Institutions / Creative Financial Designs Inc /Adv
Creative Financial Designs Inc /Adv
CIK 819864 · Institution · as of Dec 31, 2025
Portfolio value
$1.59B
Positions
2,064
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 2,064 →
| Company | Value | % of portfolio |
|---|---|---|
| State Street SPDR Portfolio S&P 500 Value ETF | $48.59M | 3.1% |
| Vanguard Value ETF | $46.59M | 2.9% |
| Vanguard Intermediate-Term Treasury ETF | $40.33M | 2.5% |
| BNY Mellon International Equity ETF | $38.03M | 2.4% |
| Vanguard Russell 1000 Growth ETF | $35.27M | 2.2% |
| Apple Inc. | $33.94M | 2.1% |
| ELI LILLY & Co | $30.69M | 1.9% |
| State Street SPDR Portfolio Short Term Treasury ETF | $29.25M | 1.8% |
| Amazon.com Inc | $27.76M | 1.7% |
| Vanguard Growth ETF | $27.50M | 1.7% |
| Capital Group Dividend Value ETF | $27.06M | 1.7% |
| Vanguard Short-Term Treasury ETF | $26.76M | 1.7% |
| iShares 0-5 Year Investment Grade Corporate Bond ETF | $24.77M | 1.6% |
| Vanguard Short Term Corp Bond Fd ETF | $24.59M | 1.5% |
| Inspire Corporate Bond ETF | $23.89M | 1.5% |
| Fidelity Total Bond ETF | $22.02M | 1.4% |
| Vanguard Mega Cap Growth ETF | $21.64M | 1.4% |
| Timothy Plan International ETF | $20.76M | 1.3% |
| Vanguard Utilities ETF | $19.18M | 1.2% |
| Invesco S&P 500 Quality ETF | $18.88M | 1.2% |
| Victoryshares Core Intermediate Bond ETF | $16.84M | 1.1% |
| Invesco Dorsey Wright Developed Markets Momentum ETF | $16.71M | 1.1% |
| Eventide High Dividend ETF | $14.93M | 0.9% |
| iShares Morningstar Mid-Cap ETF | $14.85M | 0.9% |
| PIMCO Multisector Bond Active Exchange-Traded Fund | $14.63M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.