CREATIVE FINANCIAL DESIGNS INC /ADV

Q2 2026 13F-HR Holdings

Location
Kokomo, IN
Holdings as of
6/30/2026
Date filed
7/28/2026
Form type
13F-HR
Num holdings
2,262
Total value ($000)
$2,099,542
Net value change ($000)
+454,372 (27.6%)
New positions
203
Sold out positions
103
Turnover %
5.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ELCV 29,772 294.3%
GARP 29,641 817.0%
AVUS 27,856 NEW
TRFK 26,920 7275.7%
BIBL 25,921 697.6%
AIRR 20,630 3376.4%
BUFR 17,426 164.3%
MINO 14,402 7348.0%
FIRST TRUST EXCHANGE-TRADED FUND 13,443 NEW
VCIT 12,518 108.2%
Top Reduces (Value $000, Stocks/ETFs)
FBND -12,974 -59.5%
JBND -12,554 -100.0%
TPIF -10,115 -36.0%
VONG -10,103 -34.9%
PTNQ -9,965 -73.7%
PIZ -8,597 -50.7%
EVSD -7,102 -100.0%
CGMS -6,858 -92.6%
PTBD -5,390 -99.7%
EDIV -4,798 -64.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type