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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, BKIE, VGIT, ELCV, AAPL, and represent 12.79% of Creative Financial Designs's stock portfolio.
Added to shares of these 10 stocks: GARP (+$29M), ELCV (+$28M), AVUS (+$28M), TRFK (+$27M), BIBL (+$25M), VUG (+$24M), AIRR (+$21M), MGK (+$20M), BUFR (+$17M), MINO (+$14M).
Started 203 new stock positions in CLSE, PRTA, PCG, ACYN, DIVI, KDP, VTOL, AXTI, ADSK, FFBC.
Reduced shares in these 10 stocks: VONG (-$15M), FBND (-$13M), PTNQ (-$13M), JBND (-$13M), TPIF (-$11M), PIZ (-$11M), PTL (-$8.3M), EVSD (-$7.1M), CGMS (-$6.9M), PTBD (-$5.4M).
Sold out of its positions in AES, FEBW, AGI, AUR, BBY, BMRN, TECH, BMNR, BBN, FRA.
Creative Financial Designs was a net buyer of stock by $350M.
Creative Financial Designs has $2.1B in assets under management (AUM), dropping by 27.62%.
Central Index Key (CIK): 0000819864

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Portfolio Holdings for Creative Financial Designs

Creative Financial Designs holds 2262 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Creative Financial Designs has 2262 total positions. Only the first 250 positions are shown.

Sign up to view all of the Creative Financial Designs June 30, 2026 positions
Download the Creative Financial Designs June 2026 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Value Etf Etf (VTV)	4.6	$97M	-4%	443k	217.93	View chart
Bny Mellon International Equity Etf Etf (BKIE)	2.4	$51M	+13%	503k	100.60	View chart
Vanguard Intermediate-term Treasury Etf Etf (VGIT)	2.2	$46M	+8%	773k	58.98	View chart
Eventide High Dividend Etf Etf (ELCV)	1.9	$40M	+247%	1.2M	32.87	View chart
Apple Stock (AAPL)	1.7	$36M		124k	289.36	View chart
Eli Lilly & Co Stock (LLY)	1.7	$36M	+4%	30k	1199.42	View chart
Inspire 500 Etf Etf (PTL)	1.6	$34M	-19%	118k	286.09	View chart
Ishares Msci Usa Quality Garp Etf Etf (GARP)	1.6	$33M	+610%	403k	82.55	View chart
Amazon Stock (AMZN)	1.5	$31M		130k	238.34	View chart
Inspire 100 Etf Etf (BIBL)	1.4	$30M	+549%	512k	57.88	View chart
Vanguard Growth Etf Etf (VUG)	1.4	$29M	+474%	336k	86.14	View chart
Ft Vest Laddered Buffer Etf Etf (BUFR)	1.3	$28M	+144%	767k	36.53	View chart
Avantis U.s. Equity Etf Etf (AVUS)	1.3	$28M	NEW	218k	128.08	View chart
State Street Spdr Portfolio Short Term Treasury Etf Etf (SPTS)	1.3	$27M	-8%	943k	29.01	View chart
Pacer Data And Digital Revolution Etf Etf (TRFK)	1.3	$27M	+4205%	256k	106.70	View chart
Capital Group Dividend Value Etf Etf (CGDV)	1.2	$26M	-6%	520k	49.28	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	1.2	$25M	+417%	280k	87.91	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	1.1	$24M	+108%	291k	82.65	View chart
Inspire Corporate Bond Etf Etf (IBD)	1.1	$23M	-8%	968k	23.77	View chart
Inspire Growth Etf Etf (GLRY)	1.1	$23M	-11%	522k	43.69	View chart
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)	1.1	$23M	-4%	449k	50.37	View chart
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)	1.1	$22M	-11%	281k	79.03	View chart
