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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 VTV, VGIT, BKIE, PTL, AAPL, and represent 14.80% of Creative Financial Designs's stock portfolio.
Added to shares of these 10 stocks: VTV (+$43M), PTL (+$33M), JBND (+$13M), VCIT (+$11M), GLRY (+$9.4M), MBSF (+$8.9M), EVSD (+$7.1M), TPIF (+$6.5M), TPLC (+$5.2M), BUFR.
Started 182 new stock positions in TTC, MICC, WCME, IGRO, CRS, FIW, GWRE, STN, HL, NHS.R.
Reduced shares in these 10 stocks: SPYV (-$39M), PYLD (-$14M), VGSH (-$11M), BIBL (-$8.9M), ELCV (-$6.2M), ISMD (-$5.3M), VABS, RISN, SMH, VONG.
Sold out of its positions in Alpine Global Premier Pptys Fd Com Sbi cef, AAP, AEVA, BBLU, ABAT, ARES, ARVN, AstraZeneca, ADSK, BPRE.
Creative Financial Designs was a net buyer of stock by $73M.
Creative Financial Designs has $1.6B in assets under management (AUM), dropping by 3.66%.
Central Index Key (CIK): 0000819864

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Portfolio Holdings for Creative Financial Designs

Creative Financial Designs holds 2162 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Creative Financial Designs has 2162 total positions. Only the first 250 positions are shown.

Sign up to view all of the Creative Financial Designs March 31, 2026 positions
Download the Creative Financial Designs March 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Value Etf Etf (VTV)	5.5	$91M	+90%	465k	196.20	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	2.6	$42M	+5%	711k	59.55	View chart
Bny Mellon International Equity Etf Etf (BKIE)	2.5	$42M	+8%	445k	93.43	View chart
Inspire 500 Etf Etf (PTL)	2.2	$37M	+831%	147k	250.56	View chart
Apple Stock (AAPL)	1.9	$32M		124k	253.79	View chart
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	1.8	$30M	+3%	1.0M	29.18	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	1.8	$29M	-8%	264k	109.69	View chart
Timothy Plan International Etf Etf (TPIF)	1.7	$28M	+30%	779k	36.04	View chart
Amazon Stock (AMZN)	1.6	$27M	+7%	129k	208.27	View chart
Eli Lilly & Co Stock (LLY)	1.6	$26M		28k	919.77	View chart
Vanguard Growth Etf Etf (VUG)	1.6	$26M	+3%	58k	436.79	View chart
Inspire Corporate Bond Etf Etf (IBD)	1.5	$25M	+7%	1.1M	23.86	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	1.5	$25M	+2%	317k	79.27	View chart
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)	1.4	$24M	-3%	470k	50.49	View chart
Capital Group Dividend Value Etf Etf (CGDV)	1.4	$24M	-10%	555k	42.54	View chart
Fidelity Total Bond Etf Etf (FBND)	1.3	$22M		478k	45.62	View chart
Inspire Growth Etf Etf (GLRY)	1.3	$22M	+75%	588k	37.11	View chart
Vanguard Utilities Etf Etf (VPU)	1.3	$21M	+2%	107k	198.14	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	1.2	$20M	+3%	54k	367.44	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	1.0	$17M	-9%	227k	75.19	View chart
Victoryshares Core Intermediate Bond Etf Etf (UITB)	1.0	$17M		361k	47.02	View chart
Invesco Dorsey Wright Developed Markets Momentum Etf Etf (PIZ)	1.0	$17M		343k	49.52	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	1.0	$16M	-41%	267k	58.54	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.9	$16M	+3%	250k	62.56	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	0.9	$16M	+3%	186k	83.43	View chart
Pacer Trendpilot 100 Etf Etf (PTNQ)	0.8	$14M		185k	72.96	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.8	$13M	+3%	240k	54.05	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.8	$13M	NEW	234k	53.77	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.8	$12M	+3%	22k	577.17	View chart
