13F filer

Creative Financial Designs

As of Jun 30, 2026 Filed Jul 28, 2026 CIK 819864 SEC filings ↗
13F Value
$2.10B
Positions
2,262
Top Position
VTV4.6%
Top 5
12.8%

Latest filing changes

vs Mar 31, 2026
Holdings2,262
# Trend (4Q)
1 VTV 4.6% $96.5M -4.7% 443.0K 5.5% ETF
2 BKIE 2.4% $50.6M +13.1% 503.3K 2.5% ETF
3 VGIT 2.2% $45.6M +8.6% 772.9K 2.6% ETF
4 ELCV 1.9% $39.9M +247.9% 1.21M 0.6% ETF
5 AAPL 1.7% $35.8M -0.6% 123.6K 1.9% Common Stock
6 LLY 1.7% $35.5M +4.7% 29.6K 1.6% Common Stock
7 PTL 1.6% $33.6M -19.8% 117.6K 2.2% ETF
8 GARP 1.6% $33.3M +610.6% 403.0K 0.2% ETF
9 AMZN 1.5% $31.1M +1.0% 130.3K 1.6% Common Stock
10 BIBL 1.4% $29.6M +549.8% 512.0K 0.2% ETF
11 VUG 1.4% $28.9M — 335.5K 1.6% — ETF
12 BUFR 1.3% $28.0M +144.4% 767.3K 0.6% ETF
13 AVUS 1.3% $27.9M NEW 217.5K — ETF
14 SPTS 1.3% $27.3M -8.5% 942.6K 1.8% ETF
15 TRFK 1.3% $27.3M >999% 255.8K <0.1% ETF
16 CGDV 1.2% $25.6M -6.2% 520.3K 1.4% ETF
17 MGK 1.2% $24.6M +3.5% 279.7K 1.2% ETF
18 VCIT 1.1% $24.1M +108.5% 291.4K 0.7% ETF
19 IBD 1.1% $23.0M -8.3% 968.3K 1.5% ETF
20 GLRY 1.1% $22.8M -11.2% 521.6K 1.3% ETF
Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.
Exited in Latest Filing98
# Holding Prior % Prior Value Change Prior Quantity Trend (4Q) Type
Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.