Vanguard Utilities Etf Etf (VPU)	1.0	$22M	+2%	110k	195.73	View chart
First Trust Rba American Industrial Renaissance Etf Etf (AIRR)	1.0	$21M	+2790%	159k	133.25	View chart
Ishares Morningstar Mid-cap Etf Etf (IMCB)	1.0	$21M	+14%	214k	96.56	View chart
Invesco S&p 500 Quality Etf Etf (SPHQ)	0.9	$20M	-3%	219k	90.10	View chart
Inspire Fidelis Multi Factor Etf Etf (FDLS)	0.9	$19M	+66%	453k	42.27	View chart
Pacer Us Cash Cows 100 Etf Etf (COWZ)	0.9	$19M	+21%	304k	62.20	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.9	$19M	-44%	147k	127.81	View chart
Timothy Plan International Etf Etf (TPIF)	0.9	$18M	-38%	481k	37.31	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.9	$18M	+12%	24k	736.40	View chart
Victoryshares Core Intermediate Bond Etf Etf (UITB)	0.8	$16M	-6%	337k	46.84	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	0.7	$16M	+69%	125k	124.76	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.7	$15M	+17%	22k	686.82	View chart
Pimco Municipal Income Opportunities Active Exchange-traded Fund Etf (MINO)	0.7	$15M	+7262%	319k	45.76	View chart
Timothy Plan Us Small Cap Core Etf Etf (TPSC)	0.7	$15M	+4%	303k	47.98	View chart
Ishares Morningstar Mid-cap Growth Etf Etf (IMCG)	0.7	$14M	-6%	143k	98.30	View chart
Ishares Core S&p Us Value Etf Etf (IUSV)	0.7	$14M	+4%	125k	110.15	View chart
Vanguard Short-term Treasury Etf Etf (VGSH)	0.6	$14M	-12%	233k	58.20	View chart
Ft Vest Laddered Autocallable Barrier & Income Etf Etf (ACYN)	0.6	$13M	NEW	647k	20.79	View chart
Vanguard Ftse Developed Markets Etf Etf (VEA)	0.6	$13M	+16%	189k	71.25	View chart
Caterpillar Stock (CAT)	0.6	$12M	+10%	12k	1064.93	View chart
Regan Floating Rate Mbs Etf Etf (MBSF)	0.6	$12M	+29%	453k	25.68	View chart
Vanguard Information Technology Etf Etf (VGT)	0.5	$11M	+728%	95k	119.52	View chart
Nvidia Corporation Stock (NVDA)	0.5	$11M	-4%	56k	200.09	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.5	$11M	-21%	187k	59.69	View chart
Capital Group Municipal Income Etf Etf (CGMU)	0.5	$11M	+212%	403k	27.47	View chart
Inspire International Etf Etf (WWJD)	0.5	$10M	-16%	273k	38.13	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.5	$10M	-3%	341k	30.01	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.5	$10M	+2%	167k	60.79	View chart
Vanguard High Dividend Yield Etf (VYM)	0.5	$9.9M	+2%	62k	158.03	View chart
Ft Vest Investment Grade & Target Income Etf Etf (LQTI)	0.5	$9.7M	+6%	502k	19.31	View chart
Timothy Plan Us Large/mid Cap Core Etf Etf (TPLC)	0.5	$9.6M	+14%	192k	50.35	View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)	0.5	$9.6M	+2585%	362k	26.52	View chart
Oneascent Core Plus Bond Etf Etf (OACP)	0.4	$9.4M	NEW	413k	22.71	View chart
Invesco S&p 500 Momentum Etf Etf (SPMO)	0.4	$9.2M	+272%	57k	161.54	View chart
Jpmorgan Small & Mid Cap Enhanced Equity Etf Etf (JMEE)	0.4	$9.2M	+18%	118k	78.03	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.4	$9.1M	+125%	48k	190.52	View chart
Dimensional Core Fixed Income Etf Etf (DFCF)	0.4	$9.0M	+141306%	212k	42.21	View chart