Timothy Plan Us Small Cap Core Etf Etf (TPSC)	0.7	$12M		290k	42.45	View chart
Inspire International Etf Etf (WWJD)	0.7	$12M	-13%	328k	37.39	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.7	$12M	+2%	119k	102.25	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.7	$12M		153k	78.77	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.7	$12M	+1901%	140k	82.75	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.7	$11M	+2%	19k	597.54	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.6	$11M	+3%	353k	30.07	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	0.6	$11M	+89%	314k	33.77	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.6	$10M	+16%	161k	64.08	View chart
Nvidia Corporation Stock (NVDA)	0.6	$10M	-2%	59k	174.40	View chart
Eventide High Dividend Etf Etf (ELCV)	0.6	$10M	-37%	349k	29.00	View chart
Inspire Fidelis Multi Factor Etf Etf (FDLS)	0.6	$10M	+58%	272k	36.94	View chart
Ishares Msci Eafe Value Index Etf Etf (EFV)	0.6	$9.6M	-3%	130k	74.35	View chart
Victoryshares Short-term Bond Etf Etf (USTB)	0.6	$9.4M		186k	50.58	View chart
Ft Vest Investment Grade & Target Income Etf Etf (LQTI)	0.6	$9.2M	+5%	470k	19.58	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.6	$9.2M	-80%	163k	56.58	View chart
Vanguard High Dividend Yield Etf (VYM)	0.5	$9.0M		61k	148.10	View chart
Regan Floating Rate Mbs Etf Etf (MBSF)	0.5	$8.9M	NEW	350k	25.51	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.5	$8.2M	+6%	74k	110.47	View chart
Vanguard Information Technology Etf Etf (VGT)	0.5	$8.0M	-5%	12k	697.75	View chart
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)	0.5	$7.8M	+197%	168k	46.44	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.5	$7.7M	+5%	332k	23.22	View chart
Caterpillar Stock (CAT)	0.5	$7.4M	+2%	11k	708.43	View chart
State Street Spdr S&p Emerging Markets Dividend Etf Etf (EDIV)	0.5	$7.4M		189k	39.48	View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)	0.5	$7.4M	+2%	272k	27.23	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.4	$7.4M	+3%	110k	67.53	View chart
Eaton Vance Short Duration Income Etf Etf (EVSD)	0.4	$7.1M	NEW	139k	50.94	View chart
Jpmorgan International Bond Opportunities Etf Of Benef Interest Etf (JPIB)	0.4	$6.7M		141k	47.82	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.4	$6.6M	-6%	131k	50.61	View chart
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)	0.4	$6.6M		99k	66.77	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.4	$6.3M		135k	46.91	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.4	$6.2M	-3%	9.6k	650.37	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.4	$6.2M	+3%	160k	38.42	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.4	$6.0M		205k	29.13	View chart
American Century Focused Dynamic Growth Etf Etf (FDG)	0.4	$5.9M		52k	114.05	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.4	$5.9M	+2%	96k	61.26	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$5.9M		20k	287.56	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.4	$5.8M	+4%	64k	90.53	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	0.3	$5.7M	+4%	116k	48.71	View chart
Chevron Corporation Stock (CVX)	0.3	$5.6M	-6%	27k	206.90	View chart
Vanguard Small Cap Growth Etf Etf (VBK)	0.3	$5.6M	+5%	18k	302.25	View chart
