%	114k	24.04	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.2	$2.7M	+2%	48k	56.96	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	0.2	$2.7M		108k	25.08	View chart
Goldman Sachs Nasdaq-100 Premium Income Etf Etf (GPIQ)	0.2	$2.7M	NEW	51k	52.87	View chart
Fis Bright Portfolios Focused Equity Etf Stock (BRIF)	0.2	$2.6M	+159%	87k	30.04	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.2	$2.6M		15k	177.75	View chart
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)	0.2	$2.6M	+22%	56k	45.45	View chart
Pacer Trendpilot Us Large Cap Etf Etf (PTLC)	0.2	$2.5M		46k	55.58	View chart
Amgen Stock (AMGN)	0.2	$2.5M	+6%	7.6k	327.31	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.2	$2.4M	-2%	3.5k	684.95	View chart
Principal U.s. Small-cap Etf Etf (PSC)	0.1	$2.4M		41k	57.73	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$2.4M	+10%	8.5k	279.14	View chart
First Trust Innovation Leaders Etf Etf (ILDR)	0.1	$2.3M		71k	32.99	View chart
Fis Christian Stock Fund Etf (PRAY)	0.1	$2.3M	NEW	75k	31.26	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$2.3M		25k	95.22	View chart
Paypal Hldgs Stock (PYPL)	0.1	$2.3M	+20%	40k	58.38	View chart
Alto Ingredients Stock (ALTO)	0.1	$2.3M	-20%	797k	2.88	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$2.3M	+9%	85k	26.91	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$2.2M	+10%	18k	120.34	View chart
Amcor Plc Ord Stock	0.1	$2.2M	+10%	260k	8.34	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.1	$2.2M	+8%	88k	24.37	View chart
International Business Machs Stock (IBM)	0.1	$2.1M	+10%	7.2k	296.21	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$2.1M	+80%	4.4k	483.67	View chart
Uber Technologies Stock (UBER)	0.1	$2.1M	+6%	26k	81.71	View chart
Pinterest Inc Cl A Stock (PINS)	0.1	$2.1M	+28%	82k	25.89	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.1	$2.1M	-48%	55k	38.32	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.1	$2.1M		32k	65.48	View chart
Invesco S&p 100 Equal Weight Etf Etf (EQWL)	0.1	$2.1M	+2%	18k	118.16	View chart
Broadcom Stock (AVGO)	0.1	$2.1M	+9%	6.0k	346.08	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.1	$2.0M		17k	119.32	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.1	$2.0M	+6%	19k	102.42	View chart
Hormel Foods Corp Stock (HRL)	0.1	$1.9M	+11%	82k	23.70	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$1.9M	-22%	9.8k	198.61	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$1.9M	+42%	9.0k	212.07	View chart
Fidelity Dividend Etf For Rising Rates Etf (FDRR)	0.1	$1.9M	+30%	31k	61.02	View chart
Costco Whsl Corp Stock (COST)	0.1	$1.9M		2.2k	862.47	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.1	$1.9M	+7%	37k	50.86	View chart
Eventide Us Market Etf Etf (ESUM)	0.1	$1.8M	+58%	69k	26.93	View chart
At&t Stock (T)	0.1	$1.8M		74k	24.84	View chart
Coca Cola Stock (KO)	0.1	$1.8M	+2%	26k	69.91	View chart
Truist Finl Corp Stock (TFC)	0.1	$1.8M	+2%	37k	49.21	View chart
Merck & Co Stock (MRK)	0.1	$1.8M		17k	105.26	View chart
Invesco S&p Global Water Index Etf Etf (CGW)	0.1	$1.8M		29k	63.01	View chart
Royal Bk Cda Stock (RY)	0.1	$1.8M	-3%	10k	170.49	View chart
Pepsico Stock (PEP)	0.1	$1.8M		12k	143.52	View chart
Oneok Stock (OKE)	0.1	$1.8M	+11%	24k	73.50	View chart
Spdr Gold Etf Etf (GLD)	0.1	$1.8M	+13%	4.4k	396.31	View chart