Fidelity Total Bond Etf Etf (FBND)	0.4	$8.8M	-59%	194k	45.49	View chart
Invesco Dorsey Wright Developed Markets Momentum Etf Etf (PIZ)	0.4	$8.4M	-56%	150k	55.90	View chart
Schwab Us Aggregate Bond Etf Etf (SCHZ)	0.4	$8.1M	+4%	348k	23.13	View chart
Ishares Core S&p Mid Cap Etf Etf (IJH)	0.4	$7.7M	-9%	100k	77.11	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.4	$7.6M	+3%	21k	357.36	View chart
Ishares Msci Eafe Value Index Etf Etf (EFV)	0.3	$7.2M	-27%	94k	76.55	View chart
Capital Group Growth Etf Etf (CGGR)	0.3	$7.0M	+1091%	148k	47.20	View chart
Eaton Vance Total Return Bond Etf Etf (EVTR)	0.3	$6.9M	+747%	136k	50.71	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.3	$6.7M	+134%	13k	500.39	View chart
Ishares U.s. Medical Devices Etf Etf (IHI)	0.3	$6.7M	+102%	136k	49.41	View chart
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)	0.3	$6.7M	-3%	129k	51.78	View chart
American Century Focused Dynamic Growth Etf Etf (FDG)	0.3	$6.6M	-5%	49k	133.10	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.3	$6.5M		129k	50.57	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	0.3	$6.3M	-11%	8.5k	746.75	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.3	$6.2M	+3%	210k	29.40	View chart
Jpmorgan International Bond Opportunities Fund Etf (JPIB)	0.3	$6.1M	-10%	127k	48.35	View chart
Vanguard Small Cap Growth Etf Etf (VBK)	0.3	$6.1M	-9%	17k	365.71	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	0.3	$6.1M	+4%	121k	50.50	View chart
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)	0.3	$6.1M	-2%	89k	68.01	View chart
Vanguard Health Care Etf Etf (VHT)	0.3	$5.9M	+50%	20k	299.01	View chart
Microsoft Corp Stock (MSFT)	0.3	$5.9M	+37%	16k	373.01	View chart
Ishares Msci Intl Quality Factor Etf Etf (IQLT)	0.3	$5.9M	+3%	119k	49.55	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.3	$5.9M	+720%	8.9k	655.87	View chart
Ft Vest Smid Rising Dividend Achievers Target Income Etf Etf (SDVD)	0.3	$5.8M	+3%	252k	23.09	View chart
Invesco Aerospace & Defense Etf Etf (PPA)	0.3	$5.7M	+10%	32k	176.65	View chart
Ft Vest Laddered Nasdaq Buffer Etf Etf (BUFQ)	0.3	$5.6M		144k	39.27	View chart
Fidelity High Dividend Etf Etf (FDVV)	0.3	$5.5M	+2662%	92k	60.29	View chart
Vanguard Mid-cap Etf Etf (VO)	0.3	$5.5M	+371%	68k	80.57	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.3	$5.3M	+3%	99k	53.11	View chart
Capital Group Core Equity Etf Etf (CGUS)	0.2	$5.1M	-27%	115k	44.48	View chart
Pacer Aristotle Pacific Floating Rate High Income Etf Etf (FLRT)	0.2	$5.1M	+4%	109k	46.63	View chart
Schwab U.s. Large-cap Growth Etf Etf (SCHG)	0.2	$5.1M	-26%	150k	33.84	View chart
Invesco S&p Midcap Momentum Etf Etf (XMMO)	0.2	$5.1M	+3%	30k	170.14	View chart
Ishares Core Msci Eafe Etf Etf (IEFA)	0.2	$5.1M	-18%	52k	96.58	View chart
Inspire Global Hope Etf Etf (BLES)	0.2	$5.0M	+178%	104k	47.69	View chart
Victoryshares Short-term Bond Etf Etf (USTB)	0.2	$4.9M	-47%	98k	50.62	View chart
