CREATIVE FINANCIAL DESIGNS INC /ADV Q4 2025 Filing

Filed February 6, 2026

Portfolio Value

$1.6B

Holdings

2,064

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (2,064 positions)

StockValue
GSGOLDMAN SACHS GROUP INC COM
$608K
SLBSLB LIMITED COM STK
$607K
UNPUNION PAC CORP COM
$605K
AOKISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF
$600K
TIPXSTATE STREET SPDR BLOOMBERG 1-10 YEAR TIPS ETF
$599K
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
$586K
VGUSVANGUARD ULTRA-SHORT TREASURY ETF
$584K
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
$584K
AGZDWISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUND
$583K
FJANFT VEST US EQUITY BUFFER ETF - JANUARY
$583K
4I1PHILIP MORRIS INTL INC COM
$575K
XFEBFT VEST U.S. EQUITY MODERATE BUFFER ETF - JULY
$565K
SDCIUSCF SUMMERHAVEN DYNAMIC COMMODITY STRATEGY NO K-1 FUND
$565K
NNOVINNOVATOR GROWTH-100 POWER BUFFER ETF - NOVEMBER
$561K
ISCGISHARES MORNINGSTAR SMALL-CAP GROWTH ETF
$560K
AFSMFIRST TRUST ACTIVE FACTOR SMALL CAP ETF
$556K
GNOMGLOBAL X GENOMICS & BIOTECHNOLOGY ETF
$551K
BTALAGF U.S. MARKET NEUTRAL ANTI-BETA FUND
$535K
EMHCSTATE STREET SPDR BLOOMBERG EMERGING MARKETS USD BOND ETF
$524K
SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
$524K
VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF
$522K
MMM3M CO COM
$517K
FIXCOMFORT SYS USA INC COM
$503K
CAPEDOUBLELINE SHILLER CAPE U.S. EQUITIES ETF
$502K
SPSMSTATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
$498K
CEGCONSTELLATION ENERGY CORP COM
$496K
LGLVSTATE STREET SPDR US LARGE CAP LOW VOLATILITY INDEX ETF
$494K
VVVANGUARD LARGE-CAP ETF
$493K
SRLNSTATE STREET BLACKSTONE SENIOR LOAN ETF
$492K
FISRSTATE STREET FIXED INCOME SECTOR ROTATION ETF
$492K
VOOGVANGUARD S&P 500 GROWTH ETF
$491K
IVZINVESCO S&P MIDCAP 400 GARP ETF
$488K
GEGE AEROSPACE COM NEW
$479K
VTWOVANGUARD RUSSELL 2000 ETF
$477K
IEFISHARES 7-10 YEAR TREASURY BOND ETF
$468K
UCONFIRST TRUST SMITH UNCONSTRAINED BOND ETF
$463K
IBBISHARES BIOTECHNOLOGY ETF
$462K
BLOKAMPLIFY BLOCKCHAIN TECHNOLOGY ETF
$454K
SPMDSTATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
$451K
WQTMWISDOMTREE CLOUD COMPUTING FUND
$450K
FUTYFIDELITY MSCI UTILITIES INDEX ETF
$450K
AIQGLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
$445K
XLFISTATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
$440K
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF
$437K
AEPAMERICAN ELEC PWR CO INC COM
$436K
BSVVANGUARD SHORT TERM BOND
$435K
XMESTATE STREET SPDR S&P METALS & MINING ETF
$435K
AGFIRST MAJESTIC SILVER CORP COM
$421K
PHPARKER-HANNIFIN CORP COM
$421K
WCBRWISDOMTREE CYBERSECURITY FUND
$421K
ORLYOREILLY AUTOMOTIVE INC COM
$415K
PJANINNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
$412K
RLYSTATE STREET MULTI-ASSET REAL RETURN ETF
$408K
VTVANGUARD TOTAL WORLD STOCK ETF
$405K
DDTOINNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
$403K
ABBVABBVIE INC COM
$403K
CGGRCAPITAL GROUP GROWTH ETF
$398K
BBARRICK MNG CORP COM SHS
$397K
CRFCORNERSTONE TOTAL RETURN FD IN COM
$392K
FNVFRANCO NEV CORP COM
$390K
FFOGFRANKLIN FOCUSED GROWTH ETF FOCUSED GROWTH ETF
$390K
QCOMQUALCOMM INC COM
$386K
OAEMONEASCENT ENHANCED SMALL AND MID CAP ETF INSTITUTIONAL SHS ONEASCENT EMERGI
$386K
PSEPINNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER
$384K
TFPMTRIPLE FLAG PRECIOUS METAL COM
$383K
FDISFIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
$381K
INTCINTEL CORP COM
$370K
SCHHSCHWAB U.S. REIT ETF
$369K
RTXRTX CORPORATION COM
$366K
PAPRINNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL
$366K
CERYSPDR BLOOMBERG ENHANCED ROLL YIELD COMMODITY STRATEGY NO K-1 ETF
$362K
EQTEQT CORP COM
$362K
SOXXISHARES SEMICONDUCTOR ETF
$361K
KJANINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY
$358K
AMATAPPLIED MATLS INC COM
$358K
DFUSDIMENSIONAL U.S. EQUITY MARKET ETF
$357K
FVDFIRST TRUST VALUE LINE DIVIDEND FUND
$353K
FTGSFIRST TRUST GROWTH STRENGTH ETF
$349K
VRTVERTIV HOLDINGS CO COM CL A
$344K
PSLV/USPROTT ASSET MANAGEMENT LP PHYSICAL SILVER
$344K
QTUMDEFIANCE QUANTUM ETF
$343K
SNOVFT VEST U.S. SMALL CAP MODERATE BUFFER ETF - NOVEMBER
$341K
CGCBCAPITAL GROUP CORE BOND ETF
$339K
AQLTISHARES U.S. TREASURY BOND ETF
$338K
QJUNFT VEST NASDAQ-100 BUFFER ETF - JUNE
$334K
FEZSPDR EURO STOXX 50 ETF
$334K
MPCMARATHON PETE CORP COM
$333K
WMWASTE MGMT INC DEL COM
$319K
SHLDGLOBAL X DEFENSE TECH ETF
$318K
XWIAXWESTERN ASST INFLTN LKD INM FD COM SH BEN INT
$318K
PFEPFIZER INC COM
$317K
SMCISUPER MICRO COMPUTER INC COM NEW
$316K
ESLVEVENTIDE LARGE CAP VALUE ETF
$313K
IWYISHARES RUSSELL TOP 200 GROWTH ETF
$313K
COPCONOCOPHILLIPS COM
$311K
OEFISHARES S&P 100 ETF
$309K
SPXCSPX TECHNOLOGIES INC COM
$301K
UNHUNITEDHEALTH GROUP INC COM
$299K
DTDWISDOMTREE U.S. TOTAL DIVIDEND FUND
$298K
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$297K
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