Pacer Trendpilot Us Bond Etf Etf (PTBD)	0.3	$5.4M	+2%	285k	18.98	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.3	$5.3M		115k	46.23	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.3	$5.3M	+2%	91k	58.18	View chart
Ft Vest Smid Rising Dividend Achievers Target Income Etf Etf (SDVD)	0.3	$5.3M	+4%	244k	21.70	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.3	$5.2M	+6%	203k	25.55	View chart
Ft Vest Laddered Nasdaq Buffer Etf Etf (BUFQ)	0.3	$5.1M	+7%	143k	35.32	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.3	$5.0M	-14%	48k	103.43	View chart
Pacer Aristotle Pacific Floating Rate High Income Etf Etf (FLRT)	0.3	$4.9M	+8%	105k	46.31	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.3	$4.9M	-2%	29k	165.70	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.3	$4.5M		91k	49.37	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.3	$4.3M	-15%	30k	144.95	View chart
Microsoft Corp Stock (MSFT)	0.3	$4.3M	+2%	12k	370.16	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.3	$4.2M	+2%	166k	25.62	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.3	$4.2M	+3%	29k	145.02	View chart
Vanguard Mid-cap Etf Etf (VO)	0.3	$4.1M		14k	287.18	View chart
American Century Focused Large Cap Value Etf Etf (FLV)	0.3	$4.1M		54k	76.69	View chart
Ishares Core 10 Year Usd Bond Etf Etf (ILTB)	0.2	$4.1M		83k	48.98	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.2	$4.1M	-24%	22k	181.42	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.2	$4.0M	+2%	28k	145.79	View chart
Vanguard U.s. Minimum Volatility Etf Etf (VFMV)	0.2	$4.0M	+2%	30k	133.23	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$4.0M	+16%	80k	49.89	View chart
Jpmorgan International Value Etf Etf (JIVE)	0.2	$3.9M	NEW	45k	85.64	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.2	$3.8M		55k	70.18	View chart
Vaneck Emerging Markets High Yield Bond Etf Etf (HYEM)	0.2	$3.8M	+2%	192k	19.73	View chart
Alto Ingredients Stock (ALTO)	0.2	$3.7M	-3%	770k	4.84	View chart
Inspire 100 Etf Etf (BIBL)	0.2	$3.7M	-70%	79k	47.15	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.2	$3.7M	+12%	48k	76.54	View chart
Ishares Msci Usa Quality Garp Etf Etf (GARP)	0.2	$3.6M	NEW	57k	63.97	View chart
Vanguard Health Care Etf Etf (VHT)	0.2	$3.6M		13k	272.34	View chart
Tesla Stock (TSLA)	0.2	$3.6M	-8%	9.7k	371.75	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.2	$3.6M		67k	53.35	View chart
Capital Group Municipal Income Etf Etf (CGMU)	0.2	$3.5M	+25%	129k	27.15	View chart
Fis Trust Fis Bright Portfolios Focused Equity Etf Stock	0.2	$3.4M	NEW	115k	29.98	View chart
Citigroup Stock (C)	0.2	$3.4M		30k	113.41	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	0.2	$3.4M	+24%	135k	24.91	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.2	$3.3M	+13%	39k	86.69	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.2	$3.3M		49k	68.28	View chart
Ishares Russell Top 200 Etf Etf (IWL)	0.2	$3.3M	-2%	20k	160.48	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$3.3M	-7%	15k	217.25	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$3.2M	+13%	130k	24.75	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$3.2M	-2%	12k	261.91	View chart
Duke Energy Corp Stock (DUK)	0.2	$3.2M		24k	130.94	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	0.2	$3.0M	+2%	74k	40.83	View chart
Exxon Mobil Corp Stock (XOM)	0.2	$3.0M	-3%	18k	169.66	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$3.0M	-2%	10k	286.87	View chart