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)	0.2	$4.9M	+13729%	48k	101.72	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.2	$4.8M		30k	163.45	View chart
State Street Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.2	$4.7M	+12%	186k	25.52	View chart
Chevron Corporation Stock (CVX)	0.2	$4.7M	+5%	28k	165.76	View chart
State Street Spdr Portfolio S&p 500 Etf Etf (SPYM)	0.2	$4.6M	+8%	52k	87.88	View chart
Fis Trust Fis Bright Portfolios Focused Equity Etf Stock (BRIF)	0.2	$4.5M	+6%	122k	37.18	View chart
First Trust Rising Dividend Achievers Etf Etf (RDVY)	0.2	$4.4M	+12%	55k	81.06	View chart
Tesla Stock (TSLA)	0.2	$4.3M	+5%	10k	420.60	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.2	$4.3M	+375%	94k	45.34	View chart
Vanguard Ftse All-world Ex-us Small-cap Etf Etf (VSS)	0.2	$4.2M		27k	154.29	View chart
Vanguard U.s. Minimum Volatility Etf Etf (VFMV)	0.2	$4.2M		30k	139.36	View chart
Jpmorgan International Value Etf Etf (JIVE)	0.2	$4.2M		45k	91.95	View chart
American Century Focused Large Cap Value Etf Etf (FLV)	0.2	$4.1M	-5%	51k	81.30	View chart
Ishares Core Dividend Growth Etf Etf (DGRO)	0.2	$4.1M		54k	75.79	View chart
Vaneck Emerging Markets High Yield Bond Etf Etf (HYEM)	0.2	$4.1M	+6%	204k	20.11	View chart
Vanguard Short Term Infl-protected Etf (VTIP)	0.2	$4.0M	+140%	79k	50.23	View chart
Vanguard Small-cap Etf Etf (VB)	0.2	$4.0M	+6%	13k	303.11	View chart
Citigroup Stock (C)	0.2	$3.9M	-6%	28k	139.96	View chart
State Street Real Estate Select Sector Spdr Etf Etf (XLRE)	0.2	$3.9M	+18%	88k	44.03	View chart
Schwab International Equity Etf Etf (SCHF)	0.2	$3.8M	+6%	138k	27.70	View chart
Ishares Core 10 Year Usd Bond Etf Etf (ILTB)	0.2	$3.8M	-7%	78k	49.25	View chart
Duke Energy Corp Stock (DUK)	0.2	$3.8M	+23%	30k	126.58	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.2	$3.7M	+2%	11k	353.32	View chart
Schwab Intermediate-term Us Treasury Etf Etf (SCHR)	0.2	$3.7M	+11%	152k	24.66	View chart
Pinterest Inc Cl A Stock (PINS)	0.2	$3.7M	+29%	177k	21.03	View chart
Vanguard Tax-exempt Bond Etf Etf (VTEB)	0.2	$3.7M	-8%	73k	50.58	View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)	0.2	$3.7M	+9739%	92k	39.68	View chart
Ishares Russell Top 200 Etf Etf (IWL)	0.2	$3.6M	-3%	20k	184.95	View chart
Pacer Trendpilot 100 Etf Etf (PTNQ)	0.2	$3.6M	-78%	40k	88.65	View chart
Fis Christian Stock Fund Etf (PRAY)	0.2	$3.5M	+16%	99k	35.45	View chart
Alto Ingredients Stock (ALTO)	0.2	$3.5M	-20%	615k	5.70	View chart
Goldman Sachs Nasdaq-100 Premium Income Etf Etf (GPIQ)	0.2	$3.5M	+15%	59k	59.31	View chart
Ishares Global 100 Etf Etf (IOO)	0.2	$3.4M	+48%	25k	136.60	View chart
Micron Technology Stock (MU)	0.2	$3.4M		2.9k	1154.43	View chart
Vaneck High Yield Muni Etf Etf (HYD)	0.2	$3.4M	+86673%	65k	51.51	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	0.2	$3.3M		24k	137.53	View chart
Advanced Micro Devices Stock (AMD)	0.2	$3.3M	-4%	5.7k	580.91	View chart
Vanguard Small Cap Value Etf Etf (VBR)	0.2	$3.3M	-9%	14k	242.99	View chart
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)	0.2	$3.3M	+276%	9.6k	342.84	View chart
