CREATIVE FINANCIAL DESIGNS INC /ADV
•CIK: 819864•Filing: Q4 2025
**CREATIVE FINANCIAL DESIGNS INC /ADV** manages $1.6B across a diversified portfolio of 2,060 positions. The strategy exhibits significant exposure to broad market indices and sector leaders, evidenced by top holdings including SPYV ($48.6M) and VTV ($46.6M). Notable allocations also target fixed income via VGIT ($40.3M) and technology/growth names such as AAPL ($33.9M) and LLY ($30.7M). This positioning suggests a tactical blend of market beta capture and high-conviction equity selection.
Total AUM
$1.6B
QoQ Performance
+6.6%
Positions
2,060
Top 10 Concentration
25.9%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYV3.1%
VTV2.9%
VGIT2.5%
BKIE2.4%
VONG2.2%
AAPL2.1%
LLY1.9%
SPTS1.8%
📈 Biggest Buys
TPIF
TIMOTHY PLAN INTERNATIONAL ETF
+2375.2%
1.3% of portfolio
LQTI
FT VEST INVESTMENT GRADE & TARGET INCOME ETF
NEW
0.6% of portfolio
SDVD
FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
NEW
0.3% of portfolio
RDVI
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
NEW
0.3% of portfolio
BUFQ
FT VEST LADDERED NASDAQ BUFFER ETF
+80368.1%
0.3% of portfolio
📉 Biggest Sells
WWJD
INSPIRE INTERNATIONAL ETF
-18.5%
0.9% of portfolio
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
-48.1%
0.1% of portfolio
XLF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
-26.0%
0.3% of portfolio
JIRE
JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF
-51.0%
0.1% of portfolio
MDT
MEDTRONIC PLC SHS
-33.8%
0.1% of portfolio
Sector Breakdown
Other86.2%
Technology4.7%
Consumer2.7%
Healthcare2.7%
ETF1.5%
Industrial0.7%
Energy0.5%
Financial0.4%
🚪 Exited Positionssold since Q3 2025
+1845 more exited positions
Changes from Q3 2025
NEW5 new positions
↑144 increased
↓51 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022