Timothy Plan High Dividend Stock Etf Etf (TPHD)	0.2	$2.9M	-34%	71k	41.36	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.2	$2.9M		49k	59.19	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.2	$2.8M	-39%	21k	132.90	View chart
Fis Christian Stock Fund Etf (PRAY)	0.2	$2.7M	+14%	85k	32.18	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$2.7M		5.7k	479.20	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.2	$2.7M	-3%	26k	106.15	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$2.7M	+2%	24k	113.11	View chart
Goldman Sachs Nasdaq-100 Premium Income Etf Etf (GPIQ)	0.2	$2.5M		51k	49.49	View chart
Pinterest Inc Cl A Stock (PINS)	0.2	$2.5M	+67%	137k	18.34	View chart
Franklin Ftse India Etf Etf (FLIN)	0.2	$2.5M	+3%	76k	33.22	View chart
Coca Cola Stock (KO)	0.1	$2.5M	+23%	32k	76.05	View chart
Pacer Trendpilot Us Large Cap Etf Etf (PTLC)	0.1	$2.4M		46k	52.46	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$2.4M	+11%	9.4k	257.34	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$2.4M	+56%	12k	191.92	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$2.4M	+10%	16k	146.28	View chart
Eventide Us Market Etf Etf (ESUM)	0.1	$2.3M	+29%	89k	26.18	View chart
Keysight Technologies Stock (KEYS)	0.1	$2.3M	-2%	8.1k	282.37	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$2.3M	+4%	2.3k	996.48	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$2.3M	-2%	24k	94.95	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.1	$2.2M	+2%	57k	39.43	View chart
Pepsico Stock (PEP)	0.1	$2.2M	+16%	14k	155.29	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.1	$2.2M	+2%	90k	24.27	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$2.2M		85k	25.64	View chart
Oneok Stock (OKE)	0.1	$2.2M		24k	90.39	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.1	$2.1M		32k	67.12	View chart
State Street Spdr Russell 1000 Low Volatility Focus Etf Etf (ONEV)	0.1	$2.1M	+32%	16k	134.17	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$2.1M	+10%	9.9k	211.16	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.1	$2.1M	+4%	20k	103.37	View chart
Invesco S&p 100 Equal Weight Etf Etf (EQWL)	0.1	$2.1M	+3%	18k	115.24	View chart
Ge Vernova Stock (GEV)	0.1	$2.1M	-3%	2.4k	872.84	View chart
Amgen Stock (AMGN)	0.1	$2.1M	-22%	5.9k	351.82	View chart
Ishares Global 100 Etf Etf (IOO)	0.1	$2.1M	-38%	17k	120.97	View chart
At&t Stock (T)	0.1	$2.0M	-5%	70k	28.99	View chart
Principal U.s. Small-cap Etf Etf (PSC)	0.1	$2.0M	-13%	35k	57.33	View chart
Inspire Small/mid Cap Etf Etf (ISMD)	0.1	$2.0M	-72%	50k	39.97	View chart
Merck & Co Stock (MRK)	0.1	$2.0M	-4%	17k	120.29	View chart
Paypal Hldgs Stock (PYPL)	0.1	$2.0M	+10%	44k	45.23	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$2.0M	-14%	3.0k	653.25	View chart
Fidelity Enhanced Mid Cap Etf Etf (FMDE)	0.1	$1.9M	+16%	54k	35.96	View chart
Uber Technologies Stock (UBER)	0.1	$1.9M	+2%	27k	71.93	View chart
Fidelity Dividend Etf For Rising Rates Etf (FDRR)	0.1	$1.9M	+4%	33k	58.80	View chart
Broadcom Stock (AVGO)	0.1	$1.9M	+3%	6.2k	309.50	View chart
Amcor Stock (AMCR)	0.1	$1.9M	NEW	48k	39.75	View chart
Invesco S&p Global Water Index Etf Etf (CGW)	0.1	$1.9M	+2%	29k	63.94	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	0.1	$1.8M	+6131%	202k	9.13	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.1	$1.8M	-3%	36k	50.95	View chart
Walmart Stock (WMT)	0.1	$1.8M	+64%	14k	124.28	View chart
