Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
CREATIVE FINANCIAL DESIGNS INC /ADV (CIK 819864) reported $1.65B across 2,133 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTV ($91.2M, 5.55%), VGIT ($42.4M, 2.58%), BKIE ($41.6M, 2.53%), PTL ($36.7M, 2.23%), AAPL ($31.6M, 1.92%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD VALUE ETF | $91.2M | 5.55% | 465,070 | Added |
| 2 | VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $42.4M | 2.58% | 711,404 | Added |
| 3 | BKIE | BNY MELLON INTERNATIONAL EQUITY ETF | $41.6M | 2.53% | 445,080 | Added |
| 4 | PTL | INSPIRE 500 ETF | $36.7M | 2.23% | 146,614 | Added |
| 5 | AAPL | APPLE INC COM | $31.6M | 1.92% | 124,430 | Trimmed |
| 6 | SPTS | STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF | $30.1M | 1.83% | 1.0M | Added |
| 7 | VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $28.9M | 1.76% | 263,711 | Trimmed |
| 8 | TPIF | TIMOTHY PLAN INTERNATIONAL ETF | $28.1M | 1.71% | 778,758 | Added |
| 9 | AMZN | AMAZON COM INC COM | $26.9M | 1.63% | 129,013 | Added |
| 10 | LLY | ELI LILLY & CO COM | $26.0M | 1.58% | 28,285 | Trimmed |
| 11 | VUG | VANGUARD GROWTH ETF | $25.5M | 1.55% | 58,387 | Added |
| 12 | VCSH | VANGUARD SHORT TERM CORP BOND FD ETF | $25.1M | 1.53% | 316,533 | Added |
| 13 | IBD | INSPIRE CORPORATE BOND ETF | $25.2M | 1.53% | 1.1M | Added |
| 14 | SLQD | ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $23.7M | 1.44% | 469,587 | Trimmed |
| 15 | CGDV | CAPITAL GROUP DIVIDEND VALUE ETF | $23.6M | 1.43% | 554,670 | Trimmed |
| 16 | GLRY | INSPIRE GROWTH ETF | $21.8M | 1.33% | 587,465 | Added |
| 17 | FBND | FIDELITY TOTAL BOND ETF | $21.8M | 1.33% | 478,045 | Trimmed |
| 18 | VPU | VANGUARD UTILITIES ETF | $21.2M | 1.29% | 106,745 | Added |
| 19 | MGK | VANGUARD MEGA CAP GROWTH ETF | $19.9M | 1.21% | 54,061 | Added |
| 20 | SPHQ | INVESCO S&P 500 QUALITY ETF | $17.0M | 1.04% | 226,520 | Trimmed |
| 21 | UITB | VICTORYSHARES CORE INTERMEDIATE BOND ETF | $17.0M | 1.03% | 361,104 | Added |
| 22 | PIZ | INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF | $17.0M | 1.03% | 342,692 | Added |
| 23 | VGSH | VANGUARD SHORT-TERM TREASURY ETF | $15.6M | 0.95% | 267,022 | Trimmed |
| 24 | COWZ | PACER US CASH COWS 100 ETF | $15.6M | 0.95% | 249,465 | Added |
| 25 | IMCB | ISHARES MORNINGSTAR MID-CAP ETF | $15.6M | 0.95% | 186,408 | Added |
Source: SEC Form 13F filings · as of 2026-03-31