account_balance

Investment manager · 13F filer · SEC CIK 819864

Creative Financial Designs Inc

Reported value$2.22Bas of Sep 30, 2026

Positions2,371 199 new, 86 sold out

Top 10 weight20.6%VTV alone is 4%

FiledNov 435 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

VTVVanguard Morningstar Value ETF

4.2%Trimmed −3%

BKIEBny Mellon International Equity ETF

2.4%Added +7%

MGKVanguard Morningstar Mega Cap Growth ETF

2.1%Added +77%

VCSHVanguard Short Term Corp Bond Fd ETF

1.9%Added +97%

VGSHVanguard Short-Term Treasury ETF

1.9%Added +209%

AAPLApple Inc.

1.8%Trimmed −5%

ELCVEventide High Dividend ETF

1.7%Added +3%

GARPiShares MSCI USA Quality Garp ETF

1.6%Added +3%

AMZNAmazon.com Inc

1.5%Added +4%

LLYELI Lilly & Co

1.5%

PTLInspire 500 ETF

1.5%+5%

VUGVanguard Growth ETF

1.4%Added +2%

VTVVanguard Morningstar Value ETF

4.2%Trimmed −3%

BKIEBny Mellon International Equity ETF

2.4%+7%

MGKVanguard Morningstar Mega Cap Growth ETF

2.1%+77%

VCSHVanguard Short Term Corp Bond Fd ETF

1.9%+97%

VGSHVanguard Short-Term Treasury ETF

1.9%+209%

AAPLApple Inc.

1.8%

ELCVEventide High Dividend ETF

1.7%

GARPiShares MSCI USA Quality Garp ETF

1.6%

AMZNAmazon.com Inc

1.5%

LLY1.5%

PTL1.5%

VUG1.4%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

VTV Vanguard Morningstar Value ETF 4.2% Trimmed −3%

BKIE Bny Mellon International Equity ETF 2.4% Added +7%

MGK Vanguard Morningstar Mega Cap Growth ETF 2.1% Added +77%

VCSH Vanguard Short Term Corp Bond Fd ETF 1.9% Added +97%

VGSH Vanguard Short-Term Treasury ETF 1.9% Added +209%

AAPL Apple Inc. 1.8% Trimmed −5%

ELCV Eventide High Dividend ETF 1.7% Added +3%

GARP iShares MSCI USA Quality Garp ETF 1.6% Added +3%

AMZN Amazon.com Inc 1.5% Added +4%LLY ELI Lilly & Co 1.5% Held

PTL Inspire 500 ETF 1.5% Added +5%

VUG Vanguard Growth ETF 1.4% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Nov 4, 2026, compared with the Jul 28, 2026 filing

add_circleNew

XAGG $9.99M
DBMF $2.33M
SDSI $1.93M
RBRK $1.21M

arrow_upwardAdded

BKLN +206384%
ACYS +95639%
LMBS +10489%
PULS +6001%

arrow_downwardTrimmed

VGIT −82%
SPTS −76%
MINO −56%
UITB −53%

remove_circleSold out

SILA $682K
CBSH $527K
DIVB $287K
FYX $228K

Creative Financial Designs Inc

Where the money is

Biggest moves since Jun 30, 2026

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