CREATIVE FINANCIAL DESIGNS INC /ADV

Q3 2026 13F-HR Holdings

Location
Kokomo, IN
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
2,371
Total value ($000)
$2,215,564
Net value change ($000)
+116,022 (5.5%)
New positions
202
Sold out positions
93
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VGSH 27,893 205.3%
MGK 21,216 86.3%
VCSH 20,459 92.1%
JAAA 16,096 1040.5%
FIRST TRUST EXCHANGE-TRADED FUND 15,729 117.0%
STIP 15,226 577.2%
SGOV 12,374 546.6%
PULS 12,210 5985.3%
LMBS 10,895 10182.2%
XAGG 9,993 NEW
Top Reduces (Value $000, Stocks/ETFs)
VGIT -37,597 -82.5%
VCIT -22,237 -92.3%
SPTS -20,748 -75.9%
DFCF -8,787 -98.1%
UITB -8,651 -54.8%
MINO -8,637 -59.2%
CGMU -5,999 -54.2%
FBND -5,274 -59.7%
AIRR -4,504 -21.2%
VTV -3,999 -4.1%
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