Invesco S&p International Developed High Quality Etf Etf (IDHQ)	0.1	$1.7M	+3%	50k	35.37	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$1.7M	+5%	37k	46.19	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.1	$1.7M	-10%	15k	112.11	View chart
Truist Finl Corp Stock (TFC)	0.1	$1.7M		37k	45.97	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$1.7M	+5%	5.3k	320.84	View chart
First Trust Innovation Leaders Etf Etf (ILDR)	0.1	$1.7M	-20%	56k	29.78	View chart
Inspire Global Hope Etf Etf (BLES)	0.1	$1.7M	+10%	37k	44.35	View chart
Royal Bk Cda Stock (RY)	0.1	$1.6M	-2%	10k	161.78	View chart
Vanguard Short Term Infl-protected Etf (VTIP)	0.1	$1.6M		33k	49.95	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$1.6M	-2%	17k	98.38	View chart
Permian Resources Corp Class A Stock (PR)	0.1	$1.6M		76k	21.32	View chart
Price T Rowe Group Stock (TROW)	0.1	$1.6M	+31%	18k	90.14	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$1.6M	-16%	8.2k	191.81	View chart
Public Storage Oper Reit (PSA)	0.1	$1.6M	+3%	5.7k	270.86	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.1	$1.5M	+3%	30k	51.93	View chart
Schwab Municipal Bond Etf Etf (SCMB)	0.1	$1.5M	+3%	61k	25.48	View chart
International Business Machs Stock (IBM)	0.1	$1.5M	-11%	6.3k	242.40	View chart
Procter & Gamble Stock (PG)	0.1	$1.5M	+7%	11k	144.44	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.1	$1.5M	NEW	13k	114.91	View chart
Innovator Growth-100 Power Buffer Etf - July Etf (NJUL)	0.1	$1.5M		21k	71.41	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.1	$1.5M		15k	95.48	View chart
Prologis Reit (PLD)	0.1	$1.5M	-3%	11k	132.18	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$1.5M		5.0k	294.17	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.1	$1.5M		22k	65.69	View chart
Spdr Gold Etf Etf (GLD)	0.1	$1.4M	-23%	3.4k	430.29	View chart
Huntington Bancshares Stock (HBAN)	0.1	$1.4M	+6%	92k	15.65	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$1.4M		4.3k	337.94	View chart
Bondbloxx Bloomberg Ten Year Target Duration Us Treasury Etf Etf (XTEN)	0.1	$1.4M	+6%	31k	45.86	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.1	$1.4M	+3%	28k	50.37	View chart
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)	0.1	$1.4M		11k	124.47	View chart
Weyerhaeuser Reit (WY)	0.1	$1.4M	+6%	57k	24.43	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.1	$1.4M	+3%	15k	92.76	View chart
Alger Mid Cap 40 Etf Etf (FRTY)	0.1	$1.4M		71k	19.48	View chart
Vanguard Industrials Etf Etf (VIS)	0.1	$1.4M	+25%	4.3k	312.23	View chart
Texas Instrs Stock (TXN)	0.1	$1.3M	+5%	6.9k	194.15	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$1.3M		40k	32.95	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	0.1	$1.3M	-6%	17k	75.74	View chart
Home Depot Stock (HD)	0.1	$1.3M	+2%	4.0k	328.88	View chart
Medtronic Stock (MDT)	0.1	$1.3M	-17%	15k	86.65	View chart
Ishares Residential And Multisector Real Estate Etf Etf (REZ)	0.1	$1.3M	+5%	16k	83.21	View chart
Ishares Convertible Bond Etf Etf (ICVT)	0.1	$1.3M	+10%	13k	101.79	View chart
Ishares International Country Rotation Active Etf Etf (CORO)	0.1	$1.3M	NEW	40k	32.15	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$1.3M		5.9k	215.08	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	0.1	$1.3M	+14%	38k	32.95	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.1	$1.2M	+20%	15k	80.58	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$1.2M	+693%	12k	100.66	View chart
Lockheed Martin Corp Stock (LMT)	0.1	$1.2M	-53%	2.1k	604.52	View chart
