CREATIVE FINANCIAL DESIGNS INC /ADV
All 13F Filings
- Location
- Kokomo, IN
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 2,099,542
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/28/2026 | 2,262 | 2,099,542 | 13F-HR | CREATIVE FINANCIAL DESIGNS INC /ADV |
| 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 |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 365.4 K | 17.4% | 72.09 K | 0 | 72.09 K |
| ETFs | 1.734 M | 82.6% | 382.2 K | 0 | 382.2 K |
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Fund Snapshot
Q2 2026
Latest filed
7/28/2026
Total value ($000)
2,099,542
Holdings
2262
QoQ value change ($000)
454,372
(27.6%)
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.