CREATIVE FINANCIAL DESIGNS INC /ADV
All 13F Filings
- Location
- Kokomo, IN
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 1,645,170
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q1 2026 | 4/13/2026 | 2,162 | 1,645,170 | 13F-HR | CREATIVE FINANCIAL DESIGNS INC /ADV |
| Q4 2025 | 2/6/2026 | 2,064 | 1,587,014 | 13F-HR | CREATIVE FINANCIAL DESIGNS INC /ADV |
| Q3 2025 | 11/12/2025 | 2,047 | 1,488,710 | 13F-HR | CREATIVE FINANCIAL DESIGNS INC /ADV |
| Q2 2025 | 8/4/2025 | 2,008 | 1,388,962 | 13F-HR | CREATIVE FINANCIAL DESIGNS INC /ADV |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 293.3 K | 17.8% | 0 | 2.565 K | -2.565 K |
| ETFs | 1.352 M | 82.2% | 60.74 K | 0 | 60.74 K |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
4/13/2026
Total value ($000)
1,645,170
Holdings
2162
QoQ value change ($000)
58,156
(3.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.