Creative Financial Designs Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Timothy Plan International ETF
TPIF
|
+$19.5M |
| 2 |
LQTI
FT Vest Investment Grade & Target Income ETF
LQTI
|
+$9.02M |
| 3 |
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
|
+$5.02M |
| 4 |
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
|
+$4.95M |
| 5 |
FT Vest Fund of Nasdaq-100 Buffer ETFs
BUFQ
|
+$4.71M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
|
+$8.35M |
| 2 |
State Street Communication Services Select Sector SPDR ETF
XLC
|
+$4.12M |
| 3 |
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
|
+$3.18M |
| 4 |
Inspire International ETF
WWJD
|
+$3.07M |
| 5 |
HighPeak Energy
HPK
|
+$2.87M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.89% |
| 2 | Healthcare | 2.63% |
| 3 | Consumer Discretionary | 2.56% |
| 4 | Industrials | 1.8% |
| 5 | Financials | 1.7% |
Similar funds
Creative Financial Designs's Q4 2025 Portfolio in Review
As of Q4 2025, Creative Financial Designs held 2,165 positions worth $1.59B, up 6.6% from $1.49B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
Creative Financial Designs deployed $70M of net new capital in Q4 2025, opening 118 new positions and adding to 627 existing holdings. Its largest new stake was FT Vest Investment Grade & Target Income ETF: 445,943 shares worth $8.97M.
By sector, the portfolio is most concentrated in Technology at 4.9% of assets, down from 5% a quarter earlier, followed by Healthcare and Consumer Discretionary.
On the sell side, the largest reduction was PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund, an estimated $8.35M trimmed.
- Creative Financial Designs's largest Q4 2025 buy was FT Vest Investment Grade & Target Income ETF: 445,943 shares worth $8.97M.
- Creative Financial Designs added most to Timothy Plan International ETF in Q4 2025, an estimated $19.5M increase.
- Creative Financial Designs's biggest Q4 2025 reduction was PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund, cutting an estimated $8.35M.
- Creative Financial Designs fully exited Timothy Plan US Large/Mid Cap Core Enhanced ETF in Q4 2025, selling an estimated $417K.
- Creative Financial Designs's ten largest holdings make up 23% of its $1.59B portfolio in Q4 2025.
- Creative Financial Designs opened 118 new positions and closed 103 in Q4 2025.
- Creative Financial Designs's portfolio value rose 6.6% quarter-over-quarter to $1.59B.
Based on Creative Financial Designs's 13F filing for Q4 2025, filed 6 Feb 2026.