StockDriftsStockDriftsTop 50 Creative Financial Designs INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD VALUE ETF | 4.6% | 443.0K | $96.5M | -4.74%(-22.07K) | $163.72(+38.97%) | 2026-06-30 | |
| BKIE | BNY MELLON INTERNATIONAL EQUITY ETF | 2.41% | 503.3K | $50.6M | +13.08%(+58.23K) | $84.72(-58.69%) | 2026-06-30 | |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 2.17% | 772.9K | $45.6M | +8.64%(+61.49K) | $59.37(-1.68%) | 2026-06-30 | |
| ELCV | EVENTIDE HIGH DIVIDEND ETF | 1.9% | 1.21M | $39.9M | +247.88%(+864.68K) | $28.82(+11.85%) | 2026-06-30 | |
| AAPL | APPLE INC COM | 1.7% | 123.6K | $35.8M | -0.63%(-785) | $114.41(+166.92%) | 2026-06-30 | |
| LLY | ELI LILLY & CO COM | 1.69% | 29.6K | $35.5M | +4.66%(+1.32K) | $551.13(+113.99%) | 2026-06-30 | |
| PTL | INSPIRE 500 ETF | 1.6% | 117.6K | $33.6M | -19.80%(-29.02K) | $247.21(+18.19%) | 2026-06-30 | |
| GARP | ISHARES MSCI USA QUALITY GARP ETF | 1.58% | 403.0K | $33.3M | +610.57%(+346.30K) | $70.23(+21.01%) | 2026-06-30 | |
| AMZN | AMAZON COM INC COM | 1.48% | 130.3K | $31.1M | +1.02%(+1.32K) | $143.50(+82.95%) | 2026-06-30 | |
| BIBL | INSPIRE 100 ETF | 1.41% | 512.0K | $29.6M | +549.78%(+433.25K) | $49.94(+15.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.20% | +37.50% | +4.66% | +25.58% |
| Top 20 Holdings Unweighted | +11.38% | +38.18% | +5.08% | +28.11% |
Creative Financial Designs INC reports $2.10B in US-listed equity holdings across 2,262 positions in its most recent 13F filing. Its largest disclosed positions are VTV (4.6%), BKIE (2.4%) and VGIT (2.2%). The top 20 holdings account for 32.92% of reported assets. Its disclosed equity book has returned +37.50% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Creative Financial Designs INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 819864). View Creative Financial Designs INC’s 13F filings on SEC