Medtronic Stock (MDT)	0.1	$1.7M	-33%	18k	96.06	View chart
Kimberly-clark Corp Stock (KMB)	0.1	$1.7M	+18%	17k	100.89	View chart
Keysight Technologies Stock (KEYS)	0.1	$1.7M	-2%	8.3k	203.19	View chart
United Parcel Service Inc Cl B Stock (UPS)	0.1	$1.7M	+10%	17k	99.19	View chart
Fidelity Enhanced Mid Cap Etf Etf (FMDE)	0.1	$1.7M	+9%	46k	36.38	View chart
Invesco S&p International Developed High Quality Etf Etf (IDHQ)	0.1	$1.7M		48k	35.15	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$1.7M	+47%	5.0k	335.24	View chart
Vanguard Short Term Infl-protected Etf (VTIP)	0.1	$1.6M	+14%	33k	49.46	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$1.6M	-12%	35k	46.54	View chart
Ge Vernova Stock (GEV)	0.1	$1.6M	+9%	2.5k	653.67	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.1	$1.6M	+2%	15k	104.04	View chart
State Street Spdr Russell 1000 Low Volatility Focus Etf Etf (ONEV)	0.1	$1.6M	+17%	12k	133.19	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$1.6M	+8%	4.9k	322.19	View chart
Innovator Growth-100 Power Buffer Etf - July Etf (NJUL)	0.1	$1.5M		21k	72.62	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.1	$1.5M	+12%	29k	52.77	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$1.5M	-17%	7.9k	191.56	View chart
Schwab Municipal Bond Etf Etf (SCMB)	0.1	$1.5M	-4%	59k	25.76	View chart
Alger Mid Cap 40 Etf Etf (FRTY)	0.1	$1.5M	-2%	71k	21.05	View chart
Huntington Bancshares Stock (HBAN)	0.1	$1.5M	+688%	87k	17.35	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.1	$1.5M		22k	67.43	View chart
Prologis Reit (PLD)	0.1	$1.5M		11k	127.66	View chart
Inspire Global Hope Etf Etf (BLES)	0.1	$1.5M	+31%	34k	43.21	View chart
Public Storage Oper Reit (PSA)	0.1	$1.4M		5.5k	259.48	View chart
Ishares Silver Trust Etf (SLV)	0.1	$1.4M		22k	64.42	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.1	$1.4M	-2%	20k	71.42	View chart
Invesco S&p 500 Top 50 Etf Etf (XLG)	0.1	$1.4M	+110%	24k	59.28	View chart
Procter And Gamble Stock (PG)	0.1	$1.4M	-29%	9.7k	143.32	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	0.1	$1.4M	-51%	19k	74.88	View chart
Price T Rowe Group Stock (TROW)	0.1	$1.4M	+3%	14k	102.38	View chart
First Trust Dorsey Wright Focus 5 Etf Etf (FV)	0.1	$1.4M	-5%	22k	62.92	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.1	$1.4M	-7%	27k	50.58	View chart
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)	0.1	$1.4M		11k	121.28	View chart
Home Depot Stock (HD)	0.1	$1.3M	+8%	3.9k	344.14	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.1	$1.3M	-11%	14k	92.51	View chart
Bondbloxx Bloomberg Ten Year Target Duration Us Treasury Etf Etf (XTEN)	0.1	$1.3M		29k	46.22	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$1.3M		40k	32.75	View chart
Wisdomtree Artificial Intelligence And Innovation Fund Etf (WTAI)	0.1	$1.3M	+6%	45k	29.14	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$1.3M		5.9k	219.77	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.1	$1.3M	+15%	4.2k	303.86	View chart
First Trust Smith Opportunistic Fixed Income Etf Etf (FIXD)	0.1	$1.3M	-5%	29k	44.32	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$1.3M	+52%	1.9k	660.18	View chart
Weyerhaeuser Co Mtn Be Reit (WY)	0.1	$1.3M	+14%	53k	23.69	View chart
Ishares Core Msci Emerging Mkts Etf (IEMG)	0.1	$1.2M	-6%	19k	67.22	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$1.2M		52k	23.67	View chart