Timothy Plan High Dividend Stock Etf Etf (TPHD)	0.2	$3.3M	+8%	77k	42.28	View chart
Alpha Architect 1-3 Month Box Etf Etf (BOXX)	0.2	$3.2M	NEW	28k	117.09	View chart
Ishares Core U.s. Reit Etf Etf (USRT)	0.2	$3.2M		48k	66.45	View chart
Franklin Ftse India Etf Etf (FLIN)	0.2	$3.2M	+19%	90k	35.57	View chart
Fidelity Enhanced International Etf Etf (FENI)	0.1	$3.1M	+6229%	77k	40.13	View chart
Ge Vernova Stock (GEV)	0.1	$3.0M	+8%	2.6k	1175.01	View chart
Broadcom Stock (AVGO)	0.1	$3.0M	+29%	8.0k	377.73	View chart
Ishares 20 Year Treasury Bond Etf Etf (TLT)	0.1	$3.0M	-9%	35k	86.42	View chart
Eventide Us Market Etf Etf (ESUM)	0.1	$3.0M	+10%	98k	30.63	View chart
Vanguard Mid-cap Growth Etf Etf (VOT)	0.1	$2.9M		9.6k	306.31	View chart
Coca Cola Stock (KO)	0.1	$2.8M	+4%	34k	81.27	View chart
Vanguard Emerging Markets Government Bond Etf Etf (VWOB)	0.1	$2.8M	+85%	41k	67.24	View chart
Ishares National Muni Bond Etf Etf (MUB)	0.1	$2.7M	-2%	25k	107.62	View chart
Principal U.s. Small-cap Etf Etf (PSC)	0.1	$2.7M	+7%	38k	70.12	View chart
Schwab Short-term Us Treasury Etf Etf (SCHO)	0.1	$2.7M	+21%	110k	24.14	View chart
State Street Spdr S&p Emerging Markets Dividend Etf Etf (EDIV)	0.1	$2.6M	-65%	65k	40.96	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.1	$2.6M	-46%	26k	102.16	View chart
Schwab U.s. Large-cap Etf Etf (SCHX)	0.1	$2.6M	+5%	90k	29.43	View chart
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)	0.1	$2.6M	+4%	60k	43.14	View chart
Invesco S&p Midcap Quality Etf Etf (XMHQ)	0.1	$2.6M	+12%	23k	112.88	View chart
Exxonmobil Holdings Corp Stock	0.1	$2.6M	NEW	19k	136.72	View chart
Costco Wholesale Corporation Stock (COST)	0.1	$2.6M	+19%	2.7k	935.55	View chart
Inspire Small/mid Cap Etf Etf (ISMD)	0.1	$2.6M	+2%	51k	50.00	View chart
Ishares High Yield Muni Active Etf Etf (HIMU)	0.1	$2.5M	NEW	51k	49.80	View chart
Paypal Hldgs Stock (PYPL)	0.1	$2.5M	+33%	59k	43.18	View chart
Invesco S&p 100 Equal Weight Etf Etf (EQWL)	0.1	$2.5M	+7%	20k	129.02	View chart
Fidelity Dividend Etf For Rising Rates Etf (FDRR)	0.1	$2.5M	+18%	39k	64.88	View chart
Pacer Trendpilot Us Large Cap Etf Etf (PTLC)	0.1	$2.5M	-8%	42k	58.26	View chart
Vaneck Natural Resources Etf Etf (HAP)	0.1	$2.4M	NEW	35k	68.61	View chart
Blue Owl Capital Inc Com Cl A Stock (OWL)	0.1	$2.4M	+34%	271k	8.75	View chart
Fidelity Enhanced Mid Cap Core Etf Etf (FMDE)	0.1	$2.4M	+7%	58k	40.58	View chart
Invesco S&p International Developed High Quality Etf Etf (IDHQ)	0.1	$2.4M	+9%	54k	43.71	View chart
Franklin Ftse Taiwan Etf Etf (FLTW)	0.1	$2.4M	NEW	22k	105.53	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.1	$2.3M	+3%	3.1k	748.82	View chart
Uber Technologies Stock (UBER)	0.1	$2.3M	+20%	32k	72.16	View chart
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)	0.1	$2.3M	+858%	26k	89.85	View chart
Eaton Vance Floating-rate Etf Etf (EVLN)	0.1	$2.3M	NEW	47k	48.50	View chart
First Trust Innovation Leaders Etf Etf (ILDR)	0.1	$2.3M	+3%	58k	39.24	View chart
