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CIK: 0000819864
Total reported value
$2.1B
$2.1B
2064 檔
9.9%
During the Q4 2025 filing period, Creative Financial Designs Inc /adv (CIK: 0000819864) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.1B across 2064 reported positions.
In Q4 2025, Creative Financial Designs Inc /adv displayed an active expansion posture, initiating 9 new positions and adding to 124 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 2064 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 | 3.06% | -0.08% | +3.57% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 2.94% | -0.95% | +4.75% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.54% | -0.41% | +7.61% | |
| 4 | BKIE | Bny Mellon Intl Eqty ETF | ETF-Other | 2.40% | -0.12% | +5.10% | |
| 5 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 2.22% | -0.86% | +1.37% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.14% | -0.22% | -1.62% | |
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.93% | +0.11% | +5.10% | |
| 8 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 1.84% | -0.53% | +5.80% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.75% | -0.15% | +3.52% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 1.73% | -0.17% | +1.07% | |
| 11 | CGDV | Cap Group Dividend Value | ETF-Other | 1.71% | -0.21% | -2.42% | |
| 12 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.69% | -0.30% | +6.44% | |
| 13 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 1.56% | -0.36% | +5.39% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.55% | -0.47% | +23.24% | |
| 15 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 1.51% | -0.43% | +5.26% | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.39% | -0.91% | +2.69% | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.36% | -0.04% | +1.80% | |
| 18 | TPIF | Timothy Plan Intl ETF | ETF-Other | 1.31% | -0.85% | +2375.17% | |
| 19 | VPU | Vanguard Utilities ETF | ETF-Other | 1.21% | -0.27% | +4.06% | |
| 20 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 1.19% | -0.10% | +4.57% | |
| 21 | UITB | Victoryshares Core Intermedi | ETF-Other | 1.06% | -0.28% | +5.89% | |
| 22 | PIZ | Invesco Dorsey Wright Develo | ETF-Other | 1.05% | -0.63% | +8.85% | |
| 23 | ELCV | Eventide High Dividend ETF | ETF-Other | 0.94% | +1.29% | +4.40% | |
| 24 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.94% | +0.03% | +6.64% | |
| 25 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.92% | +0.44% | +4.01% | |
| 26 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.92% | -0.05% | +1.03% | |
| 27 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 0.91% | -0.65% | -0.19% | |
| 28 | WWJD | Inspire International ETF | ETF-Other | 0.87% | -0.26% | -18.47% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.81% | +0.09% | +3.57% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.78% | -0.26% | +2.15% | |
| 31 | IMCG | Ishares Morningstar Mid-cap | ETF-Other | 0.77% | -0.06% | +3.14% | |
| 32 | TPSC | Timothy Plan US Small Cap Co | ETF-Small Cap | 0.76% | -0.06% | +6.35% | |
| 33 | BIBL | Inspire 100 ETF | ETF-Other | 0.76% | +1.18% | +14.28% | |
| 34 | GLRY | Inspire Growth ETF | ETF-Other | 0.75% | -0.24% | +6.22% | |
| 35 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.75% | -0.08% | +3.57% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.72% | +0.04% | +17.92% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | -0.09% | +6.77% | |
| 38 | SPSB | Ss Spdr P St C CORP ETF | ETF-Other | 0.65% | -0.16% | +5.43% | |
| 39 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.60% | -0.25% | +9.68% | |
| 40 | USTB | Victoryshares Short-term Bon | ETF-Other | 0.59% | -0.33% | +5.46% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.58% | +0.05% | +1.37% | |
| 42 | LQTI | Ft Vest Invst Grd Trgt I ETF | ETF-Other | 0.57% | -0.10% | — | |
| 43 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.54% | +0.01% | +11.30% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.54% | -0.08% | +11.11% | |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.46% | -0.09% | +5.59% | |
