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 301–350 of 2,064
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GS | GOLDMAN SACHS GROUP INC COM | 692 | $500K+ | SH |
| SLB | SLB LIMITED COM STK | 16K | $500K+ | SH |
| UNP | UNION PAC CORP COM | 3K | $500K+ | SH |
| AOK | ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF | 15K | $500K+ | SH |
| TIPX | STATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF | 31K | $500K+ | SH |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 13K | $500K+ | SH |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 7K | $500K+ | SH |
| VGUS | VANGUARD ULTRA-SHORT TREASURY ETF | 8K | $500K+ | SH |
| AGZD | WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND | 26K | $500K+ | SH |
| FJAN | FT VEST US EQUITY BUFFER ETF - JANUARY | 11K | $500K+ | SH |
| PM | PHILIP MORRIS INTL INC COM | 4K | $500K+ | SH |
| GJUL | FT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY | 14K | $500K+ | SH |
| SDCI | USCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND | 26K | $500K+ | SH |
| NNOV | INNOVATOR GROWTH-100 POWER BUFFER ETF - NOVEMBER | 20K | $500K+ | SH |
| ISCG | ISHARES MORNINGSTAR SMALL-CAP GROWTH ETF | 10K | $500K+ | SH |
| AFSM | FIRST TRUST ACTIVE FACTOR SMALL CAP ETF | 17K | $500K+ | SH |
| GNOM | GLOBAL X GENOMICS & BIOTECHNOLOGY ETF | 12K | $500K+ | SH |
| BTAL | AGF U.S. MARKET NEUTRAL ANTI-BETA FUND | 37K | $500K+ | SH |
| SHYG | ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF | 12K | $500K+ | SH |
| EMHC | STATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF | 21K | $500K+ | SH |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 7K | $500K+ | SH |
| MMM | 3M CO COM | 3K | $500K+ | SH |
| FIX | COMFORT SYS USA INC COM | 539 | $500K+ | SH |
| CAPE | DOUBLELINE SHILLER CAPE U.S. EQUITIES ETF | 16K | $500K+ | SH |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | 11K | $100K–$500K | SH |
| CEG | CONSTELLATION ENERGY CORP COM | 1K | $100K–$500K | SH |
| LGLV | STATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF | 3K | $100K–$500K | SH |
| VV | VANGUARD LARGE-CAP ETF | 2K | $100K–$500K | SH |
| FISR | STATE STREET FIXED INCOME SECTOR ROTATION ETF | 19K | $100K–$500K | SH |
| SRLN | STATE STREET BLACKSTONE SENIOR LOAN ETF | 12K | $100K–$500K | SH |
| VOOG | VANGUARD S&P 500 GROWTH ETF | 1K | $100K–$500K | SH |
| GRPM | INVESCO S&P MIDCAP 400 GARP ETF | 4K | $100K–$500K | SH |
| GE | GE AEROSPACE COM NEW | 2K | $100K–$500K | SH |
| VTWO | VANGUARD RUSSELL 2000 ETF | 5K | $100K–$500K | SH |
| IEF | ISHARES 7-10 YEAR TREASURY BOND ETF | 5K | $100K–$500K | SH |
| UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | 18K | $100K–$500K | SH |
| IBB | ISHARES BIOTECHNOLOGY ETF | 3K | $100K–$500K | SH |
| BLOK | AMPLIFY BLOCKCHAIN TECHNOLOGY ETF | 8K | $100K–$500K | SH |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | 8K | $100K–$500K | SH |
| WCLD | WISDOMTREE CLOUD COMPUTING FUND | 13K | $100K–$500K | SH |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | 8K | $100K–$500K | SH |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 9K | $100K–$500K | SH |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 6K | $100K–$500K | SH |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | 15K | $100K–$500K | SH |
| AEP | AMERICAN ELEC PWR CO INC COM | 4K | $100K–$500K | SH |
| XME | STATE STREET SPDR S&P METALS & MINING ETF | 4K | $100K–$500K | SH |
| BSV | VANGUARD SHORT TERM BOND | 6K | $100K–$500K | SH |
| AG | FIRST MAJESTIC SILVER CORP COM | 25K | $100K–$500K | SH |
| WCBR | WISDOMTREE CYBERSECURITY FUND | 15K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP COM | 479 | $100K–$500K | SH |