Ishares Msci Usa Value Factor Etf Etf (VLUE)	0.1	$2.3M	+4692%	11k	199.80	View chart
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)	0.1	$2.3M	+82%	23k	100.67	View chart
Texas Instrs Stock (TXN)	0.1	$2.3M	+9%	7.6k	298.07	View chart
John Hancock Multifactor Mid Cap Etf Etf (JHMM)	0.1	$2.2M	-6%	30k	74.96	View chart
Ishares S&p 500 Value Etf Etf (IVE)	0.1	$2.2M		9.8k	227.06	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.1	$2.2M	+13%	6.0k	370.01	View chart
Amcor Stock (AMCR)	0.1	$2.2M	+5%	50k	43.35	View chart
Amgen Stock (AMGN)	0.1	$2.2M	+2%	6.0k	362.10	View chart
Wisdomtree Artificial Intelligence And Innovation Fund Etf (WTAI)	0.1	$2.2M	+7%	46k	47.47	View chart
Royal Bk Cda Stock (RY)	0.1	$2.2M	+2%	10k	206.96	View chart
Merck & Co Stock (MRK)	0.1	$2.2M	+2%	17k	128.50	View chart
Oneok Stock (OKE)	0.1	$2.2M	+3%	25k	86.94	View chart
Taiwan Semiconductor Manufact Adr (TSM)	0.1	$2.1M	+5%	4.5k	477.61	View chart
Invesco S&p Global Water Index Etf Etf (CGW)	0.1	$2.1M	+10%	32k	65.73	View chart
Price T Rowe Group Stock (TROW)	0.1	$2.1M	+4%	19k	113.69	View chart
Invesco S&p 500 Equal Weight Etf Etf (RSP)	0.1	$2.1M	-20%	9.9k	212.78	View chart
Ishares A.i. Innovation And Tech Active Etf Etf (BAI)	0.1	$2.0M		39k	52.72	View chart
Pepsico Stock (PEP)	0.1	$2.0M	+3%	15k	135.40	View chart
Ishares Floating Rate Bond Etf Etf (FLOT)	0.1	$2.0M	+10%	39k	51.05	View chart
Palo Alto Networks Stock (PANW)	0.1	$2.0M	+5%	5.8k	341.02	View chart
Truist Finl Corp Stock (TFC)	0.1	$1.9M	+4%	39k	49.82	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.1	$1.9M	+7%	2.5k	763.14	View chart
United Parcel Svcs Inc Cl B Stock (UPS)	0.1	$1.9M	+8%	18k	107.50	View chart
Ishares International Country Rotation Active Etf Etf (CORO)	0.1	$1.9M	+31%	53k	36.60	View chart
Public Storage Reit (PSA)	0.1	$1.9M	+5%	6.0k	318.30	View chart
Invesco Kbw Bank Etf Etf (KBWB)	0.1	$1.9M	+44365%	21k	92.98	View chart
Republic Svcs Stock (RSG)	0.1	$1.9M	+149%	8.8k	213.08	View chart
Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB)	0.1	$1.9M	+740%	19k	96.44	View chart
Vanguard Ultra-short Treasury Etf Etf (VGUS)	0.1	$1.9M	+73%	25k	75.66	View chart
Walmart Stock (WMT)	0.1	$1.8M	+12%	16k	113.26	View chart
International Business Machs Stock (IBM)	0.1	$1.8M		6.5k	281.23	View chart
Ishares Morningstar Growth Etf Etf (ILCG)	0.1	$1.8M		16k	117.02	View chart
Ishares Morningstar Small-cap Growth Etf Etf (ISCG)	0.1	$1.8M	+198%	28k	65.54	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$1.8M	+9%	5.5k	327.33	View chart
Procter & Gamble Stock (PG)	0.1	$1.8M	+15%	12k	146.64	View chart
Ishares Core Total Usd Bond Market Etf Etf (IUSB)	0.1	$1.8M	+2%	38k	46.15	View chart
Huntington Bancshares Stock (HBAN)	0.1	$1.8M	+7%	99k	17.73	View chart
Keysight Technologies Stock (KEYS)	0.1	$1.7M	-40%	4.8k	350.07	View chart
Ishares Expanded Tech Sector Etf Etf (IGM)	0.1	$1.7M	+1009%	10k	163.58	View chart
Ishares Flexible Income Active Etf Etf (BINC)	0.1	$1.7M	+6%	32k	52.34	View chart
Alger Mid Cap 40 Etf Etf (FRTY)	0.1	$1.7M	-5%	67k	24.82	View chart
