CREATIVE FINANCIAL DESIGNS INC /ADV

DOSSIER · 13F-HR · Q1 2026

CREATIVE FINANCIAL DESIGNS INC /ADV

$1.6B in tracked AUM across 2,162 positions as of Q1 2026.

CF

CIK 0000819864 · last filed Mar 31, 2026

Total AUM

$1.6B

as of Q1 2026

Holdings

2,162

—

positions

Whale Score

48

48

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

CREATIVE FINANCIAL DESIGNS INC /ADV filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

VTV

VANGUARD VALUE ETF

$91M465K5.5%02

VGIT

VANGUARD INTERMEDIATE-TERM TREASURY ETF

$42M711K2.6%03

BKIE

BNY MELLON INTERNATIONAL EQUITY ETF

$42M445K2.5%04

PTL

INSPIRE 500 ETF

$37M147K2.2%05

AAPL

APPLE INC COM

$32M124K1.9%06

SPTS

STATE STREET SPDR PORTFOLIO SHORT TERM TREASURY ETF