CIK 819864
CREATIVE FINANCIAL DESIGNS INC /ADV
Institutional 13F holdings & portfolio
Holdings
2,064
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 101–150 of 2,064
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | 69K | $1M+ | SH |
| VBR | VANGUARD SMALL CAP VALUE ETF | 16K | $1M+ | SH |
| C | CITIGROUP INC COM NEW | 30K | $1M+ | SH |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | 43K | $1M+ | SH |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 22K | $1M+ | SH |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 48K | $1M+ | SH |
| GOOG | ALPHABET INC CAP STK CL C | 11K | $1M+ | SH |
| VB | VANGUARD SMALL-CAP ETF | 13K | $1M+ | SH |
| TLT | ISHARES 20 YEAR TREASURY BOND ETF | 34K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 6K | $1M+ | SH |
| XLRE | STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | 72K | $1M+ | SH |
| IVW | ISHARES S&P 500 GROWTH ETF | 23K | $1M+ | SH |
| MUB | ISHARES NATIONAL MUNI BOND ETF | 26K | $1M+ | SH |
| FLIN | FRANKLIN FTSE INDIA ETF | 73K | $1M+ | SH |
| CGMU | CAPITAL GROUP MUNICIPAL INCOME ETF | 102K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW COM NEW | 24K | $1M+ | SH |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 114K | $1M+ | SH |
| USRT | ISHARES CORE U.S. REIT ETF | 48K | $1M+ | SH |
| SCHR | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 108K | $1M+ | SH |
| GPIQ | GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF | 51K | $1M+ | SH |
| BRIF | FIS BRIGHT PORTFOLIOS FOCUSED EQUITY ETF | 87K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | 15K | $1M+ | SH |
| TPLC | TIMOTHY PLAN US LARGE/MID CAP CORE ETF | 56K | $1M+ | SH |
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | 46K | $1M+ | SH |
| AMGN | AMGEN INC COM | 8K | $1M+ | SH |
| IVV | ISHARES CORE S&P 500 ETF | 4K | $1M+ | SH |
| PSC | PRINCIPAL U.S. SMALL-CAP ETF | 41K | $1M+ | SH |
| VOT | VANGUARD MID-CAP GROWTH ETF | 8K | $1M+ | SH |
| ILDR | FIRST TRUST INNOVATION LEADERS ETF | 71K | $1M+ | SH |
| — | FIS CHRISTIAN STOCK FUND | 75K | $1M+ | SH |
| MBB | ISHARES MBS ETF | 24K | $1M+ | SH |
| PYPL | PAYPAL HLDGS INC COM | 40K | $1M+ | SH |
| ALTO | ALTO INGREDIENTS INC COM | 797K | $1M+ | SH |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | 85K | $1M+ | SH |
| XOM | EXXON MOBIL CORP COM | 18K | $1M+ | SH |
| AMCR | AMCOR PLC ORD | 260K | $1M+ | SH |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 88K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 7K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP COM | 4K | $1M+ | SH |
| UBER | UBER TECHNOLOGIES INC COM | 26K | $1M+ | SH |
| PINS | PINTEREST INC CL A | 82K | $1M+ | SH |
| SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | 55K | $1M+ | SH |
| JHMM | JOHN HANCOCK MULTIFACTOR MID CAP ETF | 32K | $1M+ | SH |
| EQWL | INVESCO S&P 100 EQUAL WEIGHT ETF | 18K | $1M+ | SH |
| AVGO | BROADCOM INC COM | 6K | $1M+ | SH |
| SPMO | INVESCO S&P 500 MOMENTUM ETF | 17K | $1M+ | SH |
| XMHQ | INVESCO S&P MIDCAP QUALITY ETF | 19K | $1M+ | SH |
| HRL | HORMEL FOODS CORP COM | 82K | $1M+ | SH |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 10K | $1M+ | SH |
| IVE | ISHARES S&P 500 VALUE ETF | 9K | $1M+ | SH |