13F Insight
DOSSIER · 13F-HR · Q2 2026

CREATIVE FINANCIAL DESIGNS INC /ADV

$2.1B in tracked AUM across 2,262 positions as of Q2 2026.

CF
CIK 0000819864 · last filed Jun 30, 2026
Total AUM
$2.1B
as of Q2 2026
Holdings
2,262
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

CREATIVE FINANCIAL DESIGNS INC /ADV filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTV
VANGUARD VALUE ETF
$97M443K4.6%02
BKIE
BNY MELLON INTERNATIONAL EQUITY ETF
$51M503K2.4%03
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
$46M773K2.2%04
ELCV
EVENTIDE HIGH DIVIDEND ETF
$40M1.2M1.9%05
AAPL
APPLE INC COM
$36M124K1.7%06
LLY
ELI LILLY & CO COM
$36M30K1.7%07
PTL
INSPIRE 500 ETF
$34M118K1.6%08
GARP
ISHARES MSCI USA QUALITY GARP ETF
$33M403K1.6%09
AMZN
AMAZON COM INC COM
$31M130K1.5%10
BIBL
INSPIRE 100 ETF
$30M512K1.4%

Filing history

2026Q2Jun 30
$2.1B▲ 27.6%
2,262 positionsView →2026Q1Mar 31
$1.6B▲ 3.7%
2,162 positionsView →2025Q4Dec 31
$1.6B▲ 6.7%
2,064 positionsView →2025Q3Sep 30
$1.5B▲ 7.2%
2,047 positionsView →2025Q2Jun 30
$1.4B▲ 10.8%
2,008 positionsLocked2025Q1Mar 31
$1.3B▲ 1.8%
2,060 positionsLocked2024Q4Dec 31
$1.2B▲ 3.7%
1,794 positionsLocked2024Q3Sep 30
$1.2B▲ 5.6%
1,688 positionsLocked2024Q2Jun 30
$1.1B▲ 6.2%
1,651 positionsLocked2024Q1Mar 31
$1.1B▲ 7.4%
1,669 positionsLocked2023Q4Dec 31
$985M▲ 14.8%
1,610 positionsLocked2023Q3Sep 30
$858M▲ 0.9%
1,508 positionsLocked
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