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CIK: 0000819864
Total reported value
$2.1B
$2.1B
2047 檔
9.3%
The Q3 2025 SEC filing reveals that Creative Financial Designs Inc /adv held a total portfolio value of $2.1B, covering 2047 public equity positions.
In Q3 2025, Creative Financial Designs Inc /adv displayed an active expansion posture, initiating 13 new positions and adding to 119 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2047 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 3.07% | -0.08% | +4.65% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 2.92% | -0.95% | +2.91% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.52% | -0.41% | +57.60% | |
| 4 | BKIE | Bny Mellon Intl Eqty ETF | ETF-Other | 2.35% | -0.12% | +95.54% | |
| 5 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.31% | -0.86% | +1.91% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.17% | -0.22% | -0.07% | |
| 7 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.86% | -0.53% | +5.25% | |
| 8 | VUG | Vanguard Growth ETF | ETF-Other | 1.80% | -0.17% | +2.26% | |
| 9 | CGDV | Cap Group Dividend Value | ETF-Other | 1.79% | -0.21% | +0.86% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.71% | -0.15% | -0.29% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.69% | -0.30% | +10.19% | |
| 12 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.58% | -0.36% | +4.70% | |
| 13 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 1.52% | -0.43% | +4.30% | |
| 14 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.45% | -0.91% | +2.79% | |
| 15 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.39% | +0.11% | +0.37% | |
| 16 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.39% | -0.04% | +3.33% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.34% | -0.47% | -35.40% | |
| 18 | VPU | Vanguard Utilities ETF | ETF-Other | 1.27% | -0.27% | +5.49% | |
| 19 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.18% | -0.10% | +4.25% | |
| 20 | WWJD | Inspire International ETF | ETF-Other | 1.10% | -0.26% | +5.59% | |
| 21 | UITB | Victoryshares Core Intermedi | ETF-Other | 1.07% | -0.28% | +6.41% | |
| 22 | PIZ | Invesco Dorsey Wright Develo | ETF-Other | 1.00% | -0.63% | +6.54% | |
| 23 | ELCV | Eventide High Dividend ETF | ETF-Other | 0.97% | +1.29% | +5.53% | |
| 24 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 0.96% | -0.65% | +1.59% | |
| 25 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.95% | +0.44% | +6.14% | |
| 26 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.94% | +0.03% | +9.87% | |
| 27 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.92% | -0.05% | +1.66% | |
| 28 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.83% | -0.06% | +1.34% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.82% | -0.26% | +3.83% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.81% | +0.09% | +2.37% | |
| 31 | GLRY | Inspire Growth ETF | ETF-Other | 0.79% | -0.24% | +1.96% | |
| 32 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 0.77% | -0.06% | +33.02% | |
| 33 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.76% | -0.08% | -55.18% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | -0.09% | -1.57% | |
| 35 | BIBL | Inspire 100 ETF | ETF-Other | 0.70% | +1.18% | +3.23% | |
| 36 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.66% | -0.16% | +0.19% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.04% | +1.51% | |
| 38 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.60% | +0.05% | +6.13% | |
| 39 | USTB | Victoryshares Short-term Bon | ETF-Other | 0.60% | -0.33% | +6.45% | |
| 40 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 0.56% | — | +2.31% | |
| 41 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.56% | -0.25% | +5.38% | |
| 42 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.51% | -0.08% | +10.81% | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.50% | +0.26% | -32.97% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.50% | +0.01% | +4.12% | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.47% | -0.09% | +12.37% | |
