CREATIVE FINANCIAL DESIGNS INC /ADV: 13F holdings

CIK 8198642026Q2

Positions2,262
Reported value$2.1bn
Filed2026-07-28

Change since last quarter

Positions2,262 (+100 vs prior quarter)
Reported value$2.1bn (+27.6%)

Top 10 holdings

SecuritySharesValueWeight
VTV VANGUARD VALUE ETF443,005$96.5m4.6%
BKIE BNY MELLON INTERNATIONAL EQUITY ETF503,315$50.6m2.4%
VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF772,897$45.6m2.2%
EVENTIDE HIGH DIVIDEND ETF1,213,511$39.9m1.9%
AAPL APPLE INC COM123,645$35.8m1.7%
LLY ELI LILLY & CO COM29,603$35.5m1.7%
PTL INSPIRE 500 ETF117,590$33.6m1.6%
GARP ISHARES MSCI USA QUALITY GARP ETF403,015$33.3m1.6%
AMZN AMAZON COM INC COM130,330$31.1m1.5%
BIBL INSPIRE 100 ETF512,048$29.6m1.4%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="819864")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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