Creative Financial Designs Inc Portfolio Holdings
Creative Financial Designs Inc
- $1.38 Billion
- Q3 2025
Creative Financial Designs Inc has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.38 Billion distributed in 2047 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $45.7M, Vanguard Value ETF with a value of $43.4M, Vanguard Intermediate Term Tre with a value of $37.5M, Bny Mellon ETF Tr Internationa with a value of $35M, and Vanguard Russell 1000 Growth E with a value of $34.4M.
Examining the 13F form we can see an increase of $83.4M in the current position value, from $1.29B to 1.38B.
Below you can find more details about Creative Financial Designs Inc portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 2,047
- Current Value $1.38 Billion
- Prior Value $1.29 Billion
- Filing
- Period Q3 2025
- Filing Date November 12, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 139 stocks
- Additional Purchases 593 stocks
- Sold out of 0 stocks
- Reduced holdings in 505 stocks