| 46 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.47% | -0.42% | +4.96% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.46% | -0.08% | +1.83% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | -0.08% | -27.58% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.45% | -0.12% | -1.49% | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.44% | -0.09% | +34.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BKIE | Bny Mellon Intl Eqty ETF | +1.3% | +95.54% | Add |
| 2 | WWJD | Inspire International ETF | +1.1% | +5.59% | Add |
| 3 | ELCV | Eventide High Dividend ETF | +0.9% | +5.53% | Add |
| 4 | IMCB | Ishares Morningstar Mid-cap | +0.9% | +9.87% | Add |
| 5 | VGIT | Vanguard Intermediate-term T | +0.7% | +57.60% | Add |
| 6 | CGDV | Cap Group Dividend Value | +0.7% | +0.86% | Add |
| 7 | BIBL | Inspire 100 ETF | +0.6% | +3.23% | Add |
| 8 | MGK | Vanguard Mega Cap Growth ETF | +0.4% | +3.33% | Add |
| 9 | EFV | Ishares Msci Eafe Value ETF | +0.4% | +5.38% | Add |
| 10 | VTV | Vanguard Value ETF | +0.4% | +2.91% | Add |
| 11 | UITB | Victoryshares Core Intermedi | +0.4% | +6.41% | Add |
| 12 | ISMD | Inspire Small/mid Cap ETF | +0.4% | +6.15% | Add |
| 13 | FDLS | Inspire Fidelis Multi Factor | +0.4% | +4.20% | Add |
| 14 | AVUV | Avantis US Small Cap Value | +0.3% | +4.32% | Add |
| 15 | VGT | Vanguard Info Tech ETF | +0.3% | +6.13% | Add |
| 16 | RISN | Inspire Capital Appreciation | +0.3% | +1.24% | Add |
| 17 | VUG | Vanguard Growth ETF | +0.3% | +2.26% | Add |
| 18 | IBD | Inspire Corporate Bond ETF | +0.2% | +4.30% | Add |
| 19 | USTB | Victoryshares Short-term Bon | +0.2% | +6.45% | Add |
| 20 | NVDA | Nvidia CORP | +0.2% | -1.57% | Add |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | +0.2% | +5.29% | Add |
| 22 | XME | Ss Spdr S&p Metals Mining | +0.2% | +992.29% | Add |
| 23 | XLC | Ss Comm Select Sector Spdr | +0.2% | +124.73% | Add |
| 24 | SMH | Vaneck Semiconductor ETF | +0.2% | -1.47% | Add |
| 25 | AMZN | Amazon.com Inc | +0.2% | -0.29% | Add |
| 26 | CGMU | Cap Group Municipal Income | +0.2% | +7.19% | Add |
| 27 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.37% | Add |
| 28 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | +42.47% | Add |
| 29 | XMMO | Invesco S&p Midcap Momentum | +0.1% | +30.86% | Add |
| 30 | KMB | Kimberly-clark CORP | +0.1% | +90.96% | Add |
| 31 | TPSC | Timothy Plan US Small Cap Co | +0.1% | +33.02% | Add |
| 32 | EDIV | State Street Spdr S&p Emergi | +0.1% | +9.07% | Add |
| 33 | TSLA | Tesla Inc | +0.1% | -5.11% | Add |
| 34 | PLTR | Palantir Technologies Inc-a | +0.1% | +7.22% | Add |
| 35 | TFC | Truist Financial CORP | +0.1% | +7.33% | Add |
| 36 | PSA | Public Storage | +0.1% | +20.11% | Add |
| 37 | PEP | Pepsico Inc | +0.1% | +450.96% | Add |
| 38 | PLD | Prologis Inc | +0.1% | +51.26% | Add |
| 39 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.19% | Trim |
| 40 | GEV | GE Vernova Inc | +0.1% | +264.77% | Add |
| 41 | WY | Weyerhaeuser Co | +0.1% | — | Add |
| 42 | PTL | Inspire 500 ETF | +0.1% | +22.81% | Add |
| 43 | OKE | Oneok Inc | +0.1% | +350.97% | Add |
| 44 | UPS | United Parcel Service-cl B | +0.1% | +52.52% | Add |
| 45 | FLOT | Ishares Floating Rate Bond E | +0.1% | +56.81% | Add |
| 46 | ESUM | Eventide US Market ETF | +0.1% | +39.97% | Add |
| 47 | VPU | Vanguard Utilities ETF | +0.1% | +5.49% | Add |
| 48 | VOO | Vanguard S&p 500 ETF | +0.1% | +1.51% | Add |
| 49 | ILDR | First Trust Innovation Leade | +0.1% | +36.12% | Add |
| 50 | T | At&t Inc | +0.1% | -10.86% | Add |
According to official SEC Form 13F filings, Creative Financial Designs Inc /adv reported a total U.S. public equity portfolio value of $2.1B across 2047 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYV, VTV, VGIT) accounted for 9.3% of total reported equity market value during Q3 2025.
Top New Position Initiated
PIZ
市值: $14.9M
Top Position Liquidated / Trimmed
SMDV
前期市值: $547.4K
During Q3 2025, Creative Financial Designs Inc /adv's top holdings by market value included SPYV (3.1%)、VTV (2.9%)、VGIT (2.5%). The largest single position, SPYV, represented 3.1% of total portfolio value.
In Q3 2025, Creative Financial Designs Inc /adv made 200 total portfolio adjustments, initiating 13 new buys, adding to 119 positions, trimming 67 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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