| 46 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.46% | -0.42% | +5.83% | |
| 47 | EDIV | State Street Spdr S&p Emergi | ETF-Other | 0.46% | -0.32% | +14.73% | |
| 48 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.45% | +0.24% | +7.63% | |
| 49 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.45% | -0.09% | +7.99% | |
| 50 | ISMD | Inspire Small/mid Cap ETF | ETF-Other | 0.44% | — | +12.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TPIF | Timothy Plan Intl ETF | +1.3% | +2375.17% | Add |
| 2 | LLY | Eli Lilly & Co | +0.5% | +5.10% | Add |
| 3 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | +0.3% | +80368.07% | Add |
| 4 | KNG | Ft Vest S&p 500 Dvd Arst Trg | +0.2% | +194.41% | Add |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +23.24% | Add |
| 6 | XLV | Ss Health Care Select Sector | +0.1% | +133.34% | Add |
| 7 | ✓ | Neos ETF Trust | +0.1% | +159.33% | Add |
| 8 | PTL | Inspire 500 ETF | +0.1% | +68.71% | Add |
| 9 | VOO | Vanguard S&p 500 ETF | +0.1% | +17.92% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +6.01% | Add |
| 11 | HBAN | Huntington Bancshares Inc | +0.1% | +688.89% | Add |
| 12 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +26.87% | Add |
| 13 | ALTO | Alto Ingredients Inc | +0.1% | -20.28% | Trim |
| 14 | TXN | Texas Instruments Inc | +0.1% | +3732.16% | Add |
| 15 | BIBL | Inspire 100 ETF | +0.1% | +14.28% | Add |
| 16 | BKIE | Bny Mellon Intl Eqty ETF | +0.1% | +5.10% | Add |
| 17 | PIZ | Invesco Dorsey Wright Develo | +0.1% | +8.85% | Add |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +48.93% | Add |
| 19 | LMT | Lockheed Martin CORP | +0.1% | +80.05% | Add |
| 20 | XLG | Invesco S&p 500 Top 50 ETF | +0.1% | +110.78% | Add |
| 21 | AMZN | Amazon.com Inc | 0% | +3.52% | Add |
| 22 | EFV | Ishares Msci Eafe Value ETF | 0% | +9.68% | Add |
| 23 | VEA | Vanguard Ftse Developed ETF | 0% | +11.30% | Add |
| 24 | EDIV | State Street Spdr S&p Emergi | 0% | +14.73% | Add |
| 25 | GOOG | Alphabet Inc-cl C | 0% | +3.95% | Add |
| 26 | ESUM | Eventide US Market ETF | 0% | +58.50% | Add |
| 27 | VTI | Vanguard Total Stock Mkt ETF | 0% | +47.67% | Add |
| 28 | VYM | Vanguard High Dvd Yield ETF | 0% | +11.11% | Add |
| 29 | CAT | Caterpillar Inc | 0% | -2.55% | Trim |
| 30 | IVE | Ishares S&p 500 Value ETF | 0% | +42.21% | Add |
| 31 | TLT | Ishares 20+ Year Treasury Bd | 0% | +25.60% | Add |
| 32 | FDRR | Fidelity Div ETF Rise Rates | 0% | +30.81% | Add |
| 33 | AVEM | Avantis Emerging Markets Eq | 0% | +97.32% | Add |
| 34 | AMGN | Amgen Inc | 0% | +6.99% | Add |
| 35 | SLV | Ishares Silver Trust | 0% | -1.26% | Trim |
| 36 | BAI | Ishrs Ai In And Tech Act ETF | 0% | +71.39% | Add |
| 37 | NNOV | Innovator G-100 Pb ETF - Nov | 0% | +388.75% | Add |
| 38 | VTV | Vanguard Value ETF | 0% | +4.75% | Add |
| 39 | VGIT | Vanguard Intermediate-term T | 0% | +7.61% | Add |
| 40 | ISMD | Inspire Small/mid Cap ETF | 0% | +12.25% | Add |
| 41 | AVUV | Avantis US Small Cap Value | 0% | +7.63% | Add |
| 42 | JMEE | JPM Sma & Mid Cap En Eq Et-u | 0% | +9.63% | Add |
| 43 | FDLS | Inspire Fidelis Multi Factor | 0% | +8.93% | Add |
| 44 | TPHD | Timothy Plan High Dvd Stck | 0% | +18.41% | Add |
| 45 | VHT | Vanguard Health Care ETF | 0% | +4.91% | Add |
| 46 | VFMV | Vanguard US Minimum Volatili | 0% | +15.29% | Add |
| 47 | TPLC | Timothy Pln US Lrg/mid Cap | 0% | +22.08% | Add |
| 48 | UPS | United Parcel Service-cl B | 0% | +10.04% | Add |
| 49 | GLD | Spdr Gold Shares | 0% | +13.90% | Add |
| 50 | BLES | Inspire Global Hope ETF | 0% | +31.69% | 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 2064 disclosed positions in Q4 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 9.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
LQTI
市值: $9.0M
Top Position Liquidated / Trimmed
NEOS ETF TRUST
前期市值: $1.8M
During Q4 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 Q4 2025, Creative Financial Designs Inc /adv made 200 total portfolio adjustments, initiating 9 new buys, adding to 124 positions, trimming 64 holdings, and fully liquidating 3 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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