Invesco 0-5 Yr Us Tips Etf Etf (PBTP)	0.1	$1.2M	+3%	47k	26.15	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.1	$1.2M		52k	23.32	View chart
Advanced Micro Devices Stock (AMD)	0.1	$1.2M	+5%	5.9k	203.43	View chart
Wisdomtree Artificial Intelligence And Innovation Fund Etf (WTAI)	0.1	$1.2M	-5%	42k	28.23	View chart
Aflac Stock (AFL)	0.1	$1.2M	+56%	11k	109.71	View chart
Csx Corp Stock (CSX)	0.1	$1.2M	-3%	29k	41.05	View chart
Schwab Us Tips Etf Etf (SCHP)	0.1	$1.1M	-5%	43k	26.61	View chart
Intuitive Surgical Stock (ISRG)	0.1	$1.1M	+907%	2.5k	460.99	View chart
Northrop Grumman Corp Stock (NOC)	0.1	$1.1M	+3%	1.7k	682.13	View chart
Johnson & Johnson Stock (JNJ)	0.1	$1.1M		4.6k	244.46	View chart
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)	0.1	$1.1M	+11%	32k	33.74	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$1.1M	+140%	36k	30.50	View chart
Vanguard Ultra-short Treasury Etf Etf (VGUS)	0.1	$1.1M	+83%	14k	75.66	View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)	0.1	$1.0M		38k	27.85	View chart
Vanguard Russell 2000 Etf Etf (VTWO)	0.1	$1.0M	+109%	10k	100.17	View chart
Iron Mtn Inc Del Reit (IRM)	0.1	$1.0M	+7007%	9.9k	102.14	View chart
Micron Technology Stock (MU)	0.1	$1.0M	+7%	3.0k	337.84	View chart
State Street Communication Services Select Sector Spdr Etf Etf (XLC)	0.1	$968k		8.7k	110.86	View chart
Devon Energy Corp Stock (DVN)	0.1	$960k	+722%	19k	50.32	View chart
Spdr S&p World Ex-us Etf (SPDW)	0.1	$940k	+14%	21k	45.65	View chart
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)	0.1	$938k	-8%	10k	91.64	View chart
Eaton Corp Stock (ETN)	0.1	$933k	+2%	2.6k	357.62	View chart
Innovator Growth-100 Power Buffer Etf- October Etf (NOCT)	0.1	$926k		16k	56.37	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$921k	-2%	2.4k	390.41	View chart
Vanguard Total Bond Market Etf Etf (BND)	0.1	$918k	+3%	13k	73.64	View chart
Nextera Energy Stock (NEE)	0.1	$911k	-24%	9.8k	92.88	View chart
Sila Realty Trust Reit (SILA)	0.1	$909k	-8%	38k	23.68	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.1	$906k	+4%	20k	45.89	View chart
State Street Industrial Select Sector Spdr Etf Etf (XLI)	0.1	$903k		5.6k	161.74	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$901k	+29%	9.2k	97.91	View chart
L3harris Technologies Stock (LHX)	0.1	$889k	-3%	2.6k	345.09	View chart
Bank America Corp Stock (BAC)	0.1	$889k	+2%	18k	48.75	View chart
Salesforce Stock (CRM)	0.1	$884k	+3%	4.7k	186.67	View chart
Meta Platforms Inc Cl A Stock (META)	0.1	$880k	-19%	1.5k	572.01	View chart
Palo Alto Networks Stock (PANW)	0.1	$878k		5.5k	160.32	View chart
Ishares Iboxx Corporate Bond Etf Etf (LQD)	0.1	$868k	+5%	8.0k	108.99	View chart
Vanguard Total International Stock Etf Etf (VXUS)	0.1	$866k	+62%	11k	77.11	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.1	$865k	-40%	12k	73.14	View chart
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)	0.1	$858k	-11%	9.3k	92.69	View chart
Innovator Growth-100 Power Buffer Etf - April Etf (NAPR)	0.1	$848k		16k	54.62	View chart
Allianzim U.s. Equity Buffer15 Uncapped Jan Etf Etf (JANU)	0.1	$847k	-19%	31k	27.33	View chart

Past Filings by Creative Financial Designs

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

Creative Financial Designs 2026 Q1 filed April 13, 2026
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

View all past filings

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