Terminal · Institutions

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 13F Holdings -- Portfolio & Top Positions (2026-06-30)

CREATIVE FINANCIAL DESIGNS INC /ADV (CIK 819864) reported $2.10B across 2,256 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTV ($96.5M, 4.60%), BKIE ($50.6M, 2.41%), VGIT ($45.6M, 2.17%), ELCV ($39.9M, 1.90%), AAPL ($35.8M, 1.70%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTVVANGUARD VALUE ETF$96.5M4.60%443,005Trimmed
2BKIEBNY MELLON INTERNATIONAL EQUITY ETF$50.6M2.41%503,315Added
3VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF$45.6M2.17%772,897Added
4ELCVEVENTIDE HIGH DIVIDEND ETF$39.9M1.90%1.2MAdded
5AAPLAPPLE INC COM$35.8M1.70%123,645Trimmed
6LLYELI LILLY & CO COM$35.5M1.69%29,603Added
7PTLINSPIRE 500 ETF$33.6M1.60%117,590Trimmed
8STLGISHARES MSCI USA QUALITY GARP ETF$33.3M1.58%403,015Added
9AMZNAMAZON COM INC COM$31.1M1.48%130,330Added
10BIBLINSPIRE 100 ETF$29.6M1.41%512,048Added
11VUGVANGUARD GROWTH ETF$28.9M1.38%335,461Added
12BUFRFT VEST LADDERED BUFFER ETF$28.0M1.34%767,287Added
13AVUSAVANTIS U.S. EQUITY ETF$27.9M1.33%217,490New
14SPTSSTATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF$27.3M1.30%942,567Trimmed
15TRFKPACER DATA AND DIGITAL REVOLUTION ETF$27.3M1.30%255,763Added
16CGDVCAPITAL GROUP DIVIDEND VALUE ETF$25.6M1.22%520,295Trimmed
17MGKVANGUARD MEGA CAP GROWTH ETF$24.6M1.17%279,673Added
18VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF$24.1M1.15%291,373Added
19IBDINSPIRE CORPORATE BOND ETF$23.0M1.10%968,280Trimmed
20GLRYINSPIRE GROWTH ETF$22.8M1.09%521,556Trimmed
21SLQDISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF$22.6M1.08%448,811Trimmed
22VCSHVANGUARD SHORT TERM CORP BOND FD ETF$22.2M1.06%281,160Trimmed
23VPUVANGUARD UTILITIES ETF$21.5M1.02%109,863Added
24AIRRFIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF$21.2M1.01%159,408Added
25IMCBISHARES MORNINGSTAR MID-CAP ETF$20.6M0.98%213,786Added

Source: SEC Form 13F filings · as of 2026-06-30