Home Depot Stock (HD)	0.1	$1.7M	+17%	4.7k	352.71	View chart
Eaton Corp Stock (ETN)	0.1	$1.7M	+49%	3.9k	426.08	View chart
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)	0.1	$1.6M	-4%	11k	153.41	View chart
Innovator Growth-100 Power Buffer Etf - July Etf (NJUL)	0.1	$1.6M		21k	77.43	View chart
Ishares Mbs Etf Etf (MBB)	0.1	$1.6M	-30%	17k	94.52	View chart
Schwab Municipal Bond Etf Etf (SCMB)	0.1	$1.6M		61k	25.82	View chart
Prologis Reit (PLD)	0.1	$1.6M	+4%	12k	135.48	View chart
Janus Henderson Aaa Clo Etf Etf (JAAA)	0.1	$1.5M	+10%	31k	50.49	View chart
Ishares Residential And Multisector Real Estate Etf Etf (REZ)	0.1	$1.5M	+5%	16k	94.69	View chart
Vanguard Industrials Etf Etf (VIS)	0.1	$1.5M	-2%	4.2k	360.38	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$1.5M	-72%	6.0k	252.22	View chart
Schwab Emerging Markets Equity Etf Etf (SCHE)	0.1	$1.5M	+4%	42k	36.26	View chart
Invesco S&p 500 Low Volatility Etf Etf (SPLV)	0.1	$1.5M	+72%	20k	74.90	View chart
At&t Stock (T)	0.1	$1.5M	+4%	73k	20.70	View chart
Permian Resources Corp Class A Stock (PR)	0.1	$1.5M	+6%	82k	18.41	View chart
Intuitive Surgical Stock (ISRG)	0.1	$1.5M	+50%	3.8k	397.68	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$1.5M	+6%	6.3k	236.62	View chart
Avantis Emerging Markets Equity Etf Etf (AVEM)	0.1	$1.5M		15k	96.49	View chart
State Street Spdr Russell 1000 Low Volatility Focus Etf Etf (ONEV)	0.1	$1.5M	-34%	10k	143.07	View chart
Weyerhaeuser Reit (WY)	0.1	$1.5M	+8%	62k	23.94	View chart
Bondbloxx Bloomberg Ten Year Target Duration Us Treasury Etf Etf (XTEN)	0.1	$1.5M	+5%	32k	45.58	View chart
First Trust Capital Strength Etf Etf (FTCS)	0.1	$1.5M	+4%	16k	93.92	View chart
Iron Mtn Inc Del Reit (IRM)	0.1	$1.5M	+17%	12k	126.31	View chart
Ishares Convertible Bond Etf Etf (ICVT)	0.1	$1.5M	-5%	12k	121.74	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.1	$1.5M	-23%	13k	116.67	View chart
Jpmorgan International Research Enhanced Equity Etf Etf (JIRE)	0.1	$1.4M		17k	82.49	View chart
Intel Corp Stock (INTC)	0.1	$1.4M	+5%	10k	139.63	View chart
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)	0.1	$1.4M	+9%	35k	40.15	View chart
Invesco S&p 500 Revenue Etf Etf (RWL)	0.1	$1.4M	-17%	11k	127.76	View chart
Marvell Technology Stock (MRVL)	0.1	$1.4M	+23%	4.6k	297.90	View chart
State Street Financial Select Sector Spdr Etf Etf (XLF)	0.1	$1.4M	-71%	26k	53.61	View chart
Csx Corp Stock (CSX)	0.1	$1.4M		28k	47.53	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$1.3M	+83%	59k	22.78	View chart
Fidelity Enhanced Small Cap Core Etf Etf (FESM)	0.1	$1.3M	NEW	28k	48.29	View chart
Comfort Sys Usa Stock (FIX)	0.1	$1.3M	+32%	672.00	1980.72	View chart
Schwab U.s. Large-cap Value Etf Etf (SCHV)	0.1	$1.3M	+6%	38k	34.81	View chart
Aflac Stock (AFL)	0.1	$1.3M	+3%	11k	117.25	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 Q2 filed July 28, 2026
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

View all past filings

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