Salesforce Stock (CRM)	0.1	$1.2M	+6%	4.6k	264.91	View chart
Ishares Residential And Multisector Real Estate Etf Etf (REZ)	0.1	$1.2M	+7%	15k	82.64	View chart
Schwab Us Tips Etf Etf (SCHP)	0.1	$1.2M	+3%	46k	26.49	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.2M	+5%	5.6k	214.16	View chart
Oracle Corp Stock (ORCL)	0.1	$1.2M	+5%	6.1k	194.90	View chart
Invesco 0-5 Yr Us Tips Etf Etf (PBTP)	0.1	$1.2M		46k	25.91	View chart
Lowes Cos Stock (LOW)	0.1	$1.2M	+11%	4.8k	241.18	View chart
Texas Instrs Stock (TXN)	0.1	$1.1M	+3732%	6.6k	173.49	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$1.1M	+28%	2.4k	468.76	View chart
Ishares Convertible Bond Etf Etf (ICVT)	0.1	$1.1M	+4%	11k	98.50	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	0.1	$1.1M	+71%	34k	33.30	View chart
Verizon Communications Stock (VZ)	0.1	$1.1M		28k	40.73	View chart
Allianzim U.s. Equity Buffer15 Uncapped Jan Etf Etf (JANU)	0.1	$1.1M	-17%	39k	28.14	View chart
Csx Corp Stock (CSX)	0.1	$1.1M		30k	36.25	View chart
Permian Resources Corp Class A Stock (PR)	0.1	$1.1M	+2%	75k	14.03	View chart
Nextera Energy Stock (NEE)	0.1	$1.0M	+15%	13k	80.28	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.1	$1.0M	+6%	38k	27.21	View chart
Vanguard Industrials Etf Etf (VIS)	0.1	$1.0M	+2%	3.4k	298.35	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$1.0M	-11%	11k	91.38	View chart
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)	0.1	$1.0M		29k	35.21	View chart
Emerson Elec Stock (EMR)	0.1	$1.0M	+9%	7.6k	132.73	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.1	$1.0M	-80%	8.6k	117.72	View chart
Palo Alto Networks Stock (PANW)	0.1	$998k	+15%	5.4k	184.20	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.1	$989k	+97%	13k	77.02	View chart
Bank America Corp Stock (BAC)	0.1	$979k	-4%	18k	55.00	View chart
Sila Realty Trust Reit (SILA)	0.1	$978k	-12%	42k	23.31	View chart
Walmart Stock (WMT)	0.1	$972k	+18%	8.7k	111.41	View chart
Mcdonalds Corp Stock (MCD)	0.1	$967k	+21%	3.2k	305.64	View chart
Johnson & Johnson Stock (JNJ)	0.1	$959k		4.6k	206.95	View chart
Innovator Growth-100 Power Buffer Etf- October Etf (NOCT)	0.1	$938k	+2%	16k	57.92	View chart
Ishares Agency Bond Etf Etf (AGZ)	0.1	$933k		8.5k	110.25	View chart
Fs Credit Opportunities Corp Cef (FSCO)	0.1	$929k	+3%	148k	6.30	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$922k	+5%	1.6k	570.39	View chart
Atmos Energy Corp Stock (ATO)	0.1	$915k	+3%	5.5k	167.63	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$893k	+68%	12k	74.07	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.1	$893k	+10%	11k	85.37	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.1	$889k		3.6k	250.29	View chart
Consolidated Edison Stock (ED)	0.1	$860k	-4%	8.7k	99.32	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.1	$853k	-42%	5.5k	155.13	View chart
Sysco Corp Stock (SYY)	0.1	$849k	-10%	12k	73.69	View chart
Us Bancorp Del Stock (USB)	0.1	$849k	-73%	16k	53.36	View chart
Realty Income Corp Reit (O)	0.1	$847k	+15%	15k	56.37	View chart
Innovator Growth-100 Power Buffer Etf - April Etf (NAPR)	0.1	$833k		16k	53.70	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 Q4 filed Feb. 6, 2